A director at Southern Co sold 12,500 shares at 92.240USD and the significance rating of the trade was 69/100. 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 sho...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Southern Company Funding Corporation and Southern Elect Generating Co and other ratings that are associated with these issuers. The review was conducted through a rating committee held on 15 May 2024 in which Moody's reasse...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Southern Power Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 18 April 2024 in which Moody's reassessed the appropriateness of the ratings in the ...
Shifting Exposure From Growth to Value Note: This is an abbreviated report (no detailed Sector comments or Russell grids). We will return to our normal report structure next week. While the market remains in consolidation/pullback mode and we are not out of the woods, it is possible that further downside is limited from here on the S&P 500. Since late-February, we have discussed important gap support from 2/22/24 at 4983-5050 on the S&P 500, and that as long as the S&P 500 is above 4983 that b...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
The independent financial analyst theScreener just slightly lowered the general evaluation of SOUTHERN (US), active in the Conventional Electricity industry. As regards its fundamental valuation, the title confirms its rating of 4 out of 4 stars while its market behaviour remains unchanged and can be qualified as defensive. However, a marginally less favourable environment forces theScreener to downgrade slightly the title, which now shows an overall rating of Slightly Positive. As of the analys...
Merck's (MRK) flagship Keytruda drug has substantially higher economic moats than the market realizes, and it has the potential to expand its profitability further. Uniform Accounting highlights that the market is missing Keytruda's economic potential, indicating equity upside. In addition to its solid portfolio of cash cow drugs, Merck's flagship biologic drug, Keytruda, has accelerated the company's earnings potential, helping grow Uniform ROA from 11% to 15%, and a forecast rise to 18%. As i...
The Southern Company (SO:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 34.4x Uniform P/E, implying somewhat bullish expectations for the firm. However, management may be concerned about fuel load productivity, industrial and commercial sales declines, and their execution on projections and milestones. Specifically, management may be concerned about Unit 4 fuel load productivity, the review of ITAAC licenses submitted to the Nuclear Regulatory ...
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....
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