Category

Smartkarma Newswire

Schwab (Charles) (SCHW) Achieves April Earnings with $10B in Net New Assets

By | Earnings Alerts
  • In April 2024, Schwab’s net new assets totalled $10B, indicating the overall capital brought to the company by new and existing clients.
  • The total client assets held by the company at the end of the said month stood at a staggering $8.85 trillion.
  • There was a slight decrease of 3% in the Transactional Sweep Cash, ending April at $387.7B.
  • Schwab’s market performance was characterized by more buying activity with 18 buys, in contrast to 6 holds, and only 2 sells.

A look at Schwab (Charles) 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

Based on Smartkarma Smart Scores, the long-term outlook for Schwab (Charles) appears promising with a solid overall performance. The company scores particularly well in key areas such as Momentum, indicating a strong upward trend in its financial performance over time. Additionally, Schwab demonstrates decent Growth and Resilience scores, suggesting a stable and expanding business model. While Value and Dividend scores are not as high, the company’s overall outlook remains positive.

As The Charles Schwab Corporation offers a diverse range of financial services to various client segments, including individual investors and institutions, its operations are well-positioned to benefit from market opportunities. With a focus on securities brokerage, banking, and related financial services in multiple geographic locations, Schwab continues to establish itself as a reputable player in the financial services industry with potential for sustained growth and resilience in the long term.


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

Samsonite (1910) Earnings: 1Q Adjusted Net Income Surpasses Estimates

By | Earnings Alerts
  • Samsonite‘s adjusted net income for 1Q exceeded the estimates, with a reported value of $87.1 million, against the expected $85.2 million.

  • Net sales were $859.6 million, which came in slightly lower than the estimated $895.8 million.

  • Net income was reported to be $82.9 million.

  • The adjusted Ebitda for the period was $161.2 million.

  • Among the analysts, Samsonite received 17 ‘buy’ ratings, 1 ‘hold’, and no ‘sell’ ratings.


Samsonite on Smartkarma

Analyst coverage of Samsonite on Smartkarma has been quite positive recently. David Blennerhassett, in the report “Last Week in Event SPACE,” noted that Samsonite‘s pursuit of a dual listing has put a potential buyout on hold for now. Additionally, in the report “Samsonite (1910 HK): Dual-Listing Musings,” the analyst mentioned that a secondary NASDAQ listing could be preferred, hinting at possible future developments for the company.

Moreover, Arun George‘s report “Samsonite (1910 HK): Evaluating a Potential Privatisation” highlighted the medium probability of an offer for Samsonite, with a potential offer price around HK$30.00. Despite the uncertainty, the analyst emphasized the undemanding valuation of Samsonite, suggesting potential upside for investors in the future.


A look at Samsonite Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth4
Resilience2
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

Samsonite International SA, a company known for designing, manufacturing, and distributing luggage products, has received a mixed bag of Smart Scores reflecting its long-term outlook. While scoring high in Growth and Momentum with a rating of 4 in both categories, indicating a favorable trajectory and strong market performance, Samsonite falls short in Dividend and Resilience with scores of 1 and 2, respectively. The Value score stands at 3, showcasing a moderate valuation perspective. Despite the lower scores in Dividend and Resilience, the company’s robust Growth and Momentum scores suggest a positive overall outlook going forward.

In addition to its core focus on luggage, Samsonite also engages in licensing its trademarks for various other products like travel accessories, leather goods, handbags, clothing, and furniture, diversifying its revenue streams. With a strong emphasis on growth and market momentum, Samsonite seems poised for expansion and continued success in the competitive consumer goods industry, leveraging its reputation and branding in the global marketplace.


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

PTT PCL (PTT) Earnings: 1Q Net Income Hits Estimates with 28.97 Billion Baht

By | Earnings Alerts
  • PTT Public 1Q Net Income meets estimates: The net income of PTT Public for the first quarter has met the estimates at 28.97 billion baht when compared with the estimated 28.9 billion baht.
  • EPS stands higher than estimated: The earnings per share (EPS) for the same period is higher than estimated, with actual EPS being 1.01 Baht against the estimated 0.95 Baht.
  • Investment sentiment: The investment sentiment for PTT Public is positive with 14 buys, however, there are 7 holds and 5 sells indicating a mixed to positive outlook.

