Category

Earnings Alerts

Posco Future M (003670) Earnings: 2Q Operating Profit Massively Misses Estimates with 95% Drop

By | Earnings Alerts
  • POSCO Future M Co Ltd reported a 2.74 billion won operating profit in Q2.
  • Operating profit fell by 95% year-over-year (y/y).
  • Analysts had estimated a higher operating profit of 21.29 billion won for Q2.
  • Reported a net loss of 8.74 billion won in Q2.
  • This net loss contrasts starkly with a net profit of 42.54 billion won in the same quarter last year.
  • Analysts had anticipated a net profit of 1.61 billion won for the quarter.
  • Sales totaled 915.49 billion won, which is a 23% decrease compared to last year.
  • Sales also fell short of the estimated 1.07 trillion won for the quarter.
  • Analyst recommendations for POSCO Future M Co Ltd include 24 buys, 4 holds, and 5 sells.

Posco Future M on Smartkarma

Posco Future M is garnering significant attention from top independent analysts on Smartkarma, a platform known for insightful investment research. According to Brian Freitas, in the report titled “KRX New Deal Index Rebalance Preview: Lots of Change; Shift Up Listing Adds to It,” there are anticipated changes in various indices like Battery, Bio, Game, Internet, and BBIG. The upcoming Shift Up listing is projected to impact stock flows, with the review period ending on 31 July and changes set to be implemented by 12 September. Analysts expect notable movements, particularly in Posco Future M, Ecopro BM, and other key companies mentioned in the report.


A look at Posco Future M Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth3
Resilience2
Momentum3
OVERALL SMART SCORE2.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

In analyzing the long-term outlook for Posco Future M utilising Smartkarma Smart Scores, the company seems to have a moderate overall performance based on its scores. With a Growth score of 3 and Momentum score of 3, Posco Future M shows potential for expansion and positive market momentum. However, its Value, Dividend, and Resilience scores are at 2, indicating average performance in these areas. These scores suggest that while the company has room for growth, there may be some areas where improvements could enhance its overall outlook.

Posco Future M Co., Ltd. manufactures various energy materials, including battery materials, advanced chemical materials, basic industrial materials, and other related products. Additionally, the company produces lime chemical and refractory products. With a mixed bag of Smart Scores, Posco Future M appears to be positioned for growth and market activity, but may need to focus on enhancing its value, dividend payouts, and resilience for a more robust long-term outlook in the competitive market landscape.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

LG Chem Ltd (051910) Earnings: 2Q Operating Profit Falls Short of Estimates

By | Earnings Alerts
  • LG Chem’s operating profit for the second quarter was 405.86 billion won, missing the estimate of 477.26 billion won.
  • Total sales were reported at 12.30 trillion won, falling short of the estimated 12.58 trillion won.
  • Analyst recommendations for the stock include 30 buy ratings, 2 hold ratings, and 0 sell ratings.

A look at LG Chem Ltd Smart Scores

FactorScoreMagnitude
Value4
Dividend3
Growth3
Resilience3
Momentum2
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

LG Chem Ltd, a chemical manufacturer, sees a positive long-term outlook as indicated by its Smartkarma Smart Scores. With high scores in Value, Dividend, Growth, Resilience, and Momentum, LG Chem is positioned well for the future. The company’s strong performance in value and resilience, coupled with steady growth and dividends, reflects its stability and attractiveness to investors.

Specializing in petrochemicals, plastic resins, and engineering plastics, LG Chem also produces industrial and electronic materials. Despite a slightly lower momentum score, the overall outlook for LG Chem remains optimistic based on its solid fundamental scores across key factors. Investors may find LG Chem Ltd to be a favorable long-term investment option given its well-rounded performance in various aspects.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

Samsung SDS (018260) Earnings: 2Q Operating Profit Aligns with Estimates, Slight Net Miss

By | Earnings Alerts
  • Operating Profit: Samsung SDS reported an operating profit of 220.92 billion won, meeting the estimate of 220.7 billion won.
  • Net Profit: Their net profit stood at 176.62 billion won, which fell short of the estimated 192.14 billion won.
  • Sales: The company’s sales were 3.37 trillion won, slightly below the expected 3.4 trillion won.
  • Analysts’ Ratings: The company holds strong support from analysts with 21 buy ratings, 1 hold, and 1 sell rating.

