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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
15
users have liked this narrative
4
users have commented on this narrative
32
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
19
users have liked this narrative
3
users have commented on this narrative
44
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
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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EFC (I)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
India's Urbanization And Digital Trends Will Transform Commercial Real Estate
Key Takeaways Growth is driven by rising demand for premium office spaces and modern, tech-enabled work environments, leveraging India's urbanization and digital trends. Strategic focus on asset-light expansion and high-margin service diversification enhances scalability, capital efficiency, and long-term earnings potential.
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₹465.00
FV
32.5% undervalued
intrinsic discount
35.46%
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
6 days ago
author updated this narrative
Just Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investments In Technology And DB Market Opportunities Will Strengthen Future Prospects
Key Takeaways Strategic focus on Defined Benefit and Defined Contribution markets positions Just Group for revenue growth through new business sales and market capture. Investments in technology and asset origination bolster competitive pricing, aiding in cost control and enhancing profit margins over time.
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UK£1.88
FV
11.6% overvalued
intrinsic discount
50.52%
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
6 days ago
author updated this narrative
Alumasc Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Sustainability Focus And Overseas Expansion Will Drive Future Success
Key Takeaways Focus on sustainability and eco-friendly products aligns with environmental growth drivers, expected to boost future revenue. Cost savings from facility relocation and strong overseas sales growth potential enhance margins and drive revenue growth.
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UK£4.10
FV
7.9% undervalued
intrinsic discount
2.34%
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
6 days ago
author updated this narrative
Shaily Engineering Plastics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Healthcare Contracts Will Boost Future Value But Earnings Impact May Be Delayed
Key Takeaways Relying on new contracts in Healthcare may not yield immediate revenue due to regulatory approvals and market readiness, risking stock overvaluation. Expansion efforts face delays in profitability and revenue growth due to low current machine utilization, geopolitical risks, and dependency on future market acceptance.
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₹2.14k
FV
22.7% undervalued
intrinsic discount
39.70%
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
6 days ago
author updated this narrative
HORNBACH Holding KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Expansion And Online Investments Will Strengthen Future Prospects Despite Margin Challenges
Key Takeaways Organic growth in Europe with investments in online-offline integration aims to enhance customer experience and boost profitability. New store openings and process efficiencies target increased sales and maintained high margins, supporting revenue and earnings growth despite economic challenges.
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€106.67
FV
4.8% undervalued
intrinsic discount
2.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Locaweb Serviços de Internet
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Authorization From Brazilian Central Bank Will Unlock New Financial Opportunities
Key Takeaways Strategic focus on leveraging existing assets like embedded finance and ERP systems to boost revenue and market share. Share buyback program and focus on operational efficiency to increase shareholder value and profitability.
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R$5.64
FV
29.7% undervalued
intrinsic discount
11.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Bodycote
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
US Aerospace And Defense Expansion Will Harness Industry 40 Trends
Key Takeaways Capacity expansions, specialized investments, and focus on high-growth markets position Bodycote for accelerated revenue growth, market share gains, and a stronger business mix. Continued innovation, optimization, and sustainability initiatives enhance pricing power, expand margins, and support long-term competitiveness in advanced material processing sectors.
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UK£7.41
FV
14.7% undervalued
intrinsic discount
-0.65%
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
6 days ago
author updated this narrative
Usha Martin
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion At Ranchi And Thailand Plants Will Improve Market Position And Margins
Key Takeaways Centralizing procurement and logistics through One Usha Martin is expected to unlock cost savings and improve net margins. Expansion projects and digitalization initiatives are anticipated to enhance market position and revenue growth.
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₹541.00
FV
33.8% undervalued
intrinsic discount
13.04%
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
6 days ago
author updated this narrative
Etteplan Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Integration And Automotive Electrification Will Improve Customer Value And Operational Efficiency
Key Takeaways Integration of AI and technology-enhanced services is expected to improve competitive offerings, drive growth, and enhance profitability through operational efficiencies. Geographic diversification and strategic investments in electrification projects are poised to bolster revenue growth and stabilize earnings in emerging markets.
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€11.00
FV
1.8% undervalued
intrinsic discount
4.03%
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
6 days ago
author updated this narrative
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