/* Article Data (Server Side) article (o): [object Object] Content (s): Article Not Found. relatedData (o:Array(16)): 0 (o): [object Object] Headline (s): How Pricey Specialty Drugs Spurred CVS' Omnicare Deal Teaser (s): When drugs cost $1,000 a pill or $25,000 for a year of injections, insurers and employers want to make sure these prescriptions are being taken at the right place and at the right time and have the right outcome for the patient. Source (s): Forbes DocumentDate (s): 18 minutes ago DocumentDate_raw (n): 1432298700000 Link (s): http://www.forbes.com/sites/brucejapsen/2015/05/22/how-pricey-specialty-drugs-spurred-cvs-omnicare-deal/ DocumentKey (s): HTTPwww.forbes.com/sites/brucejapsen/2015/05/22/how-pricey-specialty-drugs-spurred-cvs-omnicare-deal/ DMSourceID (s): Google ContentType (s): Article 1 (o): [object Object] Headline (s): Eurozone tells Greece no deal without IMF Teaser (s): European leaders have told Greece there will be no deal to release desperately-needed bailout aid without approval from the more hardline International Monetary Fund, setting up a stand-off that could leave cash-strapped Athens without funds well into June ... Source (s): Financial Times DocumentDate (s): 18 minutes ago DocumentDate_raw (n): 1432298700000 Link (s): http://www.ft.com/cms/s/0/dbe443aa-0079-11e5-a908-00144feabdc0.html DocumentKey (s): HTTPwww.ft.com/cms/s/0/dbe443aa-0079-11e5-a908-00144feabdc0.html DMSourceID (s): Google ContentType (s): Article 2 (o): [object Object] Headline (s): Core U.S. Consumer Prices Rose in April by Most in Two Years Teaser (s): The cost of living excluding food and fuel rose at a faster pace than expected in April, indicating inflation is inching toward the Federal Reserve's goal. Source (s): Bloomberg DocumentDate (s): 41 minutes ago DocumentDate_raw (n): 1432297350000 Link (s): http://www.bloomberg.com/news/articles/2015-05-22/core-u-s-consumer-prices-rose-in-april-by-most-in-two-years DocumentKey (s): HTTPwww.bloomberg.com/news/articles/2015-05-22/core-u-s-consumer-prices-rose-in-april-by-most-in-two-years DMSourceID (s): Google ContentType (s): Article 3 (o): [object Object] Headline (s): GLOBAL MARKETS-Stocks get that Friday feeling as stimulus trumps growth ... Teaser (s): ... * Stocks on track to close week near record highs. * Yellen, Draghi in focus. * Euro zone bond yields dip, U.S. inflation data awaited (Updates prices, adds fresh quote). Source (s): Reuters DocumentDate (s): 41 minutes ago DocumentDate_raw (n): 1432297350000 Link (s): http://www.reuters.com/article/2015/05/22/markets-global-idUSL5N0YD28920150522 DocumentKey (s): HTTPwww.reuters.com/article/2015/05/22/markets-global-idUSL5N0YD28920150522 DMSourceID (s): Google ContentType (s): Article 4 (o): [object Object] Headline (s): Gas prices set to fall Teaser (s): Gas prices have been steadily climbing, but with the summer driving season starting with the Memorial Day weekend, drivers could soon begin to see some relief at the pump. Source (s): CNNMoney DocumentDate (s): 41 minutes ago DocumentDate_raw (n): 1432297350000 Link (s): http://money.cnn.com/2015/05/22/news/economy/gas-prices-memorial-day/ DocumentKey (s): HTTPmoney.cnn.com/2015/05/22/news/economy/gas-prices-memorial-day/ DMSourceID (s): Google ContentType (s): Article 5 (o): [object Object] Headline (s): U.S. Stock Futures On The Sidelines Ahead Of Yellen, Long Weekend Teaser (s): U.S. stock futures showed little change Friday, as investors waited for a speech from Federal Reserve Chairwoman Janet