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Smartkarma Newswire

Airports of Thailand (AOT) Earnings: 2Q Net Income Falls Short of Estimates; Surge in Q2 Profits and Revenue Observed

By | Earnings Alerts
  • AOT’s net income for the second quarter was 5.78 billion baht, slightly below the estimated 5.92 billion baht.
  • Revenue for the period hit 18.40 billion baht.
  • Aeronautical revenue and non-aeronautical revenue accounted for 8.36 billion baht and 9.87 billion baht respectively.
  • The basic earnings per share (EPS) was 0.40 baht, meeting the estimate.
  • Total expenses for the quarter were 10.22 billion baht.
  • 2Q net profit grew by 210.9% year over year (y/y), and total revenue increased by 65.9% y/y.
  • From October 2023 to March 2024, AOT’s air traffic volume totalled 367,032 flights, marking a 16.9% y/y increase due largely to the Thai government’s visa-free policy and the Chinese New Year festivities.
  • The passenger count between October and March was 61.2 million (up 23.8% y/y), with 36.8 million of them being international passengers.
  • The company’s debt-to-equity ratio stood at 0.66 time as of March, while its liquidity ratio was at 1.06 time.
  • AOT is working on its 10-year airport development master plan to service 150 million passengers per year which includes a third runway at Suvarnabhumi Airport and passenger terminal expansion projects.
  • Ratings for AOT stand at 21 buys, 4 holds, 2 sells.

Airports of Thailand on Smartkarma

Analyst coverage of Airports of Thailand on Smartkarma has been mixed. Henry Soediarko‘s report titled “Airport of Thailand (AOT): Near Term Gain” suggests that AOT is attracting Chinese tourists with various initiatives, although the valuations are considered high. Soediarko advises a short-term buy strategy but warns about potential lagging earnings compared to peers if discounts to airlines continue for over 12 months.

In contrast, Soediarko’s second report, “AOT Vs MAHB: Part Deux,” leans bearish on AOT due to rising labor expenses impacting net margins unfavorably. The report highlights the contrast with Malaysia Airports Holdings (MAHB), which has managed to control costs better. Soediarko advises booking profits on half of the exposure to AOT and monitoring labor expenses in the upcoming quarter for future investment decisions.


A look at Airports of Thailand Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth5
Resilience3
Momentum5
OVERALL SMART SCORE3.4

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

Based on the Smartkarma Smart Scores, Airports of Thailand shows a promising long-term outlook. With high scores in Growth and Momentum, the company seems well-positioned for future expansion and market performance. The strong Growth score indicates potential for increasing revenues and profitability, while the Momentum score suggests positive market sentiment and investor interest in the company. Although the Value and Dividend scores are moderate, the overall outlook remains positive due to the high scores in Growth and Momentum.

Airports of Thailand Public Company Ltd., known for operating key airports in Thailand including Bangkok International Airport and New Bangkok International Airport, demonstrates a solid performance potential according to the Smartkarma Smart Scores. The company’s presence in major airports along with provincial airports in popular tourist destinations positions it well for capturing growth opportunities in the aviation sector. With an overall positive outlook driven by high scores in Growth and Momentum, Airports of Thailand appears to be on a path towards sustained success and expansion 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.
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Earnings Analysis: Evergreen Marine Corp (2603) 1Q Net Income Misses Estimates

By | Earnings Alerts
  • Evergreen Marine’s net income in the first quarter was NT$17.38 billion, not reaching the estimated NT$18.84 billion.
  • Operating profit came in at NT$15.65 billion, also below the estimated NT$23.86 billion.
  • The revenue reached NT$88.64 billion, slightly less than the expected NT$90.03 billion.
  • Earnings per share (EPS) for this period was NT$8.14, a touch below the NT$8.19 that was estimated.
  • Looking at buyer sentiment, there were 10 buys, 2 holds and 1 sell.

Evergreen Marine Corp on Smartkarma

Analysts on Smartkarma, like Daniel Hellberg, have been closely monitoring Evergreen Marine Corp‘s performance. Hellberg’s research insights provide a mix of sentiments ranging from bearish to bullish on the company. In one report, he highlights the positive container rate momentum in March, suggesting a slight improvement in carriers’ margins despite increased fuel expenses. Another report by Hellberg suggests a pair trade idea of shorting Evergreen while going long on Maersk/ZIM due to the divergent performances of these companies since Q4.

