Category

Earnings Alerts

Vinci SA (DG) Earnings Showcases Impressive 6.3% Boost in April Passenger Traffic

By | Earnings Alerts
  • Vinci reports a 6.3% increase in April passenger traffic.
  • The rise in passenger traffic corresponds with increased airports commercial movements, which saw a 5% uplift.
  • There’s investor interest in Vinci, with 22 buys, 3 holds, and 2 sells being reported.

A look at Vinci SA Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth5
Resilience3
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, Vinci SA appears to have a promising long-term outlook. The company scored well in areas such as Dividend, Growth, and Momentum, reflecting positive indicators for potential future performance. Vinci SA‘s strong focus on dividends, growth prospects, and market momentum could position it well for sustained success in the coming years.

Vinci SA, a global leader in concessions and construction, demonstrates resilience in its operations and a solid value proposition. With a diverse portfolio encompassing construction expertise and infrastructure management, the company is well-positioned to capitalize on its strengths and navigate challenges effectively. Overall, Vinci SA‘s combination of sector expertise and strategic positioning bodes well for its future growth and stability 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

Exploring Aeroports De Paris (ADP) Earnings: A Comprehensive Review of April Passenger Traffic and Market Recommendations

By | Earnings Alerts
  • ADP’s passenger traffic saw an increase of 8.2% in April.
  • Passengers at Paris airport increased by 7.2% in the same month.
  • TAV airport witnessed a more impressive increase with its passenger traffic going up by 13.2%.
  • The total number of passengers in April was recorded to be 28.44 million.
  • 7 individuals increased their investment (Buys), 15 individuals maintained their position (Holds), while only 1 person reduced their investment (Sell).

A look at Aeroports De Paris Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth5
Resilience2
Momentum4
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

Based on Smartkarma Smart Scores, Aeroports De Paris is positioned for strong long-term growth potential. With a high score of 5 in Growth, the company is expected to expand and develop significantly in the coming years. Additionally, its momentum score of 4 indicates positive market sentiment and performance trends, further supporting its growth outlook. Despite moderate scores in Value and Resilience, Aeroports De Paris‘s emphasis on growth and momentum suggests a promising future in the aviation industry.

Aeroports De Paris, also known as ADP, manages all civil airports in the Paris area and operates light aircraft aerodromes. The company’s diverse range of services, including air transport services and office rentals, provides a solid foundation for its operations. With a favorable Smartkarma Smart Score for Growth and Momentum, ADP is well-positioned to capitalize on opportunities for expansion and innovation in the aviation 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

Vodafone Idea (IDEA) Earnings: 4Q Revenue Meets Expectations Despite Net Loss

By | Earnings Alerts

• Vodafone Idea’s 4Q revenue has met the estimates coming to around 106.1 billion rupees, which closely matches the predicted 106.96 billion rupees.

• The telecom company has reported a net loss of 76.75 billion rupees fairly close to the estimated loss of 76.58 billion rupees.

• Its capital expenditure for the period was 5.5 billion rupees.

• The Ebitda (Earnings before interest, taxes, depreciation and amortization) reported is 43.36 billion rupees, again almost meeting the approximated 43.21 billion rupees.

• In terms of the Ebitda margin, it is at 40.9%, slightly surpassing the estimated 40.7%.

• The business ratings reveal a mixture of opinions with 1 buy, 6 holds, and 10 sells.


Vodafone Idea on Smartkarma

Analyst coverage of Vodafone Idea on Smartkarma highlights insights from independent analyst Sumeet Singh. In their report titled “Vodafone Idea Placement – Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues,” Singh takes a bearish stance on the company. Vodafone Idea (IDEA IN) aims to raise approximately US$2.2bn through a follow-on public offering. The proceeds are earmarked for capex and short-term debt repayment, essential for the company’s financial health. Singh delves into the deal dynamics and its implications for Vodafone Idea’s future prospects.