Yellen and a report on consumer prices ahead of a long holiday weekend, which could make for a quiet day of trade. Source (s): Fox Business DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1432293975000 Link (s): http://www.foxbusiness.com/markets/2015/05/22/us-stock-futures-on-sidelines-ahead-yellen-long-weekend/ DocumentKey (s): HTTPwww.foxbusiness.com/markets/2015/05/22/us-stock-futures-on-sidelines-ahead-yellen-long-weekend/ DMSourceID (s): Google ContentType (s): Article 6 (o): [object Object] Headline (s): Deere Ups Guidance as Construction Offsets Ag Swoon Teaser (s): Solid sales in construction equipment offset a global agricultural slowdown for Deere, and the company raised its outlook for the year. Source (s): ABC News DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1432293759000 Link (s): http://abcnews.go.com/Business/wireStory/deere-beats-2q-profit-forecasts-31228527 DocumentKey (s): HTTPabcnews.go.com/Business/wireStory/deere-beats-2q-profit-forecasts-31228527 DMSourceID (s): Google ContentType (s): Article 7 (o): [object Object] Headline (s): Amazon Prime Goes Hyperlocal In NYC Teaser (s): In an effort to become even more competitive in New York City, Amazon Prime is broadening its scope to offer more items from stores not necessarily sold across its online platform, TechCrunch reported Thursday (May 21). Source (s): PYMNTS.com DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1432293300000 Link (s): http://www.pymnts.com/news/2015/amazon-prime-goes-hyperlocal-in-nyc/ DocumentKey (s): HTTPwww.pymnts.com/news/2015/amazon-prime-goes-hyperlocal-in-nyc/ DMSourceID (s): Google ContentType (s): Article 8 (o): [object Object] Headline (s): Bank of Japan Chief Cheers On Tokyo's Surging Stocks Teaser (s): TOKYO—Bank of Japan Gov. Haruhiko Kuroda gave the green light for stocks to keep climbing Friday, saying the upward momentum is fueled by record-breaking profits, after the market value of Tokyo shares topped its 1980s bubble-era peak. Source (s): Wall Street Journal DocumentDate (s): 2 hours ago DocumentDate_raw (n): 1432291950000 Link (s): http://www.wsj.com/articles/bank-of-japan-chief-cheers-on-tokyos-surging-stocks-1432292373 DocumentKey (s): HTTPwww.wsj.com/articles/bank-of-japan-chief-cheers-on-tokyos-surging-stocks-1432292373 DMSourceID (s): Google ContentType (s): Article 9 (o): [object Object] Headline (s): UPDATE 2-China, India likely to be biggest shareholders in AIIB Teaser (s): (Adds quote from economist). SINGAPORE May 22 (Reuters) - China is likely to hold a 25-30 percent stake in the new Asian Infrastructure Investment Bank (AIIB) while India will be the second-biggest shareholder, delegates said on Friday after a three-day ... Source (s): Reuters DocumentDate (s): 4 hours ago DocumentDate_raw (n): 1432283828000 Link (s): http://in.reuters.com/article/2015/05/22/asia-aiib-idINL3N0YD2VE20150522 DocumentKey (s): HTTPin.reuters.com/article/2015/05/22/asia-aiib-idINL3N0YD2VE20150522 DMSourceID (s): Google ContentType (s): Article 10 (o): [object Object] WSODIssue (s): |205778|207106|256562 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): What is wrong with Micron Technology? Link (s): http://folionation.squarespace.com/news/2015/5/21/what-is-wrong-with-micron-technology.html Thumbnail (s): DocumentDate_raw (n): 1432233660000 DocumentDate (s): May 21, 2015 DocumentDate_smart (s): 18 hours ago DocumentKey (s): 1107-290734296785735350528-2AFBCDEUTSA5SSSPN0EE125H2J ContentType (s): Article TrackingPixel (s): Teaser (s):

