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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
19
users have liked this narrative
4
users have commented on this narrative
46
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
5
users have commented on this narrative
68
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Tate & Lyle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability
Key Takeaways Expansion through CP Kelco enhances specialty solutions, driving revenue growth and improving profitability via anticipated cost synergies and EBITDA margin uplift. Strong cash flow and disciplined financial management fuel share buybacks, increasing EPS, while innovation drives new revenue streams and strengthens market position.
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UK£7.28
FV
25.8% undervalued
intrinsic discount
10.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
7 days ago
author updated this narrative
Syngene International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Dedicated Peptide Lab And Global Facilities Will Unlock Biopharma Potential
Key Takeaways Expansion in biologics, digitalization, and new manufacturing assets enhances revenue growth, margin improvement, and market share in both Indian and US markets. Deep industry partnerships, outsourcing trends, and regulatory credibility ensure sustained growth momentum, robust client wins, and long-term business stability.
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₹722.22
FV
7.0% undervalued
intrinsic discount
13.96%
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
7 days ago
author updated this narrative
Nikon
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of RED And Growth In Cell Therapy Propel Revenue And Margins In Imaging And Healthcare
Key Takeaways Nikon's acquisition of RED enhances its video strategy, potentially boosting revenue in the Imaging Products Business. Nikon's pivot in the CDMO business, focusing on cell therapy, may solidify new revenue streams in the Healthcare sector.
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JP¥1.43k
FV
3.1% overvalued
intrinsic discount
2.15%
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
7 days ago
author updated this narrative
Nomura Real Estate Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Residential And Overseas Expansion Will Create Promising Opportunities
Key Takeaways Strategic investments in domestic and overseas real estate are set to drive revenue and profit growth through diversification and expansion. Shareholder focus, with consistent dividend increases and capital allocation, may enhance investor confidence and boost stock valuation.
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JP¥969.33
FV
7.8% undervalued
intrinsic discount
9.51%
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
7 days ago
author updated this narrative
Getinge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advanced Digital Health And Infection Control Will Drive Future Markets
Key Takeaways Strong demand in core healthcare segments and increasing digital adoption support resilient revenue streams and margin improvement. Strategic acquisitions and operational efficiencies broaden product offerings and global presence, driving sustained top-line growth and profitability.
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SEK 233.33
FV
18.0% undervalued
intrinsic discount
4.80%
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
7 days ago
author updated this narrative
NKT
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
SolidAl Integration And High-Voltage Investments Will Expand Future Capabilities
Key Takeaways Expansion in the Solutions segment and acquisition integration are poised to enhance revenue and margins, driven by a high-voltage backlog and improved production capabilities. Sustainability efforts and investments in high-voltage facilities solidify market positioning and aim to boost future revenue capacity and efficiency.
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DKK 599.50
FV
10.8% undervalued
intrinsic discount
8.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
IG Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digitalization And Global Rollouts Will Expand Market Reach
Key Takeaways Product innovation and digital expansion are driving customer growth, improved retention, and upselling, positioning IG Group for multi-year revenue growth and margin expansion. Ongoing geographic diversification and operational efficiencies are reducing market risk, supporting stronger profitability, and sustaining long-term market share gains.
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UK£12.45
FV
9.1% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
7 days ago
author updated this narrative
659
CTF Services
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Life Insurance And Logistics Acquisitions Will Diversify Future Income Streams
Key Takeaways Strategic acquisitions and expansions in logistics are expected to enhance revenue and margins through value-accretive growth in insurance and logistics sectors. Improved financial management and sustainable dividend policies indicate strong shareholder value focus and optimized cost of capital strategy.
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HK$9.40
FV
18.6% undervalued
intrinsic discount
7.58%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Cleanaway Waste Management
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
CustomerConnect Implementation Will Improve Efficiencies And Customer Service By FY '28
Key Takeaways Strategic focus on operational excellence and strategic infrastructure investments aims to enhance margins and boost long-term earnings and revenue growth. High-value contracts and landfill gas processing present sustainable multi-decade growth opportunities, driving revenue and operational improvements.
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AU$3.13
FV
8.7% undervalued
intrinsic discount
8.33%
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
7 days ago
author updated this narrative
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