This pair trade idea is based on Evergreen’s strong share performance and the longer-term concerns affecting Maersk and ZIM. The analysis also notes the impact of factors like Red Sea re-routes and new ancillary charges on container rates. Overall, the analyst coverage on Evergreen Marine Corp on Smartkarma reflects a nuanced understanding of the industry dynamics and the potential trading opportunities in the container shipping sector.


A look at Evergreen Marine Corp Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth4
Resilience3
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

Evergreen Marine Corp. (Taiwan) Ltd., a company engaged in the transportation of freight by ships, has been given positive Smart Scores across various factors. With a top score of 5 in both Value and Dividend, Evergreen Marine Corp. demonstrates strong financial health and shareholder returns. Additionally, the company scores a 4 in Growth, indicating promising growth prospects in the long term. Although Resilience scored 3, showing some room for improvement in terms of risk management, the impressive Momentum score of 5 suggests a strong upward trend for the company.

Overall, Evergreen Marine Corp. seems well-positioned for the future based on its Smart Scores. The company’s focus on value, dividend payments, and growth bodes well for investors looking for stability and potential returns. With a diverse business portfolio that includes terminals, airline operations, and container manufacturing, Evergreen Marine Corp. appears to have a solid foundation for sustained success in the maritime 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.
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Blowing Past Predictions: Taiwan Cement (1101) Earnings Surpass Estimates in 1Q Net Income

By | Earnings Alerts
  • Taiwan Cement‘s net income for the 1Q beat estimates, reaching NT$1.96 billion compared to the estimated NT$1.38 billion based on two estimates.

  • The company’s operating profit was NT$1.20 billion, slightly below the estimated figure of NT$1.36 billion.

  • Revenue surpassed forecasts, with Taiwan Cement earning NT$25.54 billion, over the estimated NT$22.17 billion.

  • EPS (Earnings Per Share) also exceeded predictions, with actual EPS being NT$0.26 as opposed to the estimated NT$0.21 based on earlier forecasts.

  • The current market sentiment shows 3 buys, 5 holds, and 1 sell on Taiwan Cement‘s stock positioning.


A look at Taiwan Cement Smart Scores

FactorScoreMagnitude
Value5
Dividend2
Growth2
Resilience3
Momentum3
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

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According to Smartkarma Smart Scores, Taiwan Cement shows a strong value proposition with a top score of 5, indicating it may be undervalued compared to its peers. However, the company’s dividend and growth potential receive moderate scores of 2 each, suggesting room for improvement in these areas. In terms of resilience and momentum, Taiwan Cement scores 3, reflecting a steady performance and average market momentum.

Taiwan Cement Corporation, known for manufacturing and marketing various types of cement including Portland cement and high-strength cement, demonstrates diversified operations across transportation, construction, and information products through its subsidiaries. While the company boasts solid value metrics, investors might seek higher dividends and growth prospects to further enhance its long-term outlook.

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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.
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Home Depot Inc (HD) Earnings Report: 1Q Comparable Sales Miss Estimates; Company Reaffirms Fiscal 2024 Guidance

By | Earnings Alerts
  • Home Depot’s sales figures missed estimations in the 1st quarter – the comparable sales were -2.8% as compared to the estimated -2.19%.
  • US comparable sales also saw a decrease, it was -3.2% compared to the estimation of -2.35%.
  • The net sales of Home Depot were recorded at $36.42 billion, this was a decrease of -2.3% year on year, the estimation was $36.66 billion.
  • Earnings per share (EPS) was $3.63, a decrease from $3.82 year on year.
  • Customer transactions saw a decrease of -1%, this was however fairly close to the estimate of -1.09%.
  • Average ticket sales also followed suit with a decrease, it was recorded at $90.68, lower than the estimated $90.77.
  • Stock of merchandise that is yet to be sold i.e. inventories were $22.42 billion, less than the estimated $23.46 billion.
  • Total location count of company’s stores rose by +0.6% year on year to 2,337, just one short of the estimated 2,338.
  • Selling, General and Administrative (SG&A) expenses however, increased to $6.67 billion, an increment of +4.9% year on year; this was less than the estimated costs of $7.68 billion.
  • The company reaffirmed its fiscal 2024 projection, which is counting on 53 weeks of operating results.
  • Ted Decker, the chair, president and CEO of the company said they feel confident about store readiness, product assortment and employee engagement despite a delayed spring start and a slowdown in certain discretionary projects that led to lower sales in the quarter.
  • Of the investment advice given for Home Depot’s stock, 22 suggested to buy, 14 to hold and 3 to sell.

