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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
62
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
6
users have commented on this narrative
92
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
20.6% 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
14
users have followed this narrative
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Cury Construtora e Incorporadora
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Urban Growth And Broader Eligibility Will Drive Housing Expansion
Key Takeaways Regulatory support and demographic trends are driving increased demand, supporting sustained growth and resilience for Cury in key metropolitan markets. Operational efficiency, prudent financial management, and strategic expansion efforts position the company for strong margins and continued outperformance.
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R$35.41
FV
9.6% undervalued
intrinsic discount
22.54%
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
1 day ago
author updated this narrative
Beacon Lighting Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Trade Partnerships And New Products Will Strengthen Future Prospects
Key Takeaways Expansion in Beacon Trade and eCommerce aims to elevate revenue via improved trade partnerships and online market capture. Strategic moves in store openings and international growth show potential for boosting revenue, market share, and diversification.
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AU$3.45
FV
6.3% overvalued
intrinsic discount
6.49%
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
1 day ago
author updated this narrative
GRP
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Sustainable Materials And Renewable Energy Will Empower Future Success
Key Takeaways Expansion into sustainable materials and advanced eco-friendly technologies is improving margins and aligning with rising demand for green auto components. Investments in renewable energy, process automation, and circular recycling businesses are driving cost efficiencies and diversifying revenue streams for greater stability.
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₹3.48k
FV
40.9% undervalued
intrinsic discount
26.13%
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
1 day ago
author updated this narrative
Instalco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Smart Building Services And Digital Automation Will Boost Germany Expansion
Key Takeaways Growing focus on service, maintenance, and smart building technology drives higher-margin recurring revenues and positions Instalco for future market shifts. Expansion into Germany and operational efficiency initiatives open new growth channels while supporting cost control and improved profitability.
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SEK 40.50
FV
34.3% undervalued
intrinsic discount
5.24%
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
1 day ago
author updated this narrative
IPH
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Integration Of Bereskin & Parr And Share Buyback To Benefit Shareholders
Key Takeaways Integration of Bereskin & Parr is on track, with synergies expected to enhance earnings and net margins. Recovery in Asian markets and resolving CIPO backlogs are poised to drive revenue and earnings growth.
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AU$6.33
FV
15.1% undervalued
intrinsic discount
4.11%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
1 day ago
author updated this narrative
ABL Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Onshore Wind And Solar Expansion Will Strengthen Global Energy Transition
Key Takeaways Expansion into new renewable sectors and upgrading global energy infrastructure are set to boost recurring revenues and growth prospects amid broader energy transition trends. Strategic acquisitions and operational efficiencies are driving margin improvements, strengthening service offerings, and positioning for resilient, long-term earnings growth.
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NOK 11.84
FV
20.1% undervalued
intrinsic discount
12.18%
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
1 day ago
author updated this narrative
Spire Healthcare Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
UK Healthcare Expansion And Digital Transformation Will Redefine Care
Key Takeaways Rising demand for elective procedures, self-pay growth, and NHS backlogs are driving top-line and margin expansion across Spire's core services. Investments in advanced technologies, strategic M&A, and operational transformation are enhancing efficiency, broadening recurring revenue streams, and improving profitability.
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UK£2.86
FV
25.1% undervalued
intrinsic discount
5.42%
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
1 day ago
author updated this narrative
Apollo Pipes
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
PVCO Pipes And Varanasi Plant Expansion Will Strengthen Future Prospects
Key Takeaways Apollo Pipes expects growth from PVCO pipes, Window Profile products, and the Varanasi plant to boost sales and revenue in the upcoming periods. Debt-free status aids stability, while aggressive expansion and capacity investments support future market gains and margin improvement despite recent pressures.
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₹458.43
FV
15.0% undervalued
intrinsic discount
23.78%
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
1 day ago
author updated this narrative
Ternium
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Pesqueria Center Investment And Nearshoring Will Fuel Steel Demand
Key Takeaways Stronger local market position and improved margins are expected due to government curbs on steel imports and product upgrades targeting higher-value steel. Capacity expansion and cost reduction programs position Ternium to capitalize on rising steel demand from nearshoring and infrastructure growth in Latin America.
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US$34.67
FV
7.7% undervalued
intrinsic discount
4.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
1 day ago
author updated this narrative
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