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App Economy Insights
$AAPL Apple Q4 FY24 (Sept. quarter):
💳 Services +12% Y/Y to $25B.
📱 Products +2% Y/Y to $70B.
• Revenue +6% Y/Y to $95B ($0.5B beat).
• Operating margin 31% (+1pp Y/Y).
• EPS $1.64 ($0.04 beat). https://t.co/DtxyeLPxia
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$AAPL Apple Q4 FY24 (Sept. quarter):
💳 Services +12% Y/Y to $25B.
📱 Products +2% Y/Y to $70B.
• Revenue +6% Y/Y to $95B ($0.5B beat).
• Operating margin 31% (+1pp Y/Y).
• EPS $1.64 ($0.04 beat). https://t.co/DtxyeLPxia
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Offshore
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Librarian Capital
Ingersoll Rand $IR cuts FY24 outlook with Q3 results
Precision & Science Technologies segment now expects organic sales growth of -2% to 0 (was 0-2%)
But ILC Dover Q3 revenue up LDD q/q
"Biopharma up low 20s"
cc: Spirax $SPX https://t.co/gW2mVcyklG
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Ingersoll Rand $IR cuts FY24 outlook with Q3 results
Precision & Science Technologies segment now expects organic sales growth of -2% to 0 (was 0-2%)
But ILC Dover Q3 revenue up LDD q/q
"Biopharma up low 20s"
cc: Spirax $SPX https://t.co/gW2mVcyklG
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Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $MRTN has just reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in four years.
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RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $MRTN has just reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in four years.
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Offshore
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Librarian Capital
“Altria: Don’t be Fooled by Q3 Timing Effects”
Shares bounced 7.8% today, on results arguably worse than last quarter’s; P/E now exceeds 10x.
$MO $PM $BATS $BTI $IMB
https://t.co/hj0J5l9olH https://t.co/YBTcCO9DOm
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“Altria: Don’t be Fooled by Q3 Timing Effects”
Shares bounced 7.8% today, on results arguably worse than last quarter’s; P/E now exceeds 10x.
$MO $PM $BATS $BTI $IMB
https://t.co/hj0J5l9olH https://t.co/YBTcCO9DOm
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Offshore
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Librarian Capital
RT @RpsAgainstTrump: Former NH Republican Senator Gordon Humphrey endorsed VP Harris: “I voted for Republicans for more than 50 years. I can't vote for Trump, as a father, as a grandfather, as a veteran, as a former U.S. senator." https://t.co/OR56RTdhug
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RT @RpsAgainstTrump: Former NH Republican Senator Gordon Humphrey endorsed VP Harris: “I voted for Republicans for more than 50 years. I can't vote for Trump, as a father, as a grandfather, as a veteran, as a former U.S. senator." https://t.co/OR56RTdhug
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Offshore
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Librarian Capital
RT @KingJames: What are we even talking about here?? When I think about my kids and my family and how they will grow up, the choice is clear to me. VOTE KAMALA HARRIS!!! https://t.co/tYYlTmQS6e
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RT @KingJames: What are we even talking about here?? When I think about my kids and my family and how they will grow up, the choice is clear to me. VOTE KAMALA HARRIS!!! https://t.co/tYYlTmQS6e
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Offshore
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Capital Employed
Listen to the @alluvialcapital Q3 2024 investor letter🎧
The letter discusses... 👇
Fund performance
Two new holdings
Current holdings updates
Portfolio Themes
https://t.co/4KoNtGKiKc
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Listen to the @alluvialcapital Q3 2024 investor letter🎧
The letter discusses... 👇
Fund performance
Two new holdings
Current holdings updates
Portfolio Themes
https://t.co/4KoNtGKiKc
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Offshore
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Stock Analysis Compilation
Guinness GI on Haitian International $1882 HK
Thesis: As the global leader in injection molding machines, Haitian is primed to benefit from government incentives, consumer goods upgrades, and reshoring trends.
(Extract from their Q3 letter) https://t.co/UDHsjDlGds
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Guinness GI on Haitian International $1882 HK
Thesis: As the global leader in injection molding machines, Haitian is primed to benefit from government incentives, consumer goods upgrades, and reshoring trends.
(Extract from their Q3 letter) https://t.co/UDHsjDlGds
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Offshore
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Librarian Capital
Japan Tobacco 24Q3 Tobacco results (31-Oct)
Q3 volume +2.4%, o/w Combustibles +2.1%
Core revenue +8.1% ex-FX
Adj. EBIT +3.7% ex-FX, +0.4% in ¥
Q1-3 volume +2.2%, o/w Combustibles +1.8%
Core revenue +7.5% ex-FX
Adj. EBIT +4.7% ex-FX, +3.4% in ¥
EM-driven
cc: $MO $IMB $PM $BATS https://t.co/ux9QncNZDF
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Japan Tobacco 24Q3 Tobacco results (31-Oct)
Q3 volume +2.4%, o/w Combustibles +2.1%
Core revenue +8.1% ex-FX
Adj. EBIT +3.7% ex-FX, +0.4% in ¥
Q1-3 volume +2.2%, o/w Combustibles +1.8%
Core revenue +7.5% ex-FX
Adj. EBIT +4.7% ex-FX, +3.4% in ¥
EM-driven
cc: $MO $IMB $PM $BATS https://t.co/ux9QncNZDF
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