Carrier Global - HVAC, Klimaanlagen, etc. (Seite 3)
eröffnet am 09.04.20 11:23:12 von
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Ich habe zu $43 nochmal ordentlich nachgekauft. Die ersten Aktien gab es aus dem SpinOff, hab danach gleich nochmal zu $16 zugelangt und jetzt noch einmal. Carrier wächst, ist sehr profitabel, die Industrie kann kaum disrupted werden. Carrier isr Marktführer bei Kälteanlagen und etabliert sich auch im Markt für Wärmepumpen.
Ich habe vor, diese Aktie dauerhaft zu halten. Als eigenständige Firma hat Carrier eine große Zukunft vor sich.
Ich habe vor, diese Aktie dauerhaft zu halten. Als eigenständige Firma hat Carrier eine große Zukunft vor sich.
Antwort auf Beitrag Nr.: 66.925.106 von faultcode am 10.02.21 11:52:18das sieht mMn mittlerweile nach ausgeschöpfter Rally aus:
<keine Position mehr>
aber bei USD35...40 sollte ein guter Support sein.
<keine Position mehr>
aber bei USD35...40 sollte ein guter Support sein.
Antwort auf Beitrag Nr.: 64.611.132 von faultcode am 31.07.20 17:06:389.2.
Carrier Stock Crumbled After Earnings. What Investors Missed.
https://www.marketwatch.com/articles/carrier-stock-crumbled-…
...
Fourth-quarter numbers from Carrier Global missed expectations, sending shares lower in Tuesday trading. Still, Carrier’s guidance might be a silver lining in an otherwise disappointing report.
Carrier (ticker: CARR) reported 31 cents in per-share earnings from $4.6 billion in sales on Tuesday. Sales were on target, but Wall Street was projecting 36 cents in per-share earnings.
Shares fell about 6% in Tuesday trading while the S&P 500 and Dow Jones Industrial Average were both close to flat.
Earnings may have been a problem for Carrier, but guidance looked solid. The company expects to earn about $1.90 in per-share earnings and generate about $1.6 billion in free cash flow this coming year. Both numbers are close to what Wall Street projected.
Still, expectations for Carrier were high. Shares have more than tripled since Carrier was spun out of the old United Technologies, which is now Raytheon Technologies (RTX), Otis Worldwide (OTIS), and Carrier. With stock performance like that, the market isn’t as forgiving when quarterly estimates are missed.
The miss doesn’t appear to be a sign of a problem. The HVAC business is typically stable with a good mix of aftermarket service sales to support HVAC companies’ installed base of business. And business conditions got better during the pandemic. Commercial building operators from schools to offices to hospitals have become far more focused on air quality. That’s an opportunity for HVAC players, including Carrier.
Last year “was an inflection point for the HVAC space,” Carrier CEO David Gitlin told Barron’s, adding the pandemic has shone a light on air quality. “Inadequate ventilation can impact disease spread.”
Fixing air quality isn’t as simple as changing air filters. “[It takes] a multifaceted and often customized solution depending on the environment,” Gitlin said. Solutions can include filtration, UV light, electrostatic filters, and improved ventilation. That can mean retrofit solutions or new equipment sales for Carrier.
...
Carrier Stock Crumbled After Earnings. What Investors Missed.
https://www.marketwatch.com/articles/carrier-stock-crumbled-…
...
Fourth-quarter numbers from Carrier Global missed expectations, sending shares lower in Tuesday trading. Still, Carrier’s guidance might be a silver lining in an otherwise disappointing report.
Carrier (ticker: CARR) reported 31 cents in per-share earnings from $4.6 billion in sales on Tuesday. Sales were on target, but Wall Street was projecting 36 cents in per-share earnings.
Shares fell about 6% in Tuesday trading while the S&P 500 and Dow Jones Industrial Average were both close to flat.
