In today’s briefing:
- US Mutual Funds: Is Ford Motor Company Uninvestible?
- GTX: Turbocharging Shareholder Value
- Pointerra Ltd – Selected for a 10-Year US Energy CAPEX Programme
- Employee Stock Compensation Plans Need to Be Designed to Increase Employee Engagement
- Unilever PLC: How Are The Growth Prospects Of This Consumer Goods Behemoth? Drivers
US Mutual Funds: Is Ford Motor Company Uninvestible?
- US Mutual Fund exposure in Ford Motor Company hits all-time lows with just 11 out of 295 funds holding a position.
- Ford Motor Company is now the 6th most widely held Auto stock after Tesla, General Motors, Rivian Automotive, Harley Davidson and Oshkosh Corp.
- Ford tops the list of unloved companies in the US, with the vast majority of active managers expecting Ford to underperform.
GTX: Turbocharging Shareholder Value
- GTX reported better than expected second quarter results with improvement in the overall marketplace for light-weight vehicle production.
- GTX reported sales of $1.0 billion compared to our forecast of $982 million. The higher revenue figure resulted in GTX generating adjusted EBITDA of $170 million
- Current business conditions remain supportive of GTX operating at an efficient manner to generate optimal operating margin resulting in greater free cash flow
Pointerra Ltd – Selected for a 10-Year US Energy CAPEX Programme
- Pointerra Ltd (ASX:3DP) provides a powerful cloud-based solution (Pointerra3D) for managing, visualising, analysing, using, and sharing massive 3D point clouds and datasets.
- Pointerra3D is a proprietary digital twin SaaS platform which delivers predictive digital insights and definitive answers to complex physical asset management questions.
- The Pointerra3D suite of solutions spans target sectors including survey and mapping; architecture, engineering and construction (AEC); utilities; transport; resources and defence and intelligence. Pointerra has announced that it, together with its US engineer, procure and construct (EPC) partners, have been chosen by existing customer US energy giant Entergy (NYSE:ETR) for its 10- year, US$15b grid resilience CAPEX programme.
Employee Stock Compensation Plans Need to Be Designed to Increase Employee Engagement
- Employee motivation is reflected in the fact that employee salaries have barely increased in 10 years (employee engagement in Japan has been 5% for four consecutive years).
- First, employee salaries must be increased. Even during deflation, the consumption tax has been raised twice in the past decade, and the national burden rate has also increased.
- When introducing employee stock compensation plan, it will be necessary to make sure that the plan is not only designed to supplement employee pay, but also to increase employee engagement.
Unilever PLC: How Are The Growth Prospects Of This Consumer Goods Behemoth? Drivers
- Unilever had a decent performance in the recent quarterly result with revenues above Wall Street expectations.
- Its strong performance in the first half of 2023 resulted from increased investment in its brands and the creation of new capabilities.
- In Beauty & Wellbeing and Personal Care, the company observed a decent balance between price and volume.
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