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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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Amotiv
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New South Africa Facility And Operational Efficiencies Signal Promising Future
Key Takeaways Strategic cost management and operational efficiencies are expected to improve EBITDA and net margins, driving future growth. New manufacturing in South Africa and enterprise optimization should boost revenue and margins, while share buybacks enhance investor confidence.
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AU$11.05
FV
18.2% undervalued
intrinsic discount
3.73%
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
1 day ago
author updated this narrative
KWS SAAT SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Elitespeicher Construction And New Super Varieties Expected To Support Future Profitability In Sugarbeet Segment
Key Takeaways Expansion in sugarbeet segment and strategic divestments are expected to drive growth, improve margins, and optimize resource allocation. Strong R&D advances and commitment to sustainability enhance innovation, product pipeline, and long-term revenue and margin growth.
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€77.25
FV
17.8% undervalued
intrinsic discount
3.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
1 day ago
author updated this narrative
EPRO
Electrolux Professional
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Urbanization And R&D Investment Will Expand Future Addressable Markets
Key Takeaways Strong urban-driven demand and geographic diversification support sustained revenue growth and resilience against regional downturns. Investment in innovation and sustainability, combined with expanding service-based revenues, boosts margin quality, earnings predictability, and market positioning.
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SEK 75.00
FV
13.7% undervalued
intrinsic discount
4.01%
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
AECI
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
International Expansion And Cost Optimization Will Drive Future Success In Mining And Chemicals
Key Takeaways Strategic expansion into international mining markets and focus on growth initiatives are projected to enhance revenue and earnings. Operational optimization and transformation programs expected to improve cost efficiency, positively impacting EBITDA and net margins.
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R126.00
FV
13.3% undervalued
intrinsic discount
4.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
1 day ago
author updated this narrative
AcadeMedia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of Touhula And Adult Education Expansion Will Strengthen Future Prospects
Key Takeaways Strategic international expansions, including in Germany and Finnish acquisitions, are expected to enhance revenue and profitability, driving future growth. Strong performance in Adult Education and adaptation to Swedish voucher changes highlight potential sustained revenue growth and operational stability.
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SEK 92.50
FV
6.9% undervalued
intrinsic discount
6.06%
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
AIA Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expansion Into Mainland China Will Increase Customer Base And Strengthen Long-Term Prospects
Key Takeaways Strategic expansion and partnerships in China and Hong Kong diversify channels and enhance high-margin revenue growth. Technology investments and enhanced digital tools boost productivity and operational efficiency, reducing costs and expanding margins.
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HK$91.82
FV
19.8% undervalued
intrinsic discount
3.61%
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
1 day ago
author updated this narrative
Gibson Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Terminal Expansions Will Open New North American Export Opportunities
Key Takeaways New infrastructure projects and strategic supply connections are boosting terminal capacity, enhancing revenue growth and increasing business visibility through stronger customer commitments. Long-term contracts and rising North American energy and export demand provide stable cash flows, while efficiency efforts support margin expansion and greater shareholder returns.
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CA$26.19
FV
3.3% undervalued
intrinsic discount
-3.81%
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
Trican Well Service
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
North American LNG Demand And Montney Will Drive Expansion
Key Takeaways Electrification investments and a natural gas frac spread strengthen appeal to ESG-focused clients and support margin improvement amid industry decarbonization trends. Asset-light operations, internal logistics, and focus on resilient Canadian resource plays drive stable margins and position for sustainable growth.
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CA$6.54
FV
10.6% undervalued
intrinsic discount
7.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
1 day ago
author updated this narrative
Angel One
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Expansion And AI Adoption Will Transform India's Markets
Key Takeaways Growing presence in rural and underserved markets, along with diversified financial offerings, is expanding client base and boosting overall revenue potential. Investments in technology and regulatory trends are improving margins, operational efficiency, and competitive positioning in a consolidating digital financial services landscape.
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₹2.83k
FV
9.9% undervalued
intrinsic discount
9.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
1 day ago
author updated this narrative
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