Samsung Sds on Smartkarma

Analyst coverage of Samsung SDS on Smartkarma has been insightful, particularly with the research report titled “Local Institutional Flows Towards Overweighting Samsung SDS in Samsung Group Context” by Sanghyun Park. The report sheds light on local institutional flows favoring overweighting Samsung SDS within the Samsung Group context. It highlights the increasing investments from local institutions, especially pension funds, in Samsung SDS, coinciding with the company’s enhanced investor engagement. Speculation surrounds Samsung’s strategic motives, with a focus on AI infra demands in the Samsung Group that could boost SDS’s performance. The active adoption of overweight positions in Samsung SDS by local pension funds underscores the significance of tailored strategies within the broader Samsung Group context.


A look at Samsung Sds Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth4
Resilience5
Momentum4
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Samsung SDS shows a promising long-term outlook. The company scores well in areas crucial for sustained growth and performance. A notable strength is its high Resilience score, indicating a robust ability to weather market fluctuations and challenges. Additionally, Samsung SDS demonstrates strong Growth and Momentum scores, suggesting a positive trajectory in terms of expansion and market performance.

Samsung SDS is positioned as a company with solid fundamentals and growth potential in the technology sector. With competitive scores in Value and Dividend factors as well, the company showcases a balanced approach that may appeal to investors seeking a mix of stability and growth opportunities. Overall, Samsung SDS’s Smart Scores paint a favorable picture for its future prospects in the market.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

Hyundai Glovis (086280) Earnings: 2Q Operating Profit Surpasses Estimates

By | Earnings Alerts
  • Hyundai Glovis reported an operating profit of 439.29 billion won for the second quarter of 2024.
  • The operating profit surpassed the market estimate of 424.45 billion won.
  • The net profit was 310.83 billion won, beating the estimate of 303.51 billion won.
  • Sales for the quarter reached 7.06 trillion won, exceeding the expected 6.82 trillion won.
  • Analyst ratings for Hyundai Glovis include 15 buys, 2 holds, and 1 sell.

Hyundai Glovis on Smartkarma

Analysts on Smartkarma like Sanghyun Park are closely following Hyundai Glovis, a company under the microscope for potential trading opportunities. In the research “Trading Opportunities Arising from the Enactment of The ‘Doosan Bobcat Prevention Law’,” Sanghyun Park highlights the upcoming law in Korea that may lead to favorable merger ratios for listed companies like Hyundai Glovis. This could create a strategic window for investors to position themselves in companies such as Hyundai Glovis before significant announcements.

In another report titled “Potential Recurrence of Local Flow Trade Patterns in Hyundai Glovis‘s Stock Dividend Event,” Sanghyun Park discusses the potential impact of local flow trading during Hyundai Glovis‘s stock dividend event. While the probability of this trading setup affecting stock movements is noted, investors are advised to be cautious and vigilant during this period as local proprietary traders may target specific patterns that could influence the stock price dynamics.


A look at Hyundai Glovis Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience4
Momentum5
OVERALL SMART SCORE4.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Hyundai Glovis, a logistics company, holds promising long-term potential as indicated by its Smartkarma Smart Scores. With an overall positive outlook, the company scores high in crucial areas. With a solid score of 4 in Dividend, investors can expect good returns in the form of dividends. This reflects the company’s financial stability and commitment to rewarding shareholders.

Furthermore, Hyundai Glovis shines in Growth, Resilience, and Momentum, scoring 4 in each category. This suggests strong growth prospects, resilience in turbulent times, and positive momentum in the market. Combined with a respectable Value score of 3, Hyundai Glovis seems well-positioned for sustainable growth and value creation in the long haul.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

Posco International Corporation (047050) Earnings: 2Q Operating Profit Exceeds Estimates Despite Decline in Net Income

By | Earnings Alerts
  • Posco International reported a 2Q operating profit of 349.7 billion won, beating estimates of 288.81 billion won.
  • Operating profit decreased by 2.1% year-over-year.
  • Net income was 190.5 billion won, surpassing the estimated 172.82 billion won.
  • Net income experienced a 15% decline year-over-year.
  • Sales were reported at 8.28 trillion won, higher than the estimated 8.11 trillion won.
  • Sales fell by 6.6% year-over-year.
  • Posco International shares dropped by 2.5% to 48,350 won with 425,569 shares traded.
  • Analyst ratings show 9 buys, 0 holds, and 0 sells.

A look at Posco International Corporation Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth4
Resilience2
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts are optimistic about the long-term prospects of Posco International Corporation, a general trading company. With a strong momentum score of 5, the company is showing robust performance in its market activities. Coupled with a growth score of 4, Posco International is poised for expansion and development in the future. While the company scores average in value and dividend factors at 3 each, its resilience score of 2 suggests some areas for improvement in weathering economic challenges. Overall, Posco International Corporation‘s Smartkarma Smart Scores indicate a favorable outlook for the company’s continued growth and success.

