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    1. General Mills Bakes Modest Sales and Profit Gains in Third Quarter; Narrow Moat Intact; Raising FVE


      Wed, 18 Mar 2015

      General Mills' third-quarter results echoed recent sentiment from firms throughout the packaged food arena. While competitive pressures amid a muted consumer spending landscape persist, we’re encouraged by management’s acknowledgement that opportunities exist to grease the wheels of its innovation

    2. Target’s 4Q Comp Sales and Margins Strong; Raising FVE , but Greater Margin of Safety Needed


      Wed, 25 Feb 2015

      No-moat Target reported strong fourth-quarter growth and provided first-quarter guidance, but the company did not offer guidance for fiscal 2015, as management expects to provide full-year guidance and a long-term financial outlook at the firm’s investor meeting on March 3. As such, we don’t expect

    3. Funding Cobre Panama Will Stress First Quantum’s Balance Sheet


      Sun, 22 Feb 2015

      commission date target. That said, we think this will be offset by cost deflation across the mining industry and maintain our FVE of CAD 14. Based on our estimates, First Quantum will need to raise over $2 billion of additional debt to fund Cobre Panama

    4. Buffett Sees Purchase of German Retailer as Door Opener to More European Deals; No Change to FVE


      Fri, 20 Feb 2015

      Having questioned wide-moat Berkshire Hathaway's interest in buying non-U.S. companies at last year's annual meeting, and seeing CEO Warren Buffett recently state that he was likely to buy a small business in Europe in the near future and would like to eventually buy more (and bigger) businesses ...

    5. Lenovo Third Quarter Shows the Benefit of Scale in the PC Game; Raising FVE to HKD 11 per Share


      Tue, 3 Feb 2015

      Lenovo’s third quarter financial year 2015 (December quarter) result was ahead of our expectations. The key reason for this was better-than-expected operating margins in Asia-Pacific (ex-China) and EMEA. Management explained that at below 15% to 20% PC market share in a region, the company ...

    6. Shire’s Acquisition of NPS Pharma Adds to its Moaty Rare Disease Portfolio; Increasing FVE Modestly


      Sun, 11 Jan 2015

      We anticipate increasing Shire’s FVE by about 5% following its agreement to acquire NPS Pharmaceuticals for $5.2 billion in cash (or $46 per share). We think

    7. Ultimate Stock-Pickers: Top Holdings of Top-Performing Managers


      Tue, 16 Dec 2014

      Moat Rating Current Price (USD) Price/ FVE Fair Value Uncertainty Market Cap (USD ..... Moat Rating Current Price (USD) Price/ FVE Fair Value Uncertainty Market Cap (USD ..... Moat Rating Current Price (USD) Price/ FVE Fair Value Uncertainty Market Cap (USD

    8. UCB’s sale of generics business improves balance sheet flexibility; Maintaining FVE


      Fri, 7 Nov 2014

      We do not anticipate materially changing our EUR 56 fair value and no moat rating following UCB's announcement that it is selling its U.S. specialty generics business, Kremers Urban, for $1.5 billion to a private equity group. The transaction is not unexpected as it has long been rumored and the ...

    9. Integration of Wing Hung Boosts OCBC's Third Quarter; Underlying Operations Strong, FVE Higher


      Thu, 30 Oct 2014

      OCBC's third-quarter result beat our expectations, with net profit rising 62% to SGD 1.2 billion. The result included SGD 38 million in contributions from the Wing Hang Bank (WHB) acquisition. Excluding the acquisition, and a one-off SGD 391 million fair value adjustment, underlying earnings ...

    10. HDFC Bank’s Expenses Grow Slower than Our Estimates; We Adjust Our Forecast, Increase Our FVE


      Wed, 22 Oct 2014

      HDFC Bank’s second-quarter 2015 earnings were up 20.1% over the corresponding period last year, broadly in line with our five-year growth estimate of 21.3%. Net interest income grew strongly (up 23%) as net interest margins (NIMs) expanded to 4.5% versus 4.3% last year, and total loans grew by a ...

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