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Wazzup today in the markets – 18th May 2017
Experian (expn_l) – FY17 results: Sacrificing marketing expenditure to make the margin target . Euromoney (erm_l) – H1 FY17: Signs of stabilisation, but perhaps a little early to celebrate the recovery UBM (ubm_l) – added to GrowthRater portfolio: As price closes below 700p […]
Continue readingWazzup today in the markets – 17th May 2017
UBM (ubm_l) – AGM trading update: Spartan disclosure, but solid value proposition .Tarsus (trs_l) – IMS: Forward bookings for FY17 +9% (lfl) – too good to be true? […]
Continue readingWazzup today in the markets – 10th May 2017
ITV (itv_l) – Q FY17 IMS: Mid-year 2017 inflection point or just wishful thinking ahead of Brexit negotiations? . Wolters Kluwer (wkl_as) – Q1 FY17 IMS: No fireworks, but a >5% OpFCF yield = a NIRP bolt-hole Compass Group (cpg_l) – H1 FY17 results: Solid value & improving momentum . Muted start to […]
Continue readingPearson correlation? Cost cuts deflect attention from CEO remuneration
I am kicking myself over my stupidity. I should have anticipated Pearson’s CEO would find a bone to offer to shareholders over a contentious AGM which was voting, amongst other things, on the decision to award the CEO a +20% pay rise to a cool £1.5m for last year despite having to abandon profit guidance […]
Continue readingWazzup? -today in the markets 26th April 2017
Atresmedia (a3m_mc) – Q1 FY17 results: The cost of audience recovery. . Daimler (dai_de) – Q1 FY17 results: Has Daimler waited until the cyclical peak to start pumping up expectations? . S&P Global (spgi): Q1 FY17 results: The benefits of operational leverage on a rebounding high yield issuance […]
Continue readingNow you’ve been distracted, here’s the real US monthly job growth numbers
Gosh, with so much excitement going on in the world between the bombs, missile strikes and false flags it was easy to miss last week’s US non-farm payroll release for March. Not that one would have missed much. Having delivered its much anticipated second rate increase in the current tightening cycle, the Fed no longer […]
Continue readingENIRO AB – Sometimes a negative valuation in the GrowthRater is justified!
ENIRO AB Friday’s announcement warning that no agreement had been reached by the 31 March Deadline with the banks has been followed by this morning’s refinancing proposals where Convertible and Preference shareholders have basically the stark choice of agreeing to exchanging their rights for just common stock and then stumping up more cash in a […]
Continue readingValue traps and opportunities and how to spot them
With a relative lull today in the results deluge, I thought it might be interesting to review how some of last week’s stack up, but from a GrowthRating perspective. As we’ve all had to wade thru far to much verbiage, I’ve kept it simple with some annotated charts and only a very few words. The […]
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