Hints and tips:
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
...Darpa could work with the Advanced Research Projects Agency-Energy (ARPA-E) to include vulnerability assessments to identify key threats throughout the global supply chain....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...Rival energy groups Neste, Eni, Repsol, Galp Energia, BP, Shell and OMV also appear in many funds, although ISR funds may not have to sell some of these, such as Finland’s Neste....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
...QUAL returned 30.9 per cent last year, beating the S&P 500 by 4.6 percentage points....
...Prospective wildfire payouts prompted S&P Global and Moody’s to downgrade PacifiCorp’s debt ratings last year....
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...Altice USA’s chair Alexandre Fonseca has also stepped back....
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
...Repsol shareholders have meanwhile greeted a $4.8bn E&P stake sale by the Spanish group with studied indifference....
...(Investors have never much cared about profits at Amazon, because the company has never been run to maximise them; it has always traded at an incomprehensibly high p/e)....
...That low p/e ratio may prove deceptive as the “e” declines. So, how’s that bet going?...
...But MSCI’s correlation with both S&P and Sustainalytics is below 50%. The S&P and Sustainalytics correlation is higher but still lower than expected . . ....
...It is worth remembering that rates rallied sharply following the downgrade of the USA sovereign rating by S&P in August 2011....
...That low p/e ratio may prove deceptive as the “e” declines....
...Among the early adopters are IBM, Danone USA and Pirelli Tire North America....
...So, basically, at an out-year P/E of about 16 times. Today, 2026 expectations are $8.82, and the stock is back down to $110....
...Israeli E&P Delek acquired Ithaca from the London market in 2017. It has since featured as a North Sea consolidator, acquiring Chevron’s assets there for $1.7bn in 2019....
...The MSCI ACWI returned 8.48 per cent annualised in the 10 years to the end of 2023, while the MSCI USA index returned 11.98 per cent....
...But TSMC still seems cheap (note that Intel’s p/e ratio below is inflated by its crashing profits): TSMC’s competitive position within the chip industry is also no shakier....
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