Easyjet raporteeris ootuspärase majandusaasta müügitulu ja maksueelse kasumi ning ütleb, et väljavaade esimesele poolaastale on väga positiivne tänu mitmete konkurentide pankrottidele (Monarch Airlines), mis on vähendanud olulisematel turgudel üleliigset pakkumist.
EasyJet FY 17 Earnings Results:
-FY revenue GBP5.05 billion (up 8.1%; rev. per seat -0.4%), estimate GBP5.01 billion
-Pretax profit for the year ended Sep. 30 fell 17 percent to 408 million pounds ($540 million), in line with guidance given in October, hurt by the weaker pound and a glut of seating in European markets
-Passengers: 80.2M up 9.7% (Y/Y)
-FY dividend per share 40.9p, estimate 41.3p
-1Q rev. trends “encouraging” as capacity leaves market
-EasyJet Plc predicted a gain in prices this winter after earlier forecasting a decline
Lisame nimekirja Alaska Air Groupi, et hoida silma peal, kas nad suudavad Virgin Americaga ühinemisel seatud eesmärgid lõpuks täita ja ettevõtte tervikuna jälle toimima saada. Kirke kirjutas pikemalt siin: Rivaalid ühinesid ja nüüd vaevlevad raskustes
USA pühademüügi paljutõotav algus on tõstmas ootusi, et ka Amazonil saab olema tugev neljas kvartal
* Cyber Monday projected to hit new record as largest online sales day ever with $6.59b by end of the day, marking a 16.8% increase year-over-year as of 10 p.m. ET, Adobe says.
* Holiday shopping season from Nov. 1 to 27 has driven $50b in online revenue so far, a 16.8% increase
* Adobe expects this to be first-ever holiday season to break $100b in online sales
* Overall web traffic to retail sites increased by 11.9% on Cyber Monday; mobile sets new record representing 47.4% of visits
* Cyber Monday projected to hit new record as largest online sales day ever with $6.59b by end of the day, marking a 16.8% increase year-over-year as of 10 p.m. ET, Adobe says.
* Holiday shopping season from Nov. 1 to 27 has driven $50b in online revenue so far, a 16.8% increase
* Adobe expects this to be first-ever holiday season to break $100b in online sales
* Overall web traffic to retail sites increased by 11.9% on Cyber Monday; mobile sets new record representing 47.4% of visits
30. novembri seisuga
Chemours tõstis reedel oma esimesel investorite päeval kasumiootust, pani paika uue kapitali allokatsiooni plaani ning ütles, et kavatseb minna üle pikematele titaaniumdioksiidi lepingutele, mis aitab vähendada pakkumise määramatust klientide jaoks ning potentsiaalselt vähendada ka hinna tsüklilisust terves tööstuses (CC-le kuulub ca 20% globaalsest turust) ja oma kasumis (segment moodustab ca 60% kulumieelsest ärikasumist).
Chemours Lifts 2017 Adj. Ebitda Forecast to High End of Range (prev saw Adj. EBITDA of $1.3 and $1.4 billion)
Chemours sees 2018 EPS $4.70-$5.75, est. $5.10;
Sees $500m-$600m free cash flow in 2018
Co sees FY18-2020 revenue growth of 1x-2x GDP growth rate
They expect to grow their Adjusted EPS by 15 percent or greater through 2020 on a compounded annual basis over 2017
The company announced that the Chemours Board of Directors approved the first quarter of 2018 cash dividend on the shares of the company's common stock in the amount of $0.17 per share, an increase of $0.14 per share from the previous level.
The company also announced today that the Chemours Board of Directors authorized a $500 million share repurchase plan. The authorization extends through the end of 2020.
Chemours Lifts 2017 Adj. Ebitda Forecast to High End of Range (prev saw Adj. EBITDA of $1.3 and $1.4 billion)
Chemours sees 2018 EPS $4.70-$5.75, est. $5.10;
Sees $500m-$600m free cash flow in 2018
Co sees FY18-2020 revenue growth of 1x-2x GDP growth rate
They expect to grow their Adjusted EPS by 15 percent or greater through 2020 on a compounded annual basis over 2017
The company announced that the Chemours Board of Directors approved the first quarter of 2018 cash dividend on the shares of the company's common stock in the amount of $0.17 per share, an increase of $0.14 per share from the previous level.
