reports
- Wedbush Research
TSLA TESLA INC
TCBI TEXAS CAPITAL BANCSHARES INC.
SKX SKECHERS U.S.A. INC. CLASS A
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
EWBC EAST WEST BANCORP INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
ORLY O'REILLY AUTOMOTIVE INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
- Matt Quigley
- Tom Nikic
Guess Inc: 1 director
A director at Guess Inc sold/sold after exercising options 350,000 shares at 30.320USD and the significance rating of the trade was 72/100. 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 t...
Guess?, Inc. and WHP Global Complete the Acquisition of rag & bone Gue...
LOS ANGELES & NEW YORK--(BUSINESS WIRE)-- Guess?, Inc. (NYSE: GES) and global brand management firm WHP Global today announced that they have completed the previously announced acquisition of New York based fashion brand rag & bone. Under the terms of the transaction, Guess? has contributed $57.1 million towards the purchase of rag & bone, in addition to contributions from WHP Global. As a result, Guess? now owns all of the rag & bone operating assets, and Guess? and WHP Global jointly own the rag & bone intellectual property. In connection with the closing of the acquisition, Guess? has e...
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
Inditex : Recent growth acceleration shows structural features, which ...
>Latest data leads us to raise our estimates… - The +11% sales growth at constant FX from the latest trading update compares to the 7.4% we were previously expecting for FY 2024 or to 8.5% for Q1 2024, as mentioned in our latest note on the FY 2023 results, and shows that the company’s trend of strong growth continues. The 5% increase in gross space anticipated for 2024 should easily lead to a c.2% net space contribution. Over the last few years, such new space is co...
Guess?, Inc. Announces Issuance of Approximately $12.1 Million of Addi...
LOS ANGELES--(BUSINESS WIRE)-- Guess?, Inc. (NYSE: GES) (the “Company”) announced today that it has entered into a separate, privately negotiated exchange and subscription agreement (the “Exchange and Subscription Agreement”) with a holder of its 2.00% convertible senior notes due 2024 (the “2024 Notes”), pursuant to exemptions from registration under the Securities Act of 1933, as amended (the “Securities Act”). Pursuant to the Exchange and Subscription Agreement, the Company will exchange approximately $14.6 million in aggregate principal amount of the 2024 Notes for approximately $12.1 mill...
Guess?, Inc. Board Authorizes New $200 Million Share Repurchase Progra...
LOS ANGELES--(BUSINESS WIRE)-- Guess?, Inc. (NYSE: GES) (the “Company”) today announced that its Board of Directors has authorized a new share repurchase program of up to $200 million of the Company’s common stock. Guess? also separately announced today that, as part of this new program and through a convertible bond exchange transaction, it has agreed to repurchase 326,429 shares of the Company’s common stock for $10.3 million. Carlos Alberini, Chief Executive Officer, commented, “Returning capital directly to our shareholders is a high priority for our Board. This $200 million share repurc...
Guess?, Inc. Reports Fiscal Year 2024 Fourth Quarter Results
LOS ANGELES--(BUSINESS WIRE)-- Guess?, Inc. (NYSE: GES) today reported financial results for its fourth quarter and full fiscal year ended February 3, 2024. Carlos Alberini, Chief Executive Officer, commented, “We are very pleased with our fourth quarter results, which exceeded our expectations for revenues, operating earnings and earnings per share, and capped an outstanding year for our Company. We grew revenues by 9% for the quarter and 3% for the year. We grew GAAP earnings per share by 40% to $3.09 and adjusted earnings per share by 15% to $3.14. Our disciplined approach in managing the...
Guess?, Inc. to Webcast Conference Call on Fourth Quarter and Fiscal Y...
LOS ANGELES--(BUSINESS WIRE)-- Guess?, Inc. (NYSE: GES) will release its financial results for the fourth quarter and fiscal year 2024, which ended February 3, 2024, on Wednesday, March 20, 2024. The Company will webcast a conference call at 4:45 p.m. (ET) that day to discuss the results. A live webcast will be accessible at via the “Investor Relations” link. A replay of the conference will be archived on the website for 30 days. Guess?, Inc. designs, markets, distributes and licenses a lifestyle collection of contemporary apparel, denim, handbags, watches, eyewear, footwear and other rel...
- Baptiste Salaville
- Florent Laroche-Joubert
- Jean-Baptiste Rouphael
- Stefano Toffano
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/03/2024
L’année 2024 sera marquée par l’élection présidentielle américaine et l’annonce des rabais pour les 10 médicaments dont les prix sont dorénavant négociés directement par Medicare dans le cadre de l’IRA. Nous tablons sur une croissance des BPA 24e de 8% et relevons nos OC de 1% en moyenne. Nous privilégions GSK (Surperformance) qui allie valorisation attractive, croissance et newsflow. Nous maintenons notre recommandation Surperformance sur Sanofi qui devrait bénéficier d’un catalyseur...
RNO RENAULT SA
ADS ADIDAS AG
ROG ROCHE HOLDING LTD
NOVN NOVARTIS AG
EOAN E.ON SE
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
REE RED ELECTRICA CORP. SA
GEBN GEBERIT AG
SAN SANOFI
SOLB SOLVAY SA
ASM ASM INTERNATIONAL N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
AZN ASTRAZENECA PLC
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B NOVO NORDISK A/S
- Baptiste Salaville
- Florent Laroche-Joubert
- Jean-Baptiste Rouphael
- Stefano Toffano
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/13/2024
2024 is set to be marked by the US presidential election and the announcement of rebates for the 10 drugs for which prices are now negotiated directly through Medicare under the IRA. We forecast EPS 24e growth of 8% and lift our target prices by 1% on average. We prefer GSK (Outperform) which combines an attractive valuation, growth and clinical newsflow. We maintain our Outperform rating on Sanofi which should benefit from a transformative clinical catalyst in H1. We lower our rating...
