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...Křetínský, a lawyer-turned-energy tycoon, is the largest shareholder in IDS with a 27.5 per cent stake and has been a prolific dealmaker in the UK, buying stakes in supermarket chain J Sainsbury and London...
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...The P/E of that company is 14 — which is the unweighted harmonic mean of 10, 10, and 100 (the formula is 3/(1/10+1/10+1/100))....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
...Roberts did not rule out job losses as part of the company’s efforts to increase productivity and deploy more automation and new technologies in stores....
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
...Roberts said it was “business as usual for now at Sainsbury’s Bank”....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...J Sainsbury was among the biggest fallers on the FTSE 100 on Wednesday after strong grocery sales failed to allay concerns over its struggling general merchandise business....
...Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks....
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...The right question to ask is not “what is the right p/e multiple?” but instead “what growth rate of profits is it reasonable to expect for these companies?”...
...Their retreat should serve as a salutary lesson to companies that believe they can use their brand to conquer other capital-intensive sectors....
...It’s one of these consumer travel companies. It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
...Procter & Gamble, Colgate, Costco, Walmart, Apple: well managed all-weather companies. They all trade at very high P/E multiples and have quite moderate expected growth; they have high PEG ratios....
...We want to be rugged individualists who trust in our hands and live by our word, who don’t want the rich man’s dollar, his country club or his company....
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