A look at PTT PCL Smart Scores

FactorScoreMagnitude
Value4
Dividend4
Growth5
Resilience3
Momentum3
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

PTT Public Company Limited, an oil and gas firm based in Thailand, shows a promising long-term outlook based on the Smartkarma Smart Scores. With strong ratings of 4 for both Value and Dividend, investors can expect attractive returns and consistent payouts. Additionally, scoring a solid 5 for Growth indicates great potential for expansion and profitability in the future. Although scoring a bit lower in Resilience and Momentum at 3 each, PTT PCL‘s overall outlook remains positive.

PTT PCL‘s robust operation involves the production, transportation, and sale of various energy products including natural gas, crude oil, lubricants, and petrochemicals. Moreover, offering additional services like fleet cards and storage, the company caters to diverse customer needs in Thailand. With its strong performance across different aspects, PTT PCL appears well-positioned for sustained growth and financial stability in the oil and gas 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

ACS Earnings Surge: Actividades de ConstrucciΓ³n y Servicios (ACS) 1Q Net Income Exceeds Estimates with Promising Fy24 Projections

By | Earnings Alerts

• ACS reports a net income of EU177 million, exceeding estimates. This is an 8.6% increase from last year.

• The company’s sales have reached EU8.71 billion, surpassing the estimate of EU8.48 billion.

• The Ebitda for the first quarter came in at EU461 million, slightly less than the estimated EU471.3 million.

• ACS currently has a net debt of EU1.63 billion.

• ACS anticipates ordinary net income to grow by 8%-12% in FY24.

• The current rating for ACS includes 7 buys, 10 holds, and 5 sells.


A look at ACS, Actividades de ConstrucciΓ³n y Servicios Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth3
Resilience4
Momentum3
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

ACS, Actividades de ConstrucciΓ³n y Servicios, is an engineering and contracting company known for developing civil and industrial infrastructures. With a balanced overall outlook based on Smartkarma’s Smart Scores, the company shows strength in areas such as dividend and resilience, scoring high marks. Its focus on delivering value and maintaining growth also positions it well in the market. While not leading in momentum, ACS maintains a stable trajectory for long-term success.

ACS, Actividades de ConstrucciΓ³n y Servicios, excels in providing civil works construction, greenfield concession development, industrial services in electricity, oil, and gas, as well as environmental services like waste treatment and facility management. With solid scores across key factors, ACS demonstrates a reliable performance that investors can look to for consistent returns and potential growth in the future.


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

Shree Cement (SRCM) Earnings Surpass Expectations: 4Q Net Income Up by 21%

By | Earnings Alerts
  • Shree Cement‘s 4Q net income stands at 6.62 billion rupees, representing a 21% increase year on year, surpassing estimates of 6.11 billion rupees.
  • The company’s revenue has also increased by 6.5% year on year to 51 billion rupees, slightly above the estimated 50.6 billion rupees.
  • Total costs incurred by the company are recorded as 44.7 billion rupees, marking an increase of 1.4% from the previous year.
  • Raw material costs experienced a slight increase of 4.5% from the previous year, amounting to 4.18 billion rupees, which is less than the estimated 4.41 billion rupees.
  • The power and fuel expenses have notably decreased by 7.6% year on year to 14.5 billion rupees, surprisingly higher than the estimated expense of 13.74 billion rupees.
  • Freight and forwarding expenses are 10.5 billion rupees, indicating a 1.9% increase from the last year, less than the estimated 10.74 billion rupees.
  • The company has declared a dividend per share of 55 rupees.
  • Other income realized by the company is 1.38 billion rupees, marking a 2.2% increase year on year.
  • Shree Cement has received 16 buys, 15 holds, and 12 sells in the market.

A look at Shree Cement Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience5
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

Shree Cement Ltd., a company specializing in cement manufacturing, seems to have a promising long-term outlook based on its Smartkarma Smart Scores. With a respectable score of 3 in both value and dividend categories, Shree Cement demonstrates a balanced approach towards providing value to investors while also considering dividend payouts. This suggests the company is financially stable and has potential for steady growth in the future.

