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BIDU KILLS MARKET GUIDANCE BY 100% TO 1.3-1.4 BN!! stock up 5%! U.S.-traded shares of Baidu Inc. BIDU, +4.44% surged in the extended session Friday after the Chinese Internet search company raised its outlook for the quarter. Baidu ADRs rallied 5% after hours, following a 1.7% decline to close the regular session at $123.56. The company said it expects adjusted fourth-quarter net income of $1.28 billion to $1.36 billion on revenue of $4.06 billion to $4.15 billion. Analysts surveyed by FactSet had forecast adjusted net income of $623.4 million on revenue of $4.02 billion. Baidu also said it was pushing its reporting date to Feb. 27 and extending its employees' Chinese New Year holiday and asking them to work from home because of "the evolving situation brought upon by the outbreak of the novel coronavirus."
NASDAQ:BIDULong
by PhilippeDelpCFA
Groupe S.E.B. SA (SK.PA) of France: EPS rising.S.E.B. SA (SEB) (Symbol SK.PA), is a global supplier of Kitchen and household equipment. (White goods) Brand names include include All-Clad, Krups, Moulinex, Rowenta, Tefal and WMF Group. They make non-stick cookware, bakeware, stainless roasters, coffee machines, tea machines, juice squeezers, meat cutters, food vacuum packs, bar-tender equipment, beer servers, blenders, bar-b-q equipment, food warming plates, cookers, bread-making machines, crepe and waffle machines, ovens, microwaves, boilers, kettles, coffee pots and servers, chip machines, electric cooking pots, toasters, vacuum cleaners, air filters, robotic cleaners, steam irons, electric razors, head, ear, and nose hair trimmers, soy-milk makers, air purifiers, pressure cookers, pans, saucepans, frying pans, table cookers snd warmers, cutlery, knives, cutters and slicing devices, weighing machines, scales, and hundreds of other practical household goods. Whilst the chart of the share price is not giving off any particular buy or sell signal, the shares do look attractive on fundamentals. Here are the things which I like: SEB has a Track-record of increasing turnover: organic sales growth in the three years to 31 Dec 2018 was +6.1%, +9.2%, +7.8%. In the Q3 2019 results the company said: “ Organic sales growth now expected between +6% and +7% vs. over 7% as announced at end-July” Rising dividends: the dividend has risen by 9% p.a. over the last 10 years. The 2018 dividend was EUR 2.14, vs 2017 of 2.00, an increase of 7%. Given the forecast of increased earnings for 2019, I am expecting the dividend will continue to be increased. Whilst the dividend of 1.57% is not high, it seems both secure and growing. Certainly it is attractive compared to the interest on cash deposits or bonds. The Dividend is well covered by earnings: the 2018 EPS were EUR 8.38, nearly four times the dividend of EUR 2.14. This leaves plenty of scope to keep increasing the dividend. SEB is Increasing its earnings per share (EPS): Reported EPS over the last 5 years have been as follows: EUR 3.45, 4.14, 5.15, 7.50, and 8.38. Given SEB’s own recent forecast of a 6% to 7% rise in sales for 2019, I think profits and EPS should increase again this year. The company said in its Q3 2019 report, Outlook section, that it expects an increase in “Operating Result from Activity” of around +6% for the full year. SEB has a Modest Price/Earnings (p/e) ratio: The share price (at the time of writing on Monday 30th December 2019) is EUR 133.50. With 2018 EPS of EUR 8.38, this gives us a trailing p/e ratio of 15.93, in line with the market and relatively cheap for a company with prospects of above average growth. That’s equivalent to an earnings yield of over 6%. Not bad considering alternatives like cash deposits in EUR. SEB is a Mid-size company. The market cap is EUR 6.8 billion. Mid cap stocks are often over-looked by analysts, until they suddenly have a spurt, and become large-cap. Despite the rises in EPS, the shares have not participated in the 2019 rise in share prices. The share price stands at around the same level as two-and-a-half years ago. In my opinion this means the shares are over-looked. Trading the shares is relatively easy. The average daily trading volume represents around EUR 8 million. SEB has hundreds, if not thousands, of products. I prefer companies with multiple products or services. If one goes out of fashion, then another may be coming into favour. It’s kind of a safety net, so you know that you are not going to find that a large competitor has suddenly made something better than its only product. It won’t turn out to be the next MySpace or AltaVista. The kind of products being sold by SEB are not going to go out of fashion. Housewives are not going to suddenly stop cooking their food or vacuuming the floor. We will always use toasters and coffee machines, ovens, trays and blenders. We will always need pots, pans, fryers, and so on. It’s relatively low tech stuff, but the demand is growing as the world becomes more affluent. Once you have used a Teflon non-stick frying pan, it’s hard to go back to the old style pan. Conclusion: SEB has a lot of attractive features for investors. If this was a larger company, the multiple would probably be over 20X. With growing sales and EPS, it has the potential to become much larger. You may need to be patient, but for long term investors it has the kind of features you should be seeking.
