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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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JOYY
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Overvaluation Assumptions Will Crumble Amid Regulatory And Geopolitical Challenges
Key Takeaways Aggressive growth and valuation expectations may be challenged by regulatory risks, global competition, and shifting user preferences toward decentralized platforms. Sustained earnings and profitability are vulnerable to intensifying compliance costs, potential declines in ad monetization, and overreliance on virtual economies.
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US$53.33
FV
5.0% undervalued
intrinsic discount
3.21%
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
1 day ago
author updated this narrative
Burckhardt Compression Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Decarbonization, Hydrogen And LNG Trends Will Underpin Future Progress
Key Takeaways Sustained demand for clean energy, LNG, and marine infrastructure drives robust order growth, strong revenue streams, and high-margin service opportunities for Burckhardt Compression. Digital services, operational improvements, and a growing installed base support margin expansion, recurring revenues, and long-term profitability.
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CHF 728.00
FV
0% overvalued
intrinsic discount
3.77%
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
1 day ago
author updated this narrative
International Workplace Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Flexible Workspace Demand Will Foster Valuable Opportunities
Key Takeaways Rapid growth in flexible, franchised workspace models and broader market diversification are strengthening revenue streams and margin potential. Ongoing digital investments and global scale reinforce market leadership, operational efficiency, and sustainable cash generation.
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UK£2.56
FV
10.3% undervalued
intrinsic discount
3.60%
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
1 day ago
author updated this narrative
Himadri Speciality Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Large-Scale LFP Cathode Expansion Will Catalyze Global Advanced Materials Demand
Key Takeaways Expansion into specialty materials and first-mover positioning in LFP cathode manufacturing drive global competitiveness and potential for sustained margin improvement. Strategic partnerships, backward integration, and branded B2C diversification reduce dependency risk, broaden revenue streams, and enhance pricing power.
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₹500.00
FV
10.3% undervalued
intrinsic discount
26.10%
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
1 day ago
author updated this narrative
Brightstar Lottery
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Favorable Digital Trends And Renewed Contracts Will Secure Lottery Future
Key Takeaways Expansion of digital channels and contract renewals are providing stable, long-term revenue growth and higher-margin opportunities. Investments in technology, cost-cutting, and product innovation enhance customer engagement, reduce expenses, and strengthen recurring revenues.
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US$18.52
FV
18.5% undervalued
intrinsic discount
2.50%
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
1 day ago
author updated this narrative
Grupo Mateus
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Retail Expansion Will Unlock New Urban Markets
Key Takeaways Expansion in underserved Brazilian regions and disciplined store strategy support sustained growth, stronger productivity, and long-term profitability improvements. Margin resilience is underpinned by efficiency gains, channel transformation, and conservative financial management, enabling benefits from formalization and industry consolidation.
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R$9.31
FV
18.6% undervalued
intrinsic discount
18.01%
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
1 day ago
author updated this narrative
Wallenstam
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Stockholm And Gothenburg Demand Will Drive Future Expansion
Key Takeaways High occupancy rates and ongoing residential project development support stable rental income, revenue growth, and resilience in key urban markets. Investments in renewable energy and efficiency, alongside disciplined capital return, drive margin expansion and signal strong future earnings potential.
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SEK 44.80
FV
1.3% overvalued
intrinsic discount
6.40%
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
Kojamo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Helsinki Urban Migration And Digitalization Will Transform Rental Markets
Key Takeaways Strong urbanization and persistent housing supply constraints support higher occupancy, rent growth, and long-term revenue gains in core Finnish markets. Digitalization and operational enhancements enhance tenant retention, drive efficiency, and position the company for margin expansion and stable profitability.
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€10.87
FV
0.8% undervalued
intrinsic discount
0.58%
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
1 day ago
author updated this narrative
Sacyr
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Sustainable Infrastructure Will Drive Urban Transformation
Key Takeaways Geographic diversification through asset rotation and reinvestment reduces risk while supporting earnings growth and increased profitability. Focus on sustainable infrastructure and public-private partnerships aligns with demand trends and enables access to premium, higher-margin projects.
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€4.25
FV
13.7% undervalued
intrinsic discount
1.94%
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
1 day ago
author updated this narrative
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