Overview of companies on the stock market
Monster Beverage (NASDAQ: MNST) is one of the world leaders in the production of energy drinks. For 85 over the years, the company has grown from a family business into a world-famous brand in the markets of more than 150 countries.
Today we have a moderately speculative idea.: take shares in Gray Television media company (NYSE: GTN), to capitalize on their hidden potential. Growth potential and validity: 16% behind 18 months excluding dividends; 7% per annum during 8 years.
"Tatneft" (MCX: TATN) — a large Russian oil and gas holding. Located in Tatarstan, engaged in oil and gas production, oil refining and petrochemical industry.
25 January, Microsoft released results for the second quarter of fiscal year 2022. The report was better than expected, and MSFT shares grew by 1,2%, from 288.5 to 292 $. Financial results Compared to Q2 FY 2021: revenue — 51.7 billion dollars (+20%); operating profit — $22.2 billion (+24%); net profit — 18.8 billion dollars (+21%). And here is how sales grew in each of the operating segments. Productivity and Business Processes — приложения Office, social network LinkedIn, Dynamics Business Applications - $15.9 billion (+19%). Intelligent Cloud - Azure cloud service, Windows Server and SQL Server server products - $18.3 billion (+26%). More Personal Computing — ОС Windows, video games and Xbox subscriptions, Surface laptops and tablets, advertising - $17.5 billion (+15%). The fastest growing service is once again the Azure cloud. The company does not disclose income, who brings the cloud, but leads to growth. In the last quarter, Azure's revenue grew by 46%. It's a little less, than in the previous four quarters. Then sales increased by 50%. Added a good gaming segment: games and subscriptions +10%, Xbox Series consoles - +4%. In total, the gaming direction compared to the same quarter of 2020 increased by 8%, up to $5.4 billion. This 11% of total revenue. Microsoft continues to develop its gaming segment. In 2020, the company announced the purchase of ZeniMax, a developer and publisher of such games., like Doom, The Elder Scrolls, Fallout, Quake and Wolfenstein - for $7.5 billion. Recently, Microsoft also announced the acquisition of a larger game developer - Activision Blizzard.. The company plans to spend 68.7 out of 125.4 billion dollars on the deal., that are on her account. According to Microsoft, in the current quarter, total revenue will grow by about 17%, up to $48.9 billion. …
25 Jan Johnson & Johnson releases Q4 2021 report. Revenue was worse than expected, but the company made a good forecast for 2022. By the end of the day stock J&J grew up on 3%, to 168 $. Financial results Compared to the fourth quarter of 2020: revenue — 24.8 billion (+10,4%), analyst expectations - $25.3 billion; adjusted earnings per share — 2,13 (+14,5%), analysts' expectations 2,12 $. And here is how sales in operating segments have changed. Pharmaceutical - drugs and vaccines - $14.3 billion (+16,5%). Revenue in this segment grew largely due to sales of the COVID-19 vaccine to various countries around the world. For the quarter, this revenue amounted to $ 1.6 billion, or 6,5% of total revenue. Medical Devices - medical devices - $6.9 billion (+4,1%). Here, sales grew weakly due to a shortage of medical staff and postponed elective surgeries due to the pandemic.. Consumer Health - OTC medicines and hygiene products - $3.7 billion (+1,1%). In this segment, sales have suffered due to a shortage of raw materials, workforce and disruptions in logistics. Until the end of 2023 J&J plans to spin off its slow-growing consumer business into a separate public company. The name of the company will be announced in mid-2022. Sales J&J for 2021, $bn Segment Revenue Pharmaceutical 52,1 (+14,3%) Medical Devices 27,1 (+17,9%) Consumer Health 14,6 (+4,1) Total 93,8 (+13,6%) Выручка Баланс и потоки По данным на конец 2021 года, Debt J&J was $34 billion, and the volume of liquid money - 32 billion. As a result, the company's net debt is only 2 billion - the minimum in the last five years, with the letter J&J. Free cash flow last year was $20 billion. Of these, 11 billion J&J returned to its shareholders in the form of dividends. In 2022, the company plans to use free money also for acquisitions. …
Quarterly revenue J&J rose to 10% thanks to vaccine sales Read more
Today we have an extremely speculative idea.: take shares in software maker Fastly (NYSE: FSLY), in order to make money on their rebound after a strong drop. Growth potential and validity: 20,5% behind 14 Months; 50,5% behind 4 of the year; 277% behind 10 years. Why stocks can go up: they have fallen sharply and could draw the ire of activist investors..
Walgreens Boots Alliance (NASDAQ: WBA) is the world's largest network of pharmacies, which was formed at the end of 2014 through the merger of two firms: Walgreens и Alliance Boots. The company not only works offline, but also actively develops the online direction. In early January, Walgreens Boots Alliance presented a report for the first quarter of 2022..
Today we have a moderately speculative idea.: take shares in surgical robot maker Intuitive Surgical (NASDAQ: ISRG) in anticipation of a rebound in these stocks after the recent fall. Growth potential and validity: 13,5% behind 14 Months; 37,5% behind 3 of the year; 10% per annum during 20 years. Why stocks can go up: because they recently fell.
26 January Tesla reported for the fourth quarter of 2021. Revenue and profit grew strongly, but the company warned: shortage of components will continue to affect sales in 2022.
26 January Intel releases fourth quarter 2021 financial results. Revenue and profit were better than expected, but business margins continued to fall. In the postmarket, Intel shares fell by about 3%, to 50 $. Financial results Compared to the fourth quarter of 2020: adjusted total revenue — 19.5 billion (+3%), analyst expectations - $18.3 billion; adjusted earnings per share — 1,09 (−26%), analysts' expectations 0,91 $. And here is how sales have changed in the main operating segments. Client Computer Group - PC and laptop processors - $10.1 billion (−7%). In this segment, revenue fell largely due to the lack of various components from laptop manufacturers.. Data Center Group - Data Center Processors - $7.3B (+20%). Here the company noted high customer demand from businesses and government agencies.. Internet of Things - chips for the Internet of things - $ 1.4 billion (+27%). One of the components of the segment is Mobileye's revenue. It's a chip designer, which are used in the driver assistance system. Mobileye is a small, but the fast-growing division of Intel. Quarterly sales increased by 7%, up to 356 million dollars, for the whole of 2021 43%, up to $1.4 billion. Intel recently announced, that in mid-2022 will bring Mobileye to the stock exchange. After the IPO of the developer, Intel will remain the majority shareholder and will take into account the financial results of Mobileye in its financial statements.. Intel 2021 Results Compared to 2020, млрд долларов Общая выручка 79,0 (+1%) Operating profit 19,5 (−18%) Net profit 19,9 (−5%) Operating cash flow 30,0 (−15%) free cash flow 11,3 (−47%) Capital expenditures 18,7 (+31%) 79,0 (+1%) Рентабельность По сравнению с четвертым кварталом 2020 года валовая маржа Intel упала с 56,8 до 53,6%. Already 10 лет валовая рентабельность …
Intel shares fell by 3%, despite report better than analysts' expectations Read more