Macau Casino Analysts Believe 2020 Will Be Mass-ive
By: Visible Alpha Research & Innovation Lab
Casino operators in Macau have been struggling from less visiting traffic due to tensions in Hong Kong, macro uncertainties, and tighter travel restrictions ahead of President Xi’s December visit for Macau’s 20th handover anniversary. However, analysts believe upcoming infrastructure improvements and an expected easing of security measures following the year-end celebration will increase mass-market tourism and sales through 2020.
November 2019 Company Newsletter
By: Erin Gifford
Note from the Communications Committee: We are looking for additional support in improving communication at Visible Alpha. This newsletter is a great step in the right direction, but there is more we can do with your help! Email [email protected] to learn how to get involved.
A Match Made in Heaven: Nowcasts and Forecasts
By: Erin Gifford
The rise of alternative data has encouraged more fundamental investors to consider a new approach in their investing strategy: quantamental investing.
“Emerging Technologies: Exploring the European and US players in online food ordering and on-demand music streaming services” explores the key players in two fast-growing industries by using Visible Alpha Insights, an investment research technology platform that provides instant access to deep forecast data and unique analytics on thousands of companies.
Uncovering insights on Apple, Under Armour and Netflix
By: Erin Gifford
You are probably familiar with top line and bottom line consensus estimates from the sell side, but Visible Alpha takes a different approach.
With Black Friday and Cyber Monday behind us, the 2017 holiday season is in full swing. For retailers, this is a crucial period as quarterly sales during this time are generally a disproportionate amount of their total sales for the full year.
Starbucks (SBUX): Earnings Preview 4Q 2017
By: Erin Gifford
Starbucks will be reporting fiscal 4Q17 earnings after market close on 11/2. As is usually the case, investors are laser-focused on Americas same store sales, where investors expect 3.4% for the quarter. Within that estimate, brokers expect the majority of the growth will be driven by ticket, as the company continues to work on its digital initiatives and membership rewards program.
Since its IPO in late June, Blue Apron stock has declined by over 48%, driven largely by 2Q results that missed expectations. Since that time, investors have debated about the slowdown in the company’s results and whether they are temporary, execution-related issues, or symptomatic of a larger fundamental issue with the company and its services.
COST: What’s the Consensus for Membership Per Store?
By: Erin Gifford
Costco reported 4Q17 earnings results on October 5th, and the stock reacted with an almost 9% decline in the following days. As we detailed in a prior blog post, bears remain concerned about Costco’s membership trends amid increased competition from Amazon and other grocery retailers. 4Q results supported some of these concerns as gross margin, membership growth, and membership renewal rates were below expectations.
Yum! Brands (YUM): Earnings Preview 3Q17
By: Erin Gifford
Here’s a quick preview ahead of Yum! Brands’ fiscal 3Q 2017 earnings.
The following metrics are widely discussed by analysts and investors. Visible Alpha’s platform provides consensus data on numerous key metrics beyond revenue and EPS, including the metrics listed below.
