Tag Archives for " organic revenue growth "

Wazzup – 7th June

Agency AGM trading statements continue to provide mixed signals on trading into early 2017        . WPP – April organic net sales growth remains below +1%, notwithstanding the late Easter and election effect         . M&C Saatchi – “2017 has started well”             .   […]

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Wazzup – 23rd May 2017

Chemicals day at Wazzup.     –  Yesterday’s $14bn merger announcement between Huntsman and Clariant show that it can be done, notwithstanding Akzo Nobel still playing ‘hard to get’ in face of PPG’s multiple advances. With the sector also at the cusp of pushing through price rises to recoup earlier increases in raw material and […]

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Wazzup today in the markets – 11th May 2017

  BT Group (bt_a_l) – Q4 & FY17 results:  Markets seem finally to get the message        . Vivendi  (viv_pa) – Q1 FY17 results:  + Offer for Havas – a compliance red flag!        . NIBE Industrier AB (nibe-b_st) – Q1 FY17 results: A rebound in organic sales, but…..     […]

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Wazzup? – today in the markets 27th April 2017

  Televisa (tv) – Q1 FY17 results:  Still happy to stand back and let the price come back to me          . WPP (wpp_l) – Q1 FY17 IMS (sales): Muted start to the year from US & China AMAZON.COM (amzn) – Q1 FY17 results: Q1 FY17: Markets chasing growth, albeit perhaps under-estimating […]

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Eastman Chemical – when a picture is worth a thousand words

What is an equity, if not a participation in a cash flow stream where the yield can be determined by the prospective growth? With the correct methodology and cleaned up data, the GrowthRater does the heavy lifting for you to provide you with that perspective.   The message is simple – BUY growth when it […]

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WPP – slowing growth progressively reflected in rating, but are markets now also anticipating a recession?

Following Friday’s results from WPP, there are 3 areas of interest to me as a potential investor, and ones where the GrowthRater model and sensitivity analysis can offer insight on; at least on the latter two. 1. The immediate forecast 2. The longer term growth outlook and therefore rating 3. The volatility or valuation risk […]

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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. […]

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