SAPGF News and Press, SAP SE From 05/12/22

SAP has a significant growth opportunity with a projected 23.52% FCF and 28.48% net profit CAGR over the next 5 years. The stock has dropped 38% from its ATH in the middle of a severe price correction. The impact of exiting Russia is anticipated at €300M in revenue and ...

I consider the current price reasonable to open an initial position and eventually average it down if the drop continues. SAP customers generate 87% of total global commerce ($46 trillion). The size of the global enterprise applications market is expected to reach $468.2 billion b...

Adobe has proven itself to be a best-of-breed software firm over the past several years. Revenue and cash flows have moved higher nicely, as has profitability, due to continued growth. The long-term outlook for the company is excellent, despite some recent weakness, but shares are...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

Monthly update of the Dividend Champions List. 61 companies declared higher dividends in the past month, with an average increase of 9.3% over their previous payouts. Nine new Contenders, and six new Challengers. For further details see: Dividend Champions For May 2022 ...

Salesforce has corrected more than 40% with concerns on guidance on M&A, and the sell-off looks overdone, in my view. Salesforce has a solid business model with recurring and sticky revenues, with visibility into revenue to be recognized in the next 12 months and after. Salesf...

SAP SE (SAP) Q1 2022 Results Conference Call April 22, 2022 08:00 AM ET Company Participants Anthony Coletta - Chief IR Officer Christian Klein - CEO Luka Mucic - CFO Scott Russell - Customer Success Conference Call Participants James Goodman - Barclays Toby Ogg - Credit Suisse Adam Wood - Mo...

The following slide deck was published by SAP SE in conjunction with their 2022 Q1 earnings call. For further details see: SAP SE 2022 Q1 - Results - Earnings Call Presentation

This CEF offers a forward distribution yield (ttm) of approximately 90% as of 11.03.2022, which seems in our view too good to remain true. The European Union has an ambitious plan to steer away from Russian energy imports by 2027, but German individuals, businesses, and international ...

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...