Thursday , September 29 2022

Subtitles in action: Tilrai, Home Capital, MedMen, Adidas, BMV, Zara …


Here is a selection of ads that have made (or will be made) to move the prices of these companies:

(Read us from time to time
so as not to miss the update)

The surprising resignation of US State Prosecutor Jeff Sessions triggered a breakthrough in the cannabis sector in the United States, which he strongly opposed. British Columbia producer listed on Nasdaq Tilrai (TLRI, $ 138.46 U $) at the end of trading increases by 23%, while the US trading fund Alternative harvesting (MJ, $ 36.58) gets 6.7%.

Alternative lender Home Capital (HCG, $ 17.24), owned by Varren Buffet 20%, investors surprise it to the end. His action jumped 22%. The company not only exceeds expectations in the third, but announces a massive redemption of 16% or $ 300M of its shares. The $ 0.41 earnings per share is 12% higher than the forecast of National Bank Financial with better margins than expected. Jaime Gloin expects return of the dividend in 2019 of about $ 0.43 per share. The analyst increases his target price from $ 15.50 to $ 18.50, but does not recommend buying a campaign, as its appearance remains unpredictable. "Without expanding the interest margin, buying shares and eliminating costs, his business model can not be better than a return on capital of 10% or less," he writes. .

Cannabis was one of the big winners in the November 6 parliamentary elections, while Michigan, Missouri and Utah voted to legalize marijuana for medical or recreational use, while new governors for cannabis were selected in Colorado, Illinois and Nevada, Cananocord Genuiti. The Democratic majority in the House of Representatives also improves the chances of green light for the production of cannabis. Titles of American manufacturers reacted very shortly after the election, and also preceded stock market events. Charlotte's Web (CVEB, US $ 17.30) and 1933 Industries (TGIF, $ 0.49) would benefit most from the reform of the law on agriculture, analyst Bobbi Burleson said. MedMed (MMEN, US $ 7.62) was best placed in Michigan after buying PharmaCann. MedMen is also present in Nevada Planet 13 (PLTH, US $ 3.12) and 1933 Industries. The US industry is already trading in an average stratospheric multiple of 22 times the expected revenue in 2019.

German sports equipment manufacturer adidas(ADS, 202,20 €) announced on Wednesday a net profit of 19% in the third quarter, to 656 million euros ($ 984 million), which led to an increase in the annual profitability goal. This is better than the consensus of analysts interviewed by Factset, who forecast a net income of 612 million euros quarterly. Thanks to favorable results in the first nine months of this year, the Herzogenaurach Group, which owns the Adidas and Reebok brands, now targets an annual net profit of 1.72 billion euros to 1.66 billion euros. This corresponds to an increase of one year between 16 and 20%, compared to the previously expected 13 to 17%.

German carmaker BMW(BMV, 75.47 €) released a sharp third-quarter net profit Wednesday, punishable by the effects of new anti-polluting VLTP standards, trade disputes and massive withdrawals. During the period from July to September, the group made a profit of 1.4 billion euros (2.1 billion dollars), which is 23.9% less than in the third quarter of 2017, below analysts' expectations. explored Factset, which forecasted 1.6 billion euros. The group's turnover grew by 4.7% to 24.7 billion euros in the same period. BMV has confirmed its annual targets, reduced in September due to the China-US trade war and pollution standards. During the year, for its automotive sector, the main group, BMV expects an operational margin of "at least 7%", from 8 to 10% earlier, and a "slight decline" in annual sales, previously planned with a small increase.

Spanish group Inditeks On Wednesday, the launch of a digital platform for its Zara brand, which is available in 106 new markets, mainly in Africa, is a fundamental step towards achieving its goal of being online on the Internet worldwide by 2020. "This milestone means that Zara's brand name is available in a total of 202 markets," Inditek said in a statement, adding that the platform will be open on Thursday. "Most of these new markets are in Africa, including Angola, Ivory Coast, Senegal and Ghana. In addition, the online store debuts in many parts of the Caribbean and Indonesia," said the group specializing in the "fast fashion" model. This model consists in the fact that 60% of clothing is relatively close to the headquarters, in Europe and in the Maghreb, in order to put shelves in fifteen days to keep up with fashion trends.

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