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...Net revenue at Avon International fell to about R$1.46bn ($295mn) in the third quarter, down 2.3 per cent year on year on a constant currency basis with higher pricing offsetting an expected shortfall in...
...It’s not clear yet whether this means the R-star empire is striking back. Do leave other corny jokes about December/R-star/our excellent merch in the comments....
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...Smaller rival H&R Block trades on a multiple of only 12 times. But this premium has more to do with bog-standard accounting than cutting-edge tech....
...This sounds to us like a stretch, and consumers who can’t afford the new mortgage rate or a car loan payment are not deciding based on theoretical changes in r-star....
...In The Clash of Civilizations book, which is referred to in the essay albeit not by name, Samuel P Huntington wrote that “if civilisation is what counts . . . violence between Ukrainians and Russians...
...“It is a coming of age,” said Howard Silverblatt, senior index analyst at S&P, of the dividend announcement....
...Tesla’s sales figures also “suggested a sharp deterioration in growth” in the US, said Tom Narayan, an auto analyst at RBC Capital Market, while the Model Y and 3, which account for more than 90 per cent...
...Everything else is an underweight, particularly Apple: . . .whereas retail takes more of a fill-your-boots approach: In sum it’s all looking a bit dotcom-y, say JPMorgan’s Khuram Chaudhry and team....
...Long-run measures of economy-wide R&D have surged: Both parties now embrace a larger role for government....
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
...The slowdown has sent Tesla’s shares down 31 per cent this year, making it the second-worst performer on the S&P 500....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...Even inside the S&P 500 there is a stark performance disparity between the biggest stocks and the rest....
...Since 2022, Tesla has dropped the price for its Model Y sport utility vehicle by about $20,000....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...Tesla adopted the Blade battery last year for its Model Y, produced in Germany....
...“We had done a bunch of R&D to convince ourselves it worked, but Nord Stream was so big it was the first really clear example to demonstrate what we could do,” says Stephane Germain, founder and president...
...The article, “Without top five stocks, S&P 500 is deep into profits recession”, contained this passage: Without its five largest names, the S&P 500’s quarterly EPS has fallen 1.5% in 3Q y/y, according to...
...Responding to the comments, Nadhim Zahawi, a Conservative MP of Kurdish Iraqi heritage, tweeted: “Yr comments r offensive&racist. I wld b frightened 2live in country run by U.”...
...It is hard to find a subsector of the market that has done worse. All 14 food stocks in the S&P 500 have underperformed the broader index by at least 8 percentage points....
...Apple has invested at least $1bn in microLED R&D and even made a push into the actual manufacturing of the cutting-edge display technology....
...Below is a very simple net present value analysis of two imaginary companies, one growth-y, one value-y....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
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