Select criteria to filter your search results

1 director maiden bought

A director at Capital & Counties Properties maiden bought 40,950 shares at 241p and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Bruno Cavalier

IFO index, US GDP, Spanish elections

...

Joe Gemino

Morningstar | Sasol Provides Production Update; Stock Still Looks Fairly Valued

No-moat Sasol provided an update on its fiscal 2019 production metrics that included relatively stable liquids production. For the nine months ended March 31, Sasol produced 1,119 thousand barrels of crude oil a day and condensate compared with 1,117 mboe/d in the year-ago period. However, declines continued with the company’s natural gas production, down 4% to 97.1 billion cubic feet compared with the period ended March 31, 2018. Sasol also reported continued refined products declines to 22.9 mmboe/d from 22.4 mmboe/d in the year-ago period. These interim results are on track with our full-ye...

Joe Gemino

Morningstar | Sasol Provides Production Update; Stock Still Looks Fairly Valued

No-moat Sasol provided an update on its fiscal 2019 production metrics that included relatively stable liquids production. For the nine months ended March 31, Sasol produced 1,119 thousand barrels of crude oil a day and condensate compared with 1,117 mboe/d in the year-ago period. However, declines continued with the company’s natural gas production, down 4% to 97.1 billion cubic feet compared with the period ended March 31, 2018. Sasol also reported continued refined products declines to 22.9 mmboe/d from 22.4 mmboe/d in the year-ago period. These interim results are on track with our full-ye...

Damien Conover

Morningstar | Henry Schein Lacks a Moat Amid Intensifying Dental Industry Headwinds

From our perspective, Henry Schein's position as a major supplier to dental practices has deteriorated over the last few years, as competition within the dental consumable segment has increased significantly. What has ensued for Schein has been inconsistent growth and pressured profits. From what we can gather, the increased competition has emanated from new online-based wholesale players that can source consumables from the cheapest suppliers nationwide. We believe this pressure will last a material length of time as established online wholesalers will continue to take share, and we have seen...

ING
Carsten Brzeski ...
  • Ciprian Dascalu
  • Dmitry Dolgin
  • Iris Pang
  • James Knightley
  • James Smith
  • Nicky Mapa
  • Peter Vanden Houte
  • Prakash Sakpal

In case you missed it: China to the rescue?

Chinese growth surpasses expectations and everybody breathes a sigh of relief, America's shrinking trade deficit, strong retail sales and falling jobless claims create a sound platform for 1Q growth. Despite the uncertainty in Brexit Britain, people are still spending. Even sentiment in Germany seems to be improving. Is Goldilocks finally back?

Bruno Cavalier

Indice IFO, PIB US, Élections espagnoles

...

GFL Environmental Inc.: Update to credit analysis to reflect unsecured notes issuance

Our credit view of GFL reflecting its aggressive acquisition growth strategy which keeps leverage elevated and lack of track record of organic growth, tempered by its good market position.

Denise Molina

Morningstar | Sandvik Reports Solid 1Q

No-moat Sandvik reported in-line first-quarter results with most end markets showing stable order growth aside from automotive. With a turn in the cycle being top of mind for markets, Sandvik's management echoed sentiments we have heard from other European capital goods suppliers in the quarter so far, namely a more cautious outlook for 2019 versus 2018 largely due to geopolitical risks, including trade wars and Brexit. Aside from the automotive sector, order book growth for companies in our universe seems to be pretty stable. Some companies are benefiting from late-cycle spending by the energ...

Denise Molina

Morningstar | Sandvik Reports Solid 1Q

No-moat Sandvik reported in-line first-quarter results with most end markets showing stable order growth aside from automotive. With a turn in the cycle being top of mind for markets, Sandvik's management echoed sentiments we have heard from other European capital goods suppliers in the quarter so far, namely a more cautious outlook for 2019 versus 2018 largely due to geopolitical risks, including trade wars and Brexit. Aside from the automotive sector, order book growth for companies in our universe seems to be pretty stable. Some companies are benefiting from late-cycle spending by the energ...

Jelena Sokolova

Morningstar | Prada's Pricing Power and Control Over Distribution Grants It a Narrow Moat

Prada is one of the most recognised and best-loved luxury brands and is an important design authority. It has developed a global retail network of over 600 stores for Prada and Miu Miu, many of which are in important travel locations. Although dilutive to returns in the short run (return on invested capital currently at 5.7%, versus 13.6% in 2013), control over distribution strengthened the company's brand moat--showcasing the brand, avoiding excessive discounting, and maintaining strong negotiating clout with wholesalers. As the retail infrastructure has been built out and new demand comes fr...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch