Posts by Andrew Stotz
Is Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?
Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.
Read MoreIs Terex the Right Industrial Sector Stock to Own to Ride the Economic Recovery?
Heavy gov’t spending on infrastructure drives top-line growth, costs cuts to drive sustainably higher margins, and strong ROE and ROIC might be overlooked by the market.
Read MoreIs LG Display a Deep Value Play or Cheap for a Reason?
Intensified price competition leads to loss of market share, end markets for displays face maturity, expect low growth, and focus on premium products to turnaround margin.
Read MoreHow Much More Can the Taiwanese Giant Hon Hai Grow?
Smartphone market matures, focus on emerging countries, EV market might turn into growth catalyst soon, and attractive dividend yield could rise above 5%.
Read MoreCan TTM Technologies Turn Into a High Profitable Growth Company?
Growing US defense spending boosts core segment revenue, strategic divestments to drive future profitability, and China poised to win 5G race, providing a growth catalyst.
Read MoreIs EasyJet’s Cash Injection Enough to Fund Tough Recovery?
Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
Read MoreCan Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?
Slowing oil consumption could result in declining revenue, ramp-up of CAPEX necessary to ensure longevity, and attractive dividend yield could rise to 2x Japanese average.
Read MoreIs PTT’s Strategy to Become a Multi-Industry Conglomerate the Right Move?
Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.
Read MoreWill Crane’s M&A Strategy Lead To Further Value Creation?
Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
Read MoreHow Much Can Equinor Exploit Europe’s Energy Crisis?
Soaring energy prices in Europe lead to revenue explosion, green shift to stay competitive requires CAPEX ramp-up, and strong years ahead lead to attractive dividend yields.
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