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Swisscom: capex situation better than other european players
Swisscom has low CAPEX burden due to completed fibre rollout and mostly completed 5G rollout, but still it has weak FCF yields. ARPU pressure and pric...
September 3, 2023, 2:06 pm
Sunpower: headwinds may produce a buying opportunity
SunPower is a residential solar installer and energy services provider primarily operating in the United States and Canada. The entire solar industry ...
September 3, 2023, 7:23 am
Altagas: well-deserved outperformance, but relative valuation becomes less appealing (rating downgrade)
AltaGas was our top pick in the Canadian utility/midstream segment, with a cheap stock and safe dividend. Q2-2023 results were in line with expectatio...
September 3, 2023, 2:46 am
Highlight event and entertainment ag publishes results for the first half of 2023
Highlight Event and Entertainment AG publishes results for the first half of 2023 Consolidated sales amounted to CHF 186.4 million (previous year: CHF...
September 2, 2023, 1:59 pm
Sunoco is a solid income option, but idrs are burdensome
Sunoco has been growing its ebitDA and is a potential option for income-oriented investors. The transit...
September 1, 2023, 1:05 pm
Melrose industries set to unveil first results as a pure aerospace company
Melrose Industries PLC (LSE:MRO, OTC:MLSPF) interim results due on 7 September will be its first as a pure aerospace company, after spinning out Dow...
September 1, 2023, 8:07 am
Why caleres stock was jumping today
Caleres reported declining sales but topped bottom-line estimates. The company's debt-to-ebitDA ratio i...
August 31, 2023, 3:28 pm
Glanbia: fairly valued for current performance
Glanbia has seen a 47% increase in value since August 2020, with its US nutrition business continuing to perform well. Profitability has been less imp...
August 31, 2023, 7:11 am
Flutter entertainment: high-growth betting and gaming leader winning in the u.s.
Flutter Entertainment is a global sports betting and gaming company with a strong presence in the growing US online sports betting and iGaming market....
August 30, 2023, 12:18 pm
Leg immobilien: resilient operating performance and cheap valuation
LEG Immobilien has reported a resilient operating performance and remains a cheap value play in the European real estate sector. The company prioritiz...
August 30, 2023, 9:12 am
Evaluating snap on stock price slide and rising balance sheet leverage
Snapchat's financial weakness is not explainable by a tough macro environment, as Meta Platforms is showing stronger growth rates. Snapchat's recent q...
August 30, 2023, 9:10 am
Tui: q3 2023 clarifies the forward positive thesis
TUI AG's latest reported results show strong demand levels, increased bookings, and improved revenues and ebit...
August 29, 2023, 11:45 pm
Statehouse reports second quarter 2023 financial results
Q2 Revenue increased 2% sequentially to $25.3 million with a 15% improvement in gross margin for a consolidated Q2 Gross Margin of 49.9% Generated $63...
August 29, 2023, 10:04 pm
Netflix stands alone in its ability to attract new subscribers, analysts say
US media companies will face ongoing challenges in the second half of 2023, analysts at UBS believe. Most of the major streaming companies are seeing ...
August 29, 2023, 3:52 pm
Albany international: not as expensive as it looks
Albany's sales are finally back to where they were prior to the pandemic. Given its current earnings multiple, Albany's stock looks expensive when con...
August 29, 2023, 2:45 pm
Freightos fails to generate value from growth
Freightos operates a booking and payment platform for freight, aiming to make shipments faster, cost-effective, and reliable. The company has seen gro...
August 29, 2023, 8:24 am
High annualized upside from agree realty at a low valuation
Agree Realty is a solid investment with a 5-year total shareholder return of 73.8% and an annualized return on investment of 12.3% since its 1994 IPO....
August 29, 2023, 12:01 am
Warner bros. discovery: have some patience
Warner Bros. Discovery, Inc.'s market cap has dropped below $30 billion since its IPO, but it has the financial strength to generate strong future ret...
August 28, 2023, 6:34 pm
Dream industrial reit: dream of strong returns
Dream Industrial REIT's Q2 2023 results showed a 14% increase in FFO per share and strong leasing activity with high rental spreads. The REIT's levera...
August 27, 2023, 11:40 am
Petco health and wellness: proving to be a dog
Petco Health & Wellness has seen growth declines post-pandemic, with flat ebitDA and deleveraging on th...
August 27, 2023, 10:57 am