Zoom CFO Kelly Steckelberg told CNBC’s Jim Cramer on Tuesday that the company is not just a video conferencing platform, saying it has successfully broadened its offerings. “We have customers that are fully remote still, they’ve chosen that as a way of working because of the flexibility it provides,” she said. “We have customers that are fully back in the office, and then a lot that are somewhat in between, in a hybrid or, pot...
Diageo's 'premiumization' strategy is under scrutiny due to warnings from luxury-goods firms about a slowdown in consumer demand. Investors are also keen on understanding how price increases and cost efficiencies can counter cost inflation.
HSBC believes companies will reinvest gross margin benefits into demand-generating initiatives. Bud Light's recovery is not anticipated by them, but stock potential is seen. Nestle is foreseen to have continued growth with more margin progression. Diageo's value compared to competitors is deemed historically low.
The company's underwhelming outlook in Latin America and the Caribbean may impact its overall financials. There's hope for gradual organic sales growth in other regions, but Diageo needs to show operative leverage from productivity efforts.
New CEO Debra Crew conveys that the worsening conditions in Latin America surprised the company's regional team and maintains that the operating environment is likely to remain challenging. Customer behavior is shifting towards less consumption and cheaper brands.
$Beyond Air(XAIR.US)$initiated at buy by BTIG, announced target price at $15.00. $AeroVironment(AVAV.US)$initiated at buy by Jefferies, announced targe price at $115.00. $柯尔百货(KSS.US)$was upgraded by TD Cowen from market perform to outperform, increased target price from $23.00 to $30.00. $康宁(GLW.US)$was upgraded by Citigroup from neutral to buy, increased target price from $36.00 to $40.00. $勒莫国航(GOL.US)$was do...
On May 15th, Berkshire issued a clarification announcement on the official website about the change of the statistical caliber of holdings. The core idea is that the statistical caliber of holdings in 23Q1 has changed, and we cannot simply use 2023Q1 to compare 13F in 2022Q4. Berkshire said: 1. In December 1998, Berkshire acquired General Re (General Re Corp.). 2. From December 1998 to December 2022, General Re's stock holdings were disclosed by New England Asset Ma...
帝亚吉欧股票讨论区
Zoom CFO explains how the company serves remote and in-person workers
“We have customers that are fully remote still, they’ve chosen that as a way of working because of the flexibility it provides,” she said. “We have customers that are fully back in the office, and then a lot that are somewhat in between, in a hybrid or, pot...
5年来营收除2020年外增长了4年,平均增速7.1%,营业利润除2020年外增长了4年,平均增速3.9%,净利润除2020年外增长了4年,平均增速3.7%,。2023年利息费用占营业利润的13%,利息负担略重。毛利率近5年从62.2%波动中下滑到59.7%,2023年净资产收益率47.8%。
目前市盈率17.4,股息率2.8%,估值吸引力不大。
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$巴菲特持仓(BK2999.US)$$伯克希尔-A(BRK.A.US)$$伯克希尔-B(BRK.B.US)$$可口可乐(KO.US)$$西方石油(OXY.US)$$惠普(HPQ.US)$$美国银行(BAC.US)$$Markel Group(MKL.US)$$花旗集团(C.US)$$派拉蒙环球-B(PARA.US)$$第一资本信贷(COF.US)$$帝亚吉欧(DEO.US)$$Vitesse Energy(VTS.US)$$亚马逊(AMZN.US)$$怡安保险(AON.US)$$Ally Financial(ALLY.US)$$动视暴雪(ATVI.US)$$塞拉尼斯(CE.US)$$雪佛龙(CVX.US)$$麦克森(MCK.US)$$通用汽车(GM.US)$$纽约梅隆银行(BK.US)$$Restoration Hardware(RH.US)$$台积电(TSM.US)$$美国合众银行(USB.US)$
专栏US Top Rating Updates on 6/15: KSS, GLW, GOL, ZION and MORE
$AeroVironment(AVAV.US)$ initiated at buy by Jefferies, announced targe price at $115.00.
$柯尔百货(KSS.US)$ was upgraded by TD Cowen from market perform to outperform, increased target price from $23.00 to $30.00.
$康宁(GLW.US)$ was upgraded by Citigroup from neutral to buy, increased target price from $36.00 to $40.00.
$勒莫国航(GOL.US)$ was do...
Warren Buffett's transactions last quarter:
专栏Buffett wasn't Adding to Apple
Berkshire said:
1. In December 1998, Berkshire acquired General Re (General Re Corp.).
2. From December 1998 to December 2022, General Re's stock holdings were disclosed by New England Asset Ma...
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