The Economist (October 20)
“Some 4,500 satellites circle Earth, providing communications services and navigational tools, monitoring weather, observing the universe, spying and doing more besides. Getting them there was once the business of the superpowers’ armed forces and space agencies. Now it is mostly done by companies and the governments of developing countries.”
Tags: Communications, Companies, Developing countries, Earth, Governments, Navigational tools, Satellites, Space agencies, Spying, Superpowers, Weather
Bloomberg (September 19)
“Trump has badly miscalculated Xi’s willingness to endure a lot of economic suffering to avoid surrender. Trump has also miscalculated who will be hurt by his tariffs; in many cases it will be American consumers and companies.”
Tags: Companies, Consumers, Endure, Miscalculated, Suffering, Surrender, Tariffs, Trump, U.S., Willingness, Xi
Equities.com (May 30)
“Ultimately, we believe at present that the majority of important economic, financial, and market indicators, as well as the established historical pattern, suggest that a final period of rally and exuberance lies ahead before the bull market that began in March 2009 finally ends. It may be that this rally is led by smaller U.S. companies, by non-U.S. companies, or by commodity-oriented stocks. The culmination of the rally could take place later this year, or more probably be delayed until 2019 or 2020.”
Tags: Bull market, Commodity, Companies, Economic, Exuberance, Financial, Indicators, Market, Rally, Stocks, U.S.
Bloomberg (April 12)
“U.S. public companies are moving away from the traditional shareholders’ meeting, opting instead to interact with investors online. Sensible as this might seem in the internet age, it’s important to ensure that it becomes a way to improve — rather than stifle — communication.”
Tags: Communication, Companies, Investors, Online, Shareholders' meetings, Stifle, U.S.
Wall Street Journal (July 12)
With about 1,000 companies making smartphones globally, only “one reaps nearly all the profits” and that company accounts for just 20% of smartphone unit sales. “Apple Inc. recorded 92% of the total operating income from the world’s eight top smartphone makers in the first quarter, up from 65% a year earlier.”
Tags: Apple, Companies, Operating income, Profits, Smartphones
Bloomberg (February 19)
“While companies in other places occasionally throw perks at stockholders, the practice has reached its ultimate expression in Japan, where a cottage industry has sprung up around yutai.”
Tags: Companies, Japan, Perks, Stockholders, Yutai
USA Today (May 2)
“You know something is wrong when major U.S. companies are fleeing to Europe to pay less in taxes.” If Pfizer succeeds with plans to move its tax domicile, its effective tax rate will drop from 27.5% to 20%. “The U.S. corporate rate of 35%, with an average of 4.1% added by states, is the highest in the world.”
Washington Post (April 4)
Prime Minister Abe is not the only one worried about empowering women. Companies should be just as worried. Equal Pay Day falls on Tuesday, April 8, symbolizing how far into 2014 women must work to earn what men earned in 2013. “Lip service isn’t enough. Corporate policy matters, too. As long as firms are resistant to changes that will help attract and retain female talent—like more flexible work arrangements, which can actually boost worker productivity—they will be limiting their own potential as well as that of female workers.
Tags: Abe, Attract, Change, Companies, Corporate policy, Equal Pay Day, Flexible work arrangements, Lip service, Potential, Retain, Talent, Women, Worker productivity
Investment Week (January 22, 2014)
“Investors are better off looking away from the US for their developed market equity exposure,” according to Cazenove Capital multi-manager Marcus Brookes who argues that U.S. stocks have gotten pricey and, contrary to popular belief, many U.S. companies have increased their leverage. “In the face of the cheap markets of Europe and Japan, I would much rather put my clients’ capital there because if it does go wrong it is a cheaper market.”
Tags: Capital, Cazenove Capital, Companies, Developed countries, Equity, Europe, Exposure, Investors, Japan, Leverage, Marcus Brookes, Markets, Pricey, Stocks, U.S.
Institutional Investor (August Issue)
“Facing an image problem,” many Chinese companies are retreating from U.S. exchanges. “Frustrated by low valuations and investor skepticism, Chinese companies are increasingly considering delisting from U.S. stock exchanges.” Since 2009, 24 Chinese companies have delisted, often going private, from the NYSE and Nasdaq. Much investor skepticism is directed at companies that utilized reverse mergers to attain their listing, thereby avoiding the scrutiny that would accompany a normal IPO, but the skepticism has tainted even Chinese companies with solid financials.
Tags: China, Companies, Delisting, Image, Investors, IPO, Listing, Nasdaq, NYSE, Private, Reverse mergers, Scrutiny, Skepticism, Stock exchanges, U.S., Valuations
