Cross-asset implications of repatriation Repatriation should spur USD-buying — up to 40% may be non-USD denominated While few companies disclose the currency composition of their offshore cash, our FX team estimates that 60-75% is already in USD while 25-40% is non-dollar-denomi...
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Estimate vs Consensus Our revenue and EBITDA estimates of $20.2bn/S$9.9bn are slightly above the Street at $19.9bn/S9.8bn. Our model assumes currency to be a 2% headwind on y/y international revenue in 1Q17 (similar to 4Q16) and a 3% headwind in 2Q17. Our 1Q17 non-GAAP EPS of $9...
US - Electric Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY American Electric Power AEP AEP US Brian Chin American Water Works AWK AWK US Brian Chin Black Hills Corporation BKH BKH US Brian Chin Dominion Resources D D...
below $40. In other words, the outcome is highly binary in the short term for crude and related equities. We flag to investors that we would consider reducing our weighting in the event of no deal. Assuming OPEC does cut production and oil prices recover up to the high $50s per...
after the recent rally: 1) an improved outlook on both activity levels and interest rates, driving revenue upside; 2) potentially lower regulatory burden, particularly as new supervisory leadership can come with the new administration; and 3) relatively lighter positioning in US...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Cause and Effect Fade the Trump risk premium — buy USD Concerns over stagflation return In our view, the most interesting and important development in the global financi...
modified will not likely change the outlook. LM feels its strong positioning in global distribution and product sets bodes well to perform in a new fiduciary world. ¢ Additionally, a lower potential U.S. corporate tax rate will not change its cash tax rate which is likely to be...
¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail market. Peter Kraus commented that there is a very strong philosophical argument for the regulators to approve new fee structures which would allow investors to pay alow beta fee and a higher pe...
Table 1: Current cross asset trades Asset Trade idea Strategist Long European Quality Yield Screen (yield) James Barty Long SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY shor...
Chart 81: What do you expect to be the main driver of success for robo advisors? 50% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% A low and An efficient | Advanced portfolio Department of Access toa transparent cost technology and construction that — Labor fiduciary human in volatil...
Table 17: Match estimate summary 1017 2017 2017 2018 Revenue BofA ML est. $293 $315 $1,285 $1,484 Growth Y/Y% 20% 20% 16% 15% Street $308 $322 $1,325 $1,484 BofA ML vs Street Below Below Below Above EBITDA BofA ML est. $79 $112 $462 $562 Street $77 $113 $459 $544 BofA ML vs Stre...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Hess Corp. Inflection point: adding Hess to BofAML’s US 1 ‘best ideas’ list Reiterate Rating: BUY | PO: 80.00 USD | Price: 49.97 USD Short interest ratio: catalyst for re...
Regards, Amanda Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor | New York, NY 10036 Phone: Mobil: iii From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffre...
« Marketing expense expected to ramp in 2017, which can weigh on earnings, especially if gross food sales comes in weaker than anticipated. Estimates vs. Consensus: Broadly in-line with consensus in 1Q’17 We expect 1Q revenue/EPS at $153mn/S0.25 vs. the Street at $153mn/$0.24 dr...
Table 11: Public Investment Fund listed domestic assets and their monetization potential in regards to replenishing fiscal reserves at SAMA Potential value of Potential value of secondary offering ifa secondary offering if government stake is sold, § government’s but with the gov...