South African Assets Rally Despite Global Headwinds
The Johannesburg stock index is nearing a record 100,000 level mark, benchmark bond yields are hovering near a three-year low, and the rand is at its strongest levels in six months.
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9 minutes ago
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Webster: Investors Look For Alternatives as USD Weakens
Emerging market currencies are gaining for a third session after US private-sector payrolls posted their first decline in two years, adding to bets on Fed rate cuts this year. Bonds have also rallied this year as investors diversify away from the US. Grant Webster, co-head of EM sovereigns and FX at Ninety One spoke to Bloomberg's Lizzy Burden on Horizons Middle East and Africa. (Source: Bloomberg)
Yahoo
31 minutes ago
- Yahoo
3 European Stocks That May Be Undervalued In July 2025
As the European markets show signs of resilience, with the STOXX Europe 600 Index climbing 1.32% amid easing geopolitical tensions and promises of economic stimulus, investors are keenly assessing opportunities in the region. Identifying undervalued stocks can be particularly appealing in such an environment, as these equities may offer potential for growth when market conditions stabilize further. Name Current Price Fair Value (Est) Discount (Est) Zaptec (OB:ZAP) NOK22.50 NOK44.90 49.9% Qt Group Oyj (HLSE:QTCOM) €57.55 €113.35 49.2% Laboratorios Farmaceuticos Rovi (BME:ROVI) €55.75 €110.26 49.4% Ion Beam Applications (ENXTBR:IBAB) €11.66 €22.99 49.3% innoscripta (XTRA:1INN) €99.30 €196.58 49.5% Honkarakenne Oyj (HLSE:HONBS) €2.70 €5.37 49.7% Green Oleo (BIT:GRN) €0.795 €1.57 49.2% Cavotec (OM:CCC) SEK17.00 SEK33.97 49.9% Archicom (WSE:ARH) PLN43.00 PLN84.73 49.2% ABO Energy GmbH KGaA (XTRA:AB9) €38.40 €76.54 49.8% Click here to see the full list of 180 stocks from our Undervalued European Stocks Based On Cash Flows screener. Underneath we present a selection of stocks filtered out by our screen. Overview: Laboratorios Farmaceuticos Rovi, S.A. is a pharmaceutical company that manufactures, sells, and markets its products across Spain, the European Union, OECD countries, and internationally with a market cap of €2.85 billion. Operations: Laboratorios Farmaceuticos Rovi generates revenue through the manufacturing, selling, and marketing of pharmaceutical products across Spain, the European Union, OECD countries, and internationally. Estimated Discount To Fair Value: 49.4% Laboratorios Farmaceuticos Rovi is trading at €55.75, significantly below its estimated fair value of €110.26, indicating it may be undervalued based on cash flows. Analysts agree the stock price could rise by 41.8%. With earnings forecast to grow 16.5% annually—outpacing the Spanish market's 5.5%—and revenue projected to increase at 8.2%, Rovi's financial outlook remains robust despite slower-than-significant growth expectations in both earnings and revenue metrics. Insights from our recent growth report point to a promising forecast for Laboratorios Farmaceuticos Rovi's business outlook. Click here and access our complete balance sheet health report to understand the dynamics of Laboratorios Farmaceuticos Rovi. Overview: Neste Oyj, with a market cap of €9.22 billion, operates in the production and distribution of renewable diesel and sustainable aviation fuel across Finland, other Nordic countries, the Baltic Rim, Europe, the United States, and internationally. Operations: The company's revenue segments include Oil Products (€12.10 billion), Renewable Products (€7.30 billion), and Marketing & Services (€4.51 billion). Estimated Discount To Fair Value: 19.6% Neste Oyj is trading at €12, below its estimated fair value of €14.92, reflecting a modest undervaluation based on discounted cash flow analysis. Despite recent volatility and high debt levels, the company is expected to achieve profitability within three years with earnings projected to grow significantly annually. Recent developments in renewable fuel technology with Chevron Lummus Global highlight potential future revenue streams, although recent index exclusion may impact investor sentiment. According our earnings growth report, there's an indication that Neste Oyj might be ready to expand. Click here to discover the nuances of Neste Oyj with our detailed financial health report. Overview: Andritz AG is a global provider of industrial machinery, equipment, and services across various continents including Europe, North America, South America, China, Asia, Africa, and Australia with a market cap of €5.99 billion. Operations: The company generates revenue from four main segments: Metals (€1.78 billion), Hydro Power (€1.61 billion), Pulp & Paper (€3.27 billion), and Environment & Energy (€1.52 billion). Estimated Discount To Fair Value: 48.3% Andritz AG, trading at €61.5, is significantly undervalued with an estimated fair value of €118.95 based on discounted cash flow analysis. Despite a decline in first-quarter sales and net income compared to the previous year, earnings are projected to grow 11.47% annually, outpacing the Austrian market's growth rate. However, its dividend yield of 4.23% is not fully supported by free cash flows, indicating potential sustainability concerns despite strong relative value against industry peers. Our comprehensive growth report raises the possibility that Andritz is poised for substantial financial growth. Unlock comprehensive insights into our analysis of Andritz stock in this financial health report. Investigate our full lineup of 180 Undervalued European Stocks Based On Cash Flows right here. Invested in any of these stocks? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. Invest smarter with the free Simply Wall St app providing detailed insights into every stock market around the globe. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BME:ROVI HLSE:NESTE and WBAG:ANDR. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Connectez-vous pour accéder à votre portefeuille
Yahoo
an hour ago
- Yahoo
Greencore Group plc (LON:GNC) is largely controlled by institutional shareholders who own 75% of the company
Significantly high institutional ownership implies Greencore Group's stock price is sensitive to their trading actions A total of 8 investors have a majority stake in the company with 53% ownership Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To get a sense of who is truly in control of Greencore Group plc (LON:GNC), it is important to understand the ownership structure of the business. And the group that holds the biggest piece of the pie are institutions with 75% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Given the vast amount of money and research capacities at their disposal, institutional ownership tends to carry a lot of weight, especially with individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future. Let's take a closer look to see what the different types of shareholders can tell us about Greencore Group. Check out our latest analysis for Greencore Group Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. As you can see, institutional investors have a fair amount of stake in Greencore Group. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Greencore Group's historic earnings and revenue below, but keep in mind there's always more to the story. Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. It would appear that 6.3% of Greencore Group shares are controlled by hedge funds. That worth noting, since hedge funds are often quite active investors, who may try to influence management. Many want to see value creation (and a higher share price) in the short term or medium term. Polaris Capital Management, LLC is currently the largest shareholder, with 11% of shares outstanding. For context, the second largest shareholder holds about 8.7% of the shares outstanding, followed by an ownership of 6.7% by the third-largest shareholder. We also observed that the top 8 shareholders account for more than half of the share register, with a few smaller shareholders to balance the interests of the larger ones to a certain extent. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. Our information suggests that Greencore Group plc insiders own under 1% of the company. It's a big company, so even a small proportional interest can create alignment between the board and shareholders. In this case insiders own UK£1.8m worth of shares. Arguably, recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling. With a 18% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Greencore Group. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. It's always worth thinking about the different groups who own shares in a company. But to understand Greencore Group better, we need to consider many other factors. I like to dive deeper into how a company has performed in the past. You can find historic revenue and earnings in this detailed graph. But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
