Valued

• UK royals による New York 訪問後、Zohran Mamdani 市長が Koh-i-noor ダイヤモンドの返還に言及したことを受けての動き。 • New York 当局により、美術品密輸の疑いがある Subhash Kapoor に関連するものを含む $14m 相当の数百点の骨董品が India に返還された。この動きは、他者にも同様の措置を促す圧力を高める可能性がある。 • Manhattan district attorney の Alvin Bragg Jr は火曜日、657 点の骨董品の返還を発表。これは New York City の市長 Zohran Mamdani が、歴史的に係争中である 105.6 カラットの Koh-i-noor ダイヤモンドの所有権問題に踏み込んだ中で行われた。 Continue reading...

• The US stock market has risen 16% over the past year with earnings forecasted to grow 15% annually, though the market remained flat in the past week, creating opportunities for value-focused investors. • Analysis identified 10 top undervalued stocks trading at approximately 49% discounts to their estimated fair values, including Vertex (49.8% discount), Nutanix (49.9% discount), and Roku (49.4% discount) based on cash flow assessments. • Stocks like Uranium Energy (49.2% discount), iRhythm Holdings (48.8% discount), and BillionToOne (49.5% discount) also appeared significantly undervalued, suggesting potential growth opportunities despite broader market volatility.

• Morningstar identifies three core stocks as overvalued on March 24, 2026, recommending investors scale back holdings. • Estee Lauder shares declined after reports of Japan's Sumitomo Mitsui Financial Group exploring a takeover, while Puig shares rallied in Madrid. • The analysis urges taking profits amid high valuations, with Estee Lauder in turnaround mode showing minimal reaction to news.