Neste Oil
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E como o pessoal gosta de bonecos, aqui ficam 3.
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Editado pela última vez por Pata-Hari em 4/11/2006 22:11, num total de 1 vez.
Para quem gosta deste indice, aqui fica mais uma empresa que está com excelentes resultados:
Konecranes
Aqui fica mais um comentário do banco mandatum:
EBIT–margin doubling 2008 vs. 2005 strongly on its way – Major consensus estimate revisions likely to drive the share higher - Buy
We reiterate our very positive stance and our Buy–rating for the Konecranes–share. The doubling of EBIT–margin, 2008 vs. 2005, for which we have previously argued, got a manifestation from Konecranes’ strong Q3 margin performance, which we expect to lead to major consensus estimate revisions for 2007 and 2008. We believe Konecranes’ management has a clear action list on how to lift margins further, and believe Konecranes’ new financial targets, to be published in February 2007, will reflect a new, clearly higher margin ambition level.
Konecranes reported 11% higher Q2 orders and 2% higher sales than expected, and a book-to-bill ratio of 105% vs. 95% expected and 113% year-ago. Konecranes reached 8.1% EBIT-margin in Q3, ahead of our 7.1% expectation and 5.1% year-ago. The Q3 EPS turned in as much as 20% ahead of our estimate and 40% above consensus. Konecranes expects demand to remain on a high level and upgraded 2006 sales growth to the upper-end of the 40-45% range and promised an operating margin of 7% or better.
We raise our 2007 and 2008 EPS estimates by 7% and 8%, respectively, thanks to upgraded EBIT–margin estimates. Our new 2007 and 2008 EBIT-margin estimates are 8.7% and 9.3% vs. 8.2% and 8.8% previously. Our new 2007 EPS estimate is 35% higher than the pre-report consensus.
Konecranes’ 2007e P/E is the lowest in its peer group and its 2007e and 2008e P/Es trade at discounts of 23% and 24% to peers’ median. Our DCF model indicates a fair value of EUR 26, suggesting 53% upside.
Konecranes
Aqui fica mais um comentário do banco mandatum:
EBIT–margin doubling 2008 vs. 2005 strongly on its way – Major consensus estimate revisions likely to drive the share higher - Buy
We reiterate our very positive stance and our Buy–rating for the Konecranes–share. The doubling of EBIT–margin, 2008 vs. 2005, for which we have previously argued, got a manifestation from Konecranes’ strong Q3 margin performance, which we expect to lead to major consensus estimate revisions for 2007 and 2008. We believe Konecranes’ management has a clear action list on how to lift margins further, and believe Konecranes’ new financial targets, to be published in February 2007, will reflect a new, clearly higher margin ambition level.
Konecranes reported 11% higher Q2 orders and 2% higher sales than expected, and a book-to-bill ratio of 105% vs. 95% expected and 113% year-ago. Konecranes reached 8.1% EBIT-margin in Q3, ahead of our 7.1% expectation and 5.1% year-ago. The Q3 EPS turned in as much as 20% ahead of our estimate and 40% above consensus. Konecranes expects demand to remain on a high level and upgraded 2006 sales growth to the upper-end of the 40-45% range and promised an operating margin of 7% or better.
We raise our 2007 and 2008 EPS estimates by 7% and 8%, respectively, thanks to upgraded EBIT–margin estimates. Our new 2007 and 2008 EBIT-margin estimates are 8.7% and 9.3% vs. 8.2% and 8.8% previously. Our new 2007 EPS estimate is 35% higher than the pre-report consensus.
Konecranes’ 2007e P/E is the lowest in its peer group and its 2007e and 2008e P/Es trade at discounts of 23% and 24% to peers’ median. Our DCF model indicates a fair value of EUR 26, suggesting 53% upside.
Neste Oil
NA BOLSA DE HELSINQUIA ENCONTREI ESTA EMPRESA
QUE QUER SER LIDER MUNDIAL EM BIODIESEL.
COMO NA FINLANDIA É UM PAIS MUITO INOVADOR E INTERESSADO NA PROTECÇAO AMBIENTAL.
ACHO UM TITULO MUITO INTERESSANTE.
GOSTAVA QUE ALGUEM PUDESSE APRESENTAR DADOS TECNICOS
PARA ANALISAR ESTAS AÇÕES .
OBRIGADO
QUE QUER SER LIDER MUNDIAL EM BIODIESEL.
COMO NA FINLANDIA É UM PAIS MUITO INOVADOR E INTERESSADO NA PROTECÇAO AMBIENTAL.
ACHO UM TITULO MUITO INTERESSANTE.
GOSTAVA QUE ALGUEM PUDESSE APRESENTAR DADOS TECNICOS
PARA ANALISAR ESTAS AÇÕES .
OBRIGADO
I'M LOVING IT!!
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