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2023-07-26 09:58:46 ET Summary Comps from last year were weak due to a couple of factors, including really weak CCGT performance from high gas prices. High gas prices could come again at the end of this year, and that shouldn't be forgotten by market actors. At least Endesa is hed...
2023-07-26 08:43:03 ET Endesa, S.A. (ELEZF) Q2 2023 Earnings Conference Call July 26, 2023 4:00 a.m. ET Company Participants Mar Martinez - Investor Relations José Bogas - Chief Executive Officer Marco Palermo - Chief Financial Officer Conference Call ...
2023-05-13 10:26:07 ET Endesa, S.A. (ELEZF) Q1 2023 Earnings Conference Call May 09, 2023, 04:00 AM ET Company Participants José Bogas - CEO Marco Palermo - CFO Conference Call Participants Alberto Gandolfi - Goldman Sachs Manuel Palomo - Exane B...
Summary Ariel Investments’ 13F portfolio value decreased from $10.02B to $9.11B this quarter. They increased Zebra Technologies, Equity Commonwealth, and Generac Holdings while reducing Adtalem Global Education, Snap-on, and J. M. Smucker. The top three positions are Baidu, M...
Summary Ariel Investments’ 13F portfolio value decreased from $11.27B to $10.02B this quarter. They increased Gentex, Resideo Technologies, and Boyd Gaming while reducing Adtalem Global Education, J. M. Smucker, Aflac, and Trip.com. The top three positions are Baidu, Ph...
The following slide deck was published by Endesa, S.A. in conjunction with their 2022 Q2 earnings call. For further details see: Endesa, S.A. 2022 Q2 - Results - Earnings Call Presentation
While nuclear energy might be interesting right now, NLR, which holds stocks that have various degrees of exposure to the nuclear supply chain, is not a great way to bet. NLR is primarily a utilities bet, where companies will have some nuclear exposure, but it won't be active enough t...
Ariel Investments’ 13F portfolio value decreased from $11.86B to $11.27B this quarter. They increased Gentex, Resideo Technologies, and Boyd Gaming while reducing Progressive Corp and Berkshire Hathaway. The top three positions are Madison Square Garden Entertainment, Matte...
Endesa, S.A. (ELEZF) Q1 2022 Earnings Conference Call May 10, 2022 04:00 AM ET Company Participants Mar Martinez - IR José Bogas - CEO Luca Passa - CFO Conference Call Participants Alberto Gandolfi - Goldman Santa Harry Wyburd - Bank of America Manuel Palomo - Exane BNP Javier Suarez - M...
Ariel Investments’ 13F portfolio value increased from $10.94B to $11.86B this quarter. They increased Nielsen Holdings and Core Laboratories while reducing KKR and dropping Johnson & Johnson. The top three positions are Madison Square Garden Entertainment, Mattel, and F...