Furthermore, Shree Cement excels in resilience with a high score of 5, indicating its ability to withstand economic downturns and market uncertainties. Although its momentum score is lower at 2, the company’s strong foundation in resilience implies a solid position to weather market fluctuations and emerge stronger in the long run. Overall, Shree Cement‘s consistent growth score of 3 coupled with its robust resilience score positions it favorably for sustained performance and potential opportunities in the cement 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

Bharti Airtel’s 4th Quarter Earnings Miss Estimations: A Detailed Review on Revenue and Net Income Slump

By | Earnings Alerts
  • Bharti Airtel‘s net income was 20.7 billion rupees, a 31% decline year on year, missing the estimated amount of 32.74 billion rupees.

  • The company’s revenue was 376 billion rupees, marking a 4.4% annual increase, which still fell short of the estimated 386.07 billion rupees.

  • The quarterly increase in India’s mobile average revenue per user (ARPU) was 0.5%, with the ARPU being 209 rupees. This is slightly below the estimated 210.08 rupees.

  • Earnings before interest, taxes, depreciation, and amortization (EBITDA) amounted to 195.90 billion rupees, a 4.1% increase year on year.

  • The EBITDA margin dropped slightly to 52.1% from 52.2% on a year-to-year basis.

  • The capital expenditure was 105.16 billion rupees, representing a decrease of 8.1% compared to the previous year.

  • Shareholders will receive a dividend of 8 rupees per share.

  • Out of 32 analysts, there are 22 buys, 8 holds, and 2 sells on Bharti Airtel‘s stock.


A look at Bharti Airtel 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

Investors eyeing Bharti Airtel for the long term may find optimism in its overall Smartkarma Smart Scores. With a solid Growth score of 4 and Momentum score of 4, the company appears well-positioned for future expansion and market performance. While Value and Resilience scores are more moderate at 2, the company’s Dividend score of 3 offers additional appeal for income-seeking investors. Bharti Airtel, a key player in India’s telecommunications sector, continues to demonstrate strength and potential for growth.

Bharti Airtel Limited, a telecommunications provider in India under Bharti Enterprises, offers a range of services including GSM Mobile Services, broadband, fixed line telephone services, and enterprise solutions. With a promising Growth score of 4 and strong Momentum score of 4, the company shows resilience and drive in the competitive market. While Value and Resilience scores are average at 2, the company’s Dividend score of 3 adds to its overall attractiveness for investors seeking a balanced portfolio.


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

Analyst Review: Siemens Ltd (SIEM) Earnings Fall Short of Estimates in 2Q

By | Earnings Alerts
  • Siemens India reported a 2Q revenue of 53.14 billion rupees.
  • This figure falls short of the estimated revenue set at 53.81 billion rupees.
  • The total costs that Siemens India incurred in this period amount to 46.11 billion rupees.
  • The market response to this is mixed, with 17 buys, 4 holds, and 5 sells.

A look at Siemens Ltd Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience5
Momentum5
OVERALL SMART SCORE3.6

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

Siemens Ltd. has a promising long-term outlook, as reflected in its Smart Scores. With a strong Growth score of 4, the company is positioned well for expansion and development. Additionally, Siemens demonstrates high Resilience and Momentum, scoring 5 in both categories. This indicates a robust ability to withstand market challenges and maintain positive performance momentum over time.

While the Value and Dividend scores are moderate at 2 each, the overall outlook for Siemens Ltd. appears favorable due to its solid scores in Growth, Resilience, and Momentum. The company’s diverse operations in transportation, lighting, healthcare, industry, and communication sectors further underscore its potential for long-term success 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

Sea Ltd Surpasses Earnings Estimates in 1Q Revenue: A Deep Dive into SE’s Earnings Breakdown

By | Earnings Alerts
  • Sea Ltd’s 1Q revenue surpassed estimates, standing at $3.73 billion against the projected $3.6 billion.
  • E-commerce revenue also beat estimates, with a report of $2.75 billion versus the expected $2.49 billion.
  • Digital entertainment revenue, however, fell short of expectations, with $458.1 million against an estimate of $513.4 million.
  • The revenue for Digital Financial Services similarly underperformed estimates, with earnings worth $499.4 million set against an expected $503.9 million.
  • The reported loss per share for the period was 4.0 cents.
  • The Adjusted Ebitda exceeded estimates, standing at $401.1 million as opposed to the forecast of $221.8 million.
  • Digital Entertainment’s Adjusted Ebitda also outperformed estimates, coming in at $292.2 million against an expected $232.5 million.
  • However, Digital Financial Services’ Adjusted Ebitda was below the estimate, recording $148.7 million against a projected $157.8 million.
  • Speaking on digital entertainment, Mr Li expressed satisfaction over Garena’s return to positive growth, credited largely to Free Fire’s strong market performance.
  • Mr Li also noted that the first quarter results have set a strong foundation for the year 2024 and they are optimistic about achieving their full-year guidance.
  • The overall stock forecast for the company consisted of 29 buys, 6 holds, and 2 sells.

