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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
93
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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Borregaard
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Agricultural Demand And Operational Upgrades Will Secure A Bright Future
Key Takeaways Strong demand for green products and high-value specialties is expected to boost sales and margins, driving revenue growth for Borregaard. Operational improvements and currency hedging could stabilize revenue and enhance financial resilience despite trade and currency challenges.
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NOK 224.40
FV
9.8% undervalued
intrinsic discount
5.74%
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
Loomis
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
High-Security Logistics And Automation Will Unlock New Markets
Key Takeaways Strategic expansion into high-security logistics and tech-driven services is diversifying revenue streams and enhancing profitability through access to less commoditized, higher-margin markets. Operational improvements and targeted acquisitions are strengthening international presence, boosting efficiency, and supporting stable growth in core and emerging segments.
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SEK 456.25
FV
12.4% undervalued
intrinsic discount
1.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
Gold Road Resources
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Gruyere, Yamarna And Gilmour Projects Will Unlock Abundant Opportunities
Key Takeaways Operational improvements and resource expansion at Gruyere and Yamarna may enhance production efficiency and long-term revenue growth. Strong financial flexibility from a robust balance sheet allows for strategic growth initiatives and potential gains from converting investment stakes.
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AU$3.28
FV
1.2% overvalued
intrinsic discount
17.38%
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
1 day ago
author updated this narrative
Cerillion
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investing In Digital Customer Experience Will Attract More Global Telcos
Key Takeaways Cerillion's SaaS products offer cost-efficient modernization for telcos, potentially boosting revenue growth by appealing to cost-conscious customers and improving net margins. Expansion of workforce in lower-cost regions and partnerships with major customers could enhance operational efficiency and fuel substantial long-term revenue growth.
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UK£20.99
FV
28.8% undervalued
intrinsic discount
14.52%
Revenue growth p.a.
Set Fair Value
1
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
Alm. Brand
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Energy & Marine Divestment Will Enable Share Buybacks For Shareholders
Key Takeaways Strong growth and strategic partnerships in Personal Lines are boosting market share and future revenue prospects. Repricing strategies and operational efficiencies are expected to enhance profitability, improve net margins, and boost earnings.
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DKK 19.00
FV
4.2% undervalued
intrinsic discount
-1.21%
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
LATAM Airlines Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digitalization And Fleet Modernization Will Support Latin America Air Travel
Key Takeaways Rising demand for air travel and cargo, along with digitalization and regional partnerships, is driving sustainable growth and supporting higher-margin revenue streams. Fleet modernization and disciplined cost management following restructuring are boosting efficiency, lowering costs, and enabling continued reinvestment and returns to shareholders.
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CL$24.01
FV
12.1% undervalued
intrinsic discount
7.98%
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
1 day ago
author updated this narrative
Altri SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Biotek Conversion And AeoniQ Investment Will Unlock Renewable Fiber Demand
Key Takeaways Expansion into sustainable fibers and specialty bioproducts increases exposure to higher-margin markets, reduces reliance on commoditized pulp cycles, and supports long-term margin growth. Vertical integration, cost optimization, and secure sustainable feedstock improve revenue stability and margin resilience, positioning Altri for stronger growth amid evolving market dynamics.
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€6.17
FV
15.6% undervalued
intrinsic discount
4.24%
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
1 day ago
author updated this narrative
M-tron Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Automation And Aerospace Expansion Will Transform Future Operations
Key Takeaways Investing in automation could improve production efficiency, potentially enhancing net margins and overall earnings. Expansion into high-growth markets and strategic acquisitions may drive future revenue growth and stability.
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US$67.00
FV
34.9% undervalued
intrinsic discount
7.72%
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
1 day ago
author updated this narrative
Quadient
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Subscription Revenue And Mail Locker Acquisitions Will Secure Stability
Key Takeaways Quadient's subscription-based model and digital ARR growth enhance revenue stability and top-line growth, driven by high-margin SaaS. Strategic acquisitions and Elevate to 2030 roadmap boost earnings and market reach, with AI innovations bolstering digital solutions.
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€23.82
FV
33.4% undervalued
intrinsic discount
1.48%
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
1 day ago
author updated this narrative
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