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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
17
users have liked this narrative
4
users have commented on this narrative
40
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
22
users have liked this narrative
4
users have commented on this narrative
62
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
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Jumia Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Upcountry Expansion And International Sourcing Will Unlock New Markets
Key Takeaways Expanding into underserved regions through differentiated logistics could drive growth and increase revenue without raising fixed costs. Strategic partnerships and cost-efficient operations aim to improve profitability and market penetration, potentially enhancing revenue and customer loyalty.
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US$4.25
FV
14.6% overvalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
21 days ago
author updated this narrative
GrafTech International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Markets And A 15% Price Increase Will Secure Success
Key Takeaways Strategic focus on higher-priced U.S. and Western European markets aims to boost revenue growth and profit margins. Cost reductions and strategic pricing adjustments are expected to enhance profitability and protect future earnings amidst global trade challenges.
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US$1.33
FV
11.7% undervalued
intrinsic discount
19.48%
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
21 days ago
author updated this narrative
FVI
Fortuna Mining
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Aggressive Exploration Investments Will Increase Future Gold Production
Key Takeaways Strategies to optimize Seguela Mine and divest San Jose Mine are expected to improve operational efficiency and future revenue. Investments in exploration and cost-saving measures like solar plants indicate potential revenue growth and improved margins.
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CA$9.79
FV
2.1% undervalued
intrinsic discount
-9.34%
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
21 days ago
author updated this narrative
Deepak Fertilisers And Petrochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Capacity Expansion And Specialty Shift Will Optimize Future Operations
Key Takeaways Expansion in technical ammonium nitrate and nitric acid capacities promises revenue growth and improved efficiency through increased capacity utilization and operational excellence. Strategic focus on specialty chemicals, backward integration, and corporate restructuring aims at higher-margin products and reduced cost volatility, boosting earnings reliability.
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₹1.47k
FV
4.1% overvalued
intrinsic discount
10.16%
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
21 days ago
author updated this narrative
Computershare
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Key Takeaways Focus on core businesses and digital investments in Issuer Services may enhance operational efficiencies, boosting earnings and net margins. Strong balance sheet and share buyback initiative allow strategic acquisitions, supporting future earnings growth.
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AU$36.51
FV
12.9% overvalued
intrinsic discount
1.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
21 days ago
author updated this narrative
Mandalay Resources
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Exploration Successes At Costerfield And Björkdal Will Boost Future Production
Key Takeaways Emphasis on high-margin production and cost efficiency is set to improve earnings stability and net margins over time. Exploration successes and a strong financial position support future production growth, amplifying revenue and shareholder value.
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CA$7.50
FV
36.1% undervalued
intrinsic discount
-0.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
21 days ago
author updated this narrative
Monadelphous Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities
Key Takeaways Securing new contracts across diverse sectors and major energy players boosts future revenue and signals strong market demand. Emphasis on renewables and decarbonization expands revenue avenues amid rising sustainable solutions demand.
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AU$16.11
FV
24.0% overvalued
intrinsic discount
6.79%
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
21 days ago
author updated this narrative
Magnora
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Renewable Energy Projects Will Advance While Facing Regulatory Risks
Key Takeaways Strategic expansion in South Africa and Europe positions Magnora to capitalize on renewable energy demand and government incentives, driving significant revenue growth. Strong cash flow and optimal project timing enhance earnings potential through strategic sales and divestitures in high-demand markets.
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NOK 35.40
FV
32.5% undervalued
intrinsic discount
108.72%
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
21 days ago
author updated this narrative
Controladora Vuela Compañía de Aviación. de
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Airline Will Capture VFR Traffic And Tech For Future Connectivity
Key Takeaways Strategic focus on VFR traffic and geopolitical adaptability positions Volaris for stable revenue growth and margin protection. Ancillary revenues and technological advancements support profitability and enhance customer experience by optimizing sales channels and reducing costs.
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Mex$22.38
FV
52.7% undervalued
intrinsic discount
11.05%
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
21 days ago
author updated this narrative
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