Hints and tips:
Related Special Reports
...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....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...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....
...A recent market theory is that stocks should trade higher because r-star (the neutral rate of interest) is making financial conditions easier....
...Political will for public R&D investment has materialised....
...is unlikely”, being two Slavic, primarily Orthodox peoples with close relationships for centuries....
...“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....
...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....
...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....
...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....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...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....
...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.”...
...Below is a very simple net present value analysis of two imaginary companies, one growth-y, one value-y....
...What is more staple-y than food? We have written several times in recent weeks about how defensive stocks have done poorly lately....
...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....
...PepsiCo Q1, Philip Morris International Q1, RWS Holdings HY, Seagate Q3, Shimano Q1, Spotify Q1, Taylor Wimpey AGM & trading update, Tesla Q1, Texas Instruments Q1, United Parcel Service Q1, Visa Q2, W R...
...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....
...Global construction PMI data Results: Alfa-Laval Q4, Amgen Q4, BP Q4, Eli Lilly Q4, Ford Q4, H&R Block Q2, Gartner Q4, Infineon Technologies Q1, Linde Q4, Mitsubishi Q3, Nintendo Q3, Omnicom Q4, Prudential...
...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...
International Edition