ASHTF News and Press, Ashtead Group Plc From 05/26/23

2023-05-26 06:13:52 ET Summary Industrial equipment supplier, Ashtead, has seen an expected drop in share price. But does it mean a bigger drop ahead? There's no denying the company's robust fundamentals, but the US construction sector is facing uncertainties with a drop in leadin...

2023-05-20 06:48:56 ET Summary Ashtead Group plc is involved in the rental business of construction, industrial, and general equipment. Revenue has grown at a CAGR of 16% due to increased rental usage and construction projects. Ashtead's margins are impressive, with a NIM of 1...

2023-04-14 23:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A crisis-driven rotati...

2023-03-21 22:30:00 ET Summary The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. As of December 31, 2022, our largest country exposures incl...

2023-03-08 15:27:36 ET Summary Ashtead Group plc has increased its capex and revenue growth guidance for FY23 and FY24. Despite supply constraints, inflation, and a lack of skilled workers, Ashtead Group is still gaining market share and benefiting from increasing rental penetrati...

2023-03-07 15:54:02 ET Ashtead Group plc (ASHTF) Q3 2023 Earnings Conference Call March 07, 2023, 05:00 AM ET Company Participants Brendan Horgan - Chief Executive Officer Michael Pratt - Chief Financial Officer Conference Call Participants Robert Werthei...

2023-03-07 12:05:26 ET The following slide deck was published by Ashtead Group plc in conjunction with their 2023 Q3 earnings call. For further details see: Ashtead Group plc 2023 Q3 - Results - Earnings Call Presentation

2023-03-07 11:26:33 ET Ashtead Group ( OTCPK:ASHTF ): Q3 Non-GAAP EPS of $86.90. Revenue of $2.43B (+21.5% Y/Y) in-line. For further details see: Ashtead Group Non-GAAP EPS of $86.90, revenue of $2.43B in-line

Summary Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. For the fourth quarter of 2022, Giverny Capital Asset Management’s model por...

Summary Ashtead has seen a strong price rise in 2023 so far, far outpacing the S&P 500 index. Its upcoming results could bolster it further. The construction equipment rental provider has already seen robust growth, and its outlook is healthy too. It also has a record of beating exp...