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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
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DUG Technology
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Global Rollout Of Nomad And Immersion Cooling Technologies Will Open New Market Opportunities
Key Takeaways Strategic expansion into new markets and high-value technology positions DUG for growth in revenue and improved market share in energy sectors. Innovations like multi-client assets and cooling technology suggest potential for diversified, high-margin revenue streams enhancing profitability and growth.
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AU$2.34
FV
44.4% undervalued
intrinsic discount
13.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
29
users have followed this narrative
5 days ago
author updated this narrative
GHCL
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Minimum Import Price And Solar Investments Will Boost India’s Soda Ash Industry
Key Takeaways Protective import measures and increased solar sector demand are set to boost soda ash revenue, supporting stable or improved pricing. Diversifying projects, including vacuum salt and bromine, aim to enhance product mix and margins, potentially strengthening future revenue and earnings.
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₹775.50
FV
25.6% undervalued
intrinsic discount
10.10%
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
5 days ago
author updated this narrative
Hanwha Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Issuing Capital Securities And Utilizing Reinsurance Will Strengthen K-ICS Ratio And Financial Stability
Key Takeaways Strengthening global market presence and digital capabilities could boost revenue and competitiveness, while enhancing asset profitability and risk management may improve net margins. Issuance of capital securities and reinsurance strategies aim to improve financial stability, potentially enhancing earnings and shareholder value through better dividend prospects.
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₩3.26k
FV
3.0% overvalued
intrinsic discount
-58.48%
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
5 days ago
author updated this narrative
On the Beach Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding City Breaks And Ireland Markets Will Transform Digital Travel
Key Takeaways Rapid market and inventory expansion, paired with digital booking trends, positions the company for accelerated revenue growth and increased customer acquisition. Technology-driven efficiency and automation are boosting margins, with evolving consumer preferences supporting strong repeat business and long-term growth.
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UK£3.24
FV
20.3% undervalued
intrinsic discount
12.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
PWR Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into Aerospace & Defense And New Australian Factory Will Strengthen Future Prospects
Key Takeaways Expansion into Aerospace & Defense and international markets is expected to drive substantial revenue growth and stabilize earnings through diversification. Focus on R&D, product innovation, and manufacturing efficiency aims to enhance margins and position the company for sustainable long-term growth.
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AU$8.27
FV
6.3% undervalued
intrinsic discount
14.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
ARYZTA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Expansion, ESG Focus, And Tech Efficiencies Will Improve Future Profitability
Key Takeaways Strategic investments in innovation and production capacity expansion are poised to drive revenue growth and improve market positioning. Emphasis on ESG initiatives, operational efficiencies, and debt reduction supports profitability and appeals to ESG-conscious investors.
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CHF 94.92
FV
20.5% 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
4
users have followed this narrative
5 days ago
author updated this narrative
Time Technoplast
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
High-Margin Composite Cylinders And Green Energy Initiatives Will Strengthen Future Prospects
Key Takeaways Strong demand and confirmed orders in high-margin composite cylinders and packaging products suggest significant future revenue growth. Green energy shift and value-added product focus are expected to enhance cost efficiency and increase EBITDA margins through higher profitability.
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₹578.00
FV
19.7% undervalued
intrinsic discount
14.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
5 days ago
author updated this narrative
Ashoka Buildcon
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Government Infrastructure Loans May Boost Projects, Yet Interest Costs Could Impact Earnings
Key Takeaways Government infrastructure funding is poised to boost Ashoka Buildcon’s revenue through expanded road construction opportunities. Strategic divestments and debt reduction efforts aim to enhance operational efficiency, profitability, and financial health.
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₹254.00
FV
22.4% undervalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Lundin Mining
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Forming Vicuna Corp And Acquiring Caserones Will Boost Future Copper Output
Key Takeaways Acquisitions and joint ventures are anticipated to boost copper production, enhancing future revenue and operational growth potential. Strategic asset sales and operational optimizations aim to streamline operations, improve net margins, and strengthen the financial structure.
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CA$16.65
FV
16.5% undervalued
intrinsic discount
0.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
5 days ago
author updated this narrative
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