reports
Masco Corp: 1 director
A director at Masco Corp sold/sold after exercising options 1,260,508 shares at 75.793USD and the significance rating of the trade was 75/100. 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 ove...
Moody's affirms Masco's Baa2 senior unsecured ratings; outlook revised...
Moody's Investors Service (Moody's) affirmed Masco Corporation's (Masco) Baa2 senior unsecured ratings and changed the outlook to positive from stable. The change in outlook to positive from stable reflects Moody's expectation that the company will maintain strong operating performance, with EBI...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Lockout Rally Continues; Breakouts Piling Up Since our 11/21/23 Compass we have discussed on a weekly basis that even a minor 2-5% pullback is far from a guarantee, considering "breakaway gaps" and what appeared to be an ongoing "lockout rally," while also discussing that we would be buyers if a pullback did happen. All we got was a 1% peak to trough decline in the S&P 500, while the Nasdaq 100 (QQQ) pulled back 2.9% (though left the 11/14/23 gap unfilled). Now, the SPX and QQQ are breaking out...
OC OWENS CORNING INC
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
GPS GAP INC.
BKE BUCKLE INC.
ANF ABERCROMBIE & FITCH CO. CLASS A
AEO AMERICAN EAGLE OUTFITTERS INC.
AWI ARMSTRONG WORLD INDUSTRIES INC.
MAS MASCO CORPORATION
BLD TOPBUILD CORP.
BLDR BUILDERS FIRSTSOURCE INC.
CCL CARNIVAL CORPORATION
POH3 CARNIVAL PLC
IBP INSTALLED BUILDING PRODUCTS INC.
SSD SIMPSON MANUFACTURING CO. INC.
PLSE PULSE BIOSCIENCES
GTHX G1 THERAPEUTICS
APLT APPLIED THERAPEUTICS
UFPI UFP INDUSTRIES INC.
AZEK THE AZEK COMPANY
ANTX AN2 THERAPEUTICS INC
PEPG PEPGEN INC
GYRE GYRE THERAPEUTICS INC
- MarketLine Department
- MarketLine Department
PGT Innovations Inc - Strategy, SWOT and Corporate Finance Report
Summary PGT Innovations Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights PGT Innovations Inc (PGTI) is a building product manufacturing company. It manufactures and supplies windows and doors for residential buildings. The company offers impact-resistant produc...
- MarketLine Department
PT Surya Toto Indonesia Tbk - Strategy, SWOT and Corporate Finance Rep...
Summary PT Surya Toto Indonesia Tbk - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights PT Surya Toto Indonesia Tbk (STI) is a manufacturer of sanitary ware and plumbing hardware. It carries out the designing, manufacturing, and sale of sanitary wares, fittings, kitch...
- MarketLine Department
PGT, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances
Summary Marketline's PGT, Inc. 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 PGT, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a...
- Dave Nicoski
- Ross LaDuke
C CITIGROUP INC.
ZTS ZOETIS INC. CLASS A
VCEL VERICEL
TRIP TRIPADVISOR INC.
TGI TRIUMPH GROUP INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
PZZA PAPA JOHN'S INTERNATIONAL INC.
PLCE CHILDREN'S PLACE INC.
PACW PACWEST BANCORP
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
MNRO MONRO INC
JWN NORDSTROM INC.
HSII HEIDRICK & STRUGGLES INTERNATIONAL INC.
FTNT
DIS FORTINET INC.
CRM WALT DISNEY COMPANY
AMPH SALESFORCE.COM INC.
AAL AMPHASTAR PHARMACEUTICALS INC
WD AMERICAN AIRLINES GROUP INC.
MAS WALKER & DUNLOP INC.
MLM MASCO CORPORATION
LZB MARTIN MARIETTA MATERIALS INC.
AMWD LAZBOY INCORPORATED
CCL AMERICAN WOODMARK CORPORATION
COF CARNIVAL CORPORATION
BOOM CAPITAL ONE FINANCIAL CORPORATION
GM DMC GLOBAL INC
FTDR GENERAL MOTORS COMPANY
CRSR FRONTDOOR INC.
AAN CORSAIR GAMING
PRG THE AARONS COMPANY
ZIMVV PROG HOLDINGS INC
ENOV ZIMVIE INC
ENOVIS CORPORATION
- Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
- Alexander Aukner
Resource tax unveiled
On 28 September, the Norwegian government took the market by surprise, unveiling a proposal to extend the resource tax to fish farming from 2023, increasing tax rate from 22% to 62%. We have cut our estimates to reflect our understanding of the proposal and increased cost of equity (COE) for most of the companies in this report. While we believe sector fundamentals remain favourable, uncertainty in terms of estimates has never been higher. Lerøy Seafood and Austevoll Seafood are our top sector p...
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
- Alexander Aukner
Resource tax unveiled
On 28 September, the Norwegian government took the market by surprise, unveiling a proposal to extend the resource tax to fish farming from 2023, increasing tax rate from 22% to 62%. We have cut our estimates to reflect our understanding of the proposal and increased cost of equity (COE) for most of the companies in this report. While we believe sector fundamentals remain favourable, uncertainty in terms of estimates has never been higher. Lerøy Seafood and Austevoll Seafood are our top sector p...
- Alexander Aukner
- Alexander Aukner
- Alexander Aukner
Måsøval (Buy, TP: NOK56.00) - Record results, but outlook lowered
Måsøval reported Q2 operating EBIT of NOK501m, 7% above our estimate and 17% above consensus, after adjusting for positive one-off effects from changing to IFRS reporting. The beat was driven by strong cost performance and higher-than-expected volumes in Region Mid, which offset a weak Region West. Måsøval guided for Q3 harvest volumes of 5.1kt, and cut its 2022 guidance by c13%, to 22.4kt. The board has decided to pay a DPS of NOK1. We cut 2022e EPS by 13.1% and reduce our target price to NOK56...
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