A look at Vodafone Idea Smart Scores

FactorScoreMagnitude
Value0
Dividend1
Growth4
Resilience5
Momentum2
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

As per the Smartkarma Smart Scores, Vodafone Idea shows promising long-term potential. With high scores in Growth and Resilience at 4 and 5 respectively, the company demonstrates a strong ability to expand and adapt to challenges. This indicates a positive outlook for Vodafone Idea in terms of future development and sustainability within the competitive telecom sector.

While Vodafone Idea lags behind in Value and Dividend scores, its Momentum score of 2 suggests a decent level of market traction and movement. Overall, Vodafone Idea, as a telecom service provider in India, is viewed favorably for its growth prospects and resilience in overcoming obstacles, positioning it well for future success in the evolving telecommunications landscape.

Summary of the company:
Vodafone Idea Limited operates as a telecom service provider in India offering mobile services, mobile payments, advanced enterprise offerings, and entertainment.


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

Container Corp of India (CCRI) Earnings: 4Q Net Income Misses Estimates Despite 6.1% y/y Increase

By | Earnings Alerts

• Container Corp reported 4Q Net Income of 2.95 billion rupees, an increase of 6.1% year-on-year (y/y).

• The company’s net income, however, missed the estimated figure of 3.51 billion rupees.

• Revenue for the 4Q stood at 23.2 billion rupees, highlighting a y/y growth of 6.9%.

• Despite the increase, the revenue was below the estimated amount of 23.51 billion rupees.

• Total costs for Container Corp in the quarter were 20.1 billion rupees, up 6.3% y/y.

• The company announced a dividend per share of 2.50 rupees.

• Current market positions include: 12 buys, 11 holds and 5 sells, signifying varied confidence among investors.


A look at Container Corp of India Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth3
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

Container Corporation of India Limited, a prominent player in the railway cargo services sector with a strong focus on container trains, is poised for a stable long-term outlook based on its Smartkarma Smart Scores. With a solid score of 4 in Dividend, investors can expect consistent returns through dividend payouts. Additionally, the company’s impressive score of 5 in Resilience indicates a robust ability to weather economic uncertainties and challenges, further enhancing its attractiveness as a long-term investment option.

While Container Corp of India scored a moderate 3 in both Value and Growth, its momentum score of 4 reflects a positive trend in the market sentiment towards the company’s performance. Overall, the blend of consistent dividends, resilience to market fluctuations, and positive momentum signals a promising long-term outlook for Container Corporation of India Limited in the railway cargo and warehousing services industry.


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

Walmart (WMT) Earnings: 1Q Adjusted EPS Surpass Estimates as US Comparable Sales Rise

By | Earnings Alerts
  • Walmart‘s 1Q adjusted EPS was 60c, surpassing the estimated 53c.
  • Total US comparable sales excluding gasoline rose by 3.9%, outdoing the estimated 3.42%.
  • Comparable sales at Walmart-only US stores excluding gasoline increased by 3.8%, besting the projected 3.45%.
  • Sam’s Club, a subsidiary of Walmart, saw US comparable sales excluding gasoline surge by 4.4%, outdoing the estimated 3.33%.
  • Walmart’s revenue stood at $161.51 billion, a year-on-year increase of 6%, outpacing the expected $159.58 billion.
  • The ticket size at US-based only Walmart stores remained unchanged, differing from the estimated increase of 1.32%.
  • The number of transactions at Walmart-only US stores rose by 3.8%, surpassing the forecasted 3.17%.
  • For the second quarter, the company has projected an adjusted EPS of 62c to 65c, which is in line with the estimate of 64c.
  • Walmart forecasts its FY adjusted EPS to be at the high-end or slightly above the range of $2.23 to $2.37, maintaining its previous estimate.
  • The retailer expects the FY change in net sales to also be towards the high-end or slightly above the range of 3% to 4%.
  • It maintains the FY capital expenditure estimate to be about 3% to 3.5% of net sales.
  • The 1Q adjusted EPS doesn’t factor in the net tax effect from a net gain of $0.05 on equity and other investments, and business reorganization charges of $0.02.
  • The company highlighted that e-commerce penetration is higher across all markets globally, predominantly driven by store-fulfilled pickup & delivery and marketplace.

