SMAWF News and Press, Siemens AG From 10/29/21

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. ...

The environmentally-conscious investment trend is starting to have a meaningful impact on publicly traded oil & gas producers and their investment decisions, contributing to a global energy shortfall. The ESG trend may succeed in trimming hydrocarbon supplies, but the energy indus...

As most all of you know, cybersecurity is an existential threat and is a  primary imperative for governments, businesses, and consumers. Although the overall 9.7% CAGR of the global cybersecurity market may not seem that impressive, a number of the top companies are growing much ...

Recent US and Swiss acquisitions indicate increased global focus and new directions for Hitachi in key areas. Hitachi (80%) JV with ABB Power, Hitachi ABB Power Grids, to be renamed Hitachi Energy. HVDC is a key element in grid connectivity and Hitachi Energy is a key player. ...

Siemens Aktiengesellschaft (SIEGY) Q3 2021 Earnings Conference Call August 5, 2021 03:30 AM ET Company Participants Eva Riesenhuber - IR Roland Busch - CEO Ralf Thomas - CFO Conference Call Participants Ben Uglow - Morgan Stanley Martin Wilkie - Citi Andreas Willi - JPMorgan James Moore - Red...

The following slide deck was published by Siemens Aktiengesellschaft in conjunction with their 2021 Q3 earnings call. For further details see: Siemens Aktiengesellschaft 2021 Q3 - Results - Earnings Call Presentation

Siemens (OTCPK:SIEGY): Q3 GAAP EPS of €1.68. Revenue of €16.08B (+24% Y/Y) Orders rose 47% Y/Y to €20.49B. Adjusted EBITA Industrial Businesses was €2.3 billion, a 29% increase on strong performances in all industrial businesses, resulting in Adjusted EBITA margin ...

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...

This article presents a methodology which investors can utilise to analyse and dissect an industry and identify the winners. Breaking down the industrials sector I arrive at two companies that are performing well ahead of the average company with a strong outlook and clear track recor...

Carbon capture and storage/sequestration ("CCS") is needed mostly to help remove CO2 gases from power plants escaping into the atmosphere and to reduce global emissions. The CCS market size is projected to grow from USD 1.75 billion in 2019 to USD 6.3 billion by 2027, exhibiting a CAG...