The independent financial analyst theScreener just lowered the general evaluation of FIREEYE (US), active in the Software industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date September 28, 2021, the closing price was USD 17.70 and its ta...
Current expectations for Aramark (ARMK) don't seem to understand the company from a macro or strategic perspective. At current valuations, the market expects the food, facilities, and uniform outsourcing business to never fully recover from the pandemic, and to have sustained operational issues. Investors do not appear to recognize the extent to which the world is re-opening, nor the economic tailwind that will be for Aramark's business. More companies may be looking to outsource these offer...
FireEye, Inc. (FEYE:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 5.5x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about Managed Defense demand, the Mandiant Advantage platform's capabilities, and competition in the intelligence business. Specifically, management may have concerns about the sustainability of rising demand for Managed Defense and multimillion dollar Managed Val...
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....
• PE firm, STG, is acquiring FEYE's product business. The services division, Mandiant, will remain as a publicly traded entity under the ticker M. • The separation should unleash considerable value in the Mandiant business, that has been held back by non-BoB FireEye products. • Rising sophisticated attacks coupled with cybersecurity talent shortages, should create growing demand for the leading cyber threat response and remediation company. • 50% upside in the FEYE stock is very feasible from cu...
Summary Marketline's The KEYW Holding Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by The KEYW Holding Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive brea...
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