EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
Filters

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Associated British Foods (ABF LN) UK

Consumer Staples

Cerundolo Investment Research

Guy Cerundolo flags ABF’s deteriorating model score and yesterday's (5th Sep) break of a 2-year uptrend is negative for the stock.

Edition: 194

- 06 September, 2024


Bayer (BAYN GR) Germany

Healthcare

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.

Edition: 176

- 22 December, 2023


Associated British Foods (ABF LN) UK

Consumer Staples

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.

Edition: 149

- 25 November, 2022