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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
17
users have liked this narrative
4
users have commented on this narrative
40
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
22
users have liked this narrative
4
users have commented on this narrative
62
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
8
users have followed this narrative
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Parkland
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ontario Alcohol Sales And Caribbean Investments Will Strengthen Future Prospects
Key Takeaways Strategic review and potential restructuring aim to unlock value and optimize the business, impacting revenue and earnings. Market share gains through rewards and partnerships could enhance customer loyalty and convenience store revenue.
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CA$43.33
FV
9.7% undervalued
intrinsic discount
2.25%
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
7 days ago
author updated this narrative
Ambu
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New SureSight Launch Will Strengthen Leadership In Airway Visualization
Key Takeaways Strong growth in Endoscopy Solutions and new product launches suggest future revenue boosts in key medical sectors and airway visualization. Operational improvements and strategic focus on innovation indicate enhanced net margins and sustained earnings growth prospects.
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DKK 130.70
FV
30.0% undervalued
intrinsic discount
10.87%
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
Porto Seguro
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Diversification And Technology Investments Will Drive Future Profitability
Key Takeaways Diversification and a record-high client base bolster cross-selling potential, driving future revenue and profitability growth. Technology investments yield productivity gains and cost reductions, improving margins and earnings.
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R$52.91
FV
0.1% overvalued
intrinsic discount
1.00%
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
7 days ago
author updated this narrative
Schaeffler
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
E-Mobility Consolidation Will Unlock New Operational Strengths
Key Takeaways Strategic focus on E-Mobility and Vitesco consolidation expected to boost sales and profitability, enhancing future revenue growth and margins. Refinancing strategy strengthens financial stability, potentially reducing interest expenses and increasing liquidity for growth initiatives.
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€5.38
FV
8.6% undervalued
intrinsic discount
10.05%
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
7 days ago
author updated this narrative
Vibra Energia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Key Takeaways Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness. Strategic cost reductions and efficiency improvements will likely boost earnings, cash flow, and financial stability.
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R$26.21
FV
18.7% undervalued
intrinsic discount
3.48%
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
7 days ago
author updated this narrative
Aspen Pharmacare Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Commercial Pharma And GLP-1 Expansion Will Empower Future Progress
Key Takeaways Steady commercial pharma growth through strategic market focus in China and Russia enhances revenue stability. GLP-1 and insulin manufacturing expansion offers substantial long-term revenue and margin growth potential.
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R123.66
FV
9.1% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
7 days ago
author updated this narrative
SATS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Collaborations With SF Express, Air India, And DHL Will Boost Air Cargo Logistics Efficiency
Key Takeaways Recovery in the aviation sector and increased demand for aviation meals boost SATS' revenue, enhancing earnings growth in the process. Strategic partnerships and digitalization efforts improve operational efficiency and market share, supporting margin enhancement and profitability gains.
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S$3.72
FV
13.8% undervalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
7 days ago
author updated this narrative
EBOS Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
MedTech Acquisitions And Store Expansion Expected To Drive Future Success
Key Takeaways Strategic acquisitions and pharmacy agreements are set to enhance revenue growth and market share in the healthcare sector. Cost-cutting and sustainability initiatives aim to improve net margins and operational efficiency in the long term.
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NZ$40.17
FV
2.2% overvalued
intrinsic discount
4.15%
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
PCCW
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Partnerships With Grab And Zalora Will Expand OTT Platform's Audience
Key Takeaways Partnerships with major digital players and the premium subscription tier are expected to drive user base growth and increase subscription revenue and ARPU. Event business expansion and content initiatives in Southeast Asia could significantly boost revenue and profitability through higher subscriber acquisition and advertising.
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HK$5.30
FV
4.2% overvalued
intrinsic discount
2.10%
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
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