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Kontrol Technologies' core business is smart technology to make large buildings run more efficiently and developed patented technology for real-time monitoring of air quality. CEO Paul Ghezzi joined us to discuss avoiding Covid shutdowns, Kontrol's latest earnings, BioCloud and its re...
Siemens had a fine quarter by the standards of multi-industrials, including strong order growth, but the performance was less impressive when compared to others in the automation and electrical sectors. Siemens has good leverage to attractive long-term secular growth stories like auto...
While Schneider Electric's second quarter performance wasn't eye-popping in the broader context of the short-cycle recovery that's driving multi-industrials, the relative performance in electrification and automation was strong. Short-cycle recoveries can drive Energy Management and I...
Siemens is announcing its commitment to invest and expand the company’s U.S. manufacturing operations to support electric vehicle infrastructure in America. The company will bolster its existing manufacturing footprint of EV infrastructure with the VersiCharge Level 2 AC series p...
With only 5 months to go in the year, why does GE's FCF (Free Cash Flow) estimate vary by 42%? Taking the midpoint of their FCF estimate, GE is currently selling at 25 times FCF. How is GE priced relative to its nearest comparable, Siemens? GE's major problem going forward is ...
This is a portfolio very narrowly tailored to the infrastructure bill that just passed the Senate. The wide-ranging programs of the original White House bill have been set on a separate track. What remains is largely transportation. The big winners will be the triad of US-based co...
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) powers ~3% higher in Europe after reporting stronger FQ3 profits and revenues while raising its full-year guidance for the third time this year. Q3 net profit attributable to shareholders jumped to €1.35B (~$1.6B) from €539M in the year-earlier quarter, bea...
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...
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Siemens simplifies development of AI accelerators for advanced system-on-chip designs with Catapult AI NN PR Newswire Catapult AI NN offers software engineers a comprehensive solution to synthesize AI Neural Nets Enables software development teams to seamlessly trans...