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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
4
users have commented on this narrative
45
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
5
users have commented on this narrative
68
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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MediaAlpha
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Data Science And Carrier Partnerships Will Drive Future Opportunities
Key Takeaways MediaAlpha aims to leverage growth in auto and Medicare Advantage markets, enhancing revenue and future earnings prospects. Investments in technology and partnerships are set to drive advertising efficiency and improve operating leverage.
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US$16.07
FV
36.9% undervalued
intrinsic discount
9.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Vishnu Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
South African Chromium Mine Acquisition Will Secure Raw Materials And Improve Margins
Key Takeaways Planned CapEx and U.S. market demand in Barium and Chromium segments may drive revenue growth and improve margins. Acquisition and digitization efforts enhance raw material security, operational efficiency, and investor confidence, positively impacting net margins.
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₹600.00
FV
20.5% undervalued
intrinsic discount
13.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Fiem Industries
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
India's 67% GDP Growth And New Launches By Yamaha And Royal Enfield Will Drive Future Opportunities
Key Takeaways Strategic investments in electronic capabilities and design are likely to enhance operational efficiencies and improve Fiem Industries' net margins. Expansion into the 4-wheeler segment and new model launches will likely drive revenue growth and enhance earnings.
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₹2.03k
FV
7.1% undervalued
intrinsic discount
15.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
Semiconductor Manufacturing International
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Capacity Expansion Will Pressure Margins But Tap Into Growing Automotive Demand
Key Takeaways Aggressive capacity expansion and localization efforts boost revenue but pressure gross margins due to high depreciation and surplus capacity. Maintaining market share through pricing strategies may limit revenue growth, with intensified competition and fluctuating demand impacting margins.
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HK$48.23
FV
9.1% overvalued
intrinsic discount
13.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
QBE Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Enhanced Diversification Will Reduce Volatility And Improve Future Earnings Quality
Key Takeaways Enhanced operating model and strategic capital optimization improve efficiency and support higher returns, positively impacting net margins and earnings growth. Focus on market expansion and product innovation to drive stable revenue growth and reduce operational risk through diversified underwriting.
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AU$23.88
FV
2.4% undervalued
intrinsic discount
-3.65%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
7 days ago
author updated this narrative
Atrium Mortgage Investment
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Credit Facility Will Create New Opportunities But Condo Market Downturn May Affect Earnings
Key Takeaways Atrium's strategic move to decrease high-risk loans and increase lower-risk sectors could enhance financial stability and future revenue growth. Improved liquidity and expanded credit facility position Atrium to seize growth opportunities and potentially capture a larger market share amidst reduced competition.
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CA$12.93
FV
10.6% undervalued
intrinsic discount
27.67%
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
Austin Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Batam Facility Development And US Expansion Will Drive Future Profitability
Key Takeaways Development of the Batam facility and production expansion in the US improve margins and position for future revenue growth. Strategic purchasing and focus on sales boost order book and net margins, driving revenue growth into upcoming years.
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AU$0.60
FV
41.7% undervalued
intrinsic discount
7.32%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
7 days ago
author updated this narrative
Nihon M&A Center Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Japanese M&A Networks And AI Will Fuel Future Opportunities
Key Takeaways Expansion of digital tools and regional networks is enhancing deal efficiency, consultant productivity, and revenue opportunities across core and adjacent business segments. International growth efforts and strong brand positioning are improving earnings stability and support resilience against domestic demographic headwinds.
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JP¥732.50
FV
1.6% overvalued
intrinsic discount
7.36%
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
SUSS MicroTec
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Taiwan Facility Will Improve Manufacturing Capacity And Efficiency
Key Takeaways The new production site in Taiwan and high demand for UV projection scanners are expected to boost manufacturing capacity and drive revenue growth. Strategic digitalization investments are anticipated to improve operational efficiency and net margins despite short-term cost increases.
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€50.46
FV
37.5% undervalued
intrinsic discount
3.08%
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
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