equity research

Welcome to the 'equity research' tag page at Technorati. This page features content from the farthest reaches of the Blogosphere that authors have "tagged" with 'equity research'.

Latest blogosphere posts tagged “equity research”

• Smith & Nephew PLC (NYSE:SNN) – Company performance exceeds our expectations in 3Q 09.

  
  ResearchOracle.com — Authority: 155
  Smith & Nephew PLC’s (Smith & Nephew) revenues remained flat in 3Q 09, in line with our estimate. However, performance at the operating and net levels exceeded our expectations in 3Q 09. Going forward, we maintain our positive outlook for the company, based on new product launches and the earnings ...
  3 days ago

• Pfizer Inc (NYSE:PFE) – Integrating Wyeth in the coming quarters presents a significant challenge.

  
  ResearchOracle.com — Authority: 155
  Pfizer revenues continue to depict lacklustre performances due to weak sales of its blockbuster drugs such as Lipitor and Viagra, amongst others. Pfizers R&D pipeline continues to appear weak, with 11 of its 25 drugs in Phase 3 comprising line extensions. The Wyeth acquisition was completed in October 2009 and ...
  3 days ago

• Unilever Plc (NYSE:UL) – Despite decline in revenues adjusted operating margin improved in 3Q 09.

  
  ResearchOracle.com — Authority: 155
  Despite broad-based volume growth, Unilever Plc (Unilever) reported a y-o-y decline in revenues, below our estimate. However, adjusted1 operating and net margin were significantly above our estimates due to lower-than-anticipated operating costs as a percentage of revenues, and effective tax rate. As the results were ...
  4 days ago

• The Governor and Company of the Bank of Ireland (NYSE:IRE) – Higher impairment charges offset growth in non-interest income in 1H 10.

  
  ResearchOracle.com — Authority: 155
  The Governor and Company of the Bank of Ireland (Bank of Ireland) reported a y-o-y decline in Net Interest Income (NII) and bottom line in 1H 10; attributable to decrease in Net Interest Margin (NIM) and higher impairment charges, respectively. However, the bank reported a significant increase in non-interest income ...
  4 days ago

• WNS (Holdings) Ltd (NYSE:WNS) – 2Q 10 a mixed bag of not-so-exciting growth numbers.

  
  ResearchOracle.com — Authority: 155
  WNS (Holdings) Ltds (WNS) 2Q 10 results came in marginally higher than our and consensus expectations. However growth performance was mute, as expected, on account of unfavorable currency movements as well as tightened business conditions. Sequential profitability at the operating and adjusted net levels were severely ...
  4 days ago

• Vivo Participações S.A. (NYSE:VIV) – 3Q 09 results surpass our expectations.

  
  ResearchOracle.com — Authority: 155
  Vivo Participações S.A.s (Vivo) 3Q 09 revenues were above our expectations due to higher-thanexpected growth in Average Revenue Per User (ARPU). EBITDA and EBIT registered strong y-o-y growth and were significantly above our estimates due to higher-than-expected top-line performance and lower-than-expected selling ...
  4 days ago

• Genpact Limited (NYSE:G) – Non-GE clients boost top-line performance; cost control measures continue to produce margin benefits.

  
  ResearchOracle.com — Authority: 155
  Genpact Limiteds (Genpact) 3Q 09 revenues came in as expected with modest y-o-y and q-o-q growth, led by an uptick in business from non-GE clients. Top-line performance was limited by the declining y-o-y and flattish q-o-q revenue growth from GE, which is a key client. Cost control measures adopted by the company to ...
  4 days ago

• Westpac Banking Corporation (NYSE:WBK) – Higher operating expenses and impairment losses impact bottom-line in 2H 09.

  
  ResearchOracle.com — Authority: 155
  Westpac Banking Corporations (Westpac) top-line was above our estimate, benefiting from lower interest expenses. However, higher employee costs and impairment losses resulted in lower-thananticipated bottom-line. Although we are cautious of the impact of the ongoing weak economic environment on Westpac, the banks ...
  5 days ago

• Coca-Cola FEMSA, S.A.B de C.V. (NYSE:KOF) – Jugos del Valle to positively impact volume growth, going forward.

  
  ResearchOracle.com — Authority: 155
  TextGoing forward, we expect revenues from the Mexico division to be driven by increased volumes from the Coca-Cola brand (which carries higher Average selling price), further augmented by an increase in ASP. In addition, we expect revenues to be further bolstered by robust growth in volumes from Jugos Del Valle. ...
  5 days ago

• Public Health Ethics and Malaria Research

  
  Malaria Matters — Authority: 417
  Wen Kilama of the African Malaria Network Trust brought a challenging idea to the malaria researchers gathered at MIM’s 5th Pan-African Malaria Conference on Tuesday. He explained that while we have a strong tradition of biomedical ethics that protect the individual from harm in research trials, we do not have a ...
  6 days ago

• Itau Unibanco Banco Multiplo S.A. (NASDAQ:ITUB) – Itau-Unibanco reports higher managerial financial margin in 3Q 09.

