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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
19.2% 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
12
users have followed this narrative
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Arabian Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
New Rigs And Saudi Gas Exploration Will Strengthen Future Market Position
Key Takeaways Strategic alliances and deployment of unconventional rigs are expected to significantly drive international and revenue growth for Arabian Drilling. Strong cash flow and market leadership in gas drilling position the company well for future earnings growth and stability.
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ر.س96.81
FV
20.6% undervalued
intrinsic discount
6.22%
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
8 days ago
author updated this narrative
Bank Handlowy w Warszawie
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Profit Margins Will Decline Amid Rising Costs And Net Interest Income Pressure
Key Takeaways Slowing revenue growth in consumer banking and net interest income pressures may compress future margins and impact overall profitability. Increased regulatory and IT expenses alongside reliance on institutional banking pose risks to growth amid potential macroeconomic shifts.
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zł119.00
FV
5.7% 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
4
users have followed this narrative
8 days ago
author updated this narrative
Vardhman Textiles
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Capacity Expansions And Green Investments Will Transform Textile Markets
Key Takeaways Strategic capacity expansions, green investments, and geographic diversification are set to drive sustainable revenue growth and improve operating margins. Focus on direct global brand business and innovative product lines will strengthen profitability and reduce exposure to market volatility.
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₹510.40
FV
22.0% undervalued
intrinsic discount
8.14%
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
8 days ago
author updated this narrative
Xvivo Perfusion
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
DELIVER IDE Approvals And US Trials Will Unlock New Markets
Key Takeaways Regulatory approvals in the U.S. for liver and heart technologies and Canadian market expansions may significantly boost revenue and market share in North America. Strategic improvements in the Abdominal segment are set to increase gross margins and profitability, while strong adoption in Australia indicates promising growth.
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SEK 355.00
FV
46.2% undervalued
intrinsic discount
31.11%
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
8 days ago
author updated this narrative
TKH Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Emerging Technologies And Defense Industries To Benefit From R&D Investments
Key Takeaways Strategic focus on automation and electrification aligns with global trends, potentially boosting revenue and margins. Cost-saving measures and divestments aim to optimize operations, improving net margins and focusing on core growth areas.
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€46.75
FV
23.6% undervalued
intrinsic discount
4.29%
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
8 days ago
author updated this narrative
Douglas
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Expansion Into Central And Eastern Europe And Exclusive Partnerships Will Strengthen Future Market Position
Key Takeaways Douglas's expansion in Central and Eastern Europe and omnichannel strategy investments may enhance revenue and store productivity. Supply chain efficiency and exclusive brand partnerships could boost net margins, revenue, and brand differentiation.
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€16.00
FV
36.6% undervalued
intrinsic discount
3.70%
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
8 days ago
author updated this narrative
HSBC Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Asian Wealth Management And Trade Networks Will Sustain Future Resilience
Key Takeaways Focus on Asian wealth management, digital innovation, and trade flows positions HSBC for higher-margin, resilient growth as it reallocates resources from weaker markets. Strategic divestments and a strong deposit base in Asia underpin improved returns, operational efficiency, and sustained fee and interest income growth.
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UK£9.49
FV
1.5% undervalued
intrinsic discount
6.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
111
users have followed this narrative
8 days ago
author updated this narrative
Fourlis Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Store Remodels And Digital Upgrades Will Expand Market Presence
Key Takeaways Expansion of IKEA stores and partnership with Foot Locker are key to revenue growth and geographical diversification, enhancing market reach. Advancements in logistics and digital transformation are set to boost efficiency, profitability, and support growth in both revenue and net margins.
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€5.70
FV
14.5% undervalued
intrinsic discount
10.27%
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
8 days ago
author updated this narrative
Judo Capital Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Regional Expansion And New SME Products Will Drive Future Lending Opportunities
Key Takeaways Regional expansion and new business bankers are expected to drive growth by increasing lending and positively impacting future revenue. Strong Net Interest Margin and proactive portfolio management enhance earnings and reduce impairment expenses, supporting profitability and revenue growth.
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AU$2.00
FV
16.8% undervalued
intrinsic discount
24.89%
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
8 days ago
author updated this narrative
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