Posco International Corporation is a key player in the trading industry, specializing in the export and import of various goods including steel, cement, crude oil, heavy machinery, automobile parts, and textiles. Additionally, the company’s subsidiary Daewoo engages in the manufacturing of synthetic fabrics for diverse applications like footwear, garments, and car seats. With a retail presence in Masan through its department store, Posco International Corporation demonstrates a diversified business portfolio with a focus on both B2B and B2C operations.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

LG Energy Solution (373220) Earnings: 2Q Operating Profit Falls Short of Estimates

By | Earnings Alerts
  • LG Energy reported a second-quarter operating profit of 195.3 billion won.
  • This profit fell short of the estimated 274.47 billion won.
  • Sales for the quarter reached 6.16 trillion won.
  • The sales figure was below the estimated 6.6 trillion won.
  • Analyst recommendations include 26 buys, 7 holds, and 1 sell.

LG Energy Solution on Smartkarma

LG Energy Solution is currently under close analyst coverage on Smartkarma, a platform where top independent analysts share their research. One of the analysts, Douglas Kim, recently published a report on the impact of the mandatory block deal pre-announcement requirement in Korea starting from 24 July. In his report, Kim mentions that LG Energy Solution, along with other companies like Kakaopay and SK IET, are potential candidates for block deal sales. The requirement implies that major shareholders of Korean companies must make a public announcement before selling their stakes through block deal sales. Kim’s analysis suggests that these potential block deal sales candidates, including LG Energy Solution, may see underperformance compared to companies not involved in such sales in the upcoming weeks.


A look at LG Energy Solution Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth3
Resilience3
Momentum3
OVERALL SMART SCORE2.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

LG Energy Solution, a leading battery manufacturer, has been assessed using the Smartkarma Smart Scores, which provide an overall outlook on the company’s performance in key areas. With a score of 3 for Growth, Resilience, and Momentum, LG Energy Solution demonstrates a positive long-term outlook in terms of expanding its business, withstanding economic challenges, and maintaining a steady pace of development. This suggests that the company is well-positioned for future growth and has the ability to adapt to changing market conditions effectively.

Although LG Energy Solution received lower scores in Value (2) and Dividend (1), indicating potential areas for improvement in terms of valuation and dividend payouts, its strong performance in growth, resilience, and momentum factors bodes well for its overall prospects. As a global player in the battery industry, LG Energy Solution‘s diverse product range, including automobile batteries, small batteries, and energy storage system batteries, positions it favorably to capitalize on the increasing demand for battery technology worldwide.

### Summary: LG Energy Solution produces and sells batteries. The Company manufactures and sells automobile batteries, small batteries, energy storage system batteries, and other products. LG Energy Solution markets its products worldwide. ###


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

Bank Rakyat Indonesia (BBRI) Earnings: 1H Net Income Reaches 29.70 Trillion Rupiah, Up 1% YoY

By | Earnings Alerts
  • Net Income: Indonesia’s BRI reported a net income of 29.70 trillion rupiah for the first half of the year, up 1% year over year.
  • Earnings Per Share (EPS): The EPS rose to 197 rupiah, up from 195 rupiah in the same period last year.
  • Net Interest Income: BRI’s net interest income increased by 6.7%, reaching 69.93 trillion rupiah.
  • Market Sentiment: Out of the analysts covering BRI, 32 have given it a ‘buy’ rating, 3 have assigned a ‘hold,’ and none have rated it a ‘sell.’

Bank Rakyat Indonesia on Smartkarma



Analyst coverage of Bank Rakyat Indonesia on Smartkarma reveals insights by Angus Mackintosh. In the report “Bank Rakyat Indonesia (BBRI IJ) – Special Mention on the Turn,” it is noted that the bank plans to slow micro-lending and focus on growing corporate loans to manage credit costs. Despite concerns over credit quality, the bank’s profits are expected to remain steady with an increased dividend payout. The report suggests that the bank’s valuations are currently attractive, and special mention loans are anticipated to stabilize in July, indicating a positive turn for Bank Rakyat Indonesia.

In another report titled “Bank Rakyat Indonesia (BBRI IJ) – Pushing the Margins of Profitability,” Angus Mackintosh highlights the bank’s ability to navigate a tighter liquidity environment by incorporating a higher margin loan mix, particularly in commercial Kupedes microloans. The report points out that Bank Rakyat Indonesia‘s focus on digitalization has positively impacted costs, with the expansion of BRILink agents and mobile banking users through BRIMO leading to growth in CASA deposits. Projections for 2024 indicate optimistic prospects for loan growth, net interest margins, leverage, and loan yields while maintaining stable credit quality. The report concludes that Bank Rakyat Indonesia presents an attractive investment opportunity with a forecasted return on equity (ROE) above 20%.



