TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Top 10 Automotive Web Advertisers by Image-Based Impressions: February 2009 Marketing Charts submits: click to enlarge Note: Nielsen Online, AdRelevance service uses a proprietary methodology for estimating online advertising expenditures and only takes into account image-based technologies and advertising sold per CPM. Data does not reflect house advertising activity, strategic partnerships between publishers and advertisers, or text units, compound image/text ads, paid search, sponsorships, email, units contained within applications (e.g., messengers and pre-rolls) or performance based advertising.Complete Story » seekingalpha.com |
Fresh Valuations of Dry Bulk Shipping Companies Stanislav Oleynikov submits:Stocks of dry bulk shipping companies had a huge run up recently. How expensive have they become from fundamental perspective? Below is a table with key parameters for some of the most actively traded pure-play companies in this segment. Stock GNK EGLE EXM DSX SBLK Recent price per share 18.17 6.59 9.17 15.20 3.48 Shares outstanding (in mln.) 31.7 47 71.8 75.4 60.3 Market capitalization (in $ mln.) 576 309.7 658.4 1146.1 209.8 Fleet market value (in $ mln.) 1137.7 1314.9 1302.8 875.2 364.2 Fair value of above the market charters (in $ mln.) 328.1 227.4 207.3 280 251.3 Net debt (in $ mln.) 1260 1328.3 1420.3 257 250.3 NAV per share 6.49 4.55 1.25 11.91 6.06 Enterprise value/ Charter adjusted fleet value 1.25 1.1 1.38 1.21 0.75 Complete Story » seekingalpha.com |
Boeing Continues to Tumble After Fifth Dreamliner Delay FP Trading Desk submits: Shares in Boeing Co.’s (BA) continued to tumble Wednesday after the Chicago-based plane maker announced its fifth delay to its new 787 Dreamliner program. The new aircraft was suppose to take to the sky in the coming weeks, but the manufacturer delayed the first flight Tuesday due to structural problems that could hamper its maneuverability.Boeing’s unwillingness, however, to give a new timeframe for the first flight is “concerning,” according to David Strauss, UBS analyst. Mr. Strauss said his contacts expect the delay could push the first flight out by two months, but he also noted that its airline customers are expecting a delay of as much as six months.Complete Story » seekingalpha.com |
Clunkers and Home Buyer Tax Credit: All the Same Thing The car clunker program was a huge success. Close to 700,000 cars were sold as a result of the program. The cash rebate was the down payment that was necessary for consumers to borrow more money and buy a car. The clunker concept has now been extended to washing machines. No doubt that the availability of government rebate checks will stimulate demand for these products as well.It will be very interesting to follow car sales over the next few months. The sales volume will fall, as the stimulus to buy is no longer there. The question will be: “Did the clunker program just steal from future consumption, or has there been a permanent increase in demand that reflects a stronger economy?" My bet is that the demand is going to fall flat. I visited a car dealer on Tuesday and they had not seen a customer. Without the rebate there are no buyers.Complete Story » seekingalpha.com |
Earnings Preview: Johnson Controls Johnson Controls (JCI) is expected to report Q4 earnings Tuesday, October 27 before market open, with a conference call scheduled for 11am ET. GuidanceAnalysts are looking for EPS of 50c on revenue of $7.79B. The consensus range is 39c-54c for EPS, and $7.37B-$8.01B for revenue, according to First Call. On October 13, Johnson Controls gave Q4 guidance of 40c-42c versus the consensus of 38c. Possible positive drivers for Q4 include an increase in the company's mid-term automotive margins guidance to 6.7% from 5%. An increase in building efficiency sales spurred by the uptick in U.S residential construction spending could also help the company's Q4 results. Complete Story » seekingalpha.com |