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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
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
20.8% 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
13
users have followed this narrative
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XIFR
XPLR Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Redeploying Cash Flows Will Drive Attractive Future Returns In Renewable Energy Investments
Key Takeaways Strategic shift to financing growth through retained earnings and debt, suspending distributions to invest in high-return opportunities, and enhancing long-term value for unitholders. Partnership with NextEra offers expertise and access to lucrative markets, enhancing revenue potential and ensuring disciplined capital allocation for sustainable growth.
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US$11.54
FV
22.9% undervalued
intrinsic discount
2.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
13 minutes ago
author updated this narrative
Rai Way
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Edge Data Centers And Streaming Demand Will Drive Success
Key Takeaways Rai Way is leveraging growth in digital content and new infrastructure services to enhance earnings, diversify revenues, and reduce reliance on traditional broadcasting. Strategic expansion into edge data centers and partnerships position the company to benefit from industry shifts and potential market consolidation, supporting future margin improvement.
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€7.16
FV
17.6% undervalued
intrinsic discount
4.52%
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
14 minutes ago
author updated this narrative
Honeywell International
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Tariff Pressures And Separations Will Open Upside In Automation
Key Takeaways Incremental tariffs and changing trade patterns may compress margins and hinder revenue growth across segments. Separation into three companies increases execution risk and near-term earnings pressures due to substantial costs.
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US$203.00
FV
6.7% overvalued
intrinsic discount
3.67%
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
15 days ago
author updated this narrative
Intel
AN
AnalystLowTarget
Consensus Narrative from 35 Analysts
Transforming Operations And AI Development Will Offset Complexity Risks
Key Takeaways Organizational complexity and inefficiencies hinder innovation, affecting revenue growth as Intel undergoes structural transformation and headcount reductions. Supply constraints from reliance on older manufacturing nodes and geopolitical risks could impact revenue and gross margins amid macroeconomic uncertainties.
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US$16.15
FV
22.4% overvalued
intrinsic discount
-0.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative
PVA TePla
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Key Takeaways Focus on high-margin metrology business and silicon carbide innovation could enhance net margins and revenue stability. Expanding market presence in Asia and North America may drive growth and diversify revenue streams.
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€21.75
FV
5.4% undervalued
intrinsic discount
8.88%
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
11 minutes ago
author updated this narrative
Telecom Plus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Efficiencies And New Offerings Like Ultrafast Broadband Will Expand Future Market Presence
Key Takeaways Telecom Plus's multiservice model and innovation in product offerings aim to drive customer growth and enhance EBITDA per customer. Focusing on AI-driven efficiency and disciplined capital policy supports operating margins and earnings stability, appealing to income-focused investors.
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UK£25.54
FV
25.9% undervalued
intrinsic discount
6.98%
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
11 minutes ago
author updated this narrative
SKAN Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Expansion And R&D Will Drive Success In 2026
Key Takeaways SKAN Group's strong order growth and substantial backlog suggest increased future revenues and visibility for the coming year. Investments in R&D, international expansion, and new AI services are positioned to enhance growth, improve margins, and increase profitability.
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CHF 88.33
FV
23.2% undervalued
intrinsic discount
18.65%
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
11 minutes ago
author updated this narrative
CJ Cheiljedang
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Focus On Taste & Nutrition And Specialty Amino Acids Will Strengthen Product Portfolio
Key Takeaways Expansion into new markets and online sales is set to drive significant revenue growth and market share increase, especially in mainstream retail channels. Investment in U.S. and European manufacturing improves production efficiency, capacity, and operational margins, with strategic focus areas boosting earnings and investor appeal.
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₩339.40k
FV
26.0% undervalued
intrinsic discount
3.38%
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
11 minutes ago
author updated this narrative
Costain Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
GBP 54 Billion In Secured Contracts Will Ensure Future Stability
Key Takeaways A robust secured work pipeline indicates a stable, long-term revenue stream, bolstering confidence in growth and profitability. Strategic focus on expanding markets and key contracts in various sectors drives anticipated revenue and profit increases by 2027.
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UK£1.58
FV
5.2% overvalued
intrinsic discount
3.95%
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
11 minutes ago
author updated this narrative
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