Home Depot Inc on Smartkarma

Analysts at Baptista Research have been closely monitoring Home Depot Inc on Smartkarma, a platform for independent investment research. In their report titled “The Home Depot Inc.: Strategic Investment in Pro Ecosystem & Interconnected Experience & Other Developments – Major Drivers,” Baptista Research delves into the company’s performance, highlighting opportunities and challenges faced in Q4 of 2023. The fiscal year saw a 3% sales decline, comp sales dropped by 3.2%, and EPS stood at $15.11. Baptista Research aims to assess influencing factors on the company’s price in the near future and conducts an independent valuation using a Discounted Cash Flow (DCF) methodology.

Furthermore, Baptista Research explores Home Depot Inc‘s potential for market expansion in another report titled “The Home Depot Inc.: Can The Acquisition Of Construction Resources Further Expand Their Market Share? – Major Drivers.” Home Depot exceeded analyst expectations for revenue and earnings in the third quarter, aligning with their strategic initiatives to enhance the shopping experience, especially for Pro customers. The performance reflected positive trends observed in previous quarters. Analysts are optimistic about Home Depot’s growth prospects and the impact of strategic acquisitions on expanding their market share.


A look at Home Depot Inc Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth4
Resilience2
Momentum3
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

Home Depot Inc, the well-known home improvement retailer, is showing promise for the long term based on its Smartkarma Smart Scores. With a strong Growth score of 4 and Momentum score of 3, the company is positioned for continued expansion and market presence. While Value and Resilience scores are moderate at 2, the Dividend score sits at a respectable 3, indicating potential for investor returns. Home Depot’s diverse product range and services offered across various locations, including the U.S., Canada, China, and Mexico, further bolster its outlook.

In summary, Home Depot Inc‘s Smartkarma Smart Scores reveal a positive trajectory for the company’s long-term performance. With a focus on growth and maintaining momentum, coupled with a solid dividend score and a presence in multiple markets, Home Depot appears well-positioned to capitalize on the opportunities in the home improvement retail 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.
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Exploring Gigabyte Technology (2376) Earnings: Stellar 1Q Net Income Hits NT$2.02B

By | Earnings Alerts
  • Gigabyte Tech reported a 1Q net income of NT$2.02 billion.
  • The company posted an operating profit of NT$3.08 billion in the same period.
  • The Earnings Per Share(EPS) stands at NT$3.18.
  • Gigabyte Tech recorded a total revenue of NT$55.16 billion.
  • The company’s current stock status comprises of 14 buys, 3 holds and 0 sells.

A look at Gigabyte Technology 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

Analysts using Smartkarma Smart Scores have rated Gigabyte Technology positively for the long-term outlook. With a solid score of 4 in Growth, Resilience, and Momentum, the company shows promising potential for expansion and sustained performance in the market. This indicates that Gigabyte Technology is well-positioned to grow steadily, weather economic uncertainties, and maintain its upward trajectory over time.

Gigabyte Technology Co., Ltd., known for producing computer motherboards and peripherals, has received a favorable overall assessment from the Smartkarma Smart Scores. Despite lower scores in Value and Dividend at 2 and 3 respectively, the high ratings in Growth, Resilience, and Momentum suggest a bright future for the company in the tech industry. Investors may find Gigabyte Technology an attractive prospect for long-term investment based on these encouraging scores.


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.
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Taiwan Mobile (3045) Earnings: 1Q Net Income Surpasses Estimates, Outshines Predications In Operating Profit and EPS

By | Earnings Alerts
  • Taiwan Mobile, in the first quarter, beat net inicome estimates with NT$2.97 billion, over the predicted NT$2.63 billion.
  • The operating profit was also above estimates at NT$4.66 billion, in comparison to an estimate of NT$4.55 billion from 2 different estimates.
  • However, the quarterly revenue slightly missed the estimate, coming in at NT$48.28 billion, a tad lower than the anticipated NT$48.71 billion.
  • Per share earnings for the same period was NT$0.98, which was higher than the estimate of NT$0.94.
  • Among investment analysts following Taiwan Mobile, there is one buy recommendation, 5 holds, and no sells.

A look at Taiwan Mobile Smart Scores

FactorScoreMagnitude
Value2
Dividend4
Growth4
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

Taiwan Mobile, a leading provider of cellular telecommunication services in Taiwan, seems to have a favorable long-term outlook based on the Smartkarma Smart Scores. With solid scores in Dividend, Growth, and Momentum, the company appears to be well-positioned for future success. Its strong dividend and growth potential, coupled with positive momentum, indicate promising prospects for investors looking for stability and growth in their portfolios.

