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

Deep Dives

Timestamps

1:16 Savills

13:41 Spotting undervalued shares

26:33 Weight loss drugs

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Spotting undervalued shares, Savills & weight-loss drugs: The Companies and Markets Show