Walmart on Smartkarma

Analyst coverage of Walmart on Smartkarma has been positive, with insights from Baptista Research highlighting key drivers of Walmart‘s success. In a report titled “Walmart Inc.: Robust Technology Adoption For Operational Efficiency & 5 Other Major Drivers,” Walmart‘s recent earnings performance was lauded for demonstrating strong sales growth of 4.9% and an adjusted operating profit growth of 10.9% in constant currency. The report emphasized higher transaction counts, gains in market shares, improved in-stock levels, and surpassing $100 billion in global eCommerce sales for the first time.

Another analysis by Baptista Research, titled “Walmart Inc.: Inside the Game Plan That’s Maximizing Omnichannel Growth In Retail! Major Drivers,” highlighted Walmart‘s ability to exceed analyst expectations in both revenue and earnings. Key successes included a 4.9% increase in comp sales for Walmart US and a notable 3.8% rise for Sam’s Club US. The report also praised Sam’s Club’s performance in Mexico and China, specifically mentioning the exceptional growth of the Bodega Aurrera business. Overall, analyst sentiment on Walmart remains bullish based on the factors mentioned in these research reports.


A look at Walmart Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth3
Resilience3
Momentum4
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

“`html

Based on the Smartkarma Smart Scores, Walmart‘s long-term outlook seems promising. With a Growth score of 3 and a Resilience score of 3, the company appears to have a stable foundation for future expansion and the ability to withstand market challenges. Additionally, Walmart received a Momentum score of 4, indicating strong positive momentum in its operations.

Although Walmart‘s Value and Dividend scores are both at 2, suggesting room for improvement in these areas, the overall picture painted by the Smart Scores is one of a company with solid growth potential, resilience, and current momentum for investors to consider.

“`

### Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, housewares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toys, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers 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

4Q Crompton Greaves Consumer Electricals (CROMPTON) Earnings Surpass Expectations: Net Income and Revenue Upbeat

By | Earnings Alerts
  • Crompton Greaves reported a 4Q net income of 1.38 billion rupees, a year-on-year increase of 5.3% which beat the estimate of 1.21 billion rupees.
  • The company’s revenue amounted to 19.6 billion rupees, which is a 9.5% increase from the previous year, slightly above the estimate of 19.53 billion rupees.
  • Electric consumer durables contributed to a significant chunk of the firm’s revenue, accounting for 15.2 billion rupees, a 14% year-on-year increase, just above the estimate of 15.08 billion rupees.
  • The company’s lighting products generated a revenue of 2.81 billion rupees approximating the estimate of 2.82 billion rupees, thus showcasing a 0.7% year-on-year growth.
  • Revenue from butterfly products dropped down to 1.64 billion rupees, a slump of 12% year on year, contrary to the estimate which predicted it to be 1.95 billion rupees.
  • Total costs for the company stood at 18.1 billion rupees, reflecting a 10% increase from the previous year.
  • EBITDA realised a slight decrease of 3.3%, reaching 2.04 billion rupees. However, this still edged past the estimate of 1.96 billion rupees.
  • Crompton Greaves declared a dividend per share of 3 rupees.
  • EBITDA margin stood at 10.4% as compared to last year’s 11.8%, this was lower than the expected 11.1%.
  • CEO Promeet Ghosh iterated the positive signs of stabilization shown by their lighting business, particularly in the second half, despite price erosion.
  • Ghosh also highlighted their anticipation of a growth momentum supported by the intense summer season and surge in demand for home and kitchen appliances.
  • Among all analyst recommendations, 30 recommended buying the stock, while 11 held neutral positions, and no analysts suggested selling the stock.

A look at Crompton Greaves Consumer Electricals Smart Scores

FactorScoreMagnitude
Value2
Dividend4
Growth3
Resilience3
Momentum4
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

Based on the Smartkarma Smart Scores, Crompton Greaves Consumer Electricals shows a positive long-term outlook. The company scores well in areas such as Dividend and Momentum, indicating a strong performance in these aspects. With a focus on providing dividends to investors and showing good momentum in the market, Crompton Greaves Consumer Electricals demonstrates stability and growth potential.

