SBGSY News and Press, Schneider Electric SE ADR From 03/03/22

Emerson offers leverage to accelerate mid-to-late-cycle end-markets, but also growing exposure to secular opportunities like hybrid automation and industrial software/digitalization. I like the structure of the tie-up with Aspen, as it leaves the company with a high-multiple asset to ...

Schneider has continued to offer solid growth guidance and good quarters, but the Street seems tired of the automation/electrification theme. I expect Schneider to grow revenue at a rate roughly double developed market IP growth, with improving margins, for the next decade on the back...

Schneider Electric S.E. (SBGSF) Q4 2021 Earnings Conference Call February 17, 2022 2:30 AM ET Company Participants Amit Bhalla – Head-Investor Relations Jean-Pascal Tricoire – Chairman and Chief Executive Officer Hilary Maxson – Chief Financial Officer Conference Call Par...

ABB posted better numbers than the sell-side expected, but margin leverage was soft and many rivals posted better numbers. The company is transitioning from turnaround/repair to growth, and management will need to prove that they can keep pace in the attractive electrification and aut...

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...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

Schneider Electric is the world's most sustainable corporation according to the latest Corporate Knights 2021 Ranking. Schneider Electric is going to benefit significantly from an increase in electrification of the economy, from transportation to data centers, and this will provide ta...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. The Glob...

Rockwell outperformed its peers in the most recent quarter, with strong growth in discrete and hybrid automation markets and above-average growth in process automation as well. Management was an early mover in areas like hybrid automation and has done well in growing markets like semi...

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...