proceeds will be used to fund capital expenditure and repayment of maturing debt. We view this four-star-rated stock as undervalued with the shares trading at a substantial discount to our fair value estimate. Our narrow moat and high fair value uncertainty
attractive ideas. What do you think about that and where are the best ideas coming from today? Bhansali: Well, we are fortunate because ..... technology. I still think that intellectual property is being undervalued worldwide and you will see more and more incidents of the
boring is kind of beautiful here. This is a wide - moat firm that has low uncertainty and is actually ..... really thinks that this is part of their wide moat . This is how they continue to keep their wide moat going, by investing in these types of
4 billion) loss on its Portuguese assets. Additionally, the American depositary receipt is being hurt by the weak real versus the dollar. Despite the expected cut to our fair value estimate, we think the shares are undervalued .
HKD 6.60 fair value estimate as we are revisiting our key model assumption with updated financial data. The company is undervalued , with a 15% discount to our fair value estimate. Year-on-year growth of 17.4% in shareholders' equity, nearly
thing Insight has some attractive early-stage assets. Of the companies I just mentioned, Merck is currently the most undervalued . It is currently trading at about a 15% discount to our fair value estimate. It represents an attractive way to get exposure
reach the high teens. Additionally, we assume Rackspace earns excess returns for 20 years, which would be in line with a wide - moat company. Finally, we would expect revenue to grow at a 15% CAGR through 2019. In our view, the market is pricing Rackspace
to be modest. Our fair value estimate for Mesoblast remains unchanged at AUD 7.00 per share which implies the stock is undervalued at current levels. We believe the market is underestimating the partnering prospects for Mesoblast given its late-stage
s sovereign wealth fund, is considering investing around 1-1.5 trillion won ($906 million-$1.36 billion) in three five - star hotels owned by Saudi Arabia-based Kingdom Holding Co, a South Korean newspaper reported on Friday.
supports our thesis that Novo possesses strong intangible assets in the field of biologic diabetes therapies, a key part of its wide moat . The likely approval of Tresiba in the U.S. around the end of the year (Novo plans to file for approval in April, with