Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 86

Valuation Economics Marketing Manufacturing 86

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. per share in 2022. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

Musings on Markets

JUNE 23, 2023

In the last four decades, computer chips have become part of almost everything we use, from appliances to automobiles, and the companies that manufacture these chips have seen their fortunes rise, and sometimes be put at risk, as technology shifts. From High Growth to Maturity!

Valuation 95

Valuation Profit and Loss Investments Marketing 95

PYMNTS

JANUARY 21, 2020

And during the kickoff to a confab that is home to big ideas, big names and perhaps no shortage of controversy, seismic changes in industry and Big Tech got some time in the spotlight — and so did valuations and IPOs. In one example, at a Nokia factory cited by Suri, productivity increased by 30 percent on the heels of automation.

Valuation 52

Valuation Manufacturing Economics Forecasting 52

PYMNTS

JUNE 15, 2020

The Beijing-based giant with a valuation of $75 billion is competing for one of five electronic banking licences to be issued by the Monetary Authority of Singapore , the nation’s central bank and financial regulatory agency, by year’s end, the report said. ByteDance does not operate a digital bank, the FT reported.

Banking 107

Banking Nonprofit Manufacturing Valuation 107

CFO News Room

JANUARY 7, 2023

after it reported solid sales numbers for December. CEO Lorie Tekorius said higher costs for outsourced parts and materials shortages hurt manufacturing margins. The firm cited Voya’s lower-risk business, ability to generate capital and valuation as pluses. R1 RCM — Shares of the health-care technology firm soared 10.2%

Entertainment 130

Entertainment Profit and Loss Valuation Manufacturing 130

Future CFO

APRIL 12, 2022

Although the number of deals fell by 15%, proceeds rose sharply by 136% due to a return jumbo listing by a telecommunications company. The SSE STAR Market, ChiNext, and Beijing Stock Exchange are set to remain the growth engine of the country's IPO market development in 2022 in terms of their combined number of deals. billion).

Manufacturing 98

Manufacturing Valuation Numbers Marketing 98

CFO News Room

NOVEMBER 11, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. For a manufacturing company, these can take the form of plant and equipment. Capital expenses are expenses that provide benefits over many years.

Accounting 130

Accounting Marketing Advertising Valuation 130

Musings on Markets

FEBRUARY 8, 2024

To put these numbers in perspective, the Mag Seven companies now have a market capitalization larger than that of all listed stocks in China, the second largest market in the world in market capitalization terms. I agree, but I remain a believer that intrinsic valuation is the only tool that you have for assessing whether g.

Marketing 119

Marketing Valuation Profit and Loss Advertising 119

Musings on Markets

JANUARY 26, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. per share in 2022. Growth potential : I underestimated the company's capacity to grow, by limiting its product reach.

Valuation 84

Valuation Investments Manufacturing Marketing 84

Musings on Markets

SEPTEMBER 5, 2024

While it is just one quarter, there are clear signs of more slowing to come, as scaling will continue to push revenue growth down, the unit economics will be pressured as chip manufacturers (TSMC) push for a larger slice and operating margins will decrease, as competition increases. are unscathed (so far).

Marketing 119

Marketing Valuation Profit and Loss Forecasting 119

Musings on Markets

OCTOBER 6, 2023

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

Valuation 107

Valuation Profit and Loss Accounting Investments 107

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit. into the calculation.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 98

CFO News

AUGUST 13, 2024

iPhones dominate the numbers. Of the Rs 2-lakh crore valuation, iPhones worth a market value of around Rs 1.35 According to the recent Economic Survey, India contributes around 14% to the US tech giant’s overall production, emerging as a key hub for its global exports. In FY23, India’s contribution was about 7%.

Manufacturing 40

Manufacturing Valuation Economics Numbers 40

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 90

Marketing Valuation Profit and Loss Advertising 90

PYMNTS

NOVEMBER 30, 2020

The shift in consumer preference is altering the market, shifting valuations and creating entirely new species of demand in the shopping population. Digital Sales Surge on Black Friday.

Forecasting 60

Forecasting Valuation Manufacturing Retail 60

Nerd's Eye View

JANUARY 3, 2024

While the manufacturing sector (which makes up 'only' 8% of the U.S. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies. As has been the case for several quarters, the prevailing characteristic remains a "tale of 2 economies".

Economics 87

Economics Marketing Forecasting Valuation 87

PYMNTS

OCTOBER 11, 2016

Claims by Holmes that Theranos could accurately perform dozens of tests using a few drops of blood stimulated a valuation of $9 billion for a round of fundraising in 2014. Theranos’ struggles have continued and the firm has rejected test results and lost a blood-testing license in California, which it is appealing. million in February 2014.

Valuation 64

Valuation Manufacturing Investments Securities 64

Musings on Markets

NOVEMBER 10, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. Accounting 101 I am not an accountant, and have no desire to be one, but I have used their output (accounting statements) as raw material in valuation and corporate finance.