A look at Bank Rakyat Indonesia Smart Scores

FactorScoreMagnitude
Value2
Dividend5
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

PT Bank Rakyat Indonesia (Persero) Tbk, a company offering commercial banking services and adhering to Shariah principles, shows varied performance across different factors according to Smartkarma Smart Scores. With a strong focus on dividends and growth, achieving a high score in both, Bank Rakyat Indonesia demonstrates a commitment to rewarding its shareholders while also aiming for expansion and development within the industry.

While the company excels in areas such as dividends and growth, it faces challenges in the value and momentum categories, scoring lower in comparison. Despite this, with a balanced overall outlook encompassing resilience as well, Bank Rakyat Indonesia may be positioned for steady long-term growth and stability in the ever-evolving banking sector.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

Renesas Electronics (6723) Earnings: 2Q Automotive Revenue Surpasses Estimates at 190.40 Billion Yen

By | Earnings Alerts
  • Renesas’ automotive revenue for Q2: 190.40 billion yen, beating the estimated 178.87 billion yen.
  • Industrial/Infrastructure/IoT revenue: 166.19 billion yen, which fell short of the estimated 178.6 billion yen.
  • Non-GAAP gross margin: 56.7%.
  • Operating profit for the automotive sector: 62.67 billion yen, surpassing the estimate of 59.13 billion yen.
  • Operating profit for Industrial/Infrastructure/IoT: 46.96 billion yen, below the estimate of 57.83 billion yen.
  • Non-GAAP operating margin: 30.8%.
  • Analyst ratings: 13 buys, 2 holds, 0 sells.

Renesas Electronics on Smartkarma



Analyzing Renesas Electronics on Smartkarma, a network for independent analyst research, reveals a mix of sentiments. Tech Supply Chain Tracker predicts a doubling of the liquid cooling market by 2025, but warns of a potential industry shakeout. Meanwhile, Renesas’ recent placement activities have garnered attention. Sumeet Singh‘s bullish outlook emphasizes Renesas’ mega-block deal and its positive implications. On the flip side, Travis Lundy‘s bearish perspective highlights concerns over Denso’s sell-off impacting Renesas’ stock performance. Clarence Chu‘s bullish take focuses on Denso’s planned stake sale and its potential impact on Renesas. Ethan Aw also shares a positive view, noting Mitsubishi Electric’s upcoming block deal as a signal of market confidence.

Overall, the analyst coverage of Renesas Electronics on Smartkarma reflects a range of opinions, from bullish to bearish, regarding the company’s recent activities and future prospects. Investors following these insights may find valuable perspectives on the potential trajectory of Renesas’ stock and the broader market dynamics impacting the company’s performance.



A look at Renesas Electronics Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth5
Resilience3
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores analysis, Renesas Electronics is positioned favorably for long-term growth potential. With high scores in Growth and Momentum, the company demonstrates strong prospects for expanding its market presence and increasing shareholder value over time. This indicates that Renesas Electronics is likely to capitalize on emerging opportunities in the electronic components industry.

Additionally, the company’s respectable scores in Resilience and Dividend suggest a stable financial performance and a commitment to rewarding investors. While the Value score is moderate, the overall outlook for Renesas Electronics appears optimistic, highlighting its ability to sustain growth, navigate market challenges, and provide consistent returns to stakeholders.

Summary of the description of the company: Renesas Electronics Corporation is a company specializing in researching, developing, designing, and manufacturing electronic components, including semiconductors and integrated devices.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

Kawasaki Kisen Kaisha (9107) Earnings: FY Operating Income Forecast Exceeds Estimates

By | Earnings Alerts
  • Kawasaki Kisen increased its forecast for fiscal year operating income to 102.00 billion yen compared to the previous estimate of 93.00 billion yen and analysts’ estimate of 97.01 billion yen.
  • Net income forecast was raised to 210.00 billion yen from a previous 120.00 billion yen, beating the estimate of 185.05 billion yen.
  • Net sales projection seen at 1.02 trillion yen, up from 980.00 billion yen, and surpassing the estimate of 986.95 billion yen.
  • In the first half of the fiscal year, net sales are forecasted to be 533.00 billion yen, an increase from the previous 494.00 billion yen.
  • Operating income for the first half is expected to be 60.00 billion yen, compared to 51.00 billion yen previously.
  • First half net income is anticipated to rise to 162.00 billion yen, up from 77.00 billion yen.
  • Despite these positive forecasts, Kawasaki Kisen shares dropped by 4.7% to 2,284 yen with 15.7 million shares traded.
  • The current analyst recommendations include 0 buys, 8 holds, and 2 sells.