A recent downgrade, falling shares—Micron Technology is dealing with a lot of challenges lately.

From the look of Micron Technology’s (MU) fall, memory chip semiconductor firms have a tough road ahead. The stock recently closed at $26.33, far from its $36.49 peak.

Brokerage firm Nomura’s May 15th downgrade of Micron’s stock hasn’t helped either. Analysts are worried a lack of pricing power for memory will hurt the company’s revenue and profits. Last quarter, Micron reported a drop in DDR3 demand, citing a weak PC market as the cause.

The other big elephant in the room is the threat of Samsung (SSNLF) boosting its semiconductor supply in 2017. The new factories, which boast sizes comparable to football fields, will have tremendous capacity, and this may hurt Micron.

There are two positive events that will likely help Micron later this year: 3D NAND development and the Windows 10 release. The former will improve Micron’s profitability. PC sales might improve when Microsoft (MSFT) releases Windows 10, which could boost DDR3 demand. Already, as of May, four million people have downloaded a test copy of Windows 10. The strong demand for the updated operating system suggests many could upgrade their hardware to accommodate it.

At eight times forward earnings, Micron’s valuation is considerably cheap. SanDisk (SNDK), which reduced its revenue outlook for 2015 on April 16, trades at much higher multiples:

There is considerable negative sustained momentum against Micron right now. Eventually, the sell-off will end. When that happens, it might be worth investing in Micron.

Written by Chris Lau


Click on the interactive chart to view data over time. 

1. Microsoft Corporation (MSFT, Earnings, Analysts, Financials): Develops, licenses, and supports a range of software products and services for various computing devices worldwide. Market cap at $384.90B, most recent closing price at $47.58.

 

 

2. Micron Technology Inc. (MU, Earnings, Analysts, Financials): Engages in the manufacture and marketing of semiconductor devices worldwide. Market cap at $28.76B, most recent closing price at $26.59.

 

 

3. SanDisk Corp. (SNDK, Earnings, Analysts, Financials): Designs, develops, manufactures, and markets NAND-based flash data storage card products that are used in various consumer electronics products. Market cap at $13.95B, most recent closing price at $67.08.

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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11 (o): [object Object] WSODIssue (s): |73059378|40339818 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Mobile gaming just became more crowded Link (s): http://folionation.squarespace.com/news/2015/5/20/mobile-gaming-just-became-more-crowded.html Thumbnail (s): DocumentDate_raw (n): 1432149120000 DocumentDate (s): May 20, 2015 DocumentDate_smart (s): May 20, 2015 DocumentKey (s): 1107-290734296785735349125-66F4H5IUONPFOBOP0BLCM7066K ContentType (s): Article TrackingPixel (s): Teaser (s):

Nintendo wants to be the newest player on the mobile gaming block. Does the industry have room to grow?

Nintendo (OTCMKTS: NTDOY) got its groove back. After bottoming at $11.80, shares rebounded to nearly yearly highs for a multitude of reasons. First, Nintendo announced it would enter the mobile gaming market. Second, the company reported profits in its quarterly earnings. Though Nintendo has more positive momentum, its foray into mobile suggests it may be worth staying bullish on the mobile gaming sector.

According to a Wall Street Journal report, Nintendo intends to release five mobile games by March 2017. If King Digital Entertainment’s (KING) success is any indication, Nintendo’s know-how in game development could very well make it a big player in the mobile game space. Then again, Zynga (ZNGA) and King both spend significant amounts on developing games, but not every title is a winner.

Nintendo only needs a single hit to do well in its mobile gaming endeavour. King’s Candy Crush is responsible for the majority of the firm’s revenue. Zynga’s Farmville was a success on Facebook (FB), and the firm is trying to copy its success on the mobile platform.

Speaking of King Digital, the company continued its strong performance in mobile gaming in the first quarter of the year. The company grew gross bookings to $604 million. Mobile gross bookings reached an all-time high at $491 million.

Candy Crush Soda, the follow-up to Candy Crush, is doing well. King hopes the Candy Crush series will continue its stellar run and that its Farm Heroes series can join the ride too.

Meanwhile, Zynga is still realigning its business. The firm is simplifying its product line-up by focusing on just six to eight products in 2015. Its balance sheet is healthy: the firm has $1.1 billion in cash and marketable securities. Cash flow used from operations was $47 million. This is due to a $43 million payout for the acquisition of Spooky Cool.

Overall, expenses fell 29 percent quarter over quarter. Headcount related costs were steady, though Zynga lost $7 million, or $0.01 per share, non-GAAP, in the first quarter.

Written by Chris Lau

 

Click on the interactive chart to view data over time. 

