⚡️#GMKN #отчетности
ГМК (1П 2020Г) - ОПЕРАЦИОННЫЕ РЕЗУЛЬТАТЫ
ВЫПУСК ПАЛЛАДИЯ = -17% ДО 1.27 МЛН УНЦ
ВЫПУСК НИКЕЛЯ = -2% ДО 107.6 ТЫС Т
ГМК (1П 2020Г) - ОПЕРАЦИОННЫЕ РЕЗУЛЬТАТЫ
ВЫПУСК ПАЛЛАДИЯ = -17% ДО 1.27 МЛН УНЦ
ВЫПУСК НИКЕЛЯ = -2% ДО 107.6 ТЫС Т
⚡️🇺🇸#SPOT #отчетности
Spotify Q2
-EPS of -€1.91 may not be comparable to consensus of -€0.36.
-Revenue of €1.89B (+13.2% Y/Y) misses by €40M.
-Q2 gross margin of 25.4% (consensus: 24.6%) vs. company guidance of 23.3%-25.3%.
-Total MAUs of 299.0M (consensus: 298.3M) vs guidance 289-299M.
Spotify Q2
-EPS of -€1.91 may not be comparable to consensus of -€0.36.
-Revenue of €1.89B (+13.2% Y/Y) misses by €40M.
-Q2 gross margin of 25.4% (consensus: 24.6%) vs. company guidance of 23.3%-25.3%.
-Total MAUs of 299.0M (consensus: 298.3M) vs guidance 289-299M.
⚡️🛢🇺🇸#OXY
OCCIDENTAL ВЕДЕТ ПЕРЕГОВОРЫ С PERTAMINA ПО ПРОДАЖЕ АКТИВОВ НА $4.5 МЛРД
OCCIDENTAL ВЕДЕТ ПЕРЕГОВОРЫ С PERTAMINA ПО ПРОДАЖЕ АКТИВОВ НА $4.5 МЛРД
⚡️🇺🇸#GE #отчетности #сша
General Electric Q2 Non-GAAP
-EPS of -$0.15 misses by $0.06; GAAP EPS of -$0.27 misses by $0.15.
-Revenue of $17.75B (-38.4% Y/Y) beats by $480M.
-Total orders $13.8B (-38% Y/Y); organic orders -35%.
-Negative Industrial Free Cash Flow: $2.07B (est Loss: $3.29B)
-Industrial Free Cash Flow Is Better Than Company View
Sees Return To Positive FCF In 2021
General Electric Q2 Non-GAAP
-EPS of -$0.15 misses by $0.06; GAAP EPS of -$0.27 misses by $0.15.
-Revenue of $17.75B (-38.4% Y/Y) beats by $480M.
-Total orders $13.8B (-38% Y/Y); organic orders -35%.
-Negative Industrial Free Cash Flow: $2.07B (est Loss: $3.29B)
-Industrial Free Cash Flow Is Better Than Company View
Sees Return To Positive FCF In 2021
⚡️#OGKB #отчетности
ЧИСТАЯ ПРИБЫЛЬ ОГК-2 ПО РСБУ В I ПОЛУГОДИИ ВЫРОСЛА НА 9,3%, ДО 10,6 МЛРД РУБ - КОМПАНИЯ - ПРАЙМ
ЧИСТАЯ ПРИБЫЛЬ ОГК-2 ПО РСБУ В I ПОЛУГОДИИ ВЫРОСЛА НА 9,3%, ДО 10,6 МЛРД РУБ - КОМПАНИЯ - ПРАЙМ
💥🇺🇸#VZ Verizon stock price target raised to $62 from $60 at Deutsche Bank
💥🇺🇸#MCD McDonald's stock price target raised to $185 from $178 at Deutsche Bank
💥🇺🇸#GOOGL BMO Raises Price Target On Alphabet To $1750 From $1550
💥🇺🇸#AMD AMD stock price target raised to $75 from $70 at Deutsche Bank
💥🇺🇸#F Ford stock price target raised to $7 from $5 at Deutsche Bank
💥🇺🇸#LB L Brands stock price target raised to $27 from $16 at Deutsche Bank
💥🇺🇸#EBAY EBay stock price target raised to $52 from $46 at Mizuho
💥🇺🇸#EBAY EBay stock price target raised to $66 from $57 at Susquehanna
💥🇺🇸#AMD AMD stock price target raised to $77 from $59 at Mizuho
💥🇺🇸#V Visa stock price target raised to $225 from $205 at Susquehanna
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💥🇺🇸#USB U.S. BANCORP UPGRADED TO BUY FROM HOLD AT DEUTSCHE BANK
⚠️🇺🇸#FITB FIFTH THIRD BANCORP DOWNGRADED TO HOLD FROM BUY AT DEUTSCHE BANK
💥🇺🇸#TMUS T-MOBILE STARTED AT BUY WITH $140 STOCK PRICE TARGET AT DEUTSCHE BANK
💥🇺🇸#MCD McDonald's stock price target raised to $185 from $178 at Deutsche Bank
💥🇺🇸#GOOGL BMO Raises Price Target On Alphabet To $1750 From $1550
💥🇺🇸#AMD AMD stock price target raised to $75 from $70 at Deutsche Bank
💥🇺🇸#F Ford stock price target raised to $7 from $5 at Deutsche Bank
