I am still bullish about $MSCI (+0,28%) but in the current situation it is too highly valued for me with an unconvincing risk/reward ratio.
The earnings will be in $BN (+1,52%) and $GOOGL (+0,99%) reinvested.
I am still bullish about $MSCI (+0,28%) but in the current situation it is too highly valued for me with an unconvincing risk/reward ratio.
The earnings will be in $BN (+1,52%) and $GOOGL (+0,99%) reinvested.
Impressive MSCI Earnings
$MSCI (+0,28%) profit for the second quarter increased to $266.8 million, or $3.37 per share, from $246.8 million, or $3.09 per share, a year earlier. The company's adjusted EPS came in at $3.64, surpassing analyst expectations of $3.55.
Revenue Beats Expectations
Operating revenue rose 14% to $707.9 million, exceeding the forecasted $696.4 million. This growth was primarily driven by a 14.4% increase in recurring subscription revenue, especially from market-cap weighted indexes.
Key Takeaways
Profit: $266.8 million ($3.37 per share)
Adjusted EPS: $3.64 (beating $3.55 expectations)
Operating Revenue: $707.9 million (up 14%)
Recurring Subscription Revenue: Up 14.4%
Operating Expenses: $325.3 million (up 18.2%)
source:
Sale of Vonovia, capital will be invested tomorrow via a savings plan in $MSCI (+0,28%) invested
Hello stock market friends,
I would be interested in your assessment of my Quality Growth portfolio.
I currently feel comfortable with the portfolio, even though it is very technology-focused.
My approach is to only buy absolute quality companies with positive growth prospects at fair valuations. Some companies are simply rarely available at fair valuations ($ANET (+2,74%)
$SNPS (+1,89%) and co.), which is why I am prepared to add such companies with strong moats to my portfolio at a premium.
I am currently considering whether $MSCI (+0,28%) after the market punished the last quarterly figures.
I am also keeping a closer eye on $ZTS (-2,04%) more closely due to the recent setbacks. Fundamentally, the company is still operating excellently and is starting to look more attractively valued than it did a few months ago.
What stocks do you know that could be a good addition to my portfolio?
LG