Ivoed's Narratives - Simply Wall St

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Ivoed

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16.9% undervalued

ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap

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Published 2 Aug

19.7% undervalued

Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

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Published 6 Jul

Uber Technologies

38.2% undervalued

Uber’s Valuation Depends On Who Captures The Economics Of Driverless Rides

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Published 15 Aug

D'Ieteren Group

26.0% undervalued

D’Ieteren Group: The Market Still Prices the Belgian Car Cycle, But the Value Sits Elsewhere

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Published 22 Jun

5.6% undervalued

Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap

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Published 27 Jun

27.3% undervalued

Triodos Bank: The Market Still Looks Stuck On The Trading Saga, But The Valuation Case Is Starting To Shift

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Published 15 Aug

13.8% undervalued

Meta’s Valuation Still Works, But Only If Free Cash Flow Recovers

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Published 15 Aug

4.7% undervalued

Adyen’s next debate is not about payments growth, but whether its new layers actually become cash flow

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Published 22 Jun

LVMH Moët Hennessy - Louis Vuitton Société Européenne

20.9% undervalued

LVMH’s Cash Flow Is Holding Up, But The Stock Still Needs A Better Entry Point

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Published 3 Jul