💥🇺🇸#LB L Brands stock price target raised to $27 from $16 at Deutsche Bank
💥🇺🇸#EBAY EBay stock price target raised to $52 from $46 at Mizuho
💥🇺🇸#EBAY EBay stock price target raised to $66 from $57 at Susquehanna
💥🇺🇸#AMD AMD stock price target raised to $77 from $59 at Mizuho
💥🇺🇸#V Visa stock price target raised to $225 from $205 at Susquehanna
————-
💥🇺🇸#USB U.S. BANCORP UPGRADED TO BUY FROM HOLD AT DEUTSCHE BANK
⚠️🇺🇸#FITB FIFTH THIRD BANCORP DOWNGRADED TO HOLD FROM BUY AT DEUTSCHE BANK
💥🇺🇸#TMUS T-MOBILE STARTED AT BUY WITH $140 STOCK PRICE TARGET AT DEUTSCHE BANK
⚡️#NVTK #отчетности
ЧИСТАЯ ПРИБЫЛЬ НОВАТЭКА ПО МСФО В I ПОЛУГОДИИ СОСТАВИЛА 10,88 МЛРД РУБ ПРОТИВ 450,97 МЛРД РУБ ГОДОМ РАНЕЕ - КОМПАНИЯ - ПРАЙМ
ЧИСТАЯ ПРИБЫЛЬ НОВАТЭКА ПО МСФО В I ПОЛУГОДИИ СОСТАВИЛА 10,88 МЛРД РУБ ПРОТИВ 450,97 МЛРД РУБ ГОДОМ РАНЕЕ - КОМПАНИЯ - ПРАЙМ
⚡️🇬🇧#GSK #отчетности #европа
GlaxoSmithKline Q2 20 Earnings:
Revenue: GBP7.62B (est GBP7.70B)
Adj EPS: GBP19.2 Pence (est GBP19.9 Pence)
Div/Share: GBP19 Pence
Backs 2020 Adj EPS View; Still Sees FY Adj EPS: -1% To -4%
Notable Risks To Operating Performance For Year
GlaxoSmithKline Q2 20 Earnings:
Revenue: GBP7.62B (est GBP7.70B)
Adj EPS: GBP19.2 Pence (est GBP19.9 Pence)
Div/Share: GBP19 Pence
Backs 2020 Adj EPS View; Still Sees FY Adj EPS: -1% To -4%
Notable Risks To Operating Performance For Year
⚡️🇺🇸#GD #отчетности #сша
General Dynamics Q2 20 Earnings:
Revenue: $9.3B (est $8.96B)
Aerospace Rev: $1.97B (est $1.59B)
Marine Systems Rev: $2.47B (est $2.37B)
Combat Systems Rev: $1.75B (est $1.73B)
Adj EPS: $2.18 (est $2.15)
General Dynamics Q2 20 Earnings:
Revenue: $9.3B (est $8.96B)
Aerospace Rev: $1.97B (est $1.59B)
Marine Systems Rev: $2.47B (est $2.37B)
Combat Systems Rev: $1.75B (est $1.73B)
Adj EPS: $2.18 (est $2.15)
⚡️🇺🇸#BA #отчетности #сша
Boeing Q2 20 Earnings:
Revenue: $$11.8B (est $12.99B)
Adj EPS: $-4.79 (est -$2.39)
Operating Cash Burn: $5.3B (est $-6.6B)
Backlog: $409B Incl. 4500 Commercial Airplanes
Resumed Early Stages Of Production On 737 Program
Commercial airplane revenue down 65% to $1.63 bln( est $2.91 bln)
777/777X Production Rate To Be Gradually Cut To 2/Month In 2021
787 Production Rate Will Be Reduced To 6/Month In 2021
Further Adjusting Commercial Airplane Production Rate
Boeing Q2 20 Earnings:
Revenue: $$11.8B (est $12.99B)
Adj EPS: $-4.79 (est -$2.39)
Operating Cash Burn: $5.3B (est $-6.6B)
Backlog: $409B Incl. 4500 Commercial Airplanes
Resumed Early Stages Of Production On 737 Program
Commercial airplane revenue down 65% to $1.63 bln( est $2.91 bln)
777/777X Production Rate To Be Gradually Cut To 2/Month In 2021
787 Production Rate Will Be Reduced To 6/Month In 2021
Further Adjusting Commercial Airplane Production Rate
⚡️🇺🇸#GM #отчетности #сша
General Motors Q2 Non-GAAP
-EPS of -$0.50 beats by $1.28; GAAP EPS of -$0.56 beats by $1.41.
-Revenue of $16.8B (-53.4% Y/Y) misses by $70M.
-Q2 adj.EBIT loss of $0.5B vs. loss of $2.66B consensus, $3.08B in 2Q 2019.
General Motors Q2 Non-GAAP
-EPS of -$0.50 beats by $1.28; GAAP EPS of -$0.56 beats by $1.41.
-Revenue of $16.8B (-53.4% Y/Y) misses by $70M.
-Q2 adj.EBIT loss of $0.5B vs. loss of $2.66B consensus, $3.08B in 2Q 2019.