Category: Global Equity

Analysis, BioTech, Commodities, Consumer Goods, Diversified Tech, Finance, Financial, Global Equity, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

PBOC Announces Elimination of the Original Lending Rate Floor

The People’s Bank of China (PBOC) announced the elimination of the original lending rate floor of 30% discount to benchmark, allowing banks to lend at any discount to benchmark lending rates as they see fit. The PBOC scrapped the cap on lending rates in 2004, and this move will fully liberalize lending rates for banks. Greater pricing flexibility will enable the banks to retain their … Continue reading PBOC Announces Elimination of the Original Lending Rate Floor

John MeadyLeave a comment
Global Equity

Ormat’s Continued Efficiency Yields Impressive Q2 Results

‘ second-quarter earnings demonstrate the strength of the company’s business model and underlying profitability, as highly efficient and productive new plants drove improvement in the electricity segment and the company’s dominance in lower-heat geothermal continued to produce strong results. During the quarter, Ormat earned $0.41 per share excluding noncash derivative gains and the gain on the sale of the Momotombo power project. This is a … Continue reading Ormat’s Continued Efficiency Yields Impressive Q2 Results

Kristen BartonLeave a comment
Finance, Global Equity

Dell Vote and the Impact for Shareholders

Many agree with Dell’s special committee’s assertion that Michael Dell’s bid of $13.65 per share is the best offer available to shareholders, constituting a superior offer to Carl Icahn’s partial buyout proposal.  A growing number of major shareholders have voiced their dissent, and on the eve of the vote, nearly 30% of Dell’s shares had stated positions against the buyout. While some of the shareholders … Continue reading Dell Vote and the Impact for Shareholders

Ryan HoltzLeave a comment
Diversified Tech, Finance, Global Equity

GOOG Shares Still Hard to Pin Down

Google posted second-quarter financial results that were modestly below forecasts for both revenues and earnings. The share price was beginning to bake in some overly optimistic expectations and it is no surprise that the market paused following the results. Given the relatively conservative view and after comparing our long-term discounted cash flow model to the quarterly financials, analysts do not expect a material change to … Continue reading GOOG Shares Still Hard to Pin Down

Mark DeFranceLeave a comment
FB Nasdaq FB Facebook
Diversified Tech, Finance, Global Equity

DNKN to Look for Growth Opportunities

Dunkin’ Brands offers investors one of the more compelling domestic and international growth stories in consumer cyclicals with an exceptionally strong free cash flow profile.  Dunkin’ can extend its brand reach beyond its core markets, as management has improved franchisee cash-on-cash returns in more nascent Western and Midwest markets through better site selection, national advertising, higher-margin products, and flat national pricing for raw materials. Many … Continue reading DNKN to Look for Growth Opportunities

Jayne CrismanLeave a comment
Analysis, BioTech, Diversified Tech, Finance, Global Equity, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

Nokia Earnings Show Some Bright Spots

Nokia’s second-quarter earnings report had a couple of bright spots but was mostly concerning as the firm’s mobile phone business continues to languish.  The favorable view of Nokia’s pending acquisition of the remainder of its Nokia Siemens Networks (NSN) joint venture is mostly offset by a rapidly deteriorating basic phone market and only modest Windows Lumia phone adoption to date. Nokia sold 7.4 million Lumia … Continue reading Nokia Earnings Show Some Bright Spots

John BellichLeave a comment