  
  ResearchOracle.com — Authority: 155
  Itau Unibanco Banco Multiplo S.A. (Itau-Unibanco) reported robust top-line, exceeding our expectations. However, bottom-line was closer to our expectations. Although the bank also reported a significant y-o-y rise in its provision expenses due to rising defaults, based on better-than-expected results and signs of ...
  6 days ago

• Philippine Long Distance Telephone Company (NYSE:PHI) – Moderate revenue growth driven by Fixed Line and ICT segments in 9M 09.

  
  ResearchOracle.com — Authority: 155
  While Philippine Long Distance Telephone Company’s (PLDT) 9M 09 revenues were in line with our estimate, operating and adjusted1 net margins were marginally below our estimates. Growth in revenues was supported by moderate performance from all three segments, whereas operating and adjusted net margins were below our ...
  6 days ago

• Fresenius Medical Care AG & Co KGaA (NYSE:FMS) – 3Q 09 results in line with our expectations.

  
  ResearchOracle.com — Authority: 155
  Fresenius Medical Care AG & Co. KGaA (FMS), reported 3Q 09 results, which were in line with our expectations. Its revised guidance for FY 2009 also falls within our expectations. Therefore, our outlook for the company remains broadly unchanged. However, the current price level supports a HOLD rating for the ADR. ...
  6 days ago

• Patni Computer Systems Limited (NYSE:PTI) – 3Q 09 reports declining revenues and net income y-o-y; mute sequential 4Q 09 revenue guidance.

  
  ResearchOracle.com — Authority: 155
  Patni Computer Systems Limited (Patni) reported its second consecutive sequential revenue growth performance in 3Q 09, pointing towards a stabilized demand environment, much like its peers in the Indian IT services industry. Although y-o-y revenues continue to be lower, the rate of decline is slowing, as can be seen ...
  1 week ago

• Coca-Cola FEMSA, S.A.B de C.V. (NYSE:KOF) – Common stock price has appreciated significantly since our previous update.

  
  ResearchOracle.com — Authority: 155
  Coca-Cola FEMSA, S.A.B. de C.V.s (KOF) common stock has appreciated significantly since our previous update, closing at MXN71.26. The increase primarily reflected positive investor sentiment relating to the possible synergistic benefits arising from the merger with Fomento Económico Mexicano, S.A.B. de C.V.s (FEMSA) ...
  1 week ago

• AngloGold Ashanti Limited (NYSE:AU) – Declining cost of sales benefits bottom-line in 3Q 09.

  
  ResearchOracle.com — Authority: 155
  AngloGold Ashanti Limited (AngloGold) reported an increase in revenues y-o-y, driven by higher average gold price realization. Although underlying bottom-line benefited from a decline in the cost of sales as a percentage of revenues, the company reported a significant net loss, largely reflecting its hedging ...
  1 week ago

• ICICI Bank Ltd (NYSE:IBN) – Bottom-line benefits from lower operating expenses.

  
  ResearchOracle.com — Authority: 155
  ICICI Bank Ltd. (ICICI Bank) reported positive growth in 2Q 10 bottom-line supported by significant costs improvements. Furthermore, although provisions increased y-o-y, they have declined q-o-q reflecting improved asset quality. Going forward, we maintain a cautious outlook given optimism regarding cost controls and ...
  1 week ago

• Harmony Gold Mining Company Limited (NYSE:HMY) – Higher international gold prices support top-line in 1Q 10.

  
  ResearchOracle.com — Authority: 155
  Harmony Gold Mining Company Limited (Harmony) reported an increase in 1Q 10 revenues, led by higher realized gold prices. However a steep rise in the companys production costs dented bottomline performance. Meanwhile our fundamental outlook remains unchanged and we therefore reiterate our current 6-12 months HOLD ...
  1 week ago

• Embotelladora Andina S.A. (NYSE:AKOb) – Andina’s 3Q 09 operating margin below expectations.

  
  ResearchOracle.com — Authority: 155
  Embotelladora Andina S.A. (Andina) reported a decline in 3Q 09 net sales, in line with our estimate, reflecting negative exchange rate impact from Brazil and Argentine operations. However, operating margin and adjusted net margin were below our estimate, primarily due to higher-than-expected cost of sales, as a ...
  1 week ago

• Vale S.A. (NASDAQ:VALE) – Vale’s financial performance improves sequentially as metal demand rebounds.

  
  ResearchOracle.com — Authority: 155
  Vale S.A. (Vale) announced its 3Q 09 results on 28 October 2009. Although financial performance deteriorated on a y-o-y basis, the companys numbers improved sequentially as metal prices rebounded after bottoming out in 1H 09. However, we believe that the current ADR price already discounts for improving business ...
  1 week ago

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