US COMPANIES | The Corner .eu

World economy 18th September 2021

Five Predictions For The Future Of US Media

Nathan Meyer (Capital Group) | With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. In my view as an equity analyst, nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape. For exmaple, streaming services such as Netflix, Disney+ and Amazon Video are the primary replacement for traditional pay TV bundles.

World economy 3rd April 2020

Forced Debt Sales For Companies That Lose Their Investment Grade Starting to Happen In The US

Intermoney | In the case of credit, a situation is already beginning to take shape in the US that worries us quite a bit and which will end up spreading throughout the world. Namely, the forced debt sales for companies that lose their investment grade rating. Currently, this would translate into the closest thing to a sale of balances. This situation has already forced Western Asset, a fixed income manager with $460 billion under management, to apply for a waiver for a Fresno County public employee pension fund.

Markets 12th November 2019

Don’t be too impressed by earnings “beats”

DWS | Quarterly earnings are down year-on-year and 2020 forecasts are being cut further. It’s hope that is driving markets for now.

Markets 27th August 2018

Dividends grow globally 12.9%, up to $497.4 billion

Intermoney | American companies continue to benefit from the favourable tail winds of solid growth in the world´s biggest economy and from the aftermath of the fiscal reform, which has also served to improvement in payments to shareholders.

Companies 20th August 2016

Intangible assets: expansion without productivity?

Some accounting data from US companies offers an interesting reading: there is no doubt that the behaviour of listed companies has changed with the crisis. But what is even more important is that there was a structural change quite a bit before that. US companies are now increasingly less focused on investment in tangible capital and are quickly moving towards capital which is more intangible and/or financial.

World economy 18th May 2016

Share Buybacks In The US Rise 20% To $142.5 Bn In Q1’16

The way companies are behaving is creating distortions in the stock markets, particularly on the other side of the Atlantic. Share buybacks over there have increased by 20% in the first quarter of 2016 from end-2015 and by 31% in year-on-year terms, based on S&P Dow Jones Indices.

World economy 23rd November 2014

US companies: When having too much money is a bad sign (II)

WASHINGTON | By Pablo Pardo | Having €2.83 trillion in the bank and not knowing what to do with it is a problem that everybody would love to have. But it is actually a really serious problem for 316.1 million Americans, especially for those whose income increased by 0.43% in 2013. And, by extension, for the other 6.8 bn of human beings in the planet. Behind this problem there is a lack of investment opportunities, without which investment in the US will remain in a state of weakness and heavily dependent on an inability to increase consumption.

World economy 23rd November 2014

US companies: When having too much money is a bad sign (I)

WASHINGTON | By Pablo Pardo | In the 1Q14, companies at Standard and Poor’s 500 spent more money to repurchase shares in comparison to the profits they had made during that period. And third quarter data point in the same direction. Large American firms do this for several reasons, such as inflating their share price –because, the fewer number of shares, the more profits per share they’ll have, which in turn benefits managers, who receive financial compensation in the form of company shares.

Spanish economy 10th May 2013

Spain Economic Forum in the US: start-ups also want a piece of the cake

NEW YORK | Several of the top Spanish companies put on a big show this Friday at New York’s Nasdaq. Telefonica, Indra, Dragados, Santander, Iberia, Repsol and many more shared their perspectives at the Spanish Economic Forum in order to boost their image among American investors and break some stereotypes. But how much do these iniciatives help to build real muscle? On the to do’s list: showing more optimism and sharing the cake with the start-ups.

Companies 9th March 2012

US huge corporate cash piles: 41% sits in foreign accounts

NEW YORK | It is the latest mantra on Wall Street: US companies are sitting on a lot of cash, $1,2 trillion, and that’s only counting non-financial companies in the Standard & Poor’s 500, says the Association for the Financial Professionals. This is a record: up 70% from 2007 and 200% for the past 10 years. This huge war chest makes a lot of people wonder: what are they waiting for?…