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  • Squawk / 11 hours ago
    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    GM reports Q1 EPS of $0.29 vs. $0.04 expected.

    Bloomberg:
    *GM 1Q REV. $37.4B, EST. $37.9B
    *GM SAYS N. AMERICA, INTERNATIONAL OPS PERFORMING AS PLANNED
    *GM SAYS EUROPE, CHINA PERFORMING BETTER THAN PLAN
    *GM SAYS S. AMERICA WEAKER PERFORMANCE DUE TO VENEZUELA, BRAZIL
    *OPEL CEO OPTIMISTIC GM EUROPE RESULTS TO IMPROVE THROUGH 2014
    *OPEL CEO SAYS 2014 WILL BE `CRUCIAL MILESTONE' TO BREAKING EVEN
    Read the Squawk
  • Squawk / 11 hours ago
    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    UPS reports Q1 EPS of $0.98 vs. $1.08 expected; sees full-year EPS at low end of guidance range.

    Bloomberg:
    *UPS SEES YEAR EPS AT LOW END OF $5.05-$5.30, EST. $5.19
    *UPS: 1Q U.S. DOMESTIC REVENUE INCREASED 2.6% TO $8.5 BILLION
    *UPS SAYS WEATHER WEIGHED ON OPERATING PROFIT BY ABOUT $200M
    *UPS: 1Q INTERNATIONAL SEGMENT REVENUE IMPROVED 5.0% :UPS US
    Read the Squawk
  • Squawk / 11 hours ago
    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    Caterpillar reports Q1 EPS of $1.61 vs. $1.23 expected, an upward surprise of 30.9%, and boosts full-year guidance to $6.10 from $5.86. Revenue $13.61 billion vs. $13.11 expected.

    Bloomberg:
    *CAT DOESN'T SEE RUSSIA SITUATION MATERIALLY IMPACT YR VIEW
    *CAT SAYS RUSSIA ECONOMY WAS ALREADY PERFORMING POORLY
    *CAT EXPECTS CONTINUED DECREASES IN MINING CAPEX FOR EQUIPMENT
    *CAT SEES LOWER DEALER DELIVERIES ABOUT OFFSET BY INVENTORY
    *CAT SEES RESOURCE INDUSTRIES' SALES TO BE DOWN ABOUT 20%
    Read the Squawk
  • Editor’s Picks / 12 hours ago

    Banks in independent Scotland could risk Iceland-style meltdown

    The Guardian
    An independent Scotland would need the support of the UK Treasury and the Bank of England to prevent savers in its banks being as vulnerable as those who had money in Iceland during the 2008 financial crisis, according to one of the three leading credit rating agencies.
    In a detailed analysis of where the Scottish banking system would stand after a yes vote, Standard & Poor's concluded it would be "challenging" for a government in Edinburgh to support its banks without the backing of London because their assets would be 12 times as big as the country's output – far higher even than Iceland's banks before their crash.
    Read article on The Guardian Go to post