SBGSY News and Press, Schneider Electric SE ADR From 07/17/22

Macro to Micro to initiate a position. Despite China's lockdown and the dismissal of its Russian activities, the company confirmed 2022 guidance. Growth company with a compelling valuation versus its peers. Target price at €165 per share and progressive dividend yield now a...

We believe this is a great time to buy Schneider Electric, given that its valuation has improved substantially thanks to solid financial results and a declining share price. The P/E ratio is comfortably below the ten-year average of ~21x and getting close to the levels it reached duri...

Schneider Electric (OTCPK:SBGSF) and Hitachi Energy have entered into a collaboration to accelerate the deployment of sustainable and smart energy management solutions. The non-exclusive collaboration will support complementary portfolios in medium and high-voltage technologies...

Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Stock markets fell in the quarter, as the world watched in horror Russia’s invasion of Ukraine. While we are optimistic that China will maintai...

Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Stock markets fell in the quarter, as the world watched in horror Russia’s invasion of Ukraine. China-based WuXi Biologics illustrates the perf...

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...

Schneider electric is a company I probably should have written about before now - this 186-year old French giant is perhaps one of the most investable businesses in Europe. The company is in the business of providing energy and automatization solutions, addressing home, building/prope...

There are different ways to quantify a carbon handprint for each solution group. In this paper, we present case studies that show how to apply a carbon handprint analysis. Establishing a clear carbon handprint metric allows investors to assess how a company is contributing to the ...

In this article, we’re looking at the German company Siemens, an industrial conglomerate that once had a corporate structure similar to General Electric. It's one of the few German stocks with a good dividend history. So it's one of the few that can be trusted to remain sta...

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 ...