Aktiesnakken — Juli 2012
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Ikke jeg har læst udover opjusteringen til helåret..
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Ringe US tal http://www.forexfactory.com/
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Valmont Industries slog estimaterne: Q2 EPS $2.24 vs est $2.16 ; Q2 rev $767.3 mln vs est $766.9 mln ; Net earnings increased 31%
on a 14.8% increase in sales -
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ja den er nede med ca 5% i dag - den er stadig lidt dyr imo, så passer mig fint at den falder
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jeg laver nok et indlæg om dem på et tidspunkt, men indtil da kan jeg anbefale et lyt til deres CC som jeg lytter til lige nu: http://www.valmont.com/page.aspx?id=445&pid=21
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det er tilgængeligt indtil 1. august - ved ik om SA laver et transcript som de nogle gange gør
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(præsentation + Q&A
er ca 40min) -
btw, mht RGX er jeg blevet lidt mistroisk da de stadig ikke har fået gennemført udvidelsen af deres pilot plant, til trods for at de tidl har udtalt at det udstyr de venter på er "off the shelf". virker lidt suspekt
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@fillandkill - blev du fristet af Vringo som du linkede til for et par dage siden? Lidt mere fra John Ford fra SA i dag: http://seekingalpha.com/article/747061-vringo-s-stout-trumps-13-tech-giants-in-ntp-patent-suit?source=yahoo
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Roche meet guidance
http://www.roche.com/media/media_releases/med-cor-2012-07-26.htm -
MabThera/Rituxan. For non-Hodgkin’s lymphoma (NHL), chronic lymphocytic leukemia (CLL) and rheumatoid arthritis
(RA). Sales growth in the oncology franchise of 9% was driven by the uptake of the new first-line maintenance indication in
follicular lymphoma (a type of NHL) in the US and Europe. US sales were 1.6 billion Swiss francs, an increase of 8%, while
sales in Western Europe were up by 6%. Sales grew by 13% in the International region, particularly in China and Brazil, due
to growth in all
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