Sundry Photography Keysight Technologies (NYSE: KEYS ) shares fell nearly 8% in premarket trading on Wednesday after the electronics testing and measurement company reported slowing growth in its core order rate, but investment firm Citi said the pullback is an "opportunity" for investors. Analyst Jim Suva noted that the decline in the order rate to -10% in the January quarter, down from 9% growth in the October quarter is a concern in the near-term, but was heartened by the company’s commentary that it will take a few more quarters to normalize, given the quality of the company. "…[W]e have seen this before, a high quality highly profitable company that investors have for a long time asked for teach-ins and are awaiting a stock pull back that is not driven by share losses," Suva wrote in a note to clients. "This is the opportunity." Keysight Technologies ( KEYS ) reported first-quarter results that topped expectations, earning an adjusted $2.02 per share as revenue rose 10.4% year-over-year to $1.38B. Last month, Goldman Sachs listed Keysight Technologies ( KEYS ) among the stocks that would most benefit from China’s reopening .
Alimentation Couche-Tard: Between Existential Threats And Opportunities
JHVEPhoto/iStock Editorial via Getty Images I like the word ‘indolence’. It makes my laziness seem classy. Bernard Williams People like to be lazy and that will never change. A trend throughout our evolution as a civilization is that people want to be lazy if they can and take the easy route. Often this comes with a trade-off; People like to pay for convenience. This is where our journey leads us to Alimentation Couche-Tard ( OTCPK:ANCTF ) (TSX: ATD:CA ) (don’t ask me how to pronounce it, my French is terrible), a leading player in the very fragmented Convenience Industry. The company, which I’ll call by its Canadian Ticker ATD, owns and operates Gas Stations and Convenience Stores in 24 countries. I’ve known about the company for a long time and always knew it was a high-quality business, but I always wrote it off as too big. After finally diving deeper into the company, I realized ample opportunity left. So let’s take a look at the opportunities presented to ATD. A gigantic and fragmented industry ATD operates in the Fuel & Convenience store industry. Below we can see a great graphic from the company’s investor presentation. We can see multiple […]
‘Multi-family industry’s first franchising opportunity’ seeks visionary architect to develop their housing solution
Vessel Technologies system. Image credit: Vessel Technologies Following last week’s look at an opening for a VDC Coordinator at Assembly OSM , we are using this week’s edition of our Job Highlights series to explore an open position on Archinect Jobs for an Architectural Designer at Vessel Technologies . The successful candidate will join Vessel’s team in New York City, where they will work on the design, manufacturing, and development of apartment buildings produced by Vessel’s patented system. Specifying the need for a "visionary architect," the company sees its ideal candidate as someone who is "tired of being a consultant" and will instead "embrace cutting-edge technologies and new methodologies." Vessel Technologies system. Image credit: Vessel Technologies Why the role interests us The open role at Vessel is the latest in a long list from our Job Highlights series where architecture and real estate firms are seeking novel answers to the U.S. housing crisis , with other examples including a SHoP-born high-rise disruptor , an emerging ADU design platform , and a digital-first modular design studio in Los Angeles. At Vessel, which describes itself as the “multi-family industry’s first franchising opportunity,” the company is seeking to address the housing needs […]
TBWAWORLDWIDE APPOINTS HEAD OF COMMS TO UNLOCK OPPORTUNITY ACROSS THE TOTAL BRAND EXPERIENCE
FAYE RAINCOCK TO LEAD GLOBAL COMMUNICATIONS AT TBWAWORLDWIDE LONDON and NEW YORK, Feb. 22, 2023 /PRNewswire/ — TBWAWorldwide announced the appointment of Faye Raincock to the role of global head of communications, effective February 20, 2023. Based out of TBWALondon, Raincock will be responsible for creating and executing the global collective’s communication and content strategy, working with TBWA’s global leadership team and market leads around the world. The move comes as the collective increases its focus on productizing offerings across the total brand experience to drive disruptive growth for clients. Continue Reading Faye Raincock Anchored in Disruption®, the TBWA global collective has a very deliberate and focused approach to creative innovation and intelligence, an investment which has resulted in strong year-on-year growth in new areas for both agency and clients. Said Troy Ruhanen, chief executive officer, TBWAWorldwide: "As the collective continues to flex its creative muscle to solve our clients’ business challenges across the total brand experience, we’re delighted Faye is joining us to unlock and refocus our approach to telling our own stories, and those of our clients." A passionate storyteller by trade, Raincock’s unique perspective will elevate how the collective communicates its own story around its vision […]
Mitigating Risk and Finding Opportunity in Emerging Markets
By Tom van der Voort Zach Ruchman (MBA ’18) Zach Ruchman (MBA ’18) starts with a simple question when evaluating a prospective investment in an emerging market: “Why should we be employing this dollar anywhere other than the U.S.? What does this incremental dollar get us?” Having served as a vice president for private equity investing at both BlackRock and RockCreek since graduating from Darden, Ruchman knows that his investors need a specific, obtainable goal to embrace the additional risk that typically comes with emerging markets. John Yonemoto John Yonemoto, co-founder and chief investment officer at Albright Capital Management, brings more than three decades of experience in the field. For him, finding opportunity in emerging markets usually means ignoring a nation’s GDP growth, which simply doesn’t correlate with investment return. Even worse, chasing a hot emerging market can often leave investors with a deal that doesn’t make sense. “Valuation matters a lot. What’s important is finding good deals, at reasonable valuations that will let you make money. . . . In many cases, we try to look for countries that are not popular.” Darden Professor Felipe Saffie Ruchman and Yonemoto joined Darden Professor Felipe Saffie for the Darden Private […]
Click here to view original web page at news.darden.virginia.edu
Analyst Sees Attractive Entry Opportunity After BioCryst’s Pipeline Setback
The company noted recent dose-related observations in an ongoing BCX10013 nonclinical study would delay the clinical program. BioCryst planned to advance BCX10013 into patient studies in mid-2023, including in patients with paroxysmal nocturnal hemoglobinuria (PNH), to evaluate once-daily dosing. In January, the company announced initial data from ongoing phase 1 single ascending dose (SAD) and multiple ascending dose (MAD) trials in healthy volunteers. It showed rapid, sustained, and >97 percent suppression of the complement system’s alternative pathway (AP) 24 hours following a single 110 mg dose and that BCX10013 has been safe and generally well-tolerated at all doses studied to date. Needham writes that they believe the sell-off was overdone and that BCRX’s 25% YTD decline brought its shares to the level that fails to adequately capture Orladeyo’s sales (2023 sales guidance of ≥$320 million, +27%Y/Y) and growth trajectory. The analyst upgraded the stock to Buy from Hold with a price target of $14. The analyst expects Orladeyo can attain peak sales of $700 million, given that competition from another oral HAE prophylactic is unlikely for at least 5-7 years. BCRX’s OpEx spending is high, but the company is well-funded, with a cash balance of $443.9 million. The BCX10013 […]
Qualcomm Launches New Digital Transformation Platform
Qualcomm has launched a new platform combining location technologies, sensor technologies and device management to help accelerate digital transformation across industries. The Aware platform combines a series of hardware and software technologies from a range of partners to create adaptable solutions that can be tailored depending on the use case. Existing partners include Microsoft, Cognizant, the Royal Bank of Canada and more, with the former providing its Microsoft Dynamics 365 suite. According to the company, use cases for the new platform include cold chain distribution, utility asset monitoring, cargo shipment tracking, and warehouse and inventory management. “The interoperability of software and hardware systems is key to delivering IoT solutions that enhance customer experiences,” said Ulrich Homann, Microsoft Cloud and AI corporate vice president. “Through the integration with Dynamics 365 Supply Chain Management, Qualcomm is providing customers with a seamless way to track assets, manage inventories and improve their operational efficiency.” The announcement responds to ongoing operational inefficiencies seen in the wake of the pandemic, with the prior lack of supply chain visibility and asset tracking causing delays, spoilage and lost revenue. By providing location tracking and device management, Qualcomm said its Aware platform meets this challenge and provides a […]
Click here to view original web page at www.iotworldtoday.com
The key to digital supply chain transformation
Pierfrancesco Manenti, VP Analyst, Gartner Supply Chain Practice Photo credit: Gartner The key to digital supply chain transformation Why accurate, real-time location data is a must for efficient supply chain operations Southworth International Group Inc. appoints Dr. Mirka Wilderer to its board of directors Uber Freight and WattEV partner up for electric truck pilot Roadrunner announces new Denver LTL service expansion More News Why accurate, real-time location data is a must for efficient supply chain operations Find out how next-generation workforce management apps use accurate, real-time location data to power successful operations in this webinar with Radar CEO and Co-Founder Nick Patrick. All Resources Investment in digital supply chain transformation initiatives is on the rise. According to a Gartner survey, 84% of CEOs are planning to increase investments in digital capabilities across their enterprise. However, many are facing challenges recouping value from these initiatives. Analysis from the Gartner CSCO Score maturity assessment data shows that most CSCOs struggle to mature end-to-end capabilities that directly relate to digital transformation. That includes managing master data, developing analytics and designing the digital roadmap. They are, however, having more success with increasing the digital maturity of specific functions or domains. Today, most supply […]
The Citizen Developer as Ideal Digital Transformer
The Citizen Developer The emergence of the citizen developer was inevitable, and makes so much sense on so many levels. One contributing factor is the continuing improvement of technology. Especially with the introduction and rapid growth of artificial intelligence (AI) and machine learning (ML), the ability to develop new applications has changed dramatically. We are seeing the eventual arrival of software that can write software. Many will point to "the queue," with some older hands referring to it as "the stack." It’s simply the backlog of requests made to the IT or IS department for new applications. The underlying challenge is the severe shortage of competent, qualified developers available to hire. This is a major proportion of the estimated four million open job requisitions globally. That number has been steadily rising over the past several years and shows no sign of abating. About 800,000 of those jobs are open here in the United States. As these jobs remain unfilled, those queues just keep growing. Digital Transformation If ever there was an overused buzz phrase, "digital transformation" is it. Experts have shared varying definitions of this virtually ubiquitous locution. Forrester analysts, for example, define digital transformation as "… the necessary […]
The Importance of Human-Centric Design in Digital Transformation
Companies are investing heavily in digital transformation, with a Research and Markets report projecting the global market to be just over $1 trillion USD by 2025. Why? The top reasons include increased operational efficiency, employee productivity, and the ability to deliver better customer experiences. At heart, digital transformation is about preparing a business for the future, with the help of technology. But technology is just a tool. The magic happens when you focus on the people who will be using it. That’s why digital transformation starts with people. Unfortunately, it’s common for businesses to get caught up in the technology without fully considering its impact on the experience. When that happens, it results in experiences designed for the people who created it, not for the people who use it. This means inefficient, friction filled, and frustrating experiences… resulting in unhappy employees and customers, negative perceptions, and loss of value. To avoid this trap, companies need to keep in mind that most digital technology exists to help companies better serve customers… or to make it easier for their employees to serve customers. Which is where human-centric design comes in. Human-centric design puts people at the center of decision-making. Human-centric design […]