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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. Optimism over a return to normal economic activity global...
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. 2020 was a year of monumental progress in renewable energ...
The U.S. diesel genset market is expected to witness a CAGR of 7.2% between 2020 and 2030, with revenue from the sale of diesel generator ((DG)) to rise from $2,187.4M in 2019 to $3,797.6M by 2030 due to the rising number of data centers and growth in construction sector, especially...
Atlas Copco AB (ATLKY) Q3 2020 Earnings Conference Call October 22, 2020 05:00 AM ET Company Participants Hans Ola Meyer - Chief Financial Officer Mats Rahmström - Chief Executive Officer Conference Call Participants Guillermo Peigneux - UBS Max Yates - Credit Suisse Gael De Bray - Deuts...
The following slide deck was published by Atlas Copco AB in conjunction with their 2020 Q3 earnings call. For further details see: Atlas Copco AB 2020 Q3 - Results - Earnings Call Presentation
VAT Group saw third quarter revenue near the high end of management's expectations, but orders were 14% weaker than expected and the book-to-bill came in below 1x. Front-loading of orders is a plausible explanation given customers' need to secure essential components during the pandem...
Atlas Copco continues to show that it views factory automation as an important area for the company's future, acquiring Perceptron and entering the metrology and robot guidance markets. Management recently commented that its end-markets continue to improve, but also sees the Street as...
These are "interesting" times for Ingersoll Rand ( IR ). Integrating the merger of the former Ingersoll Rand non-climate operations and Gardner Denver was already going to present some typical integration challenges, but now the COVID-19 outbreak and sharp industrial recession are going to m...
I don't often write macro-oriented articles - the fact is, others do it with significantly more background knowledge. However, one area where I believe I excel is the articles aimed at either investors seeking investments in different countries, as well as different currencies, seeing as I'm o...
"Long-suffering" is probably a good description for many ABB ( ABB ) shareholders, but it looks as though their patience is starting to show a few rewards. While the long-term performance of ABB shares doesn't compare so favorably to its peer group (including companies like Emerson ( EMR )...
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