SBGSY News and Press, Schneider Electric SE ADR From 08/26/21

Siemens had a fine quarter by the standards of multi-industrials, including strong order growth, but the performance was less impressive when compared to others in the automation and electrical sectors. Siemens has good leverage to attractive long-term secular growth stories like auto...

While Schneider Electric's second quarter performance wasn't eye-popping in the broader context of the short-cycle recovery that's driving multi-industrials, the relative performance in electrification and automation was strong. Short-cycle recoveries can drive Energy Management and I...

nVent has benefited from improving electrical markets like I expected, but has done an even better job on revenue growth and margins. Industrial electrification demand should drive above-trend growth for several years, augmented by opportunities in data centers, utility grids, and com...

Hubbell's second quarter didn't offer the same revenue and profit upside as many other industrials, but were definitely in line with other electrical products companies. Demand is strengthening everywhere outside the utility markets, with strong growth among industrial customers, and ...

Eaton's second quarter results weren't quite as exceptional on the top line, but incremental margin and price/cost performance were quite strong. Electrification markets remain quite strong, and Eaton is seeing an earlier pickup in aerospace than some of its peers; both markets offer ...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...

ABB posted another stronger than expected quarter, with revenue, EBITA, and orders all surpassing sell-side expectations, and management raised guidance on broad recovery strength across the business. Short-cycle markets continue to recover strongly, and ABB is also seeing improving o...

Schneider Electric's first quarter update was positive. The company is doing all the right things in promising areas. The investment thesis is strong, but the price is wrong. For further details see: Even With The ESG Premium, Schneider Electric Looks Overbought

Schneider shares have modestly underperformed the peer group over the last three-to-six months, but the underlying business performance has been strong. Short-cycle leverage can support more beat-and-raise quarters, as automation and electrification demand recover ahead of longer-term...

Due to their recent move to bitcoin mining, some investors interpret this as a change of focus for the company. Further, the mining industry is far riskier than the microgrid industry, leading to worry about future potential. In this article, I will address all sources of revenues...