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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
60
users have followed this narrative
New
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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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
users have followed this narrative
Updated
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
20.6% 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
14
users have followed this narrative
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Dunelm Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture
Key Takeaways Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector. Investments in automation and vertical integration aim to enhance operational efficiency and net margins through better cost and supply chain management.
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UK£12.83
FV
6.3% undervalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
about 22 hours ago
author updated this narrative
Rubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Energy Projects And African Expansion Will Support Future Operations
Key Takeaways Rubis' expansion in Africa and investments in low-carbon energy, particularly solar, highlight potential for revenue and earnings growth. Strong performance in the Caribbean, alongside operational efficiencies, supports steady revenue expansion and sustained profitability.
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€34.89
FV
18.2% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
about 22 hours ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
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€43.00
FV
13.0% undervalued
intrinsic discount
11.57%
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
about 22 hours ago
author updated this narrative
Perseus Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Tier One Projects Will Expand Future Gold Production
Key Takeaways Major new asset developments, robust cost discipline, and financial strength are set to drive long-term growth, resilient margins, and flexibility for strategic projects. Emphasis on ethical practices and community engagement positions the company for increased investor appeal and higher valuation in a supportive gold price environment.
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AU$3.97
FV
10.1% undervalued
intrinsic discount
15.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
about 22 hours ago
author updated this narrative
CI&T
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI And Global Expansion Will Drive Future Success
Key Takeaways Strategic focus on AI and global expansion strengthens market position, driving sustained client engagement and potential revenue growth. Efficient cost management and AI-driven initiatives enhance profitability and financial stability amidst legislative changes and market challenges.
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US$7.66
FV
29.8% undervalued
intrinsic discount
12.75%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 22 hours ago
author updated this narrative
Santos
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Key Takeaways Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs. Long-term LNG agreements and strategic reserves position Santos for strong cash flow, supporting growth and shareholder returns.
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AU$8.43
FV
6.5% undervalued
intrinsic discount
7.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
about 22 hours ago
author updated this narrative
Ultra Clean Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Investment And Advanced Fabs Will Unlock Enduring Value
Key Takeaways Expansion in advanced fab markets and AI-driven investment is set to drive long-term revenue growth and strengthen exposure to semiconductor industry trends. Cost reduction, vertical integration, and business diversification initiatives are improving operational efficiency, margin stability, and reducing customer risk.
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US$31.25
FV
25.8% undervalued
intrinsic discount
7.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 22 hours ago
author updated this narrative
Aramex PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Nearshoring Trends And Warehouse Optimization Will Improve Future Supply Chain Resilience
Key Takeaways Nearshoring and warehousing capabilities could boost regional sales, decreasing transit times and enhancing supply chain resilience. Volume growth in Domestic Express and freight optimization may improve profitability through economies of scale and targeting profitable routes.
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د.إ3.01
FV
9.8% undervalued
intrinsic discount
5.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 22 hours ago
author updated this narrative
TBC Bank Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking Expansion Will Unlock Opportunities In Georgia And Uzbekistan
Key Takeaways Strong digital adoption and expansion into underbanked Central Asian markets drive long-term growth, diversified revenues, and higher margins. Macroeconomic stability and product innovation ensure earnings resilience while reducing dependence on traditional interest income and the Georgian market.
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UK£58.01
FV
17.1% undervalued
intrinsic discount
25.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
about 22 hours ago
author updated this narrative
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