Earnings may have been a problem for Carrier, but guidance looked solid. The company expects to earn about $1.90 in per-share earnings and generate about $1.6 billion in free cash flow this coming year. Both numbers are close to what Wall Street projected.
Still, expectations for Carrier were high. Shares have more than tripled since Carrier was spun out of the old United Technologies, which is now Raytheon Technologies (RTX), Otis Worldwide (OTIS), and Carrier. With stock performance like that, the market isn’t as forgiving when quarterly estimates are missed.
The miss doesn’t appear to be a sign of a problem. The HVAC business is typically stable with a good mix of aftermarket service sales to support HVAC companies’ installed base of business. And business conditions got better during the pandemic. Commercial building operators from schools to offices to hospitals have become far more focused on air quality. That’s an opportunity for HVAC players, including Carrier.
Last year “was an inflection point for the HVAC space,” Carrier CEO David Gitlin told Barron’s, adding the pandemic has shone a light on air quality. “Inadequate ventilation can impact disease spread.”
Fixing air quality isn’t as simple as changing air filters. “[It takes] a multifaceted and often customized solution depending on the environment,” Gitlin said. Solutions can include filtration, UV light, electrostatic filters, and improved ventilation. That can mean retrofit solutions or new equipment sales for Carrier.
...
A Covid Vaccine Is Coming. These 5 Stocks Will Benefit From Getting It to You.
Trane Technologies (TT) and Carrier Global (CARR) are two firms that sell refrigeration technology for transportation. They also have cold supply-chain expertise so they can help customers integrate things such as dry ice into shipping.
Lohnt sich der Einstieg noch ?
Sind von 20 Usd auf 30Usd
Trane Technologies (TT) and Carrier Global (CARR) are two firms that sell refrigeration technology for transportation. They also have cold supply-chain expertise so they can help customers integrate things such as dry ice into shipping.
Lohnt sich der Einstieg noch ?
Sind von 20 Usd auf 30Usd
Antwort auf Beitrag Nr.: 64.611.078 von faultcode am 31.07.20 17:02:06
Trading Spotlight
Antwort auf Beitrag Nr.: 63.456.371 von faultcode am 26.04.20 13:13:41
--> die USA haben z.Z. eine Hitzewelle:
10.7.
https://www.cbsnews.com/news/heat-wave-across-united-states-…
30.7.
Carrier (CARR) Q2 Earnings Beat Estimates, Revenues Fall Y/Y
https://www.zacks.com/stock/news/1024879/carrier-carr-q2-ear…
...
Guidance
For 2020, Carrier now expects sales between $15.5 billion and $17 billion, up from the previous guidance of $15-$17 billion. Adjusted operating profit is expected in the $1.8-$2 billion range, up from the previous range of $1.7-$2 billion.
Moreover, free cash flow is expected to be at least $1.1 billion, up from the previous guidance of at least $1.0 billion.
...
=> das Ding wird ein Rocker mMn (aber keine Rakete)
Zitat von faultcode: 20.4.
Carrier Stock Called 'a Once-in-a-Generation Opportunity'
...
--> die USA haben z.Z. eine Hitzewelle:
10.7.
https://www.cbsnews.com/news/heat-wave-across-united-states-…
30.7.
Carrier (CARR) Q2 Earnings Beat Estimates, Revenues Fall Y/Y
https://www.zacks.com/stock/news/1024879/carrier-carr-q2-ear…
...
Guidance
For 2020, Carrier now expects sales between $15.5 billion and $17 billion, up from the previous guidance of $15-$17 billion. Adjusted operating profit is expected in the $1.8-$2 billion range, up from the previous range of $1.7-$2 billion.
Moreover, free cash flow is expected to be at least $1.1 billion, up from the previous guidance of at least $1.0 billion.
...
=> das Ding wird ein Rocker mMn (aber keine Rakete)
20.4.
