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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
7
users have commented on this narrative
56
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
88
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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SmartCraft
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into The UK And Spark Initiative Will Reshape Future Operations
Key Takeaways SmartCraft's UK expansion and Spark initiative in the electrician sector promise substantial revenue growth through a larger market and higher ARPU. Acquisitions and strategic focus on customer success aim to boost recurring revenue, enhance earnings, and stabilize margins despite market challenges.
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NOK 31.25
FV
19.4% undervalued
intrinsic discount
11.82%
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
about 6 hours ago
author updated this narrative
Careium
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
European B2C Expansion And New Contracts Will Deliver Future Results
Key Takeaways Growth in B2C markets in the U.K. and Netherlands, along with strategic R&D investments, are positioned to boost revenue and profitability. New contracts in Norway and France's fixed alarms signify potential market penetration and expansion, enhancing revenue and net margins.
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SEK 30.50
FV
5.9% undervalued
intrinsic discount
9.38%
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
about 6 hours ago
author updated this narrative
Alsea. de
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Orders And Remodelings Will Unlock Urban Opportunity
Key Takeaways Ongoing digitalization, store remodelings, and technology investments are strengthening customer engagement, operational efficiency, and supporting sustainable margin and revenue growth. Strategic brand portfolio optimization and margin enhancement initiatives are stabilizing earnings, diversifying revenue, and helping offset macroeconomic and inflationary pressures.
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Mex$59.50
FV
4.7% undervalued
intrinsic discount
8.59%
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
about 7 hours ago
author updated this narrative
Cicor Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Aerospace And Healthcare Tech Will Fuel European Supply Chain Resilience
Key Takeaways Expansion into regulated, high-complexity sectors and strategic acquisitions boosts competitive positioning, operational scale, and potential for sustained margin and revenue growth. Integration of regional manufacturing enhances supply chain resilience, supporting customer retention and enabling further investment in automation and future growth opportunities.
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CHF 199.02
FV
0.5% undervalued
intrinsic discount
17.34%
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 7 hours ago
author updated this narrative
Arise
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
European Expansion And Battery Projects Will Fuel Renewable Momentum
Key Takeaways Expansion into new markets and focus on battery and hybrid projects position Arise to capitalize on rising demand for renewable energy and recurring, higher-margin revenues. Vertical integration and a maturing project pipeline support more predictable, stable income streams and boost long-term revenue visibility amidst favorable market dynamics.
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SEK 78.50
FV
56.2% undervalued
intrinsic discount
30.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 6 hours ago
author updated this narrative
Impax Asset Management Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In AI And New Products May Broaden Revenue Streams, But Reliance On BNP Paribas Will Remain A Concern
Key Takeaways Expanding product range and strategic acquisitions aim to drive revenue growth and strengthen capabilities in new market segments. Investments in efficiency, AI, and private markets are likely to enhance margins and diversify revenue streams significantly.
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UK£2.90
FV
35.1% undervalued
intrinsic discount
-1.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 7 hours ago
author updated this narrative
Sonae SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And International Expansion Will Unlock New Opportunities
Key Takeaways Strong digitalization, e-commerce focus, and expansion into new segments and regions position the company for sustainable revenue and market share growth. Operational efficiency, asset rotation, and heightened ESG emphasis are driving improved margins, returns, and long-term shareholder value.
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€1.43
FV
9.7% undervalued
intrinsic discount
2.74%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 7 hours ago
author updated this narrative
SCG Packaging
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Eco-Friendly Packaging And ASEAN Expansion Will Reshape Business
Key Takeaways Strong focus on sustainable packaging, AI-driven efficiencies, and expansion in high-growth ASEAN markets is fueling revenue growth and margin improvement. Shifting toward higher-margin consumer packaging and regional consolidation is enhancing stability, pricing power, and long-term profitability.
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฿17.48
FV
5.3% overvalued
intrinsic discount
4.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 6 hours ago
author updated this narrative
Novem Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Jaguar And Audi Contracts And Operational Improvements Will Drive Future Success
Key Takeaways Secured EV contracts and strategic cost management are set to drive revenue growth and enhance net margins. Strategic capex adjustments and improved financial positioning could stabilize cash flow and boost future earnings.
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€12.73
FV
69.8% undervalued
intrinsic discount
2.67%
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
about 7 hours ago
author updated this narrative
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