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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
66
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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Hammond Power Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mexico Facilities And US Grid Modernization Will Fuel Market Strength
Key Takeaways Expansion of production facilities and successful acquisition integration are driving higher margins, operational efficiencies, and access to new, high-value markets. Surging demand from data centers, electrification, and infrastructure upgrades is fueling strong sales growth and multi-year revenue expansion prospects.
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CA$150.00
FV
11.7% undervalued
intrinsic discount
6.70%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
2 days ago
author updated this narrative
Atrium Ljungberg
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Projects In Stockholm And Sickla Will Build Resilient Portfolio
Key Takeaways Strategic metro-linked locations and diversified tenants mitigate risk, stabilize income, and boost occupancy rates, enhancing potential revenue and margins. Significant project completions and future developments in high-demand areas drive rental income growth and elevate property valuations.
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SEK 33.00
FV
1.9% undervalued
intrinsic discount
-3.27%
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
2 days ago
author updated this narrative
Helix Energy Solutions Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
North Sea Contracts And Renewables Will Unlock Offshore Opportunities
Key Takeaways Continued contract wins, market expansion, and investment in advanced robotics and vessels support revenue growth, higher margins, and reduced earnings volatility. Geographic diversification and focus on renewables and regulatory-driven decommissioning position the company for stable, long-term earnings and increased pricing power.
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US$10.38
FV
43.7% undervalued
intrinsic discount
2.94%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
2 days ago
author updated this narrative
JK Tyre & Industries
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focusing On PCR And TBR Segments Will Meet Rising Demand And Improve Capacity Utilization
Key Takeaways Strategic expansions in premium products and advanced markets are expected to enhance revenues and net margins. Sustainability initiatives and optimized operations could reduce costs, boosting long-term profitability.
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₹412.67
FV
20.6% undervalued
intrinsic discount
7.57%
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
2 days ago
author updated this narrative
Nuvoco Vistas
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
India Urbanization And Vadraj Cement Integration Will Unlock Opportunities
Key Takeaways Infrastructure growth, premium product focus, and expanded distribution strengthen demand outlook, margin improvement, and brand advantage for Nuvoco Vistas. Operational efficiencies, cost optimization, and disciplined funding reduce risks, enhance profitability, and improve market positioning in Western India.
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₹417.33
FV
5.4% overvalued
intrinsic discount
8.64%
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
2 days ago
author updated this narrative
Savills
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Entering India And Southeast Asia Will Secure Future Success In Consultancy And Property Management
Key Takeaways Strategic focus on high-margin businesses like consultancy and property management is expected to bolster net margins and earnings stability. Expansion into fast-growing markets and investment in growth sectors is expected to drive revenue and margin improvements.
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UK£11.53
FV
14.7% undervalued
intrinsic discount
4.63%
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
2 days ago
author updated this narrative
Sabre Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
UK Digital Insurance And Underwriting Improvements Will Open New Opportunities
Key Takeaways Expansion into digital-only products and pricing innovation will boost operational efficiency, customer acquisition, and long-term revenue growth. Strong underwriting discipline and flexible capital management position the company for enhanced margins, stable returns, and share price resilience.
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UK£1.82
FV
16.9% undervalued
intrinsic discount
6.05%
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
2 days ago
author updated this narrative
Central Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Successful Mereenie Wells Will Boost Production Capacity By 30%, Improving Future Prospects
Key Takeaways New gas contracts and drilling success are anticipated to significantly enhance revenue and operational margins, driving future growth. Debt restructuring provides financial flexibility, enabling potential reinvestment opportunities and strengthening net margins.
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AU$0.20
FV
70.8% undervalued
intrinsic discount
20.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
2 days ago
author updated this narrative
LifeVantage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Expansion Will Continue With MindBody GLP-1 System And New Leadership
Key Takeaways Expansion of the MindBody system and enhancements to the Evolve plan are expected to drive significant revenue and profit growth. Recruitment of new leadership aims to improve operational efficiencies and boost margins through technology and digital enhancements.
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US$18.00
FV
26.1% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
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