BSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US regions. I have an exceptional perspective having served as a Board member of a Malaysia listed company for several decades. I have value investing book "Do you really want to master value investing?" on AmazonAnalyst’s Disclosure: I/we have no stock, option or similar derivative position ...

In its upcoming report, Ford Motor Company (F) is predicted by Wall Street analysts to post quarterly earnings of $0.34 per share, reflecting an increase of 17.2% compared to the same period last year. Revenues are forecasted to be $43.63 billion, representing a year-over-year increase of 0.8%.The consensus EPS estimate for the quarter has undergone a downward revision of 5.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ...

Analysts on Wall Street project that Emerson Electric (EMR) will announce quarterly earnings of $1.28 per share in its forthcoming report, representing an increase of 4.9% year over year. Revenues are projected to reach $4.21 billion, increasing 2.3% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this ...

Wall Street analysts forecast that Amgen (AMGN) will report quarterly earnings of $5.01 per share in its upcoming release, pointing to a year-over-year increase of 6.4%. It is anticipated that revenues will amount to $8.86 billion, exhibiting an increase of 8.1% compared to the year-ago quarter.The current level reflects an upward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ini ...

文章核心观点 - 即将发布的好事达（Allstate）报告预计季度每股收益为6.35美元，同比增长9.1%，分析师预测营收为167.1亿美元，同比增长12.1%，同时还给出了多项关键指标的预测及股价表现情况 [1] 盈利预测 - 过去30天，本季度共识每股收益预期向下修正5.3%至当前水平 [2] - 公司盈利披露前，盈利预测的变化对预测投资者对股票的潜在反应至关重要，盈利预测修正趋势与股票短期价格表现密切相关 [3] 关键指标预测 - 分析师预测“财产 - 责任 - 已赚净保费”将达140亿美元，较上年同期增长11.1% [5] - 预测“企业及其他 - 净投资收入”将达2316万美元，较上年同期下降3.5% [5] - 预计“好事达健康与福利 - 意外和健康保险保费及合同费用”将达4.7981亿美元，同比增长2.7% [6] - 预计“好事达健康与福利 - 其他收入”将达1294.1万美元，同比下降8.2% [6] - 预计“财产 - 责任 - 其他收入”将达4726.4万美元，较上年同期增长15.3% [7] - 预计“好事达健康与福利 - 净投资收入”将达2587万美元，同比增长17.6% [7] - 预计“财产 - 责任 - 净投资收入”将达6.8389亿美元，同比增长27.1% [8] - 分析师共识认为“保护服务 - 净投资收入”将达2441万美元，同比增长22% [8] - 共识估计“保护服务 - 已赚净保费”为6.7985亿美元，同比增长15.8% [8] - 据分析师判断，“收入 - 净投资收入”应为7539.5万美元，同比增长24.8% [9] - 分析师平均预测“有效保单 - 好事达保护 - 汽车”将达2483万份，与去年同期的2528万份形成对比 [9] - 分析师平均预测“有效保单 - 好事达保护 - 房主”为752万份，去年同期公司报告为734万份 [10] 股价表现 - 好事达股票过去一个月上涨1%，而Zacks标准普尔500综合指数上涨2.9%，Zacks评级为3（持有），预计短期内将紧跟整体市场表现 [10]