1. King Digital Entertainment plc (KING, Earnings, Analysts, Financials): Produces and distributes digital games on multiple platforms. Market cap at $4.75B, most recent closing price at $14.99.

 

 

2. Zynga, Inc. (ZNGA, Earnings, Analysts, Financials): Develops, markets, and operates online social games as live services played on the Internet, social networking sites, and mobile platforms. Market cap at $2.74B, most recent closing price at $3.00.

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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12 (o): [object Object] WSODIssue (s): |5938994|206472|212653|255804|256588|269774 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): The Japanese economy has some good news Link (s): http://folionation.squarespace.com/news/2015/5/20/the-japanese-economy-has-some-good-news.html Thumbnail (s): DocumentDate_raw (n): 1432141200000 DocumentDate (s): May 20, 2015 DocumentDate_smart (s): May 20, 2015 DocumentKey (s): 1107-290734296785735348978-6SIJQ2G8OII4IDOMJP4POIRHBC ContentType (s): Article TrackingPixel (s): Teaser (s):

Don't call it a comeback just yet, but the Japanese economy is finally showing signs of life

The third-largest economy in the world is starting the year on the right foot. On Wednesday, the government revealed that the Japanese economy grew at an annualized rate of 2.4 percent in the first quarter, its fastest pace in a year. The figure was a marked improvement from the 1.1 percent growth recorded between October and December 2014, and it beat the 1.5 percent forecast over at The Wall Street Journal.

Japan isn't out of the woods just yet, though. Inventories rose, which indicates that consumption remains a hurdle for the country. The buildup in unsold goods contributed a whopping 0.5 percentage point to the GDP—more than business and housing investment and consumption—which grew by 0.6 percent in the quarter. If inventories are removed from the equation, the Japanese economy's annualized rate of growth falls to 0.4 percent.

It still remains to be seen whether Abenomics will be a success, but Wednesday's data could be a cautious endorsement of Prime Minister Shinzo Abe's economic reforms.

To celebrate the Japanese economy's best performance in a year, here's a list of Japanese stocks that are trading up to 3 percent below their 52-week highs. They may not be at their best just yet, but they could be getting close.

Click on the interactive chart to view data over time. 

1. Mizhuo Financial Group Inc. (MFG, Earnings, Analysts, Financials): Provides various banking and financial services in Japan and internationally. Market cap at $49.98B, most recent closing price at $4.11.

The stock is trading -0.97% below its 52-week high.

 

2. Mitsubishi UFJ Financial Group Inc. (MTU, Earnings, Analysts, Financials): Provides various financial services to individual and corporate customers in Japan and internationally. Market cap at $104.57B, most recent closing price at $7.50.

The stock is trading -2.10% below its 52-week high.

 

3. Nidec Corporation (NJ, Earnings, Analysts, Financials): Engages in the design, development, manufacture, and marketing of small precision motors, mid-size motors, machinery, and electronic and optical components. Market cap at $22.08B, most recent closing price at $19.06.

The stock is trading -2.14% below its 52-week high.

 

4. Sumimoto Mitsui Financial Group Inc. (SMFG, Earnings, Analysts, Financials): Provides various banking and financial products and services in Asia and the Oceania, the Americas, Europe, the Middle East, and Africa. Market cap at $60.64B, most recent closing price at $8.84.

The stock is trading -2.74% below its 52-week high.

 

5. Sony Corporation (SNE, Earnings, Analysts, Financials): Designs, develops, manufactures, and sells electronic equipment, instruments, and devices for consumer, professional, and industrial markets worldwide. Market cap at $37.65B, most recent closing price at $32.61.

The stock is trading -2.25% below its 52-week high.

 

6. Toyota Motor Corporation (TM, Earnings, Analysts, Financials): Engages in the design, manufacture, assembly, and sale of passenger cars, minivans, and commercial vehicles. Market cap at $218.81B, most recent closing price at $139.52.

The stock is trading -4.47% below its 52-week high.

