A director at Yelp Inc sold 10,000 shares at 34.314USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
What’s New: In our latest edition, we share our views on : 1. GOOGL’s Chrome begins testing new IP address protections 2. META expands Instagram’s Reminder Ads 3. MTCH’s Tinder adds match-making feature 4. YELP makes several AI upgrades 5. TikTok Testing 15 Minute Videos
In our expanded 2Q23 Digital Ad Recap, we review performance across six sub-sectors and 41 companies (see below) and also make slight adjustments to our industry model. 1. Search: GOOGL, MSFT, IAC, YELP, ANGI, PERI 2. Social Media: META, SNAP, PINS, YouTube 3. Retail Media: AMZN, EBAY, CRTO 4. Streaming: NFLX, DIS, ROKU, WBD, NBCU, PARA 5. Agencies: OMC, IPG, WPP-LN, PUB-FR, STGW, Dentsu 6. Ad Tech, including: 1. Demand-side platforms (DSPs): TTD, CRTO, PERI, DSP, ADTH, CDLX 2. Sell-side platf...
The independent financial analyst theScreener just changed two ratings for the qualification of YELP (US), active in the Internet industry. Its market behaviour has improved and can now be considered as moderately risky; its fundamental valuation receives an improved star rating and now shows 3 out of 4 stars. theScreener considers that these elements slightly improve the general evaluation, which passes therefore to Neutral. As of the analysis date March 22, 2022, the closing price was USD 34.8...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Normally, coming out of a recession is a long recovery for airlines. However, JBLU appears to be set up to have a stronger recovery than anyone is expecting, and to see returns jump thanks to smart strategy change it has made. Just 5 years ago, the company saw UAFRS-based (Uniform) ROA double in a year by implementing premium-class offerings on its routes for the first time. Now, it is set to follow that exact same playbook again, but on even more valuable routes this time, as it plans to launch...
Yelp Inc. (YELP:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with an 86.3x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about Services segment revenues, headcount increases, and Yelp Connect's new audience model Specifically, management may lack confidence in their ability to meet upwardly revised revenue and EBITDA guidance, sustain record-high Services segment revenue, and ...
Current market expectations for CVS are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to roll over to prior lows from 2010-2011. However, the company's fundamental strategy is likely to lead to continued ROA' expansion. CVS has been evolving into a full-service healthcare firm since their acquisition of Caremark in 2007, which led to initial ROA' expansion to 15%-17% levels. This was followed by continued investment in healthcare solutions and monetizing their data o...
Yelp Inc. (YELP:USA) currently trades at a premium to UAFRS-based (Uniform) assets, with a 1.9x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may have concerns about revenue growth, advertising demand, and their profile products Specifically, management may lack confidence in their ability to continue to improve their retention rate, maintain cash balances, and sustain revenue growth in the home and local services category. Additionally, they may...
Current market expectations for EBAY are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to decline significantly going forward, even though ROA' has been remarkably stable since the company spun off the PayPal business in 2015. However, EBAY has robust economic moats in its core marketplace and successfully monetized its StubHub business at the optimal time and its classifieds businesses. It is the market leader with strong competitive advantages, which give reasons for...
Yelp Inc. (YELP:USA) currently trades at a premium relative to UAFRS-based (Uniform) assets, with a 2.0x Uniform P/B. Even at these levels, the market has bearish expectations for the firm, and management may be concerned about employee attrition, their ability to secure more content reviews, and Request-A-Quote matching Specifically, management may lack confidence in their ability to secure more content reviews, evolve their go-to-market capability, and improve matching through Request-A-Quote...
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