Category

Earnings Alerts

Daiwa Securities Group (8601) Earnings: 4Q Net Income Soars to 39.60B Yen, Significantly Up from Last Year’s 17.13B Yen

By | Earnings Alerts
  • Daiwa Securities reported a net income of 39.60 billion yen in Q4, a significant increase from 17.13 billion yen year-over-year (y/y).
  • The brokerage commissions for the quarter stood at 29.4 billion yen, marking an increase of 79% from the previous year.
  • Underwriting fees showed a decrease of 4.5% y/y, registering at 8.5 billion yen.
  • Trading profit jumped by 94% y/y to 26.9 billion yen.
  • Distribution commissions saw a noteworthy jump from 2.1 billion yen to 6.6 billion yen y/y.
  • According to available reviews, Daiwa Securities has received 1 buy, 3 holds, and 1 sell rating.
  • All comparisons to past results are based on values reported by the company in their original disclosures.

A look at Daiwa Securities Group Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth3
Resilience5
Momentum5
OVERALL SMART SCORE4.4

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, Daiwa Securities Group Inc. shows a promising long-term outlook. With a strong dividend score of 5, the company is expected to provide attractive returns to its shareholders over time. In addition, the company scores high in resilience and momentum, indicating its ability to withstand market fluctuations and maintain positive growth momentum going forward. These factors combined suggest a favorable outlook for Daiwa Securities Group in the long term.

As a holding company offering a wide range of financial services, including dealing, brokerage, underwriting, and asset management, Daiwa Securities Group Inc. has established a global presence with subsidiaries across different regions. With a solid value score of 4 and a focus on delivering strong dividends, the company is well-positioned to continue its growth trajectory and provide value to investors while navigating market challenges with resilience and maintaining positive momentum in its operations.

Summary: Daiwa Securities Group Inc. is a comprehensive financial services holding company with a global presence, offering a range of services including dealing, brokerage, underwriting, and asset management. The company’s strong emphasis on dividend payouts, coupled with its resilience and momentum, provides a positive long-term outlook for investors.


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

Evaluating Neste Oyj (NESTE) Earnings: 1Q Revenue Misses Estimates

By | Earnings Alerts
  • Neste reported their first quarter revenue which did not meet the estimated figures: revenue was EU4.80 billion against the estimated EU5.4 billion.
  • The Operating profit also fell short of estimates: it was EU200 million against the estimated EU488 million.
  • Analyzed by 26 investors, Neste received 18 ‘buy’ ratings, 7 ‘hold’ ratings, and 1 ‘sell’ rating.

A look at Neste Oyj Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth5
Resilience3
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

Analysts at Smartkarma have provided a mixed outlook for Neste Oyj, the independent northern European oil refining and marketing company known for its focus on high-quality, environmentally friendly petroleum products. While the company scored well in terms of Dividend (4) and Growth (5), indicating strong performance in these areas, its Value (3) and Resilience (3) scores suggest a moderate standing. Neste Oyj‘s Momentum score came in at 2, indicating a lower level of short-term positive price performance. This combination of scores may point to a company with solid dividend potential and growth prospects, yet potential challenges in terms of value and momentum.

Considering the Smart Scores breakdown, Neste Oyj appears to have a positive long-term outlook in terms of its dividend payments and growth potential. With a focus on sustainable products and a strong market position in northern Europe, the company’s high scores in Dividend and Growth could attract investors looking for steady income and expansion opportunities. However, the average scores for Value, Resilience, and lower Momentum score indicate that careful consideration is needed when evaluating the company’s overall investment potential. Investors may want to monitor market developments closely to determine the best entry points for Neste Oyj.


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

Shin Etsu Chemical (4063) Earnings: 4Q Operating Income Misses Estimates

By | Earnings Alerts

Shin-Etsu Chemical’s 4Q operating income missed expectations, coming in at 141.51 billion yen instead of the estimated 171.49 billion yen.

The net income also fell short of projections, at 113.61 billion yen when 149.69 billion yen was estimated. This shortfall was based on two estimates provided.

Net sales also came in under the estimate of 597.2 billion yen. Shin-Etsu Chemical reported net sales of 591.53 billion yen.