 

(List compiled by Mary-Lynn Cesar. Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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13 (o): [object Object] WSODIssue (s): |58464|241309|273807 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Canadian telecoms firms are facing some challenges Link (s): http://folionation.squarespace.com/news/2015/5/19/canadian-telecoms-firms-are-facing-some-challenges.html Thumbnail (s): DocumentDate_raw (n): 1432058340000 DocumentDate (s): May 19, 2015 DocumentDate_smart (s): May 19, 2015 DocumentKey (s): 1107-290734296785735347825-38USNSJ332JKO66PBGMLN70RQI ContentType (s): Article TrackingPixel (s): Teaser (s):

These Canadian telecoms are all down for the last year, but they are bringing significant dividends to the table.

Canadian telecoms firms haven’t been doing very well in the last year. Even though mobile device demand, cable and digital television are going strong, the market isn’t bidding shares higher for the companies, including the three dominant ones: BCE Inc. (BCE), Telus Corporation (TU), and Rogers Communications (RCI). Nevertheless, they still deserve a closer look.

BCE offers a dividend yielding 4.68 percent. The stock is down 4.55 percent in the last year. Bell Media is weighing on the firm’s quarterly results. The TV station, CTV, is costing the company profits but builds brand awareness for Bell across the country. In its first-quarter report released on April 30, BCE said it would spend $20 billion in capital between 2015 and 2020.

One noteworthy weakness is the company’s drop in free cash flow in the quarter, which fell from $262M to $231 year over year.

Telus Corporation pays a dividend of $1.40 per share, or a yield of 4.04 percent. The firm raised dividend payments twice in the last year. Operating revenue improved by 4.6 percent in the first-quarter, according to its report released May 7. Basic earnings improved to $0.68 per share, up 11.5 percent.

Rogers offers the highest dividend yield of the three at 5.37 percent on a payout of $1.92 per share. The stock is not performing well because operating profit for wireless is under pressure from investment-related costs, which Rogers aims to offset by improving its efficiency. Home phone and television subscriptions were also weak. On the bright side, revenue per user was strong for TV and Internet.

Ultimately, demand for mobile cellular plans remains strong, and revenue is growing for the three telecoms firms. Best of all, dividend growth implies even higher yields for investors in the future.

Written by Chris Lau

Click on the interactive chart to view data over time. 

1. BCE Inc. (BCE, Earnings, Analysts, Financials): Provides wireline voice and wireless communications services, Internet access, data services, and video services to residential, business, and wholesale customers in Canada. Market cap at $36.82B, most recent closing price at $44.26.

 

 

2. Rogers Communications Inc. (RCI, Earnings, Analysts, Financials): Operates as a communications and media company in Canada. Market cap at $17.98B, most recent closing price at $35.43.

 

 

3. TELUS Corporation (TU, Earnings, Analysts, Financials): Provides telecommunications products and services primarily in Canada. Market cap at $20.68B, most recent closing price at $34.35.

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

14 (o): [object Object] WSODIssue (s): |36276|237331|272831 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): TSMC expects double-digit growth this year Link (s): http://folionation.squarespace.com/news/2015/5/18/tsmc-expects-double-digit-growth-this-year.html Thumbnail (s): DocumentDate_raw (n): 1431961140000 DocumentDate (s): May 18, 2015 DocumentDate_smart (s): May 18, 2015 DocumentKey (s): 1107-290734296785735346221-4SH1GUCI3FSSVSJMVIF1RI9LIC ContentType (s): Article TrackingPixel (s): Teaser (s):

TSMC has big things planned for 2015, and they could pay off in a very big way for the semiconductor firm.

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is holding steady even as Qualcomm (QCOM) and other chip firms are stumbling. TSMC said revenue for the month of April grew 21.7 percent compared to the same month a year earlier. In other news, the firm is breaking ground on a 12-inch wafer plant next month. When complete, TSMC will have the capability to manufacturer chips with the 10nm process. 

The company also had to deal with its share of disappointing news recently. In April, Qualcomm, a longtime customer, ditched the firm and decided to have Samsung (SSNLF) manufacture its Snapdragon 810 processor. However, earlier this week, a DigiTimes report stated that TSMC landed a deal with Apple (AAPL) to produce its SSD controller chips. TSMC already makes Apple’s popular A8 processor.