Sea on Smartkarma

Analysts on Smartkarma have varied views on Sea Limited (SE). Value Investors Club highlighted the company’s strong underlying business performance and potential for growth, drawing comparisons to Amazon’s early days. Oshadhi Kumarasiri, however, expressed concerns about Sea’s struggle to achieve stable profitability despite cost-cutting efforts and marketing challenges. Angus Mackintosh, on the other hand, pointed out Sea’s positive 4Q2023 and FY2023 results, with significant improvements in e-commerce and digital financial services hinting at a profitable 2024. Simon Torring noted investors’ interest in Sea’s earnings growth potential, particularly focusing on Shopee’s performance and investors’ reactions to the company’s financial reports.

Despite some bearish sentiments, there are optimistic outlooks on Sea’s scalability and potential profitability, especially with the company’s focus on expanding its market reach and improving key financial metrics. The mix of perspectives from analysts reveals a dynamic landscape for Sea Limited, with both challenges and opportunities on the horizon that investors should consider.


A look at Sea Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth4
Resilience5
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

Sea Limited, a company offering various information technology services, provides online platforms for digital content, e-commerce, and payments to customers globally. By considering the Smartkarma Smart Scores, Sea demonstrates a promising long-term outlook. With high scores in Growth, Resilience, and Momentum, the company appears well-positioned to expand its operations and withstand market challenges. These positive scores suggest that Sea’s future prospects for growth and sustainability are strong.

Although Sea has lower scores in Value and Dividend, its higher ratings in Growth, Resilience, and Momentum indicate a favorable overall outlook. Investors may find Sea Limited an appealing opportunity based on its strong growth potential, resilience in the face of economic uncertainties, and positive momentum in the market. As the company continues to expand its online services and platforms, it is likely to attract more interest from investors seeking growth opportunities in the IT 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

Alibaba Group Holding (BABA) Earnings Report: 4Q Revenue Meets Estimates Amidst Fluctuating Sectors

By | Earnings Alerts
  • Alibaba’s 4Q revenue reported at 221.87 billion yuan, marking a 6.6% year-on-year increase, fairly meeting the estimated 219.79 billion yuan.
  • Total revenue from Taobao and Tmall Group was 93.22 billion yuan, a significant quarter-on-quarter drop of 28%, slightly surpassing an estimated 92.53 billion yuan.
  • Revenue from Alibaba International Digital Commerce Group was 27.45 billion yuan, a 3.7% decrease from the last quarter, however, it exceeded the estimated 25.6 billion yuan.
  • Local Services Group revenue fell 3.5% from the last quarter to 14.63 billion yuan, beating its estimate of 14.1 billion yuan.
  • Cainiao Smart Logistics Network Limited reported a revenue of 24.56 billion yuan, a 14% quarter-on-quarter slump but greater than its estimated 22.18 billion yuan.
  • Cloud Intelligence Group’s revenue recorded 25.60 billion yuan, marking an 8.8% quarter-on-quarter decrease.
  • Digital Media and Entertainment Group’s revenue was lower than expected at 4.95 billion yuan, a 1.9% decrease from the previous quarter against the estimated 5.26 billion yuan.
  • Adjusted earnings per American depositary receipts fell from 10.71 yuan the previous year to 10.14 yuan this year.
  • Adjusted Ebitda stands at 30.81 billion yuan, a 4.1% year-on-year drop, slightly above the estimated 30.38 billion yuan.
  • Adjusted net income declined 11% year on year to 24.42 billion yuan.
  • Other revenues reported an increase of 9.4% quarter on quarter at 51.46 billion yuan, higher than its estimated 50.27 billion yuan.
  • Out of a total 50 predictions, 41 of them are buys, 9 are holds, while none are sells.

