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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing
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RT @DimitryNakhla: 7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing
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Stock Analysis Compilation
Polar Capital on Deere & co $DE US
Thesis: John Deere's integration of AI and digital technologies is easing sector cyclicality, positioning the company for resilient growth even during downcycles
(Extract from their website) https://t.co/ujMhGijI8a
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Polar Capital on Deere & co $DE US
Thesis: John Deere's integration of AI and digital technologies is easing sector cyclicality, positioning the company for resilient growth even during downcycles
(Extract from their website) https://t.co/ujMhGijI8a
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App Economy Insights
$SNOW Snowflake Q2 FY25:
• Customers +21% Y/Y to 10,249.
• Customers > $1M +28% Y/Y to 510.
• NRR 127% (-1pp Q/Q).
• Revenue +29% Y/Y to $869M ($19M beat).
• Non-GAAP EPS $0.18 ($0.02 beat).
• FY25 Product revenue $3.356B ($56M raise). https://t.co/6y96yi0igQ
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$SNOW Snowflake Q2 FY25:
• Customers +21% Y/Y to 10,249.
• Customers > $1M +28% Y/Y to 510.
• NRR 127% (-1pp Q/Q).
• Revenue +29% Y/Y to $869M ($19M beat).
• Non-GAAP EPS $0.18 ($0.02 beat).
• FY25 Product revenue $3.356B ($56M raise). https://t.co/6y96yi0igQ
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App Economy Insights
🛒 Walmart exits https://t.co/1ZtjCRJEVm.
📊 Walmart owned 9% of JD in March.
💰 Sells entire stake, raising $3.6 billion.
🇨🇳 Focus shifts to its own China operations.
This Week in Visuals includes $WMT and $JD.
https://t.co/af18cFlcCS
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🛒 Walmart exits https://t.co/1ZtjCRJEVm.
📊 Walmart owned 9% of JD in March.
💰 Sells entire stake, raising $3.6 billion.
🇨🇳 Focus shifts to its own China operations.
This Week in Visuals includes $WMT and $JD.
https://t.co/af18cFlcCS
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Quality Stocks
💄 Cosmetics are an interesting sector between consumer staples and consumer discretionary
Are you invested in this sector? Which stock is your favorite one?
🇫🇷 L'Oreal $OR
🇺🇸 ELF $ELF
🇺🇸 Estee Lauder $EL
🇫🇷 Robertet $RBT
🇫🇷 LVMH $MC
🇺🇸 Ulta Beauty $ULTA
🇫🇷 Interparfums $ITP
🇺🇸 Procter&Gamble $PG
🇨🇭 Givaudan $GIVN
🇩🇪 Symrise $SY1
🇩🇪 Beiersdorf $BEI
🇫🇷 Hermes $RMS
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💄 Cosmetics are an interesting sector between consumer staples and consumer discretionary
Are you invested in this sector? Which stock is your favorite one?
🇫🇷 L'Oreal $OR
🇺🇸 ELF $ELF
🇺🇸 Estee Lauder $EL
🇫🇷 Robertet $RBT
🇫🇷 LVMH $MC
🇺🇸 Ulta Beauty $ULTA
🇫🇷 Interparfums $ITP
🇺🇸 Procter&Gamble $PG
🇨🇭 Givaudan $GIVN
🇩🇪 Symrise $SY1
🇩🇪 Beiersdorf $BEI
🇫🇷 Hermes $RMS
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Capital Employed
New H1 letter from our buddy @Whit_Huguley
Many interesting stocks mentioned, well worth a read. 👇
https://t.co/lBAUcA3JpD
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New H1 letter from our buddy @Whit_Huguley
Many interesting stocks mentioned, well worth a read. 👇
https://t.co/lBAUcA3JpD
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Hidden Value Gems
“A buyout firm that planned to turn Burberry into a British Coach could pay a 40% premium for the brand, increase net debt to 5x Ebitda from 1.4x in the company’s last financial year, and make an internal rate of return of more than 40% over five years, according to Bernstein calculations.”
“After a greater-than-50% share price fall so far this year, the company’s EV is equivalent to 6.6x projected earnings before interest, taxes, depreciation and amortization, below the 9-12x norm for a European luxury company.”
$BRBY.L
via @WSJ
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“A buyout firm that planned to turn Burberry into a British Coach could pay a 40% premium for the brand, increase net debt to 5x Ebitda from 1.4x in the company’s last financial year, and make an internal rate of return of more than 40% over five years, according to Bernstein calculations.”
“After a greater-than-50% share price fall so far this year, the company’s EV is equivalent to 6.6x projected earnings before interest, taxes, depreciation and amortization, below the 9-12x norm for a European luxury company.”
$BRBY.L
via @WSJ
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