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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
19.2% 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
12
users have followed this narrative
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Bidvest Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Successful Integration Of WearCheck And Spec Systems Will Pave Way For Future Acquisitions
Key Takeaways Bidvest's acquisitions and diversification in key markets drive growth while reducing cyclicality, improving future revenue prospects. Focus on sustainability and business restructuring aligns with government initiatives, potentially enhancing margins and profitability.
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R314.11
FV
27.1% undervalued
intrinsic discount
6.16%
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
about 8 hours ago
author updated this narrative
GoTo Gojek Tokopedia
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Premium Services And AI Integration Will Empower Future Success
Key Takeaways Focusing on high-spending users and expanding premium services is expected to enhance net margins and drive revenue growth. Leveraging AI for operational efficiencies aims to reduce expenses and potentially increase net margins over time.
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Rp98.40
FV
36.0% undervalued
intrinsic discount
15.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
about 8 hours ago
author updated this narrative
AAC Technologies Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
High-Performance Optics, Audio And AI Will Unlock New Frontiers
Key Takeaways Focus on high-performance camera lenses, automotive acoustics, and AI-enhanced smartphone products aims to boost revenues and profit margins significantly. Investments in vertical integration and new markets like humanoid robots and AI glasses promise diversified revenue streams and enhanced profitability.
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HK$57.82
FV
24.0% undervalued
intrinsic discount
12.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
about 8 hours ago
author updated this narrative
Sweco
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiency And Acquisitions Will Drive Future Success
Key Takeaways Operational efficiency and strategic pricing enhancements are set to boost Sweco's margins and profitability, supporting higher future earnings. Sweco's acquisitions and project wins in growth segments like energy and infrastructure ensure future revenue stability and expansion potential.
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SEK 180.60
FV
13.1% undervalued
intrinsic discount
5.92%
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
about 8 hours ago
author updated this narrative
0022
Goldwind Science&Technology
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Wind Turbine Orders And Green Policies Will Create An Opportunity
Key Takeaways Strong order backlog and external sales growth signal a robust revenue pipeline, driven by demand for renewable energy in China and abroad. Enhanced operational efficiency and reduced interest-bearing debt are expected to optimize cash flow, improve solvency, and boost profitability.
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CN¥11.37
FV
14.3% undervalued
intrinsic discount
18.27%
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
about 8 hours ago
author updated this narrative
TPG Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Network Sharing With Optus Will Double Coverage And Expand Market Reach
Key Takeaways Network expansion through regional sharing with Optus increases market reach, driving potential revenue and market share gains. Business transformation and strategic agreements increase cost efficiencies, reduce CapEx, and improve margins, supporting financial growth.
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AU$5.40
FV
2.6% undervalued
intrinsic discount
0.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 8 hours ago
author updated this narrative
Sectra
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Transition To SaaS Model Promises Long-term Revenue Stability
Key Takeaways Transition to as-a-service model and cloud solutions is expected to boost revenue stability, growth, and recurring income. Growing demand for Sectra's secure communication and IT solutions is anticipated to drive revenue through increased adoption and customer satisfaction.
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SEK 300.00
FV
18.2% overvalued
intrinsic discount
16.29%
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
about 8 hours ago
author updated this narrative
Carl Zeiss Meditec
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
VISUMAX 800 Approval In China Will Strengthen Future Market Position
Key Takeaways Early VISUMAX 800 approval in China and strong order backlog for KINEVO 900 S hint at significant future revenue growth. Shift towards premium IOLs and effective cost measures promise higher net margins and earnings stability.
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€60.93
FV
28.9% undervalued
intrinsic discount
6.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
about 8 hours ago
author updated this narrative
Dukhan Bank Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Vision 2030 Will Guide Financial Success
Key Takeaways Economic growth from non-hydrocarbon sectors and tourism bolsters banking activity, supporting revenue growth for Dukhan Bank. Emphasis on digital transformation and cost optimization aligns with Qatar's Vision 2030, enhancing operational efficiency and profitability.
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ر.ق3.79
FV
2.4% undervalued
intrinsic discount
-19.02%
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 8 hours ago
author updated this narrative
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