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Apple – when a picture is worth a thousand words!
Okay, so we’ve got Apple’s Q2 results out tomorrow and expectations aren’t very ambitious (see Outlook in below Investment Summary). It’s the big issue that is going to get the share price right however, and by this, whether we are looking at a re-run of Sony over two decades ago after Akio Morita stepped down. […]
Continue readingSurprised by another Monsanto guidance downgrade? Read this
Shares dropped -7% yesterday as “Monsanto Cuts Forecast for 2016, Citing Economic Headwinds” (Wall St Journal leader this morning). Clearly some investors were surprised by this, although quite why is perhaps the real mystery given the pummelling to LatAm demand for agricultural products which their rivals have been more than open about. For those wishing […]
Continue reading“It sure is a hell of a lot easier just being first” (John Tuld – Margin Call)
Has Yellen seen the movie Margin Call, I wonder? In it, Jeremy Iron’s classic Wall Street boss (John Tuld) referred to 3 ways of making a living: be first, be smarter, or cheat. Of course in financial markets these are not mutually exclusive options where Governments habitually use their central banks to operate their own […]
Continue readingIs Apple going Ex-growth?
What’s the next big thing for Apple should the stalling growth in Chinese demand for the iPhone mark the peak in this product’s life cycle? Improvements to the Mac may be invigorating that product line, but its contribution remains relatively modest to the overall group, while the weak health of the global laptop market does […]
Continue readingLip smacking organic revenue growth from Pepsi is not what is seems
Pepsi’s reported organic revenue growth has been edging ahead all year and for Q3 it was up at +7.4%. For the purveyors of the black teeth rot, this was impressive, particularly since underlying sales volumes were up by only +1% globally. A quick look at the details however provided the answer with ‘organic’ revenues up […]
Continue readingTesco moves to stage 2 of its ‘recovery’
UK supermarkets are a bit like the beer they used to sell; bland and too many of them. Tesco however is working on that one as it culls its less profitable sites and brands (including the #4 UK brand, Carlsberg) to restore its growth and margin metrics, even it means from a lower base of […]
Continue readingHas Mail Online discovered irony or was it just a cock-up?
Perhaps the successful Mail Online should stick to celebrity gossip as its foray into serious issues seems prone to schlock. While lacking the pithy wit of a News of the World headline, the Mail Online’s recent article on China’s alleged mistreatment of Falun Gong certainly pulled few punches with its title: “Thousands of religious prisoners […]
Continue readingFor GfK, another guidance miss could make it the next target
For more see: www.growthrater.com Having adopted a “shape for growth motto†for 2015, GfK is struggling to deliver, with its core syndicated electronic research business hit hard in Q2 from the backwash from weakening Chinese demand. While the group is doggedly maintaining its full year 2015 guidance to deliver growth in organic revenues and […]
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