On the yearly results, the firm’s operating income was 701.04 billion yen, which again was less than the estimated 735.05 billion yen.

The company’s net income for the year was 520.14 billion yen, falling short of the 543.47 billion yen that was estimated.

The corporate giant wasn’t able to meet the sales estimate of 2.42 trillion yen for the year, with net sales totaling 2.41 trillion yen.

In terms of analyst ratings, Shin-Etsu Chemical received 16 ‘buy’ recommendations, 4 ‘hold’ recommendations and 1 ‘sell’ recommendation.


A look at Shin Etsu Chemical Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth4
Resilience4
Momentum4
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

Shin-Etsu Chemical, a company known for producing synthetic resins and various chemical products, has been evaluated using the Smartkarma Smart Scores. With a Growth score of 4 out of 5, the company shows promise for future expansion and development. This suggests that Shin-Etsu Chemical may have strong prospects for long-term growth in its industry.

Additionally, Shin-Etsu Chemical scored a 4 in both Resilience and Momentum, highlighting the company’s ability to weather economic uncertainties and its positive market trend. Combined with a Dividend score of 3, shareholders may find the company’s dividend policy to be satisfactory. Despite a Value score of 2, indicating some room for improvement in terms of stock valuation, Shin-Etsu Chemical’s overall outlook appears positive based on the Smartkarma Smart Scores assessment.

### Shin-Etsu Chemical Co., Ltd. produces and distributes synthetic resins and other chemical products such as fertilizers. The Company also manufactures electronic materials such as semiconductor silicon, synthetic, and rare earth quartz. Shin-Etsu Chemical operates in Japan and overseas. ###


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

AstraZeneca PLC (AZN) Earnings Beats 1Q Core EPS Estimates, Reiterates FY2024 Guidance

By | Earnings Alerts
`

  • AstraZeneca’s core EPS for 1Q exceeded estimates with actual result standing at $2.06 per share, against an estimated $1.89.
  • The revenue for the first quarter totalled to $12.68 billion, also surpassing the estimated amount of $11.82 billion.
  • Research & Development (R&D) expenses surged to $2.78 billion, somewhat eclipsing the estimate of $2.4 billion.
  • Similarly, the Selling, General & Administrative (SG&A) expense reached $4.5 billion, slightly more than the anticipated $4.32 billion.
  • The Company has opted to maintain its Total Revenue and Core EPS guidance for Financial Year (FY) 2024 at Constant Exchange Rate (CER), which is determined by average foreign exchange rates through 2023.
  • Forecasts for FY 2024 project that if foreign exchange rates from April 2024 to December 2024 align with averages witnessed in March 2024, Total Revenue is expected to experience low single-digit adverse impact. Core EPS is forecasted to see a mid single-digit adverse effect, which is a slight increase from the previous low single-digit prediction.
  • Of the surveyed market participants, 25 have rated the stock as a buy, 7 hold, and 1 sell.

`


A look at AstraZeneca PLC Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth4
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

Analysts have provided insights into the long-term outlook for AstraZeneca PLC, a holding company that specializes in pharmaceutical and medical products. Based on Smartkarma Smart Scores, AstraZeneca received a promising score for growth and momentum, indicating positive prospects in these areas. With a focus on eight therapeutic areas including oncology and cardiovascular, the company’s future expansion and market performance appear to be on a solid trajectory.

Although AstraZeneca scored lower in terms of value and resilience, its higher scores in growth and momentum suggest potential for long-term success. As a company that researches, manufactures, and sells pharmaceutical products, AstraZeneca’s strategic focus on key therapeutic areas positions it well for future developments and market competitiveness.


