SMAWF News and Press, Siemens AG From 02/09/23

Summary More bad news from the Siemens Gamesa subsidiary of Siemens Energy AG. Siemens Energy reduced profit guidance and now expects a loss similar to last fiscal year. Siemens Energy overpaid to get full control of Gamesa. The Siemens Gamesa timeline for a turnaround stretches...

Siemens AG (SIEGY) Q1 2023 Earnings Conference Call February 09, 2023, 02:30 ET Company Participants Eva Scherer - Head, IR Roland Busch - President & CEO Ralf Thomas - CFO Conference Call Participants Benedict Uglow - Morgan Stanley Gael de-Bray - ...

Summary Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. They increased Advanced Micro Devices, Lam Research, and Intuit while decreasing Nvidia, Meta Platforms, PayPal Holdings, and Broadcom. The top three positions are Apple, Microsoft, and Amazon. T...

Summary Despite macro challenges, Siemens is seeing strong growth momentum. Record order backlog should support FY 2023 targets. Longer term, all divisions are positioned to benefit from favorable structural demand drivers including digitalization, and decarbonization. Des...

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 hostile Fed and dwindling liquidity almost always...

Summary Siemens Energy offers a range of products and services from gas turbines, electricity infrastructure to wind turbines. The renewable subsidiary Siemens Gamesa has been a catastrophe over the last years, dragging down Siemens Energy. Siemens Energy is in the process of fully ...

Summary I've been writing about Siemens and my investment in the company for some time - my last article wasn't even that long ago, but the company has still outperformed. Siemens is up almost 10% in less than 2 weeks. This causes me to change my overarching thesis for my significant ho...

Summary Automation and robotics are mega-trends for multiple years and decades going forward. But now is not the right time to bet alongside this view. Weak global manufacturing activities and capex spend cuts in the semiconductor industry will dampen demand outlook. Technical analy...

Summary Siemens Healthineers AG expects strong growth in both revenue and earnings per share through fiscal 2025. The company pays a dividend and buys back shares; the dividend yield is currently about 1.9% and the dividend per share increased 12% over the past year. The company is ...

Summary This month I had 6 transactions. New forward dividend is approximately $1,165. Next month I will look into Fresenius, CBOE Global, Armada Hoffler, and Brookfield Asset Management. The end of the year is approaching and it hasn't been a pretty one for stock investor...