Valuations for TSMC are compelling. The stock trades at a forward P/E of just 15. Samsung’s is also low at 9:

Looking ahead, TSMC expects revenue to pick up in the second half of the year. Growth year-over-year should reach the double digits, even though capital expenditures are falling by $1 billion in 2015. Additionally, the Internet of Things presents several growth opportunities for TSMC. Connectivity, advanced packaging areas and sensors are all manufacturing areas where the firm could prosper.

Meanwhile, demand is still strong in the 28nm market. Low-end and mid-tier smartphones still require the process. TSMC is working off some excess inventory in Q1, but the company expects a 90 percent utilization rate for 28nm manufacturing.

When the 10nm manufacturing is ready at the new plant, TSMC could very well win many designs and take away business from its competition.

Written by Chris Lau

 

Click on the interactive chart to view data over time. 

1. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $741.85B, most recent closing price at $128.77.

 

 

2. QUALCOMM Incorporated (QCOM, Earnings, Analysts, Financials): Engages in the development, design, manufacture, and marketing of digital wireless telecommunications products and services. Market cap at $115.80B, most recent closing price at $71.06.

 

 

3. Taiwan Semiconductor Manufacturing Company Limited (TSM, Earnings, Analysts, Financials): Engages in the computer-aided designing, manufacturing, packaging, testing, and selling integrated circuits and other semiconductor devices; and manufacturing masks. Market cap at $127.12B, most recent closing price at $24.56.

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

15 (o): [object Object] WSODIssue (s): |209639|8806385 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Making the case for Spain with Banco Santander Link (s): http://folionation.squarespace.com/news/2015/5/18/making-the-case-for-spain-with-banco-santander.html Thumbnail (s): DocumentDate_raw (n): 1431960840000 DocumentDate (s): May 18, 2015 DocumentDate_smart (s): May 18, 2015 DocumentKey (s): 1107-290734296785735346218-4T3L506LK7GHO3E4LJ3N9MMUBE ContentType (s): Article TrackingPixel (s): Teaser (s):

Spain's economy is on the mend after a rough couple of years, which makes Banco Santander pretty interesting.

Worry for the economic health for nearly every European nation is dissipating. After bottoming in January 2015, the MSCI EMU Index (European Economic and Monetary Union) is bouncing back as the iShares MCSI EMU ETF (EZU) illustrates:

However, there is one exception: Greece. Even though Greece’s stock market bounced from its lows in April, there are still risks.

If Greece fails to negotiate a workable payment to the IMF, it may hurt confidence in European markets. Then again, the macroeconomic worry could be an opportunity.

Spain, which was another source of economic concern in the EU not too long ago, is on the rebound. The nation's stock market has shown stability in the last three months. If the economy improves and borrowing activity increases, that would benefit Banco Santander (SAN).

Unlike Bank of Greece (NBG), Santander’s prospects are getting better. On April 28, the firm reported a rebound in first-quarter profits. The company grew profits by 31.8 percent, generating profits of €1.72 billion. Earnings grew 6.4 percent to €0.12 per share.

Banco Santander targets earnings growth of 12 – 14 percent year-on-year on tangible equity. The first quarter missed the mark, coming in at 6 percent. Business in Portugal, Mexico, Argentina, Uruguay and Peru were strong. Poland was weaker due to lower interest rates and a cut of 50 basis points, or 0.5 percent, in the quarter.

Investors should watch for improvements in Banco Santander’s net interest margin, net of provisions. As the figure improves, profitability will, too.

There are risks associated with the stock. Banco Santander still faced some pressures in profitability in Brazil and Spain. The firm is managing the lower growth by keeping the rise in costs below the rate of inflation.

Plus, the US market is still difficult for the firm as it faces significant regulator costs here. As Banco Santander improves its credit quality, the cost of credit should improve as well.

Banco Santander is an attractive financial firm. The stock is down 23 percent in a one-year period, but is poised to rebound.

Written by Chris Lau

 

Click on the interactive chart to view data over time. 

1. National Bank of Greece S.A. (NBG, Earnings, Analysts, Financials): Provides diversified financial services primarily in Greece. Market cap at $4.80B, most recent closing price at $1.40.

 

 

2. Banco Santander S.A. (SAN, Earnings, Analysts, Financials): Provides commercial and retail banking services to corporate and individual customers. Market cap at $108.50B, most recent closing price at $7.58.

 

 

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