
Spotting undervalued shares, Savills & weight-loss drugs: The Companies and Markets Show
Freitag, 15. August 2025 · 39 min
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Shownotes
We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of global performances, and what the business’s valuation appears to be.
Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind the piece, how it can help find stocks trading at less than their worth, and how to tell if a company is focusing on the right part of a business.
Lastly, Julian Hofmann covers Novo Nordisk (DK:NOVO.B), which saw shares rise after Eli Lilly’s (US:LLY) oral weight-loss pill underwhelmed regulators. Competition is still fierce in the sector, but a new Novo CEO could give the company the boost it needs.
Read more on these topics
How to spot undervalued shares (investorschronicle.co.uk/content/badbf029-3a59…)
Deep Dives (investorschronicle.co.uk/deep-dive)
Timestamps
Savills
Spotting undervalued shares
Weight loss drugs
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