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Incyte Corp: 1 director

Two Directors at Incyte Corp sold 1,741 shares at between 0.000USD and 65.375USD. 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 t...

SBA Communications Corp: 1 director

A director at SBA Communications Corp sold/sold after exercising options 5,000 shares at 240.587USD and the significance rating of the trade was 73/100. 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 dir...

Jonathan Chaplin
  • Jonathan Chaplin

SBAC Model Update

Changes are immaterial. We left organic leasing activity estimates where they were, but for slightly higher international revenue in the long-run from slightly lower churn. We expect higher revenue from Millicom, lifting core site leasing revenue modestly. We increased service revenue estimates on the new guide.

Jonathan Chaplin
  • Jonathan Chaplin

SBAC 1Q25 Quick Take: Site leasing a touch soft; guidance up slightly

Site leasing revenue and cash flow was a touch soft both domestically and internationally. Site development revenue beat expectations handily. They increased site-leasing revenue guidance slightly, but mostly on straight-line and the acceleration of part of the Millicom deal. Organic growth guidance didn’t change, though they appear to be trending towards the top end of the range. Site development guidance increased, as did AFFO guidance.

Jonathan Chaplin
  • Jonathan Chaplin

SBAC quick thoughts following the call

We picked up two points from the call with implications for the broadband and wireless companies – one on FWA and one on EchoStar. We don’t have insights to share on SBAC specifically this quarter (but we will next quarter).

SBA Communications Corporation: Update to credit analysis

Our credit view of this issuer reflects its high leverage and tenant concentration against stable operating fundamentals.

Dave Nicoski ... (+2)
  • 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.

SBA Communications Corporation: Update to credit analysis

Our credit view of this issuer reflects its robust earnings growth, high profitability and strong liquidity, offset by its aggressive financial policy and high leverage.

Brian Moretta ... (+4)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
  • Riccardo Bindi

Hardman & Co Monthly: April 2023

Feature article: 2022 Pharma Statistics - 8.7% growth – but worrying signs An efficient reporting system has seen all the listed multinational pharmaceutical companies announcing results for 2022, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of the global and US rankings of the top 20 drug companies for 2022. 2022 was characterised by 8.7% underlying growth, offset by a large forex impact (-12%), due to USD stren...

AMGN AMGEN INC.
INCY INCYTE CORP
IPN IPSEN SA
NOVN NOVARTIS AG
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
REGN REGENERON PHARMACEUTICALS INC.
LLY MERCK & CO. INC.
JNJ ELI LILLY AND COMPANY
J7Z JOHNSON & JOHNSON
HZNP JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
GILD HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
BMY GILEAD SCIENCES INC.
BIIB BRISTOL-MYERS SQUIBB COMPANY
FEV BIOGEN INC.
IBT FIDELITY EUROPEAN VALUES PLC
FCSS INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FSV FIDELITY CHINA SPECIAL SITUATIONS PLC
FJV FIDELITY SPECIAL VALUES PLC
FAS FIDELITY JAPAN TRUST
AVO FIDELITY ASIAN VALUES PLC
CLIG ADVANCED ONCOTHERAPY
MRK CITY OF LONDON INVESTMENT GROUP
NOVO B MERCK KGAA
novob NOVO NORDISK A/S CLASS B
RECI NOVO NORDISK
SAN REAL ESTATE CREDIT INVESTMENTS
UCB SANOFI
HIK UCB S.A.
PIN HIKMA PHARMACEUTICALS PLC
PFIZER PANTHEON INTERNATIONAL
4506 PFIZER
4523 SUMITOMO DAINIPPON PHARMA CO. LTD.
4507 EISAI CO. LTD.
4568 SHIONOGI & CO. LTD.
VTAS DAIICHI SANKYO COMPANY LIMITED
STX VOLTA FINANCE (GBP)
4502 SHIELD THERAPEUTICS
HAT TAKEDA PHARMACEUTICAL CO. LTD.
OCI H&T GROUP
4578 OAKLEY CAPITAL INVESTMENTS
APAX OTSUKA HOLDINGS CO. LTD.
4503 APAX GLOBAL ALPHA
ICGT ASTELLAS PHARMA INC.
UTHR ICG ENTERPRISE TRUST
PFE UNITED THERAPEUTICS CORPORATION
AZN PFIZER INC.
GLAXO ASTRAZENECA PLC
ABBV GLAXOSMITHKLINE PHARMACEUTICALS
VRX CN ASTELLAS PHARMA INC
MRNA ABBVIE INC.
TXG BAUSCH HEALTH COMPANIES INC.
NOVO MODERNA INC.
VTRS 10X GENOMICS INC CLASS A
4568.T NOVO NORDISK A/S-B
ME VIATRIS INC.
OCL DAIICHI SANKYO COMPANY
LUND A LIMITED
23ANDME HLDG CO
OAKLEY CAPITAL
H. LUNDBECK A/S

SBA Communications Corporation: Update to credit analysis following ra...

Our credit view of this issuer reflects its strong earnings growth driven by favorable industry fundamentals, against its debt-heavy capital structure and high leverage.

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