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

Fujitsu Ltd (6702) Earnings Report: FY Operating Income Meets Expectations while Net Income Surges

By | Earnings Alerts
  • Fujitsu’s operating income is forecasted to be 330.00 billion yen, closely matching the estimate of 332.03 billion yen.
  • The net income is anticipated to be 226.00 billion yen, slightly lower than the estimated 261.31 billion yen.
  • The estimated net sales are slightly higher at 3.82 trillion yen as opposed to the forecasted 3.76 trillion yen.
  • Fujitsu’s dividends are expected to surpass estimates, with a projection of 28.00 yen over the estimated 26.82 yen.
  • The fourth quarter results show a decline in operating income by 31% y/y, amounting to 112.17 billion yen

Fujitsu Ltd on Smartkarma

On Smartkarma, independent investment analyst Scott Foster has provided coverage on Fujitsu Ltd, with a bearish sentiment regarding the Horizon Scandal. In his research report titled “Fujitsu (6702 JP): Horizon Scandal Blows Up,” Foster highlights the impact of the UK Post Office Horizon Scandal on Fujitsu. He predicts that Fujitsu may face compensation payments and future business losses due to computer system failures. Foster recommends selling Fujitsu shares as the scandal gains attention in Parliament and the media, causing the stock to retreat from its all-time high in December.


A look at Fujitsu Ltd 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

Smartkarma’s analysis of Fujitsu Ltd reveals a mixed long-term outlook based on their Smart Scores. While the company demonstrates strong momentum with a top score of 5, indicating favorable market performance, its value, dividend, and growth scores are all moderate at 2. Fujitsu’s resilience factor scores slightly better at 3 which signals some level of stability. This suggests that although the company is showing good momentum, it may not be considered a top pick for value or dividend investors.

Fujitsu Ltd, a company specializing in manufacturing semiconductors, computers, and communication equipment, is navigating a landscape where it scores relatively well in momentum but less so in other key factors. With a focus on providing comprehensive IT solutions, network services, and Internet offerings, Fujitsu’s overall Smart Scores may hint at a company that is agile in the market but may not be the first choice for those seeking strong value, dividend, or growth indicators. Investors looking at Fujitsu may consider the company’s current strong market momentum alongside its overall stability and industry presence when evaluating their long-term investment strategy.


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

Nomura Research Institute (4307) Earnings Fall Short of Estimates: FY Operating Income and Net Sales Analysis

By | Earnings Alerts

– NRI’s forecast for FY operating income fell short of estimates, coming in at 132.00 billion yen as opposed to the estimated 135.9 billion yen.

– Net income also came in below estimates, with NRI forecasting 88.00 billion yen versus the estimated 91.86 billion yen.

– Despite the shortfalls in operating and net income, NRI’s net sales are expected to surpass estimates, with a forecast of 780.00 billion yen compared to the estimated 778.78 billion yen.

– The planned dividend is slightly lower than estimated, at 58.00 yen versus the estimate of 58.86 yen.

– Fourth quarter results displayed a mixed bag. Operating income stood at 29.17 billion yen, showing an increase of 4.3% year-on-year but falling short of the estimated 31.57 billion yen.

– Net income in the fourth quarter stood at 18.55 billion yen which is a 13% decrease year-on-year and also missed the estimate of 22.05 billion yen.

– However, net sales for the fourth quarter showed a growth of 5.9% year-on-year, reaching 186.54 billion yen, slightly less than the estimated 187.94 billion yen.

– From the analyst perspective, the company has received 10 buys, 6 holds, and no sells.


A look at Nomura Research Institute 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

Nomura Research Institute, Ltd. is positioned for a moderate long-term outlook as per the Smartkarma Smart Scores analysis. With a balanced overall assessment, the company demonstrates strengths in growth and momentum, scoring a 3 in both areas. This suggests potential for sustained expansion and positive market performance. However, areas such as value, dividend, and resilience scored lower at 2 each, indicating room for improvement in these aspects. Despite this, Nomura Research Institute‘s diverse offerings in information technology, research, consulting, and application software position it well for strategic business decision-making.

As per the Smartkarma Smart Scores evaluation, Nomura Research Institute shows a mixed outlook for the future. While the company exhibits promising growth and momentum, its performance in areas such as value, dividend, and resilience could be bolstered. Investors may find value in monitoring how Nomura Research Institute leverages its strengths in growth and momentum to enhance overall performance. With a focus on information technology solutions and business strategy consulting, the company remains poised to navigate evolving market landscapes and deliver innovative solutions to its clientele.


