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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
59
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
33
users have liked this narrative
6
users have commented on this narrative
89
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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SRG Global
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Diona Will Strengthen Position In Water Security And Energy Transition
Key Takeaways Strategic acquisition and market positioning will bolster long-term growth in water security and energy transition sectors, enhancing revenue stability. Capital-light model and strong cash position improve margins and financial flexibility, enabling growth investments and shareholder returns.
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AU$1.76
FV
8.5% undervalued
intrinsic discount
9.65%
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
about 22 hours ago
author updated this narrative
Marshalls
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Viridian Solar's Regulatory Tailwinds Will Drive Future Market Outperformance
Key Takeaways The Transform & Grow strategy focuses on core brands and high-margin areas to drive revenue growth and improve market share. Regulatory support boosts Viridian Solar's growth, enhancing Marshalls' revenue and operating margins significantly.
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UK£3.20
FV
35.4% undervalued
intrinsic discount
3.91%
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
about 22 hours ago
author updated this narrative
Titagarh Rail Systems
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Entering Signaling, Safety Systems, And Shipbuilding Will Diversify Future Income
Key Takeaways Introduction of new business verticals and easing supply constraints boost production capacity and diversify income, enhancing revenue potential. Continued order fulfillment with extended timelines and robust orders from Indian Railways support stable future revenue and improved production efficiency.
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₹1.10k
FV
26.7% undervalued
intrinsic discount
21.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
about 22 hours ago
author updated this narrative
São Martinho
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Completion Of Corn Processing And Rising Ethanol Demand Will Boost Future Earnings
Key Takeaways Increased corn processing and improved ethanol production efficiency are expected to significantly boost revenue and earnings. Strategic hedging and enhanced sugarcane yields position the company to protect and potentially grow revenue amidst market shifts.
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R$29.06
FV
41.5% undervalued
intrinsic discount
5.17%
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
about 22 hours ago
author updated this narrative
Hostelworld Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Monetizable Social Features And Budget Rollout Will Drive Global Expansion
Key Takeaways New social network features, expanded inventory, and digital tools are expected to boost growth by attracting younger travelers and increasing margin efficiency. Investments into AI, emerging markets, and sustainability alignments are set to enhance global reach, brand distinctiveness, and revenue resilience.
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UK£1.90
FV
39.0% undervalued
intrinsic discount
11.18%
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
about 22 hours ago
author updated this narrative
Netel Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Power And Telecom Projects Will Shape European Markets
Key Takeaways Strategic focus and resource allocation through divestment and new agreements support revenue growth and net margin improvement in key European markets. Enhanced operational efficiency through digital tools and improved cash flow positively impact liquidity, reducing financial leverage and supporting earnings growth.
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SEK 17.50
FV
42.2% undervalued
intrinsic discount
6.04%
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
about 22 hours ago
author updated this narrative
DCB Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And Branch Productivity Will Shape Indian Banking Future
Key Takeaways Focused expansion in underpenetrated regions and digital adoption is boosting productivity, reducing costs, and supporting sustained revenue growth. Strategic shift to secured lending, rapid risk provisioning, and improved liability management are enhancing asset quality, funding resilience, and margin stability.
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₹169.44
FV
25.0% undervalued
intrinsic discount
21.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 22 hours ago
author updated this narrative
Genesis Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Renewable Expansion Seeks To Stabilize Cash Flows Despite Operational Challenges
Key Takeaways Expansion into renewable energy and efficiency improvements aim to boost revenue and stabilize cash flows, enhancing net margins and earnings stability. Monetizing flexible generation assets and tech upgrades are expected to drive new cash flow and improved customer interactions in a growing market.
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NZ$2.64
FV
10.4% undervalued
intrinsic discount
-5.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 22 hours ago
author updated this narrative
Corero Network Security
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
CORE Ecosystem And Global Expansion Will Open New Markets
Key Takeaways Expansion of product offerings and strategic partnerships aim to boost revenue and market share through enhanced market access and bundled sales. Strong financial position allows strategic investment in global expansion and product development, supporting revenue growth and improved margins.
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UK£0.19
FV
48.6% undervalued
intrinsic discount
7.84%
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
about 22 hours ago
author updated this narrative
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