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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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VerticalScope Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Acquisitions Will Strengthen International User Engagement In 2025
Key Takeaways Initiatives to grow international users and enhance the Fora app aim to boost user engagement and advertising revenue. Strategic acquisitions and AI-powered features are set to expand business scale and improve earnings, contributing to shareholder value.
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CA$6.50
FV
42.0% undervalued
intrinsic discount
-3.14%
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
6 days ago
author updated this narrative
Crompton Greaves Consumer Electricals
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Next-generation Motor And Solar Investments Will Capture Emerging Markets
Key Takeaways Focus on advanced motor technology, premiumization, and new segments drives revenue diversification, margin improvement, and positions Crompton for long-term growth in energy-efficient appliances. Brand strength, expanded distribution, and new manufacturing capability enable Crompton to capitalize on regulatory shifts and rising demand, enhancing pricing power and recurring earnings.
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₹425.59
FV
24.0% undervalued
intrinsic discount
11.63%
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
6 days ago
author updated this narrative
Orange Polska
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
5G And FTTH Investments Will Expand Digital Infrastructure
Key Takeaways Strategic investment in advanced networks and digital services positions Orange Polska for sustained growth, margin expansion, and diversified revenue streams. Rising connectivity demand and supportive policy trends enable operational efficiencies and profitability improvements through digital transformation and B2B focus.
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zł9.38
FV
9.7% undervalued
intrinsic discount
3.25%
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
6 days ago
author updated this narrative
Norwegian Air Shuttle
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Program X And Wideroe Acquisition Will Streamline Operations And Enhance Efficiency
Key Takeaways Robust demand from growth in passenger numbers and new corporate travel agreements suggests potential future revenue growth for Norwegian Air Shuttle. Operational synergies from acquisitions and new platforms, along with cost-reduction programs, could enhance efficiency and profitability.
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NOK 16.32
FV
1.4% overvalued
intrinsic discount
5.76%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Kiwi Property Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Drury's Development Progress And Mackersy Investment Will Expand Future Opportunities
Key Takeaways Investment in Mackersy Property and Drury development progress can enhance capital access and revenue growth opportunities. Strong leasing spreads and cost control measures could improve margins and drive future earnings growth with diversified revenue streams.
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NZ$0.98
FV
1.3% undervalued
intrinsic discount
-5.75%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
KDDL
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Re-launching Favre Leuba And Expanding High-End Offerings Will Boost Future Prospects
Key Takeaways KDDL's expansion in higher-end watch components and precision engineering could boost revenue and long-term growth. New divisions in bracelets and packaging, alongside strategic brand relaunches, are expected to enhance revenue and net margins.
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₹3.24k
FV
17.2% undervalued
intrinsic discount
16.77%
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
6 days ago
author updated this narrative
Currys
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cost Discipline, Automation, And Shareholder Returns Will Improve Future Prospects In GB Specialty Retail
Key Takeaways Strategic investments and cost discipline could enhance future profitability, EBIT margins, and support earnings growth. Market share gains in the UK and Nordics indicate revenue growth potential despite difficult market conditions.
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UK£1.48
FV
23.8% undervalued
intrinsic discount
2.09%
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
6 days ago
author updated this narrative
Diageo
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Guinness And Johnnie Walker To Lead Global Market Expansion
Key Takeaways Strong brand performance and innovation, especially in the U.S., are driving Diageo's revenue and margin enhancement across key markets. Strategic investments and cost-saving measures are expected to improve operational efficiency and sustain earnings growth despite input cost challenges.
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UK£24.11
FV
21.0% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
103
users have followed this narrative
6 days ago
author updated this narrative
Pricer
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
In-store Automation And Sustainability Will Drive Retail Transformation
Key Takeaways Pricer is well-positioned to benefit from automation trends and the shift toward omnichannel retail, leading to increased recurring revenues and higher margins. Sustainability partnerships and strong European market relationships are expected to enable premium pricing, differentiate offerings, and support future sales growth.
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SEK 8.00
FV
42.8% undervalued
intrinsic discount
12.38%
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
6 days ago
author updated this narrative
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