Quality Stocks
📢🎯 Analyst Recommendation Changes
🇺🇸 Apple $AAPL $226
Tigress. Buy. $245 ▶️ $295 🟢
🇺🇸 Salesforce $CRM $258
RBC. Buy. $300 🟢
🇳🇱 Adyen $ADYEN 1,321€
Bernstein. Buy. 1,500€ 🟢
🇺🇸 Sentinel One $S $24
UBS. Buy. $27 ▶️ $30 🟢
🇩🇰 Novo Nordisk $NVO 902DKK
DB. Buy. 1,100DKK 🟢
🇺🇸Gitlab $GTLB $46
UBS. Buy. $68 ▶️ $62 🔴
🇨🇦 Lululemon $LULU $258
Wedbush. Buy. $400 ▶️ $324 🔴
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📢🎯 Analyst Recommendation Changes
🇺🇸 Apple $AAPL $226
Tigress. Buy. $245 ▶️ $295 🟢
🇺🇸 Salesforce $CRM $258
RBC. Buy. $300 🟢
🇳🇱 Adyen $ADYEN 1,321€
Bernstein. Buy. 1,500€ 🟢
🇺🇸 Sentinel One $S $24
UBS. Buy. $27 ▶️ $30 🟢
🇩🇰 Novo Nordisk $NVO 902DKK
DB. Buy. 1,100DKK 🟢
🇺🇸Gitlab $GTLB $46
UBS. Buy. $68 ▶️ $62 🔴
🇨🇦 Lululemon $LULU $258
Wedbush. Buy. $400 ▶️ $324 🔴
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Librarian Capital
Pernod Ricard $RI FY24
FY24 sales -1% organic (+1% ex. Russia), -4% in €
US -9% (sell-out -4%), China -10%, India +6%, TR +2%
H2 "sequential volume recovery ... in most markets"
PRO +1.5% organic, -7% in €
EPS -13% (€7.90) (16x P/E)
Q4 sales +3% organic, incl. Americas +5% https://t.co/y9IahnvZ5h
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Pernod Ricard $RI FY24
FY24 sales -1% organic (+1% ex. Russia), -4% in €
US -9% (sell-out -4%), China -10%, India +6%, TR +2%
H2 "sequential volume recovery ... in most markets"
PRO +1.5% organic, -7% in €
EPS -13% (€7.90) (16x P/E)
Q4 sales +3% organic, incl. Americas +5% https://t.co/y9IahnvZ5h
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Hidden Value Gems
Another good drilling results from the third horizontal well at Arrow Exploration. The previous also two performing well.
The company is on track to generate over $50mn FCF next year, c 50% yield.
Current production at 5kb/d.
Net cash of $12mn.
$AXL.L https://t.co/58biajj0yx
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Another good drilling results from the third horizontal well at Arrow Exploration. The previous also two performing well.
The company is on track to generate over $50mn FCF next year, c 50% yield.
Current production at 5kb/d.
Net cash of $12mn.
$AXL.L https://t.co/58biajj0yx
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Librarian Capital
"Foreign investors pull out of frothy Indian equity market" (FT)
"August ... net outflows of more than $1bn ... Year-to-date inflows stood at $2.6bn, well below the $22bn recorded last year"
Caution may be warranted on value of listed Indian subs. at $BATS, $ULVR, etc.
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"Foreign investors pull out of frothy Indian equity market" (FT)
"August ... net outflows of more than $1bn ... Year-to-date inflows stood at $2.6bn, well below the $22bn recorded last year"
Caution may be warranted on value of listed Indian subs. at $BATS, $ULVR, etc.
Foreign investors pull out of frothy Indian equity market https://t.co/pvuKTbp1or tweet
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Stock Analysis Compilation
Polen Capital on Medley $4480 JP
Thesis: Medley’s robust growth, fueled by demographic trends and international expansion, makes it a promising player in Japan’s medical services sector
(Extract from their Q2 letter) https://t.co/jD6wwZib40
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Polen Capital on Medley $4480 JP
Thesis: Medley’s robust growth, fueled by demographic trends and international expansion, makes it a promising player in Japan’s medical services sector
(Extract from their Q2 letter) https://t.co/jD6wwZib40
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Invest In Assets 📈
RT @InvestInAssets: Top European Quality Stocks 💎
Sweden 🇸🇪
- Evolution Gaming
- Atlas Copco
- Lifco
Italy 🇮🇹
- Luxottica
- Moncler
- Ferrari
Spain 🇪🇸
- Clinica Baviera
- Amadeus
- Inditex
Netherlands 🇳🇱
- Topicus
- Adyen
- ASML
Denmark 🇩🇰
- Novo Nordisk
- Coloplast
- DSV
What else?
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RT @InvestInAssets: Top European Quality Stocks 💎
Sweden 🇸🇪
- Evolution Gaming
- Atlas Copco
- Lifco
Italy 🇮🇹
- Luxottica
- Moncler
- Ferrari
Spain 🇪🇸
- Clinica Baviera
- Amadeus
- Inditex
Netherlands 🇳🇱
- Topicus
- Adyen
- ASML
Denmark 🇩🇰
- Novo Nordisk
- Coloplast
- DSV
What else?
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Librarian Capital
Chinese government: No anti-dumping measures to be taken against brandy imports for the time being
Good news for Rémy Cointreau $RCO, Pernod Ricard $RI and Diageo $DGE (via LVMH $MC JV)
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Chinese government: No anti-dumping measures to be taken against brandy imports for the time being
Good news for Rémy Cointreau $RCO, Pernod Ricard $RI and Diageo $DGE (via LVMH $MC JV)
中国商务部：欧盟白兰地存在倾销，暂不采取临时反倾销措施
调查机关初步认定，原产于欧盟的进口相关白兰地存在倾销，国内相关白兰地产业受到实质损害威胁，而且倾销与实质损害威胁之间存在因果关系。本案暂不采取临时反倾销措施。 tweet
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Stock Analysis Compilation
Artemis Funds on Vinci $DG FP
Thesis: VINCI’s diversified infrastructure portfolio, including toll roads and airports, provides steady cashflows and growth opportunities, with potential for strong shareholder returns despite political risks
(Extract from their Q2 letter) https://t.co/vYbBdFJA4E
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Artemis Funds on Vinci $DG FP
Thesis: VINCI’s diversified infrastructure portfolio, including toll roads and airports, provides steady cashflows and growth opportunities, with potential for strong shareholder returns despite political risks
(Extract from their Q2 letter) https://t.co/vYbBdFJA4E
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Invest In Assets 📈
Paycom Software $PAYC trades at 19.5 times forward PE
ROIC 5Y is 8.5%
Operating margin is 32.8%
Long-term EPS growth expectations is +10.6%
Is Paycom attractive at the current price? https://t.co/YapQjZa1Bf
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Paycom Software $PAYC trades at 19.5 times forward PE
ROIC 5Y is 8.5%
Operating margin is 32.8%
Long-term EPS growth expectations is +10.6%
Is Paycom attractive at the current price? https://t.co/YapQjZa1Bf
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