AMA under 3 begynder at blive interessant
så måske de så småt er på vej imod en holdningsændring ....
dejligt at være på systermen igen. hold op hvor skal man være hurtig hvis man skal handle i VWS
Focus on cash flow: We particularly focused on cash flow for Q3 given the
increasing discrepancy between cash and P&L earnings in H1 2010.
Earnings quality had deteriorated in H1 2010 as losses on cash basis were
substantially higher than in the P&L. Overall, free cash flow fro
Er folk gået ind i VWS idag?
from operations
for Q3 was €180mn compared to our estimate of a €86mn outflow.
Net
working capital stood at 25% of sales vs. our estimate of 15% with the better
'
cash flow driven by higher earnings and a partial closure of the unexplained
gap between earnings and cash in H1
yep - konsensus skal ned på sales, EBIT
men frygten for en kapital udvidelse kan fordampe
Q3
saw a reversal of that and a normalization of SG&A costs which spiked in
Q2. The high level of capitalization of R&D costs continued.
analytikeren kommer dog ikke med nogen klar anbefaling i hans rapport...lol
Har bestemt mig for, hvad jeg tror på og vil focuserer på .. Vestas har øget markedsandele .. kommer ud med ok tal (i en tid hvor flere
konkurrenter har det virkelig svært ) og de er præsente i alle de vigtige lande ..
citi: We see some positives in the Vestas results, in the stronger
quarter and the capacity reduction actions.
However, we still see consensus
downgrades to 2011E as likely and the valuation on a P/E of c27x 10E remains
aggressive for a company where the growth rate is reducing versus history. We
retain our Sell rating and our Target Price DKr175.
så med andre ord er du inde anmikk
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld
Log ind