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

Barclays PLC (BARC) Earnings: 1Q Investment Bank Revenue Meets Expectations Amidst Mixed Performance Across Sectors

By | Earnings Alerts
Important points:

  • Barclays 1Q Investment Bank revenue was GBP3.33 billion, meeting estimates.
  • Corporate lending income was lower than expected at GBP42 million, versus estimated GBP73.3 million.
  • Transaction banking income also fell short of estimates at GBP382 million, compared to a forecast of GBP397.5 million.
  • Total income exceeded estimates at GBP6.95 billion, versus the anticipated GBP6.84 billion.
  • Barclays UK revenue outperformed estimates with GBP1.83 billion, compared to GBP1.78 billion expected.
  • The UK Personal Banking revenue was GBP1.13 billion, above the GBP1.08 billion estimate.
  • UK Barclaycard Consumer revenue was underperforming with GBP229 million, falling short of the GBP243.7 million estimate.
  • UK Business Banking revenue exceeded estimates at GBP469 million, compared to a forecast of GBP459 million.
  • UK Corporate Bank revenue came in at GBP434 million, surpassing the GBP416.6 million estimate.
  • Private Bank and Wealth Management revenue was at GBP312 million, slightly beating the GBP310.6 million estimate.
  • US Consumer Bank revenue slightly surpassed the estimate at GBP859 million, versus GBP856.5 million expected.
  • Net interest income matched estimates at GBP3.07 billion.
  • Pretax profit was higher than expected at GBP2.28 billion, compared to an estimate of GBP2.13 billion.
  • Attributable profit was also higher than expected, hitting GBP1.55 billion against an estimated GBP1.47 billion.
  • Common equity Tier 1 ratio was at 13.5%, slightly under the 13.6% estimate.
  • Total deposits reached GBP552.3 billion, surpassing the estimated GBP537.49 billion.
  • Risk-weighted assets were reported at GBP349.6 billion, above the estimated GBP349.43 billion.

A look at Barclays PLC Smart Scores

FactorScoreMagnitude
Value5
Dividend4
Growth5
Resilience5
Momentum5
OVERALL SMART SCORE4.8

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

Barclays PLC, a global financial services provider, has received positive Smart Scores across the board. With a top rating in Value, Growth, Resilience, and Momentum, and a strong score in Dividend, Barclays is positioned well for the long term. The company’s focus on providing value to shareholders, strong growth prospects, resilience in challenging market conditions, and positive momentum in its operations all bode well for its future performance.

Barclays PLC‘s well-rounded Smart Scores underline its strength and potential in the financial services sector. As a company offering a wide range of services such as retail banking, credit cards, investment banking, and wealth management, Barclays is supported by robust fundamentals across various key factors. Investors eyeing the long-term outlook for Barclays can take confidence in its high scores in value, growth, resilience, dividend, and momentum, indicating a promising trajectory ahead for the company.


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

Unilever PLC (ULVR) Earnings: 1Q Underlying Sales Surpass Estimates, Power Brands Drive Growth

By | Earnings Alerts
  • Unilever’s first quarter underlying sales saw a growth of +4.4%, beating the estimated +3.59% growth.
  • In particular sectors, the company performed better than anticipated:
    • Beauty and Wellbeing sales rose by 7.4%, surpassing the estimated 6.08%.
    • Personal Care sales increased by 4.8% against an estimate of 4.6%.
    • Home Care sales saw a 3.1% growth against the estimated 1.6%.
    • Nutrition sales came in at +3.7%, slightly below the estimate of 4%.
    • Ice Cream sales increased by 2.3%, beating the estimate of 1.25%.
  • Unilever’s underlying volume rose by 2.2% (estimate was 1.57%), and their underlying pricing went up by 2.2%, beating the 1.99% estimate.
  • The company posted a revenue of EU14.96 billion, surpassing the estimate of EU14.7 billion.
  • Detailed breakdown of revenue indicates all sectors exceeded their estimates (except Nutrition that slightly missed the mark, but still showed growth):
    • Beauty and Wellbeing revenue = EU3.19 billion (estimate EU3.06 billion).
    • Personal Care revenue = EU3.41 billion (estimate EU3.38 billion).
    • Home Care revenue = EU3.19 billion (estimate EU3.1 billion).
    • Nutrition revenue = EU3.39 billion (estimate EU3.38 billion).
    • Ice Cream revenue = EU1.79 billion (estimate EU1.73 billion).
  • The dividend per share was EU0.4268.
  • Unilever’s 2024 outlook remains unchanged, expecting an underlying sales growth of 3% to 5% and a slight improvement in the underlying operating margin. The company is expecting volume growth to contribute more to this.
  • The first quarter saw improved volume growth driven by Power Brands which witnessed a sales growth of 6.1%. Power brands including Dove, Knorr, Rexona and Sunsilk performed exceptionally well.
  • In conclusion, as per accumulated ratings, Unilever stock has 12 buys, 10 holds and 4 sells.

