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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
88
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
20.8% 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
13
users have followed this narrative
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ISA Energía Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Large-scale Grid Investments Will Spur Renewables But Face Headwinds
Key Takeaways Accelerated project execution, grid investments, and integration of renewables position the company for significant growth and sustained long-term earnings. Regulatory stability, operational efficiency, and strong parent backing support margin expansion, risk reduction, and increased recurring revenue potential.
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R$25.88
FV
16.4% undervalued
intrinsic discount
-13.02%
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 15 hours ago
author updated this narrative
Foschini Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge
Key Takeaways Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories. Supply chain optimization and local manufacturing efficiencies are anticipated to enhance net margins and improve overall operating performance.
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R165.40
FV
32.0% undervalued
intrinsic discount
7.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
about 15 hours ago
author updated this narrative
RDC
Redcare Pharmacy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
German Regulatory Updates And Digital Rx Adoption Will Transform Healthcare
Key Takeaways Regulatory changes and increasing digital adoption are strengthening competitive positioning and supporting reliable revenue growth in the expanding prescription and digital pharmacy market. Operational efficiencies and a loyal customer base are enhancing margins, while long-term demographic trends ensure stable, recurring earnings potential.
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€163.67
FV
37.4% undervalued
intrinsic discount
18.84%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 15 hours ago
author updated this narrative
Drax Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Government CfD And Renewables Will Drive Growth Amid Pellet Risks
Key Takeaways Secured government support and strategic investments in flexible, low-carbon energy fortify Drax's long-term revenue stability and position in a rapidly transitioning energy market. Early leadership in carbon removals and disciplined capital management enable Drax to capitalize on emerging markets and deliver consistent shareholder returns.
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UK£8.39
FV
17.7% undervalued
intrinsic discount
-5.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
about 15 hours ago
author updated this narrative
NCSOFT
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Releasing AION 2 And Utilizing AI Will Expand Future Global Presence
Key Takeaways Targeted global releases and focused investments in new IPs aim to drive revenue growth and improve net margins through resource allocation. Commitment to shareholder returns and AI utilization is intended to boost shareholder value, operating efficiency, and income margins.
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₩209.81k
FV
3.7% undervalued
intrinsic discount
11.83%
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
about 15 hours ago
author updated this narrative
Chartwell Retirement Residences
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
In Canada, Favorable Demographics Will Drive Demand For Retirement Living
Key Takeaways Strategic initiatives to boost occupancy and operational efficiency are expected to significantly enhance revenue, NOI, and net margins. Active acquisition and portfolio optimization strategies aim to elevate asset quality and stability, likely bolstering profitability and earnings.
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CA$20.56
FV
12.2% undervalued
intrinsic discount
14.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 15 hours ago
author updated this narrative
Wienerberger
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Planned Expansion In Eastern Europe Positions Company For post-Ukraine Peace Opportunities
Key Takeaways Strategic acquisitions and investments in energy-efficient plants are expected to boost revenues, EBITDA margins, and operational efficiencies, enhancing profitability. Expansion in Eastern Europe and disciplined cost management could increase market share, earnings stability, and resilience amidst geopolitical developments.
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€36.75
FV
14.6% undervalued
intrinsic discount
2.91%
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
about 15 hours ago
author updated this narrative
Poly Medicure
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Upcoming Drug-Eluting Stent Launch And Expansions Will Strengthen Future Market Presence
Key Takeaways New investments in stent commercialization and solar power initiatives may drive revenue growth and improve margins through sustainability and product line expansion. Increased production capacity, sales force expansion, and renal business scaling are aimed at capturing new markets and boosting future earnings.
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₹2.49k
FV
22.6% undervalued
intrinsic discount
20.37%
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
about 15 hours ago
author updated this narrative
Avanza Bank Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Our Google Cloud Migration And Product Launches Will Deliver Excellence
Key Takeaways Migrating to cloud technology and internalizing customer deposits aim to boost operational efficiency and enhance the balance sheet, driving revenue growth. Strategic product launches and targeting high-value customers are set to increase engagement, assets under management, and trading-related revenue.
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SEK 344.60
FV
4.8% overvalued
intrinsic discount
4.82%
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 15 hours ago
author updated this narrative
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