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  1. Tata Announces Rights Offering; We Maintain Fair Value at INR 700

    Commentary

    Sun, 29 Mar 2015

    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

  2. Bhansali: Opportunities in Energy and Tech

    Video Reports

    Sun, 29 Mar 2015

    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

    best ideas found at 0:29

    attractive ideas. What do you think about that and where are the best ideas coming from today? Bhansali: Well, we are fortunate because we run two flagship strategies, the Ariel Global Fund and the Ariel International
  3. Friday Five: Heinz-Kraft Deal Makes for a Tasty Combo

    Video Reports

    Fri, 27 Mar 2015

    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

    wide moat found at 3:52, 5:56

    as you mentioned, boring is kind of beautiful here. This is a wide - moat firm that has low uncertainty and is actually trading for a little bit below their fair value estimate--which in a market that
    fees. And Rick Summer 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 platforms. They do seem focused on that long-term growth and not just kind of on
  4. Oi's 2014 Results Fall Short of Our Expectations; Fair Value Estimate Cut Likely

    Commentary

    Fri, 27 Mar 2015

    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 .

  5. ICBC Saw Widened Net Interest Margin and Improved Capital Efficiency

    Commentary

    Fri, 27 Mar 2015

    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

  6. New Cancer Drugs: First Movers Will Win

    Video Reports

    Fri, 27 Mar 2015

    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

    undervalued found at 1:46

    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
  7. Market Is Ignoring Competitive Risks for Rackspace

    Headlines

    Fri, 27 Mar 2015

    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

  8. Mesoblast Strengthens Patent Position in Japan and Paves the Way for Cardiovascular Conditions

    Commentary

    Thu, 26 Mar 2015

    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

  9. S.Korea's KIC mulls taking up to $1.36 bln stake in 3 luxury hotels-Chosun Ilbo

    Headlines

    Thu, 26 Mar 2015

    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.

  10. Novo Nordisk's FDA Resubmission for Tresiba on Track; Maintaining Our FV and Sales Estimates

    Commentary

    Thu, 26 Mar 2015

    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

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