EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Bayer (BAYN GR) Germany

Healthcare

Report by ROCGA Research

ROCGA’s Cash Flow Returns On Investments based DCF valuation platform shows BAYN to be undervalued for the first time in 10 years. BAYN is not a quality company and would not warrant attention, but the valuation gap is compelling with potentially 50% upside. With a few clicks, you can model and value one of 2000 companies across Europe and the US. Other companies that appear on their list of undervalued companies are Ahold, Associated British Foods and Saint-Gobain. A free consultation and trial can be arranged on request.

Consumer Staples

Report by ROCGA Research

ABF looks undervalued using ROCGA’s Cash Flow Returns on Investments based DCF tools - they have modelled this company, back-tested the model driven valuations, and then used the same assumptions along consensus EPS to estimate a target price. Being prudent and given the uncertainty, they also add 2% to WACC. The adjusted target price offers significant upside. It takes about a minute to model and value a company using ROCGA’s systematic and interactive valuation tools. More details can be found here. They currently cover over 1,800 companies (500 UK, 400 European and 900 NA). A free trial is available on request.