Hi, mooers! Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week! For more details, check out the earnings calendar and economic calendar! This week, various companies including$FedEx (FDX.US)$,$Ferguson (FERG.US)$and$General Mills (GIS.US)$are releasing their earnings. How will the market react to the companies' results? Let's make a guess! For more companies...
102362254
:
I guess $FedEx (FDX.US)$ may end the week with the biggest % gain. Analysts have mixed views on its upcoming earnings; some expect cost-cutting measures to boost results, while others remain cautious due to demand challenges. FedEx is likely to meet expectations, though demand erosion and geopolitical uncertainties could impact revenue growth. Key factors to watch include the performance of the Express segment, the success of cost management efforts, and the effects of geopolitical and economic conditions.
mr_cashcow
:
My vote goes to $Ferguson (FERG.US)$, let's do a quick dive into the earnings prospect! Potential bullish signals: ▲Strong demand: Continued demand for plumbing, HVAC, and industrial products, particularly in the US residential and commercial markets ▲Growth initiatives: Ferguson's focus on digital transformation, expanding its e-commerce platform, and improving operational efficiency ▲Acquisitions: Strategic acquisitions to enhance product offerings and expand market share ▲Cost management: Ongoing efforts to control costs and maintain profitability Potential roadblocks and speed bumps ahead: ▼Inflationary pressures: Rising costs for raw materials, labor, and transportation. ▼Supply chain disruptions: Potential impacts from global supply chain issues ▼Competition: Intense competition in the distribution market ▼Economic uncertainty: Potential economic downturns or recessions Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD
CNNT
:
All 3 companies have their unique strengths and further growth potential, but the clear short-term winner for share price upside this week will be $FedEx (FDX.US)$ 1) Strongest EPS at around 17 (Ferg 9, GIS 4) and strongest QoQ EPS growth 2) Not as over-valued as the other 2 with PE and PB around 17 and 2.6 (Ferg 27 and 7, GIS 17 and 14). 3) Favourable analyst ratings
The market's opinion of the business seems to have improved over the past five years, as the share price has grown faster than the EPS. The recent rise in total shareholder return could suggest the business is getting better over time.
Insiders selling below the current price could be seen negatively, suggesting they considered a lower price reasonable. Reasons for selling can vary and are not definitively known. The level of insider ownership suggests some alignment between management and smaller shareholders.
Ferguson stocks' high P/E ratio and slower anticipated growth pose potential risks to their price levels. Spurred by investor anticipation of a turnaround or reluctance to sell, caution is recommended.
Given the company's performance, the CEO's remuneration policy may not be the central focus for shareholders in the upcoming AGM. The total shareholder return of 64% over three years suggests some may believe the CEO should be paid more than is typical for similar-sized companies.
KEY TAKEAWAYS 1. Ferguson plc (FERG) reported strong FY2023 financial results with revenue up 4.1% YoY, solid gross margins and diligent cost management. FERG outperformed its residential and non-residential end markets and took share across both. FERG made more than 50 acquisitions over the past five years, bringing approximately $800 million of annualized revenue to the compan...
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102362254 : I guess $FedEx (FDX.US)$ may end the week with the biggest % gain. Analysts have mixed views on its upcoming earnings; some expect cost-cutting measures to boost results, while others remain cautious due to demand challenges. FedEx is likely to meet expectations, though demand erosion and geopolitical uncertainties could impact revenue growth. Key factors to watch include the performance of the Express segment, the success of cost management efforts, and the effects of geopolitical and economic conditions.
mr_cashcow : My vote goes to $Ferguson (FERG.US)$, let's do a quick dive into the earnings prospect!![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Potential bullish signals:
▲Strong demand: Continued demand for plumbing, HVAC, and industrial products, particularly in the US residential and commercial markets
▲Growth initiatives: Ferguson's focus on digital transformation, expanding its e-commerce platform, and improving operational efficiency
▲Acquisitions: Strategic acquisitions to enhance product offerings and expand market share
▲Cost management: Ongoing efforts to control costs and maintain profitability
Potential roadblocks and speed bumps ahead:
▼Inflationary pressures: Rising costs for raw materials, labor, and transportation.
▼Supply chain disruptions: Potential impacts from global supply chain issues
▼Competition: Intense competition in the distribution market
▼Economic uncertainty: Potential economic downturns or recessions
Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD
104479509 :![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
CNNT : All 3 companies have their unique strengths and further growth potential, but the clear short-term winner for share price upside this week will be $FedEx (FDX.US)$
1) Strongest EPS at around 17 (Ferg 9, GIS 4) and strongest QoQ EPS growth
2) Not as over-valued as the other 2 with PE and PB around 17 and 2.6 (Ferg 27 and 7, GIS 17 and 14).
3) Favourable analyst ratings
7-boy : i think $FedEx (FDX.US)$ will make the biggest gain
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