ASHTY News and Press, Ashtead Group plc ADR From 07/13/23

2023-07-13 12:48:55 ET Summary I reiterate a buy rating for ASHTY as I expect earnings to remain healthy and strong, despite a near-term slowdown. Despite near-term macro volatility, ASHTY should benefit from large mega projects in the U.S., as construction companies prefer to ren...

2023-07-06 11:00:00 ET Summary Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long term. Compliance advisors recommend with...

2023-06-24 02:30:00 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. There have been modest changes within the portfolio in the ...

2023-06-13 16:00:06 ET Ashtead Group PLC (ASHTF) Q4 2023 Earnings Conference Call June 13, 2023, 04:30 ET Company Participants Brendan Horgan - CEO & Executive Director Michael Pratt - CFO & Director Conference Call Participants Steven Woolf - Num...

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...

2023-03-17 13:14:30 ET Summary The leader in rental equipment industry offers attractive returns, in spite of short-term risk of recession. United Rentals' well thought out growth strategy has created an important competitive advantage. High free cash flow allows the managemen...

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...