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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
6
users have commented on this narrative
48
users have followed this narrative
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
users have followed this narrative
New
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
19.2% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
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Bellway
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
New Facilities And Efficient Operations Will Secure Future Success
Key Takeaways Focus on capital efficiency and improved RoCE is expected to enhance earnings and financial health, driving shareholder value. Strategic land bank and operational improvements signal potential revenue growth and net margin boosts from high-margin plots.
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UK£32.23
FV
22.2% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
5021
Cosmo Energy Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Earnings Will Benefit From Sustainable Aviation Fuel And Wind Power Projects
Key Takeaways New sustainable aviation fuel facility and wind projects aim to enhance revenue streams and improve margins through cleaner energy initiatives. Restoration of oil field production and share buybacks may boost earnings, potentially increasing investor returns and stock valuation.
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JP¥7.93k
FV
13.9% undervalued
intrinsic discount
-4.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative
Whitehaven Coal
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Diversification Into Metallurgical Coal And Cost Reductions Will Strengthen Future Prospects
Key Takeaways Acquisitions and diversified coal sales may boost revenue while cost-out initiatives are set to improve margins through reduced expenses. Share buyback resumption could increase EPS and enhance shareholder value, improving overall investor sentiment.
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AU$7.25
FV
7.3% undervalued
intrinsic discount
2.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
46
users have followed this narrative
7 days ago
author updated this narrative
Tikehau Capital
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Partnerships And Market Expansion Will Strengthen Future Prospects
Key Takeaways Strategic geographic and segment expansion is driving revenue growth by tapping into new investor markets, particularly in Asia and underrepresented regions. Increasing focus on high-margin private equity and operational efficiencies is enhancing net margins and improving profitability through innovative investment strategies.
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€24.79
FV
22.6% undervalued
intrinsic discount
19.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
AIAE
AIA Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Setting Up Modular Plants In China And Ghana Will Reduce Costs And Expand Market Reach
Key Takeaways Establishing modular plants in key markets reduces costs and improves profitability by serving regional demand efficiently. Adoption of manufacturing technology and strategic facility positioning will drive revenue growth and enhance margins.
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₹3.68k
FV
13.2% undervalued
intrinsic discount
8.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 174.36
FV
16.8% undervalued
intrinsic discount
16.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
J.K. Cement
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Government Programs And Urbanization Will Expand Indian Cement Markets
Key Takeaways Expansion into new markets and increased capacity positions the company to benefit from strong infrastructure demand and capture greater market share. Strategic focus on product diversification and energy efficiency strengthens margins and helps insulate earnings against cyclical downturns.
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₹6.65k
FV
4.6% overvalued
intrinsic discount
12.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
Sopra Steria Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
European Cybersecurity And Digital Transformation Will Fuel Resilience
Key Takeaways Expansion in defense, cybersecurity, and AI-powered services is boosting high-margin revenue streams and positioning the company for resilient, long-term earnings growth. Operational improvements and strategic M&A in key sectors are expected to enhance profitability, drive recurring revenue, and improve cash flow over the medium term.
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€222.00
FV
17.8% undervalued
intrinsic discount
2.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
PGE Polska Grupa Energetyczna
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Offshore Wind And Photovoltaics Investments Will Boost Operational Efficiency
Key Takeaways Focus on renewable energy investments and modernization could increase revenue streams and improve margins through lower production costs and enhanced efficiency. Restructuring and decarbonization efforts align with regulatory trends, improving financial flexibility, stabilizing earnings, and potentially enhancing future profitability.
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zł9.53
FV
24.9% overvalued
intrinsic discount
3.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
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