Crompton Greaves Consumer Electricals Limited is a manufacturer of consumer electrical products, specializing in fans, lamps, luminaires, pumps, and other household appliances. The company’s balanced scores across Value, Growth, Resilience, and Momentum suggest a well-rounded approach to business, highlighting its ability to thrive in the competitive consumer electricals 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

Deere & Co (DE) Earnings: 2Q Net Income Surpasses Estimates Despite Year-on-Year Slide

By | Earnings Alerts
  • Deere 2Q reported a net income of $2.37 billion, beating the estimate of $2.16 billion but showing a 17% decrease year-on-year.
  • Earnings per share stood at $8.53, in contrast to previous year’s $9.65 EPS.
  • Production & precision ag net sales were reported at $6.58 billion, surpassing the estimate of $6.13 billion, albeit a 16% annual decrease.
  • Operating profit from the Production & Precision Agriculture was $1.65 billion, outshining the estimate of $1.44 billion but falling by 24% from the previous year.
  • Operating margin in Production & Precision Agriculture was 25.1%, down from 27.7% last year.
  • On the other hand, small ag & turf net sales dropped by 23% year-on-year to $3.19 billion, falling short of the estimation of $3.42 billion.
  • The operating profit from Small Agriculture & Turf also fell by 33% year-on-year to $571 million, slightly surpassing the estimate of $560.6 million.
  • Small Agriculture & Turf showed an operating margin of 17.9%, down from last year’s 20.5%.
  • Construction & Forestry net sales were $3.84 billion, beating the estimate of $3.62 billion but marking a 6.5% drop from the previous year.
  • Operating profit in Construction & Forestry fell 20% year-on-year to $668 million, lower than the estimate of $699 million.
  • The operating margin for Construction & Forestry came in at 17.4%, as opposed to 20.4% last year.
  • Financial services reported a net income of $162 million, a substantial rise from last year’s $28 million, but slightly below the estimate of $170.7 million.
  • Other revenue amounted to $230 million, a 14% rise from the previous year, but missed the estimation of $245.5 million.
  • Company rating: 13 buys, 10 holds, 2 sells, as per provided information.

Deere & Co on Smartkarma

Analysts at Baptista Research on Smartkarma have provided insightful coverage of Deere & Company, a major player in the agriculture industry. In their report titled “Expansion In Precision Agriculture & 5 Other Factors Driving Growth In 2024! – Major Drivers,” the analysts highlighted Deere’s strong performance despite a competitive market. With solid execution and an 18.5% margin for equipment operations in the first quarter, the company demonstrated resilience. Despite a 4% decrease in land sales and an 8% drop in equipment operations revenue, Deere’s stable demand across sectors was noted.

In another report by Baptista Research, titled “Deere & Company: Pricing Strategy & Market Positioning & Other Major Drivers,” analysts celebrated Deere’s impressive operating margins of nearly 22% in the previous quarter, leading to remarkable operating cash flow. The success was attributed to robust market demand, efficient operational execution, and improved production costs. Although net sales in small ag and turf saw a 13% decline, reaching $3.094 billion, the analysts remained bullish on Deere’s overall performance and market positioning.


A look at Deere & Co Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth5
Resilience2
Momentum4
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

Deere & Company, a leading manufacturer of agricultural and construction equipment, has a promising long-term outlook according to Smartkarma’s Smart Scores. With a strong growth score of 5, Deere is positioned for future expansion and development in its industry. This indicates a positive trajectory for the company’s profitability and market position over time. Additionally, Deere’s momentum score of 4 suggests that the company is showing positive performance and gaining traction in the market. While the value, dividend, and resilience scores are moderate, the high growth and momentum scores bode well for Deere’s long-term prospects.

Deere & Company’s global presence and diverse range of products and services contribute to its overall resilience in the market, as reflected in its resilience score of 2. The company’s focus on innovation and technological advancements further support its momentum and growth potential. While there may be areas for improvement, such as value and dividend scores, Deere’s strong performance in growth and momentum signifies a positive outlook for the company’s future. Overall, Deere & Company’s strategic positioning and market presence indicate a promising long-term trajectory in the agricultural and construction equipment industry.


