Latest ideas and analyses related to rising costs

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JPM

+33 pts



$jpm JP Morgan: Negative On Expense Growth

By Btam on Jan. 17, 2022, 6:25 a.m.
Tagged topics: investment banks , earnings results , rising costs

Views: 37, Votes: 2, Responses: 0, Attachments: 3
CPNG

+39 pts



$CPNG - market share gain momentum intact, but GMV mix shift and costs are structural pressures on margins

By phenphen on Nov. 3, 2021, 2:56 p.m.
Tagged topics: margin pressure , growing competition , eCommerce , South Korea , rising costs

Views: 189, Votes: 4, Responses: 0, Attachments: 1
NRG , DD , EMN , LIN , APD , CF

+39 pts



Impact On Rising Gas Prices On Various Sectors And Stocks

By Btam on Sept. 28, 2021, 5:35 a.m.
Tagged topics: energy sector , natural gas , rising costs

Views: 53, Votes: 4, Responses: 0, Attachments: 2
US Macro

+5 pts



Interesting report, would like to see more discussion of Advertising Spending in relation to this higher consumer demand....

By kstarek on July 21, 2021, 4:30 p.m.
Tagged topics: Morgan Stanley , inflation fears , rising costs , money supply

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+38 pts



Morgan Stanley says rising prices are caused by supply shortages and unprecedented demand, rather than the dramatic increase in money supply

By ethonomics on July 21, 2021, 11:20 a.m.
Tagged topics: Morgan Stanley , inflation fears , rising costs , money supply

Views: 152, Votes: 3, Responses: 1, Attachments: 16
BYND

+31 pts



$BYND - Canaccord cautions against stock and warns additional downward revisions to EBITDA may be required

By junkfoodlover on May 10, 2021, 11:15 a.m.
Tagged topics: near term vs long term , margin pressure , growing competition , risk to estimates , Canaccord Genuity , rising costs , stay on the sidelines

Views: 153, Votes: 1, Responses: 0, Attachments: 4