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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
22
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
30
users have liked this narrative
6
users have commented on this narrative
81
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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Fastighets AB Balder
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Diversification And Financial Stability Will Strengthen Future Prospects
Key Takeaways Diversified portfolio ensures stable revenue and risk mitigation, supporting growth in economic challenges. Strategic refinancing and improved financial position enhance margins and future earnings potential as economic conditions stabilize.
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SEK 82.80
FV
17.9% undervalued
intrinsic discount
4.13%
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
PETRONAS Chemicals Group Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Anticipated Pengerang Petrochemical Launch And Asian Expansion Set To Drive Revenue Growth
Key Takeaways Expansion in Malaysia and India could boost revenue and margins in both basic and specialty chemicals, despite initial operational costs. Increased plant efficiency and foreign exchange gains support improved earnings amidst global market challenges.
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RM 3.72
FV
4.0% overvalued
intrinsic discount
1.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
7 days ago
author updated this narrative
Klépierre
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Average Cost Of Debt Rising To 2% Will Compress Future Margins
Key Takeaways Klépierre's revenue growth may stagnate due to high occupancy rates and competitive market conditions. Rising interest costs and limited acquisition opportunities could pressure future earnings and constrain profit expansion.
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€32.75
FV
7.0% overvalued
intrinsic discount
-7.67%
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
7 days ago
author updated this narrative
Melrose Industries
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investments In Engines Capability And Additive Fabrication Will Drive Future Success
Key Takeaways Strategic restructuring and business realignment aim to boost margins and cash flow, driving strong earnings and profitability growth. Investments in aftermarket capabilities and new technologies focus on enhancing operational efficiency and supporting substantial revenue and EPS expansion.
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UK£6.47
FV
10.2% undervalued
intrinsic discount
6.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
7 days ago
author updated this narrative
Wharf (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Projects In Hong Kong Luxury Real Estate And Logistics Set To Drive Future Success
Key Takeaways Strategic capital reallocation to Hong Kong may boost future earnings through enhanced focus on high-value property projects. Logistics infrastructure expansion targets rising e-commerce demand, potentially increasing revenue amidst evolving trade dynamics.
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HK$21.00
FV
5.5% overvalued
intrinsic discount
11.12%
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
BKW
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Grimsel Dam Approval Will Boost Future Energy Production
Key Takeaways Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth. Improvements in operational efficiencies and profitability are anticipated from smart meter deployment and restructuring within the services segment.
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CHF 185.00
FV
1.8% undervalued
intrinsic discount
3.20%
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
7 days ago
author updated this narrative
Indutrade
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Acquisitions And Demand Will Shape Future MedTech Prospects
Key Takeaways Strategic acquisitions and positive gross margin trends signal potential growth in revenue and earnings through enhanced cost management and market positioning. Strong demand in key sectors and focus on organic growth initiatives suggest long-term revenue expansion and improved market positioning.
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SEK 302.00
FV
23.1% undervalued
intrinsic discount
7.21%
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
Meridian Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Renewable Projects Will Add Over 2 Terawatt Hours To New Zealand's Energy System
Key Takeaways Renewable project pipeline and retail transformation aim to increase revenue, market share, and efficiency, potentially improving net margins and customer engagement. Investments and advancements in energy storage and hydro flexibility could enhance operational efficiency, manage supply-demand, and lower electricity generation costs.
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NZ$6.30
FV
9.3% undervalued
intrinsic discount
-0.96%
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
SinoPac Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cross-border Expansion And Investments In Renewable Energy Will Diversify Future Opportunities
Key Takeaways Strategic acquisitions and mergers are anticipated to expand SinoPac's asset scale and improve future revenue growth and asset management capabilities. Focus on high-end wealth management and cross-border expansion in the Indo-Pacific region positions SinoPac for enhanced earnings and diversified revenue sources.
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NT$27.30
FV
4.2% undervalued
intrinsic discount
6.50%
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
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