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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
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
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
19.2% 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
10
users have followed this narrative
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AECI
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
International Expansion And Cost Optimization Will Drive Future Success In Mining And Chemicals
Key Takeaways Strategic expansion into international mining markets and focus on growth initiatives are projected to enhance revenue and earnings. Operational optimization and transformation programs expected to improve cost efficiency, positively impacting EBITDA and net margins.
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R126.00
FV
13.3% undervalued
intrinsic discount
2.38%
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
doValue
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Cost Management And Gardant Integration Will Improve Operational Efficiency
Key Takeaways Gardant acquisition and strategic expansion into non-NPL assets drive revenue growth and diversification, enhancing net margins and earnings stability. Strong client trust, operational efficiencies, and a solid capital structure bolster market share, ensuring increased future revenues and financial flexibility.
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€2.57
FV
4.9% undervalued
intrinsic discount
12.09%
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
7 days ago
author updated this narrative
AcadeMedia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of Touhula And Adult Education Expansion Will Strengthen Future Prospects
Key Takeaways Strategic international expansions, including in Germany and Finnish acquisitions, are expected to enhance revenue and profitability, driving future growth. Strong performance in Adult Education and adaptation to Swedish voucher changes highlight potential sustained revenue growth and operational stability.
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SEK 92.50
FV
5.7% undervalued
intrinsic discount
6.06%
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
AIA Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expansion Into Mainland China Will Increase Customer Base And Strengthen Long-Term Prospects
Key Takeaways Strategic expansion and partnerships in China and Hong Kong diversify channels and enhance high-margin revenue growth. Technology investments and enhanced digital tools boost productivity and operational efficiency, reducing costs and expanding margins.
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HK$91.82
FV
19.9% undervalued
intrinsic discount
3.60%
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
7 days ago
author updated this narrative
Gibson Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Terminal Expansions Will Open New North American Export Opportunities
Key Takeaways New infrastructure projects and strategic supply connections are boosting terminal capacity, enhancing revenue growth and increasing business visibility through stronger customer commitments. Long-term contracts and rising North American energy and export demand provide stable cash flows, while efficiency efforts support margin expansion and greater shareholder returns.
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CA$26.04
FV
3.5% undervalued
intrinsic discount
-3.85%
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
Trican Well Service
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Electrification And Technology Initiatives Will Reduce Costs And Improve Efficiency
Key Takeaways Investments in electrification and tech modernization are set to boost margins and earnings through enhanced efficiency and cost reduction initiatives. Strategic partnerships and location investments aim to expand market share and boost revenues by reducing logistics costs and accessing new regions.
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CA$6.54
FV
14.2% undervalued
intrinsic discount
9.63%
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
7 days ago
author updated this narrative
Angel One
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Expansion And AI Adoption Will Transform India's Markets
Key Takeaways Growing presence in rural and underserved markets, along with diversified financial offerings, is expanding client base and boosting overall revenue potential. Investments in technology and regulatory trends are improving margins, operational efficiency, and competitive positioning in a consolidating digital financial services landscape.
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₹2.83k
FV
7.8% undervalued
intrinsic discount
9.44%
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
7 days ago
author updated this narrative
Orla Mining
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisition Of Musselwhite Mine Will Increase Production Capacity
Key Takeaways The transformational acquisition of the Musselwhite Mine is expected to significantly enhance production and future revenues. Successful integration and cost efficiencies from the Musselwhite Mine could improve operating margins and boost earnings.
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CA$18.64
FV
22.9% undervalued
intrinsic discount
35.78%
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
7 days ago
author updated this narrative
J. Kumar Infraprojects
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
National Infrastructure Pipeline And Gati Shakti Will Advance Urban Development
Key Takeaways Strong order book, government infrastructure focus, and technical expertise position the company for sustained topline and margin growth in complex urban projects. Prudent financial management and disciplined execution reduce risk, enhance funding capacity, and support long-term earnings quality.
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₹961.20
FV
26.1% undervalued
intrinsic discount
14.71%
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
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