Ingenico : From Conquest to Caution

Source: Pixabay

Ingenico hast lost its mojo. A 7% miss on market expectations on EBITDA for both 2018e and 2020e has been severely sanctioned by investors. Shares of the payment terminal manufacturer lost 16% of their value on Feb 22, leaving the market cap of the company at €4.8 billion. At first glance, the fall looks excessive. But it’s probably deserved.

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JPMorgan Expects Double Digit Earnings Growth in 2018 Globally

« Global earnings look set to deliver double digit growth this year, at 12%, the best since 2010. The strength was broad based, with all the key regions contributing, and largely driven by Cyclicals and commodities. As base effects are turning less favorable, the question is whether earnings will remain a support for equities into 2018. »

This is the opening statement and a rather bullish intro to a report published today by JPMorgan’s strategists Mislav Matejka, Emmanuel Cau, Prabhav Bhadani and Aditi Balachandar. Continuer la lecture de « JPMorgan Expects Double Digit Earnings Growth in 2018 Globally »

Volkswagen vise la pole position

Le 3 février 2010 à Londres, le Royal Opera House fut le théâtre d’une représentation inhabituelle. En tête d’affiche: les dirigeants de Volkswagen. Baptisé Strategy 2018, leur show voulait montrer comment Volkswagen entend détrôner avant la fin de la décennie l’acteur leader mondial, Toyota, en proie à de sérieux problèmes de fiabilité de ses voitures qui ternissent son image de marque dans le monde entier. Continuer la lecture de « Volkswagen vise la pole position »