salesgrowth
Halfords Group plc (LON:HFD)’s revenue rose 10.5% in the first 20 weeks of the financial year. Compared to pre-pandemic trading, revenue rose 18.7%, or 16.8% on a like-for-like basis. That reflects double digit growth in all business areas. Q2 2021 hedge fund letters, conferences and more The group warned of challenges, including cost inflation, freight disruption and capacity issues, as well as recruitment challenges among technicians and HGV drivers. Halfords still expects to achieve full year pre-tax profit of over £75m. The shares fell 1.7% following the announcement. Halfords' Slowing Sal...
ValueWalk
The Broad Market Index was down 0.37% last week and 72% of stocks out-performed the index. Q2 2021 hedge fund letters, conferences and more The financial statement update for the second quarter started in earnest last week with 300 companies reporting. With the recent SEC filing update our OTOS database is now so far 23% complete and the volume of SEC filings will increase in coming weeks. It is still too early to calculate a market level result but as we might have expected given last year’s low virus-impacted comparison - the improvements look dramatic so stay tuned for more updates! Federal...
ValueWalk
Review your retirement accounts today and be astonished on how passive your investment strategy has become. Over the years, most brokers and investment managers have completely abdicated responsibility for their accounts by buying ETFs representing every investment in the world and then have made no changes in those allocations. That is infinite diversification! Q3 2020 hedge fund letters, conferences and more The changes that are made (mostly in target date funds) are based on age so the older you get the more bonds you own. This is Toxic! With US long bonds at the lowest yield in history; bo...
ValueWalk
The Broad Market Index was up 2.16% last week and 70% of stocks out-performed the index. Our third quarter financial statement update for U.S. companies is about 90% now complete. Retailers and other companies with fiscal quarters ended October will file in coming weeks.Q3 2020 hedge fund letters, conferences and moreMargin Pressure Across The BoardCorporate growth continues to fall. Gross profit margins are the most reliable indicator of recovery and the average gross profit margin is down for the sixth consecutive quarter. There is more than virus going on here. This period 52% of companies ...
ValueWalk
A very large volume of filings last week lifted the third quarter financial statement update to 76% complete. The 675 filings that were processed last week was the largest weekly update ever. Still too early for a macro analysis but we will let one more week transpire to accumulate about a 90% complete update. Again, more evidence of crisis management at companies where sales growth is negative and falling. Rising gross profit margins and operating margins with sales growth negative is evidence of aggressive cost curtailment. That is widespread layoffs at companies that are unable to adjust qu...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら