SAPGF News and Press, SAP SE From 04/14/23

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...

2023-04-14 03:05:00 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...

2023-04-14 01:20:00 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. Growth stocks —...

2023-04-12 05:08:24 ET Summary SAP has agreed to exit its controlling stake in Qualtrics for a hefty premium. While the Qualtrics exit removes a growth avenue, it also enhances the margin profile and alleviates a large portion of the stock comp drag. With SAP poised to beat it...

Summary Oracle has seen a terrible decade with almost no revenue growth at all, despite 11 acquisitions over the last 5 years. Yet, I expect this to change in the decade ahead, with Oracle finally accelerating its cloud efforts and showing solid growth rates as a result. Oracle has ...

Summary This is the second part of our 4-part series on High-Growth Industries. Robotic Process Automation (RPA) is expected to be adopted swiftly and drive tremendous growth for the software and automation industry. AR and VR are the most anticipated industries we will talk about i...

Summary A surprise management succession plan was announced as Workday is bringing an industry veteran, Eschenbach, as co-CEO. The near-term opportunity for Workday remains poor as a result of an uncertain macro backdrop causing customers to be cautious on spending. The company anno...

Summary Ruane, Cunniff, & Goldfarb’s 13F portfolio value decreased from $6.73B to $6.40B this quarter. The number of positions increased from 31 to 32. They dropped Wayfair and decreased UnitedHealth, Elevance Health, and Netflix. The top three positions are Charles Schwa...

Summary SAP is in the midst of a multi-year transition of its business to the cloud which continues to gain momentum. SAP's BTP business has a sales run rate exceeding €1.5 billion with high margins and we expect it to grow substantially over the next few years. Recent result...

Summary VGI Partners Global Investments Limited is an Australia-based investment company. The Company’s Investment Strategy is to create a concentrated Portfolio, predominantly comprised of Long and Short Positions in global listed securities, actively managed with a focus on capital...