The company also announced today that the Chemours Board of Directors authorized a $500 million share repurchase plan. The authorization extends through the end of 2020.
Assa Abloy uus juht tuleb Metsost
Metso falls as much as 4.6%, the most since July 21, after CEO Nico Delvaux, in the job since August, said he’s leaving the co. to lead Assa Abloy. Meanwhile, Assa Abloy gains as much as 2.8%, most since Nov
Metso falls as much as 4.6%, the most since July 21, after CEO Nico Delvaux, in the job since August, said he’s leaving the co. to lead Assa Abloy. Meanwhile, Assa Abloy gains as much as 2.8%, most since Nov
Amazon ihkab väidetavalt suuremat tükki firmade reklaamieelarvetest
Amazon is planning a push into digital advertising in 2018, challenging Google and Facebook
Although Amazon doesn't break out revenues from its advertising business, eMarketer estimates Amazon was the fifth-largest digital advertiser in the U.S. in terms of revenue this year. Still, it makes up a little more than 2 percent of the market. It's leagues below industry leaders Google and Facebook, which take home more than 70 percent combined, according to a recent estimate from analysts at Pivotal.
Amazon is planning a push into digital advertising in 2018, challenging Google and Facebook
Although Amazon doesn't break out revenues from its advertising business, eMarketer estimates Amazon was the fifth-largest digital advertiser in the U.S. in terms of revenue this year. Still, it makes up a little more than 2 percent of the market. It's leagues below industry leaders Google and Facebook, which take home more than 70 percent combined, according to a recent estimate from analysts at Pivotal.
29. detsembri seisuga
GoPro kärpis sügisel turule jõudnud Hero6 kaamera hinda 100 dollari võrra 399 dollarile, mis tõenäoliselt on indikatsioon kesisest nõudlusest
Lululemonilt positiivne kasumihoiatus
lululemon athletica prelim Q4 $1.25-1.57 vs $1.22 Capital IQ Consensus Estimate; revs $905-915 mln vs $883.77 mln Capital IQ Consensus Estimate
lululemon athletica prelim Q4 $1.25-1.57 vs $1.22 Capital IQ Consensus Estimate; revs $905-915 mln vs $883.77 mln Capital IQ Consensus Estimate
Paistab et Amazon Prime'il nõudlust on ja konkurentsi ei kardeta
Amazon is raising the price of Prime monthly memberships by nearly 20 percent
Amazon is raising the price of Prime monthly memberships by nearly 20 percent
Monarchi, Air Berlini and Alitalia pankrotid ning lisaks Ryanairi lendude tühistamine on olnud soodsaks tuuleks EasyJetile, kelle detsembris lõppenud esimese kvartali müügitulu kasvas kõrgemate piletihindade ning reisijate arvu toel 14% 1,14 miljardi naelani ehk veidi rohkem kui analüütikute oodatud 1,09mld naela. Positiivne väljavaade teisele kvartalile lubab oodata esimesel poolaastal istme kohta teenitud müügitulu arvatust paremat mid-to-high-single-digit kasvu.
* EasyJet reported revenue for the first quarter of GBP1.14 billion.
* 1Q revenue per seat GBP55.99
* 1Q revenue per seat at constant currency +6.6%
* 1Q passengers 18.8 million
* 1Q load factor 92.1%
* 1Q capacity +5.5%
Approximately 60% of expected bookings for the second quarter (excluding Air Berlin operations) have now been secured, slightly ahead of the prior year. Revenue per seat for the second quarter is expected to increase by mid to high single digits. This reflects good underlying revenue performance, lower market capacity growth as well as the partial benefit of the timing of Easter, which will therefore have a negative impact on the third quarter.
* EasyJet reported revenue for the first quarter of GBP1.14 billion.
* 1Q revenue per seat GBP55.99
* 1Q revenue per seat at constant currency +6.6%
* 1Q passengers 18.8 million
* 1Q load factor 92.1%
* 1Q capacity +5.5%
Approximately 60% of expected bookings for the second quarter (excluding Air Berlin operations) have now been secured, slightly ahead of the prior year. Revenue per seat for the second quarter is expected to increase by mid to high single digits. This reflects good underlying revenue performance, lower market capacity growth as well as the partial benefit of the timing of Easter, which will therefore have a negative impact on the third quarter.
