The Boeing Company (BA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 40.0x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about the pace of recovery in air travel, 787 delivery delays, and margin variability...
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September 29, 2021
Featured Top Idea
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MTCH – Match Group, Inc.
Trade: Buy 2027 5.000% Bonds CUSIP: 57665RAG1 (2.852% YTW, 1.612% iYTW)
Trade: Buy 2028 4.625% Bonds CUSIP: 57665RAN6 (3.459% YTW, 2.209% iYTW)... -
September 29, 2021
Monster Beverage Corporation (MNST:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 33.5x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm...
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September 28, 2021
NXP Semiconductors N.V. (NXPI:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 15.7x Uniform P/E. Even at these levels, the market has bullish expectations for the firm, but management may have concerns about supply constraints, revenue guidance, and production capacity...
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September 28, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: ARMK– Aramark Other Highlights: ADI, ANET, BWA...
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September 27, 2021
Palo Alto Networks, Inc. (PANW:USA) currently trades at a recent high relative to UAFRS-based (Uniform) earnings, with a 52.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm...
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September 24, 2021
MTCH – No Traded CDS, Base Case iCDS 77bps
Negative Case iCDS 106bps, 2027 5.000% Bond YTW of 2.852%
iYTW of 1.612%, Ba2 Rating from Moody’s, IG3- (equivalent to A3) Rating from Valens
Low Refinancing Need...
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September 24, 2021
Corning Incorporated (GLW:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 19.4x Uniform P/E. At these levels, the market is pricing...
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September 23, 2021
FireEye, Inc. (FEYE:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 5.5x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm...
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September 22, 2021
Featured Top Idea
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PDCE – PDC Energy, Inc.
Action: Buy 2026 5.750% Bonds, CUSIP:69327RAJ0 (3.764% YTW, 1.914% iYTW)... -
September 22, 2021
Skyworks Solutions, Inc. (SWKS:USA) currently trades near recent averages relative to UAFRS-based (Uniform) earnings, with a 15.6x Uniform P/E. At these levels, the market is pricing in slightly bullish expectations for the firm, but management may have concerns about supply constraints for semiconductors, 5G competition, and the A&I acquisition...
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