Unilever PLC on Smartkarma

Analyst coverage of Unilever PLC on Smartkarma reveals insights from Garvit Bhandari regarding the company’s strategic move to separate its ice cream business. In a bullish sentiment, Garvit highlights Unilever’s plan to spin off its ice cream segment into a separate publicly listed entity by the end of 2025. This decision aligns with Unilever’s strategy to focus on higher growth, higher margin businesses, including beauty and wellbeing, personal care, home care, and nutrition. The separation aims to enhance capital allocation and resource efficiency, enabling Unilever to prioritize investment in sectors with significant scaling potential.


A look at Unilever PLC Smart Scores

FactorScoreMagnitude
Value2
Dividend4
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

Unilever PLC, a leading manufacturer of consumer goods such as food, detergents, fragrances, and personal care products, is projected to have a favorable long-term outlook based on the Smartkarma Smart Scores. With strong momentum and high scores in dividend and growth, Unilever PLC appears to be well-positioned for future success. Despite average scores in value and resilience, the company’s robust performance in momentum indicates positive market sentiment and potential for continued growth.

As a dually-listed company with UNA NA, Unilever PLC‘s overall outlook remains promising, buoyed by high scores in dividend and growth, indicating a solid foundation for future expansion and shareholder returns. While facing some challenges in value and resilience, the company’s exceptional momentum score suggests a positive market perception and resilience in the face of potential obstacles, positioning Unilever PLC as a competitive player in the consumer goods industry.

Summary of the company: Unilever PLC manufactures branded and packaged consumer goods, including food, detergents, fragrances, home, and personal care products. Dually-listed company with UNA NA.


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

Astellas Pharma (4503) Earnings: FY Operating Income Forecast Falls Short of Estimates

By | Earnings Alerts
“`html

  • Astellas Pharma‘s operating income for the financial year is forecasted at 48.00 billion yen, which is below the estimated 175.17 billion yen.
  • The projected net income is 30.00 billion yen, below the estimated 126.84 billion yen.
  • Net sales are predicted to reach 1.65 trillion yen, slightly less than the estimated 1.67 trillion yen.
  • The estimated dividend yield is 74.00 yen, just below the estimate of 74.60 yen.
  • The company reported a fourth quarter operating loss of 48.60 billion yen, marking a 0.7% year on year increase. It had been estimated to turn a profit of 14.55 billion yen.
  • Prograf sales reached 203.09 billion yen this year, exceeding the 200.03 billion yen estimate with a 2.2% year on year increase.
  • Sales of Betanis/Myrabetriq/Betmiga increased by 5% year on year to 198.07 billion yen, exceeding the estimate of 192.83 billion yen.
  • Xtandi sales rose 14% year on year to 750.47 billion yen, surpassing the estimate of 726.42 billion yen.
  • Astellas Pharma currently holds 11 buys, 5 holds, and 1 sell in the market.

“`
Note: Do not include any virtual meeting dial-in information. Do not use any sources besides the original company disclosures for the information provided for this listicle.


Astellas Pharma on Smartkarma

Analyst coverage on Astellas Pharma by Tina Banerjee on Smartkarma presents a contrasting view of the company’s recent performance. In a bullish report titled “Astellas Pharma (4503 JP): Some Recent Positive Developments That Will Yield Benefit in Long-Run,” Banerjee highlights Astellas’ positive developments, such as the European approval of the potential blockbuster drug Veoza and the acquisition of Propella Therapeutics. These steps are seen as pivotal for Astellas’ long-term growth prospects.

