AIQUF News and Press, Air Liquide S.A From 02/08/24

2024-02-08 19:36:28 ET Summary On February 6, APD issued a weak quarterly print, missing consensus estimates and cutting EPS guidance while reiterating its commitment to spend ~$5-5.5bn in FY24 Capex. While the print was certainly weak, I do not believe the results justified such ...

2024-01-30 08:28:42 ET More on TotalEnergies TotalEnergies: A Balanced Multi-Energy Company With Strong Growth Prospects TotalEnergies: Integrated Power Is Growing But Oil Is Still King Seeking Alpha's Quant Rating on TotalEnergies Read the full article on ...

2024-01-29 05:46:06 ET Summary The BlackRock Enhanced International Dividend Trust is a closed-end fund that offers high current income from foreign stocks. BGY's recent performance has been flat, but when considering distributions, it has delivered a 44.12% total return over the ...

2023-12-28 10:00:00 ET Summary Alpinum Investment Management is a Swiss asset manager whose key areas of expertise include. traditional and alternative credit investments, direct lending and hedge funds. The economy faces a slowdown with rising capital costs, yet resilient consume...

2023-12-21 11:59:45 ET Summary Air Products and Chemicals stock price has underperformed due to growing investor concerns over rising costs and project delays. These concerns are overdone and enable investors to purchase a high-quality compounder at attractive valuations. Air ...

2023-11-29 01:20:00 ET Summary On November 30, world leaders will gather for the annual UN climate meeting known as the Conference of the Parties, or COP28. One of the key climate solutions that will be discussed is carbon capture, utilization, and storage (CCUS). CCUS is tout...

2023-11-28 06:45:32 ET Summary Air Liquide is a leading multinational industrial gases company with a high-quality business model and strong track record of value creation. The industrial gases industry has attractive fundamentals, with high barriers to entry, pricing power, and r...

2023-11-17 03:52:58 ET Summary Nippon Sanso's operating incomes have increased due to unit margin effects thanks to cost improvement programmes and massive base effects. In particular, the YoY declines in electricity prices have rocketed results. There is a decent relative val...

2023-11-10 10:40:54 ET Summary Linde plc has outperformed its peers thanks to its industry-leading return on capital, low leverage, solid cash conversion, and network density. LIN's management team prioritizes cash generation, optimal capital management, and value-creating opportu...

2023-10-25 11:33:13 ET More on L'Air Liquide Air Liquide: Margin Improvements Could Weigh Heavier Than Tough Economic Times Air Liquide: All Checked, Still A Buy Seeking Alpha's Quant Rating on L'Air Liquide For further details see: Air Liquide's Q3 reven...