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

JD.com Inc (ADR) (JD) Earnings Show Positive 1Q Net Revenue Meeting Estimates

By | Earnings Alerts
  • JD.com’s net revenue for the first quarter stands at 260.05 billion yuan. This is a 7% increase year on year which meets the estimated revenue of 258.35 billion yuan.
  • The adjusted earnings per American depositary receipts increased from 4.76 yuan the previous year to 5.65 yuan, surpassing the estimate of 4.67 yuan.
  • Fulfillment expense has also risen by 9.1% from the previous year, reaching 16.8 billion yuan. This expense was estimated to be 16.11 billion yuan.
  • JD.com’s Adjusted Ebitda is 10.79 billion yuan, which shows a 14% increase year on year and is higher than the estimated 9.5 billion yuan.
  • The adjusted operating margin of the company is standing at 3.4% towards the end of the first quarter, when compared with 3.2% of the previous year. This increase surpasses the estimate margin of 3%.
  • The adjusted Ebitda margin has increased to 4.1% from last year’s 3.9%.
  • The company’s shares witnessed a rise by 3.5% in pre-market trading, valuing the share at $34.80. During this, 86,351 shares were traded.
  • The current standing for the company stock is 34 buys, 11 holds, and 0 sells.

JD.com Inc (ADR) on Smartkarma

JD.com Inc Analyst Coverage on Smartkarma

On Smartkarma, a hub for independent investment research, several analysts have provided their insights on JD.com Inc (ADR). Douglas Busch, in his report titled “International Automobile Analysis,” discusses the resilience of China’s markets and its potential impact on the global economy. Ming Lu highlights the surge in JD.com’s stock price post-4Q23 results and share repurchase decision, while Steve Zhou, CFA, emphasizes the improved shareholder return of JD.com based on strong 4Q23 results. Despite this bullish sentiment, Brian Freitas takes a bearish stance, discussing the changes and potential impact of the NASDAQ 100 Index rebalance.

Additionally, Eric Wen presents a two-scenario outlook in the “[Blue Lotus Sector Update]” report, where JD.com is recommended as a low-risk high-conviction idea for 2024. Through these analyst coverages, investors can gain valuable insights into JD.com’s performance, market trends, and potential investment opportunities, aiding them in making informed decisions in the ever-evolving world of finance.


A look at JD.com Inc (ADR) Smart Scores

FactorScoreMagnitude
Value4
Dividend4
Growth3
Resilience5
Momentum5
OVERALL SMART SCORE4.2

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

JD.com Inc (ADR) is poised for a promising long-term outlook based on its Smartkarma Smart Scores. With a high score of 5 in Resilience and Momentum, JD.com demonstrates a strong ability to withstand market challenges and maintain positive growth momentum. Additionally, the company scores well in both Value and Dividend, with scores of 4 each, indicating a solid financial position and investor-friendly policies. Although Growth scored a 3, the overall outlook remains positive for JD.com.

JD.com Inc is a leading online direct sales company in China, offering a diverse range of products through its e-commerce platform. Specializing in appliances, computers, digital products, clothing, books, and more, JD.com serves both consumers and vendors with a convenient and extensive selection. With its impressive Smartkarma Smart Scores highlighting strengths in resilience, momentum, value, and dividends, JD.com is positioned for sustained success in the competitive e-commerce 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

JD Health International (6618) Earnings: Analyzing 1Q Revenue Decline and Operational Performance

By | Earnings Alerts
  • JD Health’s revenue for the first quarter is reported at 13.27 billion yuan.
  • This represents a decrease of 4.9% year over year, down from 13.95 billion yuan reported in the previous year.
  • The unaudited operating income for the first quarter amounted to 487 million yuan.
  • This constitutes a significant decrease of 38.7% year over year.
  • The non-IFRS operating income for the first quarter was reported at 754 million yuan.
  • This is also a decrease of 34.8% year over year.
  • Current expert recommendations on JD Health’s performance include 19 buys, 3 holds and 1 sell.
  • All comparisons to past results are based on values reported directly from JD Health’s original disclosures.