Royal Caribbean raporteeris ootuspärase müügitulu juures tänu arvatust kõrgemale kasumlikkusele oodatud parema aktsiakasumi ning väljastas 2018. majandusaastaks konsensuse nägemusele vastanud EPS ootuse
Reports Q4 (Dec) adjusted earnings of $1.34 per share, compared to the Capital IQ Consensus of $1.20; revenues rose 5.0% year/year to $2 bln vs the $1.97 bln Capital IQ Consensus
Net Yields were up 3.9% on a Constant-Currency basis, beating the mid-point of the guidance by 165 basis points
Strong close-in demand for our core products combined with better than expected onboard spend drove the outperformance
Co issues downside guidance for Q1, sees EPS of ~$0.95, excluding non-recurring items, vs. $1.02 Capital IQ Consensus Estimate.
Co issues in-line guidance for FY18, sees EPS of $8.55-8.75, excluding non-recurring items, vs. $8.65 Capital IQ Consensus Estimate
For FY18, Net Yields are expected to increase 1.5% to 3.5% on a Constant-Currency basis (up 2.75% to 4.75% As-Reported);
Reports Q4 (Dec) adjusted earnings of $1.34 per share, compared to the Capital IQ Consensus of $1.20; revenues rose 5.0% year/year to $2 bln vs the $1.97 bln Capital IQ Consensus
Net Yields were up 3.9% on a Constant-Currency basis, beating the mid-point of the guidance by 165 basis points
Strong close-in demand for our core products combined with better than expected onboard spend drove the outperformance
Co issues downside guidance for Q1, sees EPS of ~$0.95, excluding non-recurring items, vs. $1.02 Capital IQ Consensus Estimate.
Co issues in-line guidance for FY18, sees EPS of $8.55-8.75, excluding non-recurring items, vs. $8.65 Capital IQ Consensus Estimate
For FY18, Net Yields are expected to increase 1.5% to 3.5% on a Constant-Currency basis (up 2.75% to 4.75% As-Reported);
Alaska Air Group raporteeris ootuspärase müügitulu juures kardetust veidi parema aktsiakasumi aga seda prognoosi on viimase poole aasta jooksul kõvasti alla toodud. USA lennutööstuse väljavaadet varjutab praegusel ajal paljude firmade plaan kasvatada oma mahtusid, kui eile raputas turgu United Continental uudisega suurenda oma pakkumist 4-6% aastas kuni 2020.a.
Alaska Air reports Q4 (Dec) earnings of $0.83 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of $0.82; revenues rose 28.7% year/year to $1.96 bln vs the $1.96 bln Capital IQ Consensus. Unit rev down 4.1%.
Sees FY18 capacity +7.5% (vs. +40% in FY17 including Virgin acquisition), unit costs ex fuel +2.5%; sees Q1 capacity +6% with unit costs ex fuel +6%.
Alaska Air reports Q4 (Dec) earnings of $0.83 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of $0.82; revenues rose 28.7% year/year to $1.96 bln vs the $1.96 bln Capital IQ Consensus. Unit rev down 4.1%.
Sees FY18 capacity +7.5% (vs. +40% in FY17 including Virgin acquisition), unit costs ex fuel +2.5%; sees Q1 capacity +6% with unit costs ex fuel +6%.
Muutused 31. jaanuari seisuga
Kolm aastat tagasi, kui iShares Dow Jones US Aerospace & Def.ETF sai siia nimekirja lisatud, olid kaitsetööstusettevõtted ise ellujäämiskursust läbimas (Investorina lahingutegevuses). Nüüd on aga taastunud majanduskasv ja vajadus moderniseerida sõjaväge toonud mitmel pool kaasa investeeringute tõusu, mis tõotab jätkuda veel aastaid (Kaitsetööstus kümne aasta kasvutsükli lävel)
Amazon raporteeris eile oodatust paremad tulemused, hiilates just kõrgema marginaalidega üksusteks: AWSi käibekasv kiirenes kolmanda kvartali 42% pealt 45%le ning reklaamiäri 58% pealt 62%le. Reklaamitulu oli neljandas kvartalis 1,7 miljardit dollarit ning seda loetakse üheks tuleviku kasvu allikaks.
