Actionable news
0
All posts from Actionable news
Actionable news in ARIA: ARIAD Pharmaceuticals, Inc.,

Companies

The analysts at Bloomberg Intelligence, who track 4,000 stocks, identified companies — in industries including energy, technology, retail, and finance — that face unusual challenges in the coming year or are poised to release products or services with blockbuster potential. The analysts considered revenue growth, margins, market share, debt, and other factors such as economic conditions, and came up with a list of 50 worth watching.

  • A spending spree pays off for Adidas

  • Alkermes is getting a lift from an opioid-blocking drug

  • Altice searches for savings after a buying binge

  • Amazon loves Prime numbers

  • American Eagle Outfitters hasn’t fallen out of fashion

  • China’s Anta goes upscale

  • Ariad’s got pricing power

  • The recession has sapped Banco do Brasil’s strength

  • Barrick Gold gets a Brexit bounce

  • A ratings cut could crimp Caterpillar

  • Can CBS find happiness with Viacom, again?

  • Chemours gets stuck with a Teflon bill

  • Chipotle feels a little better

  • Comcast goes for a quadruple play

  • Delta Lloyd feels the squeeze of new risk rules

  • Diageo wants to be your tipple

  • Dow and DuPont hope that three is better than two

  • Eli Lilly is more petite than rivals but has a better pipeline

  • Planes, trains, and automobiles drive profits for Ferrovial

  • Ford’s dependence on the U.S. is a liability

  • Geely’s new models have a Swedish touch

  • GoPro goes for drones

  • Hannover Rueck pays for rising floodwaters

  • Hudson’s Bay has money to spend

  • ICBC is getting a grip on bad loans

  • J.C. Penney’s turnaround is in jeopardy

  • Kite Pharma is turning T-cells against cancer

  • Ahold and Delhaize unite to fight discounters

  • LafargeHolcim hunts for post-merger savings

  • MetLife hopes to stay systemically unimportant

  • Micron can’t shake its PC habit

  • Nestlé’s new boss has a healthy appetite

  • Netflix can’t crack China

  • Novatek navigates the Russian Arctic

  • Philip Morris says, “Let them vape.”

  • Procter & Gamble is in the middle of a makeover

  • Ralph Lauren catches up to fast fashion

  • Toxic mortgages are still a risk for Royal Bank of Scotland

  • Seagate is fighting obsolescence

  • Sony sees a virtual future

  • Steinhoff wants to corner the mattress market

  • Stryker moves on new knees

  • Suedzucker has Europeans hooked on sugar

  • Suncor Energy waits for a crude comeback

  • Swire Properties gets new digs

  • VW’s emissions scandal clouds its outlook

  • Walmart tries to get back online

  • Everyday low prices, the Whole Foods way

  • Workday is riding on the cloud

  • Early reviews on Yelp’s new strategy are good

  • ApparelADS GR EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    13.6%49.9%$15.53b$20.11b127%

    After losing ground to market leader Nike and upstart Under Armour, the global sportswear brand has rallied. Adidas has increased marketing spending, and the Stan Smith lifestyle shoe has enjoyed a comeback.

  • PharmaceuticalsALKS US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    19.8%58.3%$1.79b$668m-32%

    The drugmaker has seen demand for Vivitrol, its opioid-blocking drug, soar in response to the painkiller and heroin epidemic. Aristada, the company’s recently introduced drug for schizophrenia, is expected to become a major growth engine.

  • CableATC NA EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    N/MN/M$87.99b$18.37b-38.7%

    The Dutch telecommunications company has been on a buying spree, snapping up Suddenlink and Cablevision in 2015 to become the fourth-largest cable provider in the U.S. After borrowing heavily to make the purchases, it’s now under pressure to cut costs and increase revenue.

  • E-commerceAMZN US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    27.9%364.4%$65.08b$120.64b45.9%

    Continued gains in Amazon Prime memberships and in the web-services business have allowed the retailer to stabilize profits even as it invests heavily in new projects.

  • ApparelAEO US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    3.9%19.8%$1.69b$3.6b23.3%

    The teen-oriented retailer has avoided the fate of rivals such as PacSun, American Apparel, and Wet Seal, which have all filed for bankruptcy. AE’s six consecutive quarters of same-store sales gains highlight the importance of having the right product assortment and using data to manage inventory and minimize discounting.

  • Apparel2020 HK EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    18.9%15.3%$1.95b$1.89b9.9%

    China’s largest homegrown sportswear company is beginning to move upscale as the nation’s burgeoning middle class embraces exercise routines and “athleisure” attire.

  • PharmaceuticalsARIA US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    56.7%91.9%$624m$169m46.8%

    Ariad’s blood cancer treatment Iclusig has shown steady growth since its relaunch in 2014, thanks partly to price increases that have made it among the most expensive drugs in its category. The company has filed for U.S. Food and Drug Administration approval for its lung cancer drug brigatinib and expects a decision in the second quarter of 2017.

  • BankingBBAS3 BZ EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    N/M-34%$453.74b$58.55b49.9%

    The recession has taken a toll on the profitability of Brazil’s No. 4 bank by assets. Banco do Brasil’s reliance on a narrow base of domestic corporate borrowers is a source of concern, as bankruptcies have been on the rise.

  • MiningABX CN EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    -5.7%129.7%$25.6b$8.5b165.4%

    Gold bugs returned in force in 2016, especially after Brexit sent investors scurrying for a safe haven. The world’s largest gold miner is taking advantage of the surge in prices to reduce its debt.

  • Construction & Mining MachineryCAT US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    -14.5%-24%$78.3b$41.8b13.2%

    The heavy-equipment maker is staring at a fourth year of operating losses in 2016. A cut in the company’s debt rating is a real threat and could hurt its financing unit.

  • EntertainmentCBS US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    4.8%23.6%$23.14b$14.3b21.3%

    The divergent fortunes of CBS and Viacom raise questions about the advantage of a recombination after a decade apart. On the plus side, a deal would bolster CBS’s portfolio of networks. CBS CEO Les Moonves would finally fulfill his ambition to run a major movie studio, but could he pull Paramount out of its funk?

  • ChemicalsCC US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    -5.6%15.9%$6.22b$5.53b44.7%

    Spun off from DuPont in 2015, Chemours inherited the liability of 3,500 lawsuits over a toxic Teflon chemical (PFOA) found in Ohio’s and West Virginia’s waters. The cost to Chemours could be as high as $3 billion.

  • RestaurantsCMG US EQUITY

    Est. Sales GrowthEst. EPS GrowthTotal Assets12-month sales1-year total return
    -10.1%-75.6%$2.1b$4.05b-43.3%

    The burrito chain has managed to slow the sales decline that followed multiple incidents of foodborne illness in 2015, with...


More