Accounting 78

Accounting Advertising Valuation Investments 78

Future CFO

MARCH 28, 2023

Slower economic growth , declining consumer confidence, falling manufacturing output, high inflation, and mounting global and regional uncertainties resulted in a perfect storm which dampened investor sentiment, the firm noted. “In The number of active investors in Asia Pacific fell 2% year-on-year, the first drop since 2015.

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Valuation Manufacturing Transportation Economics 52

Future CFO

JULY 19, 2022

Weak, less liquid markets prompted a plunge in the number of new listings and funds raised in many key capital markets, including New York and Hong Kong, the review adds. Korea Stock Exchange will take the third place after the listing of an electronic vehicle battery manufacturer, which will also be the world's largest IPO in 1H 2022.

Marketing 52

Marketing Valuation Forecasting Manufacturing 52

Global Finance

JUNE 10, 2024

Meanwhile, the solid export numbers that turned the current account positive, after decades in the red, are likely to take a hit due to weaker demand from Spain’s European neighbors. In May, Banco Bilbao Vizcaya Argentaria (BBVA) launched a hostile €12.23 billion bid over smaller rival Banco de Sabadell.

Mergers and Acquisitions (M&A) 76

Mergers and Acquisitions (M&A) Restructuring Economics Investments 76

CFO News Room

JANUARY 18, 2023

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. The numbers yield interesting insights. . The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

CFO News Room

JANUARY 26, 2023

The corporate life cycle framework provides a useful structure to think about how the technology companies, that dominate the twenty first century business landscape, are different from the manufacturing companies of the last century, and why these differences can create more management tensions at these companies.

Marketing 130

Marketing Valuation Manufacturing Investments 130

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year.

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Valuation Corporate Finance Finance Investments 52

Global Finance

MAY 10, 2024

Manufacturing shows promising signs of recovery while nearshoring and friendshoring in new markets are becoming stronger trends. But the top-line numbers obfuscate an enormously mixed picture beneath the surface. Adding urgency to the matter, there are now signs of a revival in FDI after a couple of years of decline.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

Creative CFP

NOVEMBER 4, 2021

For Wingu Academy , the inputs we considered include student enrolment numbers, subjects and classes per student, books per student, and the number of classes a teacher can manage. low student intake, low volume of accounts, or inefficient manufacturing processes).

Financial Modeling 52

Financial Modeling Manufacturing Forecasting CFO 52

Creative CFP

NOVEMBER 4, 2021

For Wingu Academy , the inputs we considered include student enrolment numbers, subjects and classes per student, books per student, and the number of classes a teacher can manage. low student intake, low volume of accounts, or inefficient manufacturing processes).

Financial Modeling 52

Financial Modeling Manufacturing Forecasting Valuation 52

Future CFO

FEBRUARY 5, 2023

The report points to a survey of nearly 300 M&A executives, conducted by Bain in October 2022, who shared that they anticipate closing a similar number of deals if not more this year, the firm noted. in 2022, off an all-time high in 2021. These trends are likely to continue in 2023.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Healthcare Valuation 52

The Finance Weekly

JUNE 24, 2024

Despite the temporary setback for NVIDIA—whose stock had nearly tripled over the past year due to its dominance in AI chip manufacturing— Microsoft managed to hold on to its lead. Market capitalization, or market cap , is calculated by multiplying the current stock price by the total number of outstanding shares.

Valuation 52

Valuation Manufacturing Advertising Sales 52

Future CFO

JULY 22, 2021

SPACs are set to challenge both corporate and PE buyers for the best assets, pressuring dealmakers to prioritise revenue growth over cost synergies to justify high valuations and to create greater value for their organisations,” said Brian Levy, Global Deals Industries Leader, Partner, PwC US. Outlook highlights. Industry highlights.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Manufacturing Leverage 52

Barry Ritholtz

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. He has written numerous books on valuation and finance. You’ve got to manufacture your product. You could be just a pure number cruncher. It’s all about story.

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Valuation Startups Investments Numbers 65

CFO News Room

NOVEMBER 5, 2022

In the third and final post, I will argue that Facebook’s troubles with the market have as much to do with a failure of narrative, as they are about disappointing numbers, and present a template for what the company needs to do, to reclaim the high ground.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit. into the calculation.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 52

The Finance Weekly

FEBRUARY 14, 2022

This can affect the supply chain and services along with manufacturing prices. Raising salaries, more flexibility, and upskilling are a few of the options, and some companies are even doing biannual valuations and pay raises, something unheard of only a few years ago.

Forecasting 52

Forecasting Valuation Budgeting CFO 52

Planful

SEPTEMBER 6, 2021

Valuations are a classic example of hole-filled financial reporting. History is riddled with companies that went public based on inflated valuations and false narratives. WeWork expected to offer shares to the public at a $47 billion valuation. If you want to build shareholder trust, start with the data.

Financial Reporting 40

Financial Reporting Valuation IFRS GAAP 40

CFO News Room

DECEMBER 13, 2022

But the reality is that Uber, by dent of its relentless pursuit of growth, competition in the marketplace from Lyft and others and so forth, managed to move up that growth curve, get all the way to an IPO, establish a public market valuation before the tech meltdown of $100 billion market cap, and they still had not found profit market fit.

Startups 100

Startups Economics Manufacturing Marketing 100