reports
- Valens Research
7203:JPN - Embedded Expectations Analysis - 2018 03 12
Toyota Motor Corporation (7203:JPN) currently trades near historical averages relative to UAFRS-based (Uniform) Assets, with a 1.4x Uniform P/B. At these levels, markets are pricing in expectations for a rebound in profitability, but management has concerns about growth, guidance, and costs Specifically, management may lack confidence in the sustainability of consolidated vehicle sales growth, and may have concerns about their ability to improve cost competitiveness through TNGA. Moreover, they...
- Valens Research
Valens Equity Insights and Inflections - 2018 03 14
GPS currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 21.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 7% in 2017 to 9% through 2022, accompanied by 1% Uniform Asset growth going forward. However, analysts have less bullish expectations, projecting Uniform ROA to remain at 7% levels through 2019, accompanied by immaterial Uniform Asset growth. At current valuations, the market is pricing the company t...
BSX BOSTON SCIENTIFIC CORPORATION
RO ROCHE HOLDING AG
TMO THERMO FISHER SCIENTIFIC INC.
RTN RAYTHEON COMPANY
PSX PHILLIPS 66
MYL VIATRIS INC.
HUM HUMANA INC.
GPS GAP INC.
GD GENERAL DYNAMICS CORPORATION
DIS WALT DISNEY COMPANY
CVX CHEVRON CORPORATION
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
APD AIR PRODUCTS AND CHEMICALS INC.
NESN NESTLE S.A.
CAT CATERPILLAR INC.
7203 TOYOTA MOTOR CORP.
KO COCA-COLA COMPANY
CC CHEMOURS CO.
PM PHILIP MORRIS INTERNATIONAL INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
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