JD Health International on Smartkarma

Analyst coverage of JD Health International on Smartkarma indicates varying sentiments. Xinyao (Criss) Wang‘s report titled “JD Health (6618.HK) 23Q3 – Performance Decline Is Inevitable, but There Is Upside Room for Valuation” suggests that while JD Health’s 23H2 results may disappoint, the stock price already reflects this, potentially offering room for valuation improvement. Wang notes that revenue growth may turn negative in 23Q4 due to high comparables from 22H2, impacting full-year performance until 24H1.

On the other hand, Eric Wen‘s report, “[JD Health (6618 HK, BUY, TP HK$52) TP Change]: A COVID Hiccup but Environment Is Turning Positive,” acknowledges lower-than-expected Q3 results for JDH but maintains a buy rating based on future growth prospects. Wen highlights reductions in profit estimates and target price due to the results but remains optimistic about JD Health’s potential, indicating a positive shift in the operating environment despite short-term challenges.


A look at JD Health International Smart Scores

FactorScoreMagnitude
Value4
Dividend1
Growth5
Resilience5
Momentum2
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

JD Health International looks promising for long-term investors based on its overall Smart Score analysis. The company stands out with top scores in Growth and Resilience, indicating strong potential for expanding its market share and adeptness in navigating economic challenges. While the Value score is also commendable, reflecting a solid investment proposition, the low Dividend score might deter income-focused investors. Momentum, on the other hand, is moderate, suggesting a steady but not explosive stock performance in the near future.

Established as a drug store operator, JD Health International is positioned as a key player in China’s retail pharmaceutical industry. Offering a wide range of Chinese and Western medicines, nutrition products, and healthcare items, the company caters to the diverse needs of consumers across the country. With its robust presence and product offerings in the Chinese market, JD Health International has been able to deliver impressive Growth and Resilience scores, underlining its capacity for sustained success in the long run.


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

JD Logistics (2618) Earnings: 1Q R&D Expenses Surpass Estimates, Outlining Financial Performance Breakdown

By | Earnings Alerts
  • JD Logistics has outperformed the estimated R&D expenses by making a total expenditure of 862.5 million yuan against the estimated 890.3 million yuan.

  • The company achieved a net income of 238.4 million yuan in the first quarter.

  • However, selling and marketing budgets escalated to 1.41 billion yuan, exceeding the estimated 1.22 billion yuan.

  • Their general and administrative expenses also surpassed the estimate with a total expenditure of 869.5 million yuan against the anticipated 778.5 million yuan.

  • As per the latest data, JD Logistics has garnered 21 buys and 2 holds; no sells were recorded.


JD Logistics on Smartkarma

Analyst coverage of JD Logistics on Smartkarma reveals insights from Daniel Hellberg, who shared a bullish sentiment in his report titled “Analyzing the Roles Parent JD.com & Subsidiary Deppon Played in JD Logistics’ Q423 Results“. JD Logistics recorded a 10% growth in top-line revenue in Q423, alongside notable margin enhancements. Hellberg’s analysis delves into the intricate dynamics among JD Logistics, its parent company JD, and investee Deppon Logistics during the period. Despite the positive growth and improvements, the report highlights that JD Logistics may not be priced attractively due to its current profitability levels.


A look at JD Logistics Smart Scores

FactorScoreMagnitude
Value5
Dividend1
Growth5
Resilience4
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

JD Logistics, Inc., a logistics company based in China, seems to have a promising long-term outlook based on Smartkarma Smart Scores. With top scores in Value and Growth, indicating strong potential for increasing value and expansion, JD Logistics is positioned well for future growth in the industry. Despite a lower score in Dividend, the company’s high scores in Resilience and Momentum suggest a steady performance and positive market momentum.

Overall, JD Logistics appears to be an attractive investment opportunity with its standout performance in key areas like value and growth. The company’s dedication to providing logistics services such as cargo transportation and warehousing, combined with its strong resilience and positive market momentum, positions it favorably for long-term success in the competitive logistics 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