文章核心观点 华尔街分析师预测奥莱利汽车公司即将公布的季度报告中每股收益为9.71美元，同比增长4.9%，营收预计达40.3亿美元，同比增长5.2%，同时给出公司多项关键指标的预测值，且公司股票近一个月表现优于市场，有望短期跑赢大盘 [1][10] 盈利预测 - 预计季度每股收益9.71美元，同比增长4.9% [1] - 预计季度营收40.3亿美元，同比增长5.2% [1] - 过去30天季度每股收益共识预期上调0.3% [2] 盈利预测修订重要性 - 盈利预测修订是预测投资者对股票潜在行为的关键指标，与股票短期价格表现密切相关 [3] 关键指标预测 销售相关 - 面向DIY客户销售额预计达20.7亿美元，同比增长3.9% [5] - 面向专业服务提供商客户销售额预计达19亿美元，同比增长7.6% [5] - 其他销售及销售调整预计达6502万美元，同比下降11.2% [6] - 同店销售额同比变化预计达2.6%，去年同期为3.4% [6] 店铺相关 - 总面积预计达4835万平方英尺，去年同期为4668万平方英尺 [7] - 店铺总数预计达6344家，去年同期为6157家 [7] - 国内期末店铺数量预计达6230家，去年同期为6095家 [7] - 新开店铺数量预计为58家，去年同期为47家 [8] - 期末墨西哥店铺数量预计达85家，去年同期为62家 [8] - 期初店铺总数预计达6291家，去年同期为6111家 [9] 股票表现与评级 - 奥莱利汽车公司股票近一个月涨幅为10.3%，而标准普尔500综合指数涨幅为2.9% [10] - 公司获Zacks排名2（买入），预计短期内跑赢整体市场表现 [10]

Wall Street analysts forecast that McKesson (MCK) will report quarterly earnings of $8.11 per share in its upcoming release, pointing to a year-over-year increase of 4.8%. It is anticipated that revenues will amount to $95.46 billion, exhibiting an increase of 18% compared to the year-ago quarter.The current level reflects an upward revision of 1.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their i ...

Analysts on Wall Street project that Qualcomm (QCOM) will announce quarterly earnings of $2.93 per share in its forthcoming report, representing an increase of 6.6% year over year. Revenues are projected to reach $10.92 billion, increasing 9.9% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.9% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this tim ...

Wall Street analysts forecast that Illinois Tool Works (ITW) will report quarterly earnings of $2.50 per share in its upcoming release, pointing to a year-over-year increase of 3.3%. It is anticipated that revenues will amount to $4.01 billion, exhibiting an increase of 0.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 0.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have rea ...

文章核心观点 - 华尔街分析师预计百事公司即将发布的季度报告中每股收益为1.95美元，同比增长9.6%，营收预计为279.3亿美元，同比增长0.3%，过去30天该季度的共识每股收益估计下调了1.3%，同时还给出了百事公司部分关键指标的平均估计及股价表现情况 [1][10] 盈利和营收预期 - 预计即将发布的季度报告中每股收益为1.95美元，同比增长9.6% [1] - 预计营收为279.3亿美元，同比增长0.3% [1] - 该季度的共识每股收益估计在过去30天下调1.3%至当前水平 [1] 盈利估计修订的重要性 - 公司盈利披露前，盈利估计的变化对预测投资者对股票的潜在反应至关重要，盈利估计修订趋势与股票短期价格表现有很强关联 [2] 关键指标平均估计 净营收 - 亚太、澳大利亚、新西兰和中国地区净营收预计为14.9亿美元，同比增长2.7% [4] - 菲多利北美净营收预计为74.7亿美元，同比无变化 [4] - 桂格食品北美净营收预计为8.7155亿美元，同比下降2.4% [5] - 非洲、中东和南亚净营收预计为19.9亿美元，同比增长2.5% [5] - 百事饮料北美净营收预计为79.5亿美元，同比增长0.5% [6] - 欧洲净营收预计为44.1亿美元，同比增长4.5% [6] - 拉丁美洲净营收预计为37.6亿美元，同比下降5.2% [6] 非公认会计准则运营收入 - 亚太、澳大利亚、新西兰和中国地区预计达1.1942亿美元，去年同期为8400万美元 [7] - 菲多利北美预计达18.1亿美元，去年同期为18.6亿美元 [7] - 拉丁美洲预计达6.9111亿美元，去年同期为7.13亿美元 [8] - 非洲、中东和南亚预计达1.5亿美元，去年同期为1.57亿美元 [8] - 欧洲预计达4.9707亿美元，去年同期为4.6亿美元 [9] 股价表现 - 百事公司过去一个月股价回报率为1.1%，同期标准普尔500综合指数变化为2.9% [10] - 百事公司Zacks排名为4（卖出），预计近期表现将落后于整体市场 [10]