Although Taiwan Mobile scores lower in Value and Resilience, the overall positive outlook suggested by the higher scores in other areas underscores its potential for continued growth and profitability in the telecommunications industry. Investors may find Taiwan Mobile an attractive option for capitalizing on its dividend yield, growth opportunities, and momentum 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.
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Surpassing Expectations: Tencent (700) Earnings Reveals 1Q Net Income beat Estimates

By | Earnings Alerts

Tencent‘s 1Q net income was above estimates, at 41.89 billion yuan instead of the predicted 34.5 billion yuan.

• The operating profit also exceeded expectations, with the company achieving 52.56 billion yuan compared with an estimate of 45.28 billion yuan.

Tencent also surpassed predicted numbers for adjusted net income (50.27 billion yuan vs. 43 billion yuan) and revenue (159.50 billion yuan vs. 158.81 billion yuan).

• However, the company fell short on net other gains, realising only 1.03 billion yuan against an estimate of 1.72 billion yuan.

Tencent‘s performance resulted in a major vote of confidence from the market, with 69 buys, 1 hold and no sells.


Tencent on Smartkarma

Analyst coverage of Tencent on Smartkarma reveals positive sentiments from various independent analysts. Charlotte van Tiddens, CFA, in her report “Tencent Q1 FY24 Results Due, a Look into What Is Priced,” discusses Tencent‘s upcoming Q1 FY24 results and compares its performance to the HSTECH index. Meanwhile, Ming Lu‘s report “Tencent (700 HK): 1Q24 Preview” anticipates a 41% growth in EPS with a potential 9% upside by the end of 2024.

Travis Lundy‘s insights on “HK Connect SOUTHBOUND Flows” provide perspective on market trends and foreign-led buying actions in Tencent. Additionally, Joe Jasper‘s report “Upgrading Emerging Markets to Market Weight” suggests positive outlooks for emerging markets and commodities, including implications for Tencent. Ke Yan, CFA, FRM, highlights game approval trends in “Tencent/Netease: Game Approval Rotate to Netease in April,” emphasizing Netease’s recent approval success over Tencent.


A look at Tencent Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth3
Resilience3
Momentum5
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

The long-term outlook for Tencent Holdings Limited, as per Smartkarma Smart Scores, showcases a promising trajectory. With a solid Momentum score of 5, Tencent demonstrates a strong trend that is likely to continue in the future. This suggests that Tencent is experiencing solid growth and market acceptance, positioning it positively for long-term success.

Additionally, Tencent‘s Growth and Resilience scores of 3 indicate a company that is steadily expanding its operations and has the ability to withstand challenges. While the Value and Dividend scores are at 2, showing potential for improvement, Tencent‘s overall performance across the other factors makes it an attractive option for investors seeking long-term stability and growth.


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.
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Sumitomo Mitsui Trust Holdings (8309) Earnings Surpass Estimates with FY Net Income of 240 Billion Yen

By | Earnings Alerts

• Sumitomo Mitsui Trust has a forecasted net income of 240.00 billion yen, exceeding the estimated figure of 218.17 billion yen.

• The projected dividend is marked at 145.00 yen as opposed to an estimation of 124.09 yen.

• Net income results for the fourth quarter stand at 29.92 billion yen, marking a decrease of 34% y/y against the estimated 23.55 billion yen.

• The company’s forecast is supported by 8 ‘buy’ ratings, in contrast to 4 ‘holds’, and 0 ‘sells’.

• All comparisons are drawn based on the values reported from the company’s original disclosures.


A look at Sumitomo Mitsui Trust Holdings Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth2
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

Sumitomo Mitsui Trust Holdings, Inc. is positioned for a promising long-term outlook based on its Smartkarma Smart Scores. With a high score in Dividends and Resilience, the company shows strength in providing robust shareholder returns and demonstrating stability even in challenging market conditions. Moreover, a solid Momentum score suggests positive growth potential in the near future, while a respectable Value score signifies that the company is trading at an attractive valuation. Although Growth may be an area for potential improvement, the overall performance of Sumitomo Mitsui Trust Holdings indicates a sound and reliable investment choice.