RNO RENAULT SA
ADS ADIDAS AG
ROG ROCHE HOLDING LTD
NOVN NOVARTIS AG
EOAN E.ON SE
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
REE RED ELECTRICA CORP. SA
GEBN GEBERIT AG
SAN SANOFI
SOLB SOLVAY SA
ASM ASM INTERNATIONAL N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
AZN ASTRAZENECA PLC
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B NOVO NORDISK A/S
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
Inditex : +11% trading update means growth remains strong; in-line res...
>Strong growth remains and opex is fully under control - Inditex’s Q4 2023 results were in line with both the consensus and our estimates at the P&L level due to almost no differences in sales performance (0.1% or € 6m a above our estimates) with gross profit 1.0% above consensus and 1.1% below our estimates (€ 54m above and € 62m below respectively) and with such limited differences maintained in relative terms but reduced in absolute terms at EBITDA level (€ 23m ab...
Skechers USA Inc: 1 director
A director at Skechers USA Inc sold 91,500 shares at 60.273USD and the significance rating of the trade was 81/100. 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 clearl...
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
Inditex : Top line growth and solid margins to continue proving the co...
>Q4 2023 should maintain strong top line growth - We expect Q4 results (to be published on 13 March) to maintain strong sales growth of 8.6% y-o-y following the positive data reported in 9M and assuming a deceleration in the second half of the quarter (similar to the one experienced during Q3): trading update was +14% y-o-y sales growth at constant FX from 1 November to 11 December, which compares to +14.9% in 9M. In fact, we are estimating +12% at constant FX, as we...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
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.
WTM WHITE MOUNTAINS INSURANCE GROUP LTD
TXRH TEXAS ROADHOUSE INC.
TNET TRINET GROUP INC.
MCY MERCURY GENERAL CORPORATION
EIG EMPLOYERS HOLDINGS INC.
CHEF CHEFS WAREHOUSE HOLDINGS
CAMT CAMTEK LTD.
QUAD QUAD/GRAPHICS INC. CLASS A
DNOW NOW INC.
GES GUESS? INC.
PVH PVH CORP.
USPH U.S. PHYSICAL THERAPY INC.
FONR FONAR CORP.
UIHC UNITED INSURANCE HOLDINGS CORP.
KNSL KINSALE CAPITAL GROUP INC.
TSEM TOWER SEMICONDUCTOR LTD
GLOB GAZIT-GLOBE LTD.
NOTV INOTIV INC
ABSI ABSCI CORP
RXST RXSIGHT INC
BLZE BACKBLAZE INC
COIN COINBASE GLOBAL INC
SERA SERA PROGNOSTICS INC
WGS ONTO INNOVATION INC.
BGC GENEDX HOLDINGS CORP.
DAVE BGC GROUP INC
VNOM DAVE INC
VIPER ENERGY INC
Guess?, Inc. and WHP Global to Acquire rag & bone
LOS ANGELES & NEW YORK--(BUSINESS WIRE)-- Guess?, Inc. (NYSE: GES) and global brand management firm WHP Global today announced a definitive agreement to acquire New York-based fashion brand rag & bone. Under the terms of the agreement, Guess? will acquire all the rag & bone operating assets, with Guess? and WHP Global to jointly own rag & bone’s intellectual property. Since its origins in New York in 2002, rag & bone has established itself as a leader in the American fashion scene. Known for its authentic style, blending traditional craftmanship with modern cultural references, the brand has...
- Wedbush Research
W WAYFAIR INC.
MTB M&T BANK CORPORATION
ADS ADIDAS AG
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WSM WILLIAMS-SONOMA INC.
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TSCO TRACTOR SUPPLY COMPANY
TCBI TEXAS CAPITAL BANCSHARES INC.
SKX SKECHERS U.S.A. INC. CLASS A
SHOO STEVEN MADDEN LTD.
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
MTH MERITAGE HOMES CORPORATION
LOW LOWE'S COMPANIES INC.
KEY KEYCORP
HMST HOMESTREET INC.
HD HOME DEPOT INC.
HBI HANESBRANDS INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
EQR EQUITY RESIDENTIAL
DKS DICK'S SPORTING GOODS INC.
DECK DECKERS OUTDOOR CORPORATION
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CPT CAMDEN PROPERTY TRUST
COLB COLUMBIA BANKING SYSTEM INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
BZH BEAZER HOMES USA INC.
BKU BANKUNITED INC.
BBY BEST BUY CO. INC.
BANC BANC OF CALIFORNIA INCORPORATED
AZO AUTOZONE INC.
AVB AVALONBAY COMMUNITIES INC.
AAP ADVANCE AUTO PARTS INC.
CFR CULLEN/FROST BANKERS INC.
LULU LULULEMON ATHLETICA INC
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
CRI CARTER'S INC.
PVH PVH CORP.
RL RALPH LAUREN CORPORATION CLASS A
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
VFC V.F. CORPORATION
ORLY O'REILLY AUTOMOTIVE INC.
HOPE HOPE BANCORP INC.
CVCO CAVCO INDUSTRIES INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
REAL REAL MATTERS
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
SFIX STITCH FIX CLASS A
PRPL PURPLE INNOVATION
AX AXOS FINANCIAL INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
CHWY CHEWY INC. CLASS A
DT DYNATRACE INC.
LC LENDINGCLUB CORP
PFSI PENNYMAC FINANCIAL SERVICES INC.
ASO ACADEMY SPORTS AND OUTDOORS
WOOF PETCO HEALTH AND WELLNESS
TDUP THREDUP INC.
SOFI SOFI TECHNOLOGIES INC
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