DataSet-10
EFTA01874308
39 pg
…reasonably trusted and certainly
feared by all sides, to manage Iraq's transition to more
consensual politics. My gut tells me that Syria will
require the same to have the same chance.
But because I absolutely would not advocate U…
DataSet-10
EFTA01878580
33 pg
…economic growth to also introduce gradual political
reform. Corruption is as bad as ever, institutionalized
transparency and rule of law remain weak and consensual
politics nonexistent. If growth slows and incomes widen
further, more and more steam will build up…
DataSet-10
EFTA01461339
1 pg
…TP: $132.00, GILD.OQ, Robyn Karnauskas)
4Q13 update: light taxes create more leverage for Sovaldi
4Q13 product revenues beat consensus by —$250M led by inventory & Sovaldi
Sovaldi 4Q13 sales were $139M vs. $75M consensus. Pure demand was roughly $50M…
DataSet-10
EFTA01385456
1 pg
…Sun !Mai':
STLD announced 3Q17 results largely in line with consensus' expectations.
EBITDA of $347mn (-3% y/y) came in 1% lower than consensus' $352mn
estimate as average scrap costs expanded more than average selling prices in
the period, resulting…
DataSet-10
EFTA01410549
1 pg
…personally don't share
our research team's recommendation, as USDCNH vol still extremely low and it
represents a very cheap out-of-consensus expression of CNH out-performance vs.
USD, so don't see the value of crossing bid…
DataSet-10
EFTA01809464
2 pg
…not one of the top five wealthiest people in New York,
but I would suggest that there is a broad consensus that he is one of the smartest.
BBBBBBB BBBBBB
BBBBBBB BBBBBBB He pleaded guilty to a crime and paid…
DataSet-10
EFTA01388620
1 pg
…07%
Avg rent pee occupied SI lyrUI 2 6% 09%
Note consensus data is based on Thomson corn led data as of 10/14/16 Historcal data has not been r stated
Updated views on acute ca e hospitals including…
DataSet-10
EFTA01778363
2 pg
…people in New York, but I would suggest that there is a broad
consensus that he is one of the smartest.
He pleaded guilty to a crime and paid a large price for his mistake.
For decades, he has used…
DataSet-10
EFTA01388954
1 pg
…22.9% 15 0% 150%
5$ NOI growth (cash, yty) N/A -14.0%
Note consensus estimates are based on Thomson compiled data as of 10/14/16
Update on vacant space at 1633 Broadway, 1301 Ave of the Americas…
DataSet-10
EFTA01938787
1 pg
…Maxwel -the Save-a-Pet
lady who had a reverse mortgage and whose estate was mired in other post death litigation).
The consensus fair market value of these two together is $3.5 above the acquisition cost of
$9.4…
DataSet-10
EFTA01365913
1 pg
…don't share
our research team's recommendation, as USDCNH vol still extremely low and it
represents a very cheap out-of-consensus expression of CNH out-performance vs.
USD, so don't see the value of crossing bid offer…
DataSet-10
EFTA01387103
1 pg
…results:
Nem, Watwir
• KNX - best earnings revision potential across our coverage universe: Research Associate
For KNX we see potential for EPS to approach $3.60 per share in 2019,
which is 30% above current
DataSet-10
EFTA01866860
1 pg
…Jeffrey were one-time buds. Jeffrey is not one of the top five wealthiest people in New York,
but I would suggest that there is a broad consensus that he is one of the smartest. He plead guilty
to a…
DataSet-10
EFTA01780900
3 pg
…reported 1Q16 EPS of =0.21. Operating EPS ex DVA of $0.20 vs. MS ests of $0.23 and consensus =f
$0.21. Miss was entirely from higher FAS 91non-cash mark to market, =iven the —50bps decline in…
DataSet-10
EFTA01434677
91 pg
…within this note
for our
industry takeaways post results:
■
KNX - best earnings revision potential across our coverage universe:
For KNX we see potential for EPS to approach $3.60 per share in 2019,
which is 30% above current consensus…
DataSet-10
EFTA01786500
3 pg
…results, and guide September quarter slightly below consensus =stimates.
We like the set-up as iPhone growth likely troughed in June =nd we expect a more revolutionary iPhone cycle next year.
We expect June quarter results in-line with expectations…
DataSet-10
EFTA01388957
1 pg
…07%
Avg rent pee occupied SI lyrUI 2 6% 09%
Note consensus data is based on Thomson corn led data as of 10/14/16 Historcal data has not been r stated
Updated views on acute ca e hospitals including…
DataSet-10
EFTA01938089
1 pg
…a-Pet lady who had a
reverse mortgage and whose estate was mired in other post death litigation).
The consensus fair market value of these two together is $3.5 above the acquisition cost of $9.4.
With some work…
DataSet-10
EFTA01388605
1 pg
…7 5% 7 3%
5 NOI growth yN (cash consolidated] 2 0% 4 2% •2009S to 350%
Note consensus estimates are based on Thom an compiled data as ce 10/14/16
• Update on disposition progress ($600-700M FY guidance)…
DataSet-10
EFTA01446638
1 pg
…foundry etc. Even incremental success ,:?InNec
in these areas should yield above consensus rev/EPS and a rising share price. Price target 26.00 to 28.00 I 7.7%
Reiterate Buy rating and raise P/T to $28. …
Comments