Established through a partnership between Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking, Sumitomo Mitsui Trust Holdings, Inc. operates as a financial group offering a range of services including trust banking, securities brokerage, asset management, and other financial services. The company’s emphasis on providing dependable financial solutions positions it as a trusted entity in the market, ensuring its relevance and competitiveness in the 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.
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Silergy Corp (6415) Earnings Report: 1Q Net Income Falls Short of Expectations

By | Earnings Alerts
  • Silergy’s net income for the first quarter of 2024 was NT$78.0 million, falling short of the estimated NT$273.1 million.

  • The reported operating profit for the quarter was NT$77.4 million.

  • Earnings per share (EPS) were lower than predicted. Silergy reported an EPS of NT$0.20 as opposed to the estimated NT$0.70.

  • Total revenue for the quarter was slightly lower than estimated, coming in at NT$3.84 billion when compared to the estimated NT$3.91 billion.

  • The current market sentiment gives 11 buys, 5 holds and 5 sells on Silergy’s stock.


Silergy Corp on Smartkarma

Analyst coverage of Silergy Corp on Smartkarma by Patrick Liao reflects a positive outlook on the company’s performance. In the research reports, such as “Silergy (6415.TT): expecting a seasonal decline in 1Q24F, and likely another growth year in 2024F,” it is noted that the company experienced a turnaround in profitability in 4Q23, with expectations of a recovery momentum in China and consumer markets leading to a projected 20%+ growth in 2024F. Analyst sentiment leans bullish, anticipating improvement quarter by quarter after a bottom in 1Q24F.

Furthermore, in reports like “Silergy (6415.TT): Chinese Analog IC could raise up prices by about 15%,” there is a favorable view on Silergy’s position as Analog Devices considers a price increase. The research suggests that Silergy Corp is contemplating a similar price hike in the Chinese market, making it an attractive investment opportunity. Overall, analyst coverage by Patrick Liao on Smartkarma underscores the positive potential for growth and stability within Silergy Corp.


A look at Silergy Corp Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth2
Resilience5
Momentum2
OVERALL SMART SCORE2.6

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

Considering Silergy Corp‘s Smartkarma Smart Scores, the company appears to have a promising long-term outlook. With a strong score of 5 in Resilience, Silergy Corp demonstrates stability and the ability to weather challenging market conditions. This resilience factor indicates the company’s capacity to adapt and sustain its operations over time.

Although Silergy Corp scores lower in Value, Dividend, Growth, and Momentum, with scores of 2 across these factors, the company’s focus on designing and manufacturing high-performance analog integrated circuits positions it well within the industry. Their product range, including various regulators and power management ICs, showcases their commitment to innovation and technological advancement.


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.
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Ricoh Company Ltd (7752) Earnings: Firm Holds FY Operating Income Forecast Despite Missing Estimates

By | Earnings Alerts
  • Ricoh retains the forecast for the fiscal year operating income at 70.00 billion yen, although it is less than the estimated 84.59 billion yen.
  • They also maintain their net income at 48.00 billion yen, which falls short of the 59.33 billion yen estimation.
  • Ricoh upholds their net sales forecast at 2.50 trillion yen, which surpasses the estimated 2.41 trillion yen.
  • A dividend of 38.00 yen is envisaged, which is less than the predicted 42.85 yen.
  • There are 3 purchase recommendations, 6 hold recommendations, and 0 sell recommendations for Ricoh.
  • The comparisons made are based on previously reported values from the company’s original disclosures.

A look at Ricoh Company Ltd Smart Scores

FactorScoreMagnitude
Value4
Dividend4
Growth5
Resilience3
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

Ricoh Company Ltd, a manufacturer of office automation equipment and electronic devices, shows a promising long-term outlook based on its Smartkarma Smart Scores. With a strong emphasis on growth and momentum, the company is positioned well for future expansion and market performance. Additionally, high scores in both value and dividend indicate a solid foundation and potential for returns for investors. Ricoh’s resilience score, though slightly lower, suggests stability in the face of market fluctuations. Overall, Ricoh Company Ltd is on a positive trajectory, supported by its diverse product line and global presence.

RICOH COMPANY, LTD. is a renowned player in the manufacturing and marketing of office automation equipment, electronic devices, and photographic instruments. From printers to digital cameras, the company offers a range of products catering to various technological needs. With a sprawling network of sales offices and partnerships worldwide, Ricoh has established a strong global presence. The Smartkarma Smart Scores, particularly highlighting growth and momentum factors, reinforce Ricoh’s potential for sustained success in the competitive market landscape.


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


 

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

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  • βœ“ Unlimited Research Summaries
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