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2024-06-28 13:48:05 ET Summary Siemens AG is a globally and operationally well diversified conglomerate with robust earnings and cash flows. Management is shareholder friendly and yet has a prudent approach to portfolio- and balance sheet management. Siemens regularly spends m...
2024-05-17 11:59:28 ET Summary Excellent Q2 2024 report, but the share price is down 20% for no clear reason. CEO Julian Nebreda claims that nothing comes near battery technology for 100% 24/7 power and that this is a big deal for data centers. This is a big positive for Fluence. ...
2024-05-16 08:57:08 ET Siemens Aktiengesellschaft (SIEGY) Q2 2024 Earnings Conference Call May 16, 2024, 03:30 ET Company Participants Tobias Atzler - IR Roland Busch - President & CEO Ralf Thomas - CFO Conference Call Participants James Moore - R...
2024-05-16 04:11:08 ET More on Siemens: Siemens Q1 - Why I Am Waiting [Downgrade] Siemens set to sell Innomotics division to U.S. P-E firm in $3B deal - Handelsblatt Siemens expands partnership with Microsoft for product lifecycle management Seeking Alpha...
2024-04-24 07:40:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. Our portfolio outperformed the MSCI AC World Index in Q1 due to broad-based positive ...
2024-04-18 12:10:00 ET 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. International markets ...
2024-03-22 13:52:57 ET Summary Siemens has delivered strong 1Q24 results, with improvements in all segments and a record-level order backlog. The company is accelerating its portfolio optimization, cutting its stake in Siemens Energy and increasing its stake in Siemens India. ...
2024-03-09 10:10:06 ET Summary Greenbrier's stock price has seen a robust upswing in the last few months, which raises the question of whether it is time to take some profits. The negative effects of the Russia-Ukraine conflict on Europe's economy and rising production costs in Eu...
2024-02-13 10:19:05 ET Siemens Aktiengesellschaft (SIEGY) Q1 2024 Earnings Call Transcript February 8, 2024 4:00 AM ET Company Participants Eva Scherer - Head of Investor Relations Roland Busch - President, CEO & Member of Management Board Ralf Thomas - CFO &...
2024-02-03 11:00:00 ET 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. Global markets rallied...
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