Kawasaki Kisen Kaisha on Smartkarma

Analysts on Smartkarma are closely following Kawasaki Kisen Kaisha, including insights from Travis Lundy. In his report titled “KLINE (9107) – More Profit, More Shareholder Return 3mo Buyback Inbound,” Lundy’s sentiment leans towards bullish. He notes that while KLINE beat earnings slightly, its Return on Equity (ROE) remains a concern. The company’s announcement of a significant buyback is seen as positive, potentially leading to price increases. However, Lundy points out that Kawasaki Kisen Kaisha is no longer the most attractively priced option in the market.

Overall, Kawasaki Kisen Kaisha‘s recent financial performance, with consolidated revenues exceeding expectations and operational profits slightly lagging, has drawn attention from analysts. The company’s guidance for the year ending March 2025 significantly surpasses analyst consensus on revenue, slightly on operational profit, and marginally on net profit. Additionally, Kawasaki Kisen Kaisha has increased its medium-term shareholder return target from Β₯500 billion to Β₯700 billion and announced a Β₯100 billion (5.5%) buyback plan to be executed over the next 3 months, indicating a proactive approach to enhancing shareholder value.


A look at Kawasaki Kisen Kaisha Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth3
Resilience3
Momentum5
OVERALL SMART SCORE4.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts assessing Kawasaki Kisen Kaisha‘s long-term outlook based on Smartkarma Smart Scores have highlighted favorable ratings in several key areas. With strong scores in Dividend and Momentum, the company is showing resilience and positive growth potential according to the analysis. This indicates favorable prospects for investors looking at the company’s performance over the long haul.

Kawasaki Kisen Kaisha, known for its marine cargo and passenger transportation services worldwide, is positioned well with high scores in Value and Dividend. These factors, combined with its services ranging from ocean liners to energy transportation, paint a positive picture for the company’s future prospects. Despite moderate ratings in Growth and Resilience, the company’s overall strong performance in key areas bodes well for investors eyeing long-term opportunities.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars

SK Hynix (000660) Earnings: 2Q Operating Profit Outperforms Estimates at 5.47 Trillion Won

By | Earnings Alerts
  • SK Hynix‘s second-quarter operating profit was 5.47 trillion won, beating estimates of 5.24 trillion won.
  • The net profit for the quarter was 4.12 trillion won, exceeding the estimated 3.79 trillion won.
  • Sales reached 16.42 trillion won, higher than the forecasted 16.13 trillion won.
  • Analysts’ ratings include 41 buys, 2 holds, and 1 sell.

SK Hynix on Smartkarma




Analyst Coverage of <a href="https://smartkarma.com/entities/sk-hynix-inc">SK Hynix</a> on Smartkarma

Analyst coverage of SK Hynix on Smartkarma has been positive, with multiple research reports highlighting the company’s strategic moves and market positioning. According to Tech Supply Chain Tracker‘s insights from Jul 2, 2024, SK Hynix is investing significantly in the high-bandwidth memory (HBM) market for AI chips, demonstrating a commitment to dominating this sector. Additionally, in the report dated May 10, 2024, it is mentioned that SK Hynix is facing high demand for HBM, reflecting a competitive landscape driven by the need for high-bandwidth memory solutions in the market.

In a report by analyst Jim Handy, it is noted that SK Hynix‘s recent earnings show strong performance driven by AI demand and NAND flash products, rather than HBM as expected. This demonstrates the company’s adaptability and success in meeting evolving market needs. The diverse insights from different analysts provide a comprehensive view of SK Hynix‘s activities, market positioning, and future outlook in the semiconductor industry.



A look at SK Hynix Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth2
Resilience3
Momentum5
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

SK Hynix Inc., a company in the electronic components industry, presents a mixed outlook based on the Smartkarma Smart Scores. The company scores a 2 in Value, Dividend, and Growth, suggesting moderate performance in these areas. However, it shows strength in Resilience with a score of 3, indicating a higher level of stability and ability to weather market uncertainties. SK Hynix excels in Momentum, receiving a top score of 5, which implies strong positive market momentum and investor interest. This mix of ratings demonstrates a complex long-term outlook for SK Hynix, with notable strengths in Resilience and Momentum.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars