Two Directors at Box Inc sold 16,434 shares at between 31.517USD and 31.537USD. The significance rating of the trade was 52/100. 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...
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....
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.
ields Testing Support Ahead Of FOMC Meeting We continue to see signs of improving risk appetites alongside healthy market dynamics. As a result, our outlook remains constructive. A breakout to new highs in the Russell 2000 (IWM) and Russell Micro-Caps (IWC), above $234.50 and $159, would likely cause us to shift to an outright bullish stance. Small- & Micro-Caps. The Russell 2000 (IWM) and Russell Micro-Caps (IWC) are testing key resistance at $234.50 and $159, respectively. Sustained breakout...
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.
Market In “Wait-And-See†Phase We started to see waning upside momentum in the S&P 500 last week with the rising wedge breakdown and 2760 support level violation on Tuesday. Despite this, there was no downside follow through the following day as investors digested a new $484B fiscal relief package. This led to the S&P 500 finding support at 2725-2735 which leads us to where we are now -- testing recent highs. We see waning upside momentum and several aspects continue to suggest the S&P 500 ...
Box is an enterprise-grade cloud content management solution with 64 million users (19% paying) as of January 2019 and with deployments approaching 100,000 employees. Box employs a top-down sales approach, with sales people selling directly into a CIO and has achieved success with large organizations, counting 70% of Fortune 500 companies as customers. Large customers make up a very sticky/significant portion of Box’s revenue with roughly 60% of revenue coming from customers with over 1,000 em...
No-moat Box began its fiscal 2020 by posting its first ever quarter-over-quarter revenue decline and lowering its full-year revenue guidance by 2% or $12 million. Box continues to struggle due to a lengthening sales cycle as the firm transitions toward solution selling. Notably, Box management also backed away from the fiscal 2022 revenue target of $1 billion, which seemed ambitious heading into the quarter. We are lowering our fair value estimate to $13 per share from $15, due to the decrease...
No-moat Box began its fiscal 2020 by posting its first ever quarter-over-quarter revenue decline and lowering its full-year revenue guidance by 2% or $12 million. Box continues to struggle due to a lengthening sales cycle as the firm transitions toward solution selling. Notably, Box management also backed away from the fiscal 2022 revenue target of $1 billion, which seemed ambitious heading into the quarter. We are lowering our fair value estimate to $13 per share from $15, due to the decreased...
No-moat Box began its fiscal 2020 by posting its first ever quarter-over-quarter revenue decline and lowering its full-year revenue guidance by 2% or $12 million. Box continues to struggle due to a lengthening sales cycle as the firm transitions toward solution selling. Notably, Box management also backed away from the fiscal 2022 revenue target of $1 billion, which seemed ambitious heading into the quarter. We are lowering our fair value estimate to $13 per share from $15, due to the decreased...
No-moat Box began its fiscal 2020 by posting its first ever quarter-over-quarter revenue decline and lowering its full-year revenue guidance by 2% or $12 million. Box continues to struggle due to a lengthening sales cycle as the firm transitions toward solution selling. Notably, Box management also backed away from the fiscal 2022 revenue target of $1 billion, which seemed ambitious heading into the quarter. We are lowering our fair value estimate to $13 per share from $15, due to the decrease...
We are initiating coverage of no-moat Box with a fair value estimate of $15 and stable moat trend. At recent prices of $20, we view shares as overvalued. Box is an enterprise-grade cloud content management solution with 64 million users (19% paying) as of January 2019 and has supported deployments approaching 100,000 employees. Box employs a top-down sales approach, with sales people selling directly into a CIO or CTO and has achieved success with large organizations, counting 70% of Fortune 500...
We are initiating coverage of no-moat Box with a fair value estimate of $15 and stable moat trend. At recent prices of $20, we view shares as overvalued. Box is an enterprise-grade cloud content management solution with 64 million users (19% paying) as of January 2019 and has supported deployments approaching 100,000 employees. Box employs a top-down sales approach, with sales people selling directly into a CIO or CTO and has achieved success with large organizations, counting 70% of Fortune 500...
We are initiating coverage of no-moat Box with a fair value estimate of $15 and stable moat trend. At recent prices of $20, we view shares as overvalued. Box is an enterprise-grade cloud content management solution with 64 million users (19% paying) as of January 2019 and has supported deployments approaching 100,000 employees. Box employs a top-down sales approach, with sales people selling directly into a CIO or CTO and has achieved success with large organizations, counting 70% of Fortune 500...
MELI currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 117.3x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to rebound from 26% in 2016 to 61% in 2021, accompanied by 19% Uniform Asset growth going forward. However, analysts have bearish expectations, projecting Uniform ROA to decline 15% through 2018, accompanied by 9% Uniform Asset growth. Moreover, Valens' qualitative analysis of the firm's Q1 2018 earnings call hig...
Box, Inc. (BOX:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Assets, with a 6.7x Uniform P/B. At these levels, markets are pricing in expectations for Uniform ROA to inflect positively, and management is confident about competition, the Box Platform, and growth Specifically, management generated an excitement marker when saying that their neutral and open architecture are key differentiators that allow them to partner strategically with a wide range of channel an...
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