The market may not be judging Morningstar based on earnings growth, considering the discrepancy between its share price and EPS. Management might be prioritizing revenue growth over EPS growth. Despite slower share price gains, the business could still execute effectively.
Morningstar analyst states that the moderation in travel demand is expected following a strong recovery. The discussion of air softness and travel demand moderation has impacted the company's shares, which had risen significantly before the announcement.
Investor attitudes towards Morningstar appear positive, possibly due to revenue growth and a modest dividend, suggesting a current focus on revenue growth over EPS. The share price may be in a holding pattern as growth strategies are executed.
Among the ESG funds in Europe, more than 40 funds have sold Tencent Hong Kong shares, the global leader of the game industry, worth about 1.2 billion US dollars in the past six months. Tencent Hong Kong shares closed at HK $349 on the 23rd, with a cumulative increase of 19.78% over the past six months. In late August 2022, the international ESG rating agency Sustainalytics under Morningstar lowered the Tencent ESG rating to the catego...
After months of exhilarating gains as hedge funds piled in and analysts upgraded target prices, Alibaba Group Holding’s stock is losing steam and leading the decline in Chinese technology shares. Rising bearish bets on the e-commerce giant’s stock and falling earnings estimates suggest that the slide could continue, even after a US$46 billion wipe-out over the past three weeks. Quarterly earnings due Thursday (Feb 23) will likely show just s...
Many economists and investors believe the Federal Reserve’s interest-rate increases will produce a hard landing for the economy – a recession. Economists at Goldman Sachs predict a soft landing. But if there is a hard landing, they expect$標普500指數(.SPX.US)$to fall to 3,150, a 21% drop from the recent level of 3,988. With that in mind,$高盛(GS.US)$strategists put together a list that should benefit from a hard landing. $好市多(COST.US)$: ...
$Grab Holdings(GRAB.US)$ $晨星(MORN.US)$: We believe its current strategy is to cultivate switching costs for its business to develop a moat around its platform. It wants to combine everyday consumer services into a comprehensive super-app, which includes its ride-sharing, food and grocery delivery, and also its nascent financial services business. By incorporating different services, Grab hopes to capture a...
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Tencent was downgraded by ESG and foreign capital withdrawal
In late August 2022, the international ESG rating agency Sustainalytics under Morningstar lowered the Tencent ESG rating to the catego...
Alibaba’s US$46 billion wipe-out tests investor support
Rising bearish bets on the e-commerce giant’s stock and falling earnings estimates suggest that the slide could continue, even after a US$46 billion wipe-out over the past three weeks. Quarterly earnings due Thursday (Feb 23) will likely show just s...
Costco, Microsoft Are Stocks Fit For Recession: Goldman Sachs
Economists at Goldman Sachs predict a soft landing. But if there is a hard landing, they expect $標普500指數(.SPX.US)$ to fall to 3,150, a 21% drop from the recent level of 3,988.
With that in mind, $高盛(GS.US)$ strategists put together a list that should benefit from a hard landing.
$好市多(COST.US)$ : ...
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Grab is vulnerable to low switching costs spurred by incentives offered by competitors
$晨星(MORN.US)$ : We believe its current strategy is to cultivate switching costs for its business to develop a moat around its platform. It wants to combine everyday consumer services into a comprehensive super-app, which includes its ride-sharing, food and grocery delivery, and also its nascent financial services business. By incorporating different services, Grab hopes to capture a...
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