Amazon reports Q4 (Dec) earnings of ~$2.19 per share, excluding tax benefit, $0.36 better than the Capital IQ Consensus of $1.83; revenues +38% year/year (+36% ex-FX) to $60.45 bln vs the $59.85 bln Capital IQ Consensus; operating income +69% to $2.1 bln vs. $0.30-1.65 bln guidance and $1.51 bln ests. Operating cash flow increased 7% to $18.4 billion for the trailing twelve months.
NA sales +42% to $37.3 bln; operating income +107% to $1.7 bln.
Intl sales +29% to $18 bln
AWS sales +45% to $5.1 bln; OI +46% to $1.35 bln.
Co issues in-line guidance for Q1, sees Q1 revs of $47.75-50.75 bln vs. $48.71 bln Capital IQ Consensus Estimate; operating income $300m-1.0 vln vs. $1.52 bln ests. This guidance anticipates a favorable impact of approximately $1.2 billion or 330 basis points from foreign exchange rates.
Amazon reports Q4 (Dec) earnings of ~$2.19 per share, excluding tax benefit, $0.36 better than the Capital IQ Consensus of $1.83; revenues +38% year/year (+36% ex-FX) to $60.45 bln vs the $59.85 bln Capital IQ Consensus; operating income +69% to $2.1 bln vs. $0.30-1.65 bln guidance and $1.51 bln ests. Operating cash flow increased 7% to $18.4 billion for the trailing twelve months.
NA sales +42% to $37.3 bln; operating income +107% to $1.7 bln.
Intl sales +29% to $18 bln
AWS sales +45% to $5.1 bln; OI +46% to $1.35 bln.
Co issues in-line guidance for Q1, sees Q1 revs of $47.75-50.75 bln vs. $48.71 bln Capital IQ Consensus Estimate; operating income $300m-1.0 vln vs. $1.52 bln ests. This guidance anticipates a favorable impact of approximately $1.2 billion or 330 basis points from foreign exchange rates.
Apple'lt arvatust tugevam pühade kvartal aga ootus jooksvaks neljandikuks jäi konsensuse nägemusele alla
Apple reports Q1 (Dec) earnings of $3.89 per share, $0.04 better than the Capital IQ Consensus of $3.85; revenues rose 12.7% year/year to $88.29 bln vs the $87.62 bln Capital IQ Consensus; gross margin of 38.4% versus 38.4% ests and 38.5% last year
iPhone shipments 77.3 mln versus 81.5 mln ests and 78.3 mln last year.
iPad shipments 13.1 mln versus 13.7 mln ests and 13.1 mln last year.
Mac shipments 5.1 mln versus 5.6 mln ests and 5.4 mln last year.
Americas rev +10% to $35 bln; Europe +14% to $21 bln; China +11% to $18 bln; Japan +26% to $7 bln; AsiaPac +17% to $7 bln
Co issues downside guidance for Q2, sees Q2 revs of $60-62 bln vs. $65.62 bln Capital IQ Consensus; gross margin between 38-38.5%; operating expenses between $7.6 billion and $7.7 billion; other income/(expense) of $300 million; tax rate of ~15%.
Apple reports Q1 (Dec) earnings of $3.89 per share, $0.04 better than the Capital IQ Consensus of $3.85; revenues rose 12.7% year/year to $88.29 bln vs the $87.62 bln Capital IQ Consensus; gross margin of 38.4% versus 38.4% ests and 38.5% last year
iPhone shipments 77.3 mln versus 81.5 mln ests and 78.3 mln last year.
iPad shipments 13.1 mln versus 13.7 mln ests and 13.1 mln last year.
Mac shipments 5.1 mln versus 5.6 mln ests and 5.4 mln last year.
Americas rev +10% to $35 bln; Europe +14% to $21 bln; China +11% to $18 bln; Japan +26% to $7 bln; AsiaPac +17% to $7 bln
Co issues downside guidance for Q2, sees Q2 revs of $60-62 bln vs. $65.62 bln Capital IQ Consensus; gross margin between 38-38.5%; operating expenses between $7.6 billion and $7.7 billion; other income/(expense) of $300 million; tax rate of ~15%.
2013. aastal pidi Lululemoni tegevjuht solvavate kommentaaride tõttu tagasi astuma ning nüüd, kui ettevõte on taas hea rütmi leidnud tuli eile teade, et ebasoviva käitumise tõttu vabastatakse ametist ka senine juht Laurent Potdevin.