Alibaba Group Holding on Smartkarma

Analyst coverage of Alibaba Group Holding on Smartkarma showcases a range of insights and views from top independent analysts. Eric Chen‘s report titled “Alibaba (BABA US): Margin Pressure Overstated” suggests that consensus may be overstating margin pressure for Alibaba’s March quarter results, projecting a potential 50% upside to the current price. Ming Lu‘s analysis in “Alibaba (BABA US) 4Q24 Preview: Many Moves Under One-Digit Growth, 46% Upside” highlights the company’s active efforts to boost revenue growth in the long term, foreseeing a significant upside potential of 46%.

In addition, Ying Pan‘s report “Spending on Customers Precedes Customer Spending” anticipates Alibaba prioritizing the growth of AliCloud and AliExpress despite near-term profitability concerns, maintaining a BUY rating with a target price of US$85. Another insight from Caixin Global discusses how Alibaba and Tencent are collaborating to integrate their respective meeting platforms, enhancing user experience and interaction between their apps. This diverse analyst coverage provides investors with valuable perspectives on Alibaba’s performance and future prospects.


A look at Alibaba Group Holding Smart Scores

FactorScoreMagnitude
Value4
Dividend3
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

Alibaba Group Holding Limited, a major player in online sales services, currently holds a solid position with high ratings in several key areas. With a strong emphasis on resilience and value, the company is well-positioned for long-term success. The Smartkarma Smart Scores for Alibaba Group Holding highlight its strengths in these areas, with impressive scores in Value, Resilience, and Momentum. This indicates a positive overall outlook for the company’s future prospects.

Despite scoring slightly lower in areas such as Dividend and Growth, Alibaba Group Holding’s core strengths in Value, Resilience, and Momentum paint a promising picture. As the company continues to expand its reach and innovate within the online sales industry, investors can take comfort in its stable foundation and growth potential. Overall, Alibaba Group Holding’s strong performance in key areas bodes well for its long-term trajectory within the online sales and 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

BDMS Dominates with 1Q Earnings: Bangkok Dusit Medical Services Surpasses Predictions

By | Earnings Alerts

• Bangkok Dusit’s 1Q net income exceeded estimates by achieving 4.07 billion baht against the anticipated 3.98 billion baht.

• The Earnings Per Share (EPS) also surpassed expectations with 0.26 baht, higher than the estimated 0.24 baht.

• The company received an impressive response from investors with 25 buys, 2 holds, and no sell orders.


Bangkok Dusit Medical Services on Smartkarma

Analyst coverage on Bangkok Dusit Medical Services by Tina Banerjee on Smartkarma highlights positive growth trends in the company’s core business. According to the report, BDMS experienced double-digit growth in the fourth quarter of 2023, driven by both international and Thai non-COVID patient revenues. The company expects this growth momentum to continue in 2024, supported by favorable conditions in the Thai healthcare sector. In 2023, BDMS achieved total revenue of THB102 billion, a 10% year-over-year increase, surpassing the higher end of the guidance range. The EBITDA margin also remained strong at 24.2%, exceeding the expected 24.0%.

In a separate report, Tina Banerjee on Smartkarma notes that Bangkok Dusit Medical Services achieved its highest ever quarterly sales in the third quarter of 2023. The 11% year-over-year revenue growth was fueled by strong performance from international and Thai patients. Notably, international patient revenues saw significant increases from key markets like Qatar, China, and Cambodia. As a result of this robust performance, BDMS raised its 2023 hospital revenue growth guidance to 9–10% year-over-year. Despite this positive outlook, the EBITDA margin guidance remains steady at around 24%, indicating a balance between growth and profitability for the company.


A look at Bangkok Dusit Medical Services 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

In assessing the long-term outlook for Bangkok Dusit Medical Services Public Company Limited, the Smartkarma Smart Scores provide valuable insights. With a strong score of 4 in both Growth and Resilience, the company appears well-positioned for future expansion and exhibits robustness in the face of challenges. Additionally, Bangkok Dusit Medical Services scores a solid 3 in Dividend, indicating a moderate but stable dividend outlook. Momentum, standing at 4, suggests that the company is showing positive upward trends in performance, potentially indicating further growth in the future.

Bangkok Dusit Medical Services operates Bangkok General Hospital with a focus on various specialized medical services, including cardiovascular, lung, and neurological treatments. The hospital also offers services related to eye and genitourinary cancer, along with physical therapy and medical imaging. Overall, with its promising scores in Growth, Resilience, Dividend, and Momentum, Bangkok Dusit Medical Services appears to be a company with a positive long-term outlook within the medical 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