However, in a bearish report titled “Astellas Pharma (4503 JP): Underwhelming H1 Result; Massive Cut in FY24 Profit Guidance,” Banerjee expresses concerns over Astellas’ H1FY24 performance, with minimal revenue growth and significant declines in operating and net profit. Factors such as generic competition and increased expenses led to a downward revision of profit forecasts for FY24 by more than 50%. This mixed coverage underscores the importance of closely monitoring Astellas Pharma‘s strategic moves and financial performance.


A look at Astellas Pharma Smart Scores

FactorScoreMagnitude
Value3
Dividend5
Growth2
Resilience2
Momentum2
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

According to Smartkarma Smart Scores, Astellas Pharma Inc. has a promising long-term outlook based on its overall scores. The company scored high in dividend stability with a score of 5, indicating a strong dividend performance. This suggests that Astellas Pharma provides reliable returns to its investors through regular dividend payments. However, the company scored lower in growth potential, resilience, and momentum, with scores of 2 for each factor. This implies that while Astellas Pharma may lack strong growth prospects, it maintains a stable position in the market and is not experiencing significant momentum.

As a pharmaceutical company focusing on various therapeutic fields such as Urology, Immunology, Oncology, Neuroscience, and others, Astellas Pharma with its global workforce of over 17,000 employees is dedicated to researching, developing, and marketing prescription drugs worldwide. While the company’s strong dividend performance is a positive indicator for investors, its lower scores in growth, resilience, and momentum suggest a need for strategic planning to capitalize on market opportunities and overcome challenges in the competitive pharmaceutical 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

Hermes International (RMS) Q1 Earnings Beat Estimates with Stellar Revenue Growth at Constant Exchange Rates

By | Earnings Alerts
  • Hermes sales at constant exchange rates in the first quarter surpassed the assumed rate of +13.9% with +17%

  • Leather goods saw a rise of +20.3% in sales at constant exchange rates, beating the predicted +15.4%

  • Watch revenues increased at a rate of +4.3%, which was below the forecasted growth of +6.2%

  • The perfumes sector reported a revenue growth of +4.3%, as opposed to the estimated +9.6%

  • Silk and textiles generated revenue at a rate of +7.9%, slightly above an estimate of +7.2%

  • Fashion and ready-to-wear items experienced growth at +15.9%, exceeding the expected surge of +14%

  • In France, revenues grew by +14.3%, compared to a projected increase of +12.8%

  • Turnover in Europe went up by +14.5%, surpassing a forecast of +12.8%

  • In Japan, a surge of +25.2% in revenues was observed, beating the +20.5% estimation

  • Asia Pacific revenues grew at +13.9%, clear of the estimated +12.5%

  • In Asia, the revenues jumped by +15.7%, surpassing its prediction of +13.8%

  • There was a growth of +11.8% in the Americas, which was slightly less than the anticipated +12.8%

  • Total revenue was EU3.81 billion, presenting a +13% year on year, surpassing the anticipated amount of EU3.71 billion

  • Medium-term objective confirmed for revenue growth at constant exchange rates.


A look at Hermes International Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth5
Resilience5
Momentum5
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

Analysis of the Smartkarma Smart Scores for Hermes International reveals a positive long-term outlook. With impressive scores of 5 in Growth, Resilience, and Momentum, the company seems well-positioned for future success. The high Growth score indicates strong potential for expansion and increasing market share. Additionally, the Resilience score suggests the company’s ability to weather economic uncertainties. Coupled with a Momentum score of 5, indicating strong market performance, Hermes International appears to be a promising investment option.

Hermes International, known for its luxury accessories and apparel, operates a chain of boutiques under its prestigious brand. With a solid overall outlook based on Smartkarma Smart Scores, the company is recognized for its quality products and enduring appeal to consumers. Investors may find Hermes International an attractive prospect considering its high scores in key areas such as Growth, 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