EURONEXT:SKLong
by Clive_Thompson
Say crazy shit like trump just to get attention! Dollar drop!Well please correct me if I'm wrong which I may be like most traders.(Lol bad joke maybe?) Looking at this chart I noticed that this was creating an ascending triangle which currently has the pattern going up.My guess is that this will go up around a little over the 1.35000 to then come down for some good profits.Also, not to mention reports came out that retail sales have been slowing down which could be another impact for the dollar to fall. Entry:1.35072 SL :1.35300 Tp :1.34248 “That cotton trade was almost the deal breaker for me. It was at that point that I said, ‘Mr. Stupid, why risk everything on one trade? Why not make your life a pursuit of happiness rather than pain?’” – Paul Tudor Jones Trader Essentials from Amazon 1. amzn.to -Tylenol Extra Strength Rapid Release (LOL) 2. amzn.to -Encyclopedia of Chart Patterns 3. amzn.to -Apple MacBook Pro 4. amzn.to -OLLY Goodbye Stress Gummy,
Short
by Red_Rock5
2
GBPCAD, short-term potential +/- 200 pips on short set-up A potential short trade is busy setting up for this coming week starting on 12 November 2018. FUNDAMENTAL Fundamentals will probably support a weaker GBP. Economic red news releases include GBP: cpi, retail sales and inflation reporting. Should all of or most of these news items be negative for the GBP, a definite GBP weakness will be experienced. Note: no significant news releases scheduled for the CAD. TECHNICAL Price appear to be oversold on the 4hr chart. The Ichimoku indicator on the 1hr chart show further weakness. It therefore imply a potential short position is in the making that might produce +/- 200 pips. See potential price levels for entry, profit taking and risk management on chart. Remember, anything can happen. Happy trading
Short
by FrametheMarket101
GBPUSD Pound Hits 7-Month High on Strong UK Retail Sales DataIn the UK, there was good news on the consumer front, as retailers reported a sharp increase in sales volume. With Brexit constantly in the minds of the markets, consumer spending indicators are being closely monitored. The British economy has performed better than many analysts (and the BoE) expected, but the markets are understandably nervous about the impact that Brexit will have on the economy, given the fact that the EU is Britain’s largest trading partner. On Friday, the economy will get a report card in the form of Preliminary GDP, and traders should treat this event as a market-mover. Talks over Britain’s departure from the EU are expected to be lengthy and difficult, and EU leaders don’t appear to be in a generous mood, as they met in Brussels this week to discuss a united front in the Brexit talks. Britain wants any deal to include financial services, but the Europeans are working on a draft that would exclude the financial sector unless it is governed by EU rules.
by Jadtecnic
DATA VIEW: I/S RATIO UPDATE - GROWTH CONTINUESInventories to Sales Ratio has been moderately ascending recently above its relevant risk-free levels of 1.3 along the relevant trend line. It means that Inventories have been growing at a higher pace than Sales over the last several months Savvy traders would be interested in watching this ratio as a potential risk indicator of the US economy. If the ratio continues to ascend at the current phase, it will tell us that a significant fall in business sales is happening, and/or a large excess of inventories is being accumulated in the US economy – both factors are signs of a broader economic slowdown.
F
by Killy_Mel
INVENTORY TO SALES RATIO - A RISK INDICATOR TO WATCHInventories to Sales Ratio has been rapidly ascending recently above its usual levels of 1.3. It means that Inventories have been actually growing at a higher pace than Sales over the last several months! Savvy traders would be interested in watching this ratio as a potential risk indicator of the US economy. If the ratio continues to ascend at the current phase, it will tell us that a significant fall in business sales is happening, and/or a large excess of inventories is being accumulated in the US economy – both factors are signs of a broader economic slowdown.
FRED:ISRATIO
by Killy_Mel
Walmart -WMT -Oversold & Valuation Compelling at 0.50x's SalesWalmart has bottomed consistently at 0.50x's Sales since late 2012, with each swoon holding perfectly at that level. Given the size of Walmart and the breadth of shareholders and analyst coverage, it is logical that investors have stepped in and defined a specific level of valuation for which they will continue to buy shares. I have done this analysis in GM shares too. Look for the link below. On Friday, I published a chart, but without going into the specifics of this 0.50 level of PSR, so I am producing this chart again with this additional detail. The ENTRY here is right in the middle between the upside target of 0.55x's sales and the base at 0.50x's sales. Therefore, the risk is equal to the reward. But what would make you want to take even odds is that the probability of reaching the target is greater than reaching the support. Why? Because the chart has been coming down steadily and the overall market, as measured by the S&P500, has gone on back to the all time highs. There is a divergence here that spells an opportunity. I love to buy technically ugly and oversold charts when the valuation is compelling. The stop loss I listed before would have had you selling right at the key 0.50x's sales level, which isn't logical, so I am amending that and I would suggest adding to this position with a stop at 72-71 instead of at 75. The trade becomes more and more interesting as the price drops to the $75 level because the upside becomes 10% instead of 5% and the risk remains low. Earnings are due on 5/19 and that may raise the level where the 0.50x's PSR level is, so pay attention closely this coming week. All the best, Tim Saturday 10:49AM EST, May 16, 2015 WMT 79.24 last.
NYSE:WMTLong
by timwest
5