Carrier Stock Called 'a Once-in-a-Generation Opportunity'
https://www.nasdaq.com/articles/carrier-stock-called-a-once-…
J.P. Morgan analyst Stephen Tusa sees new Carrier Global stock as cheap compared with its rivals in heating and air-conditioning.
J.P. Morgan analyst points to cheap valuation for heating and air-conditioning company.
Citing a low valuation relative to peers, J.P. Morgan analyst Stephen Tusa on Monday initiated coverage of Carrier Global, a leading maker of cooling and heating systems, with an Overweight rating.
He also put a $20 price target on the stock, 45% above its closing price Friday of $13.74.
“The stock is cheap at ~10x trough EPS, the only one in the sector at that level, with a discount (65%) versus directly comparable peers rarely seen, the basis for our view that the stock could double over the next 12 months,” Tusa wrote in a 56-page report.
“In the end, management has some wood to chop, but we see this type of valuation for this type of franchise as a once-in-a-generation opportunity.”
Carrier (ticker CARR), whose shares were up 4%, to $14.30, in early trading Monday, trades for about 10 times the Wall Street consensus estimate of $1.40 a share for 2020. Tusa carries a 2020 earnings estimate of $1.20 a share.
Carrier was featured favorably in a Barron’s article about the three companies that emerged from the corporate breakup that accompanied the United Techologies/Raytheon merger earlier in April. The other two are Otis Worldwide (OTIS) and Raytheon Technologies (RTX).
Two Carrier peers are Trane Technologies (TT), the former Ingersoll- Rand, and Lennox International (LII). Trane was off $3.52, to $89, on Monday, and trades for about 21 times projected 2020 earnings of $4.11 a share. and Lennox, whose stock was off $7.67, to $176.33, trades for about 18 times estimated 2020 profits of $9.68 a share.
Carrier is more diversified than some of its peers, producing refrigeration equipment for trucks and shipping containers and a range of fire safety equipment including detectors.
One of the main knocks against Carrier is its high debt at time when its revenues and profits are under pressure from the economic impact of Covid-19.
The company has about $10 billion of net debt, or roughly five times projected 2020 earnings before interest, taxes, depreciation, and amortization, or Ebitda. A more comfortable leverage ratio is close to three. The company’s market value is around $12 billion. Tusa and other analysts see a 4% dividend yield on the stock. Carrier has not yet set its payout.
Tusa wrote that Carrier’s balance sheet is “stretched” but doesn’t consider it to be a near-term risk. He wrote that “something needs to happen here” and suggested a possible equity offering by the company. He sees “divestitures as the best solution” to the debt issue.
“Most moves would be dilutive to EPS, but would be highly accretive for equity holders as the balance sheet de-levers and the multiple moves toward the peers that share an unusually high degree of portfolio commonality and trade at almost 100% premiums,” he wrote.
Tusa called Carrier the “cheapest HVAC (heating, ventilation, air conditioning) name by far 10x trough (earnings) is a once-in-a generation opportunity.”...
Carrier Stock Called 'a Once-in-a-Generation Opportunity'
https://www.nasdaq.com/articles/carrier-stock-called-a-once-…
J.P. Morgan analyst Stephen Tusa sees new Carrier Global stock as cheap compared with its rivals in heating and air-conditioning.
J.P. Morgan analyst points to cheap valuation for heating and air-conditioning company.
Citing a low valuation relative to peers, J.P. Morgan analyst Stephen Tusa on Monday initiated coverage of Carrier Global, a leading maker of cooling and heating systems, with an Overweight rating.
He also put a $20 price target on the stock, 45% above its closing price Friday of $13.74.
“The stock is cheap at ~10x trough EPS, the only one in the sector at that level, with a discount (65%) versus directly comparable peers rarely seen, the basis for our view that the stock could double over the next 12 months,” Tusa wrote in a 56-page report.
“In the end, management has some wood to chop, but we see this type of valuation for this type of franchise as a once-in-a-generation opportunity.”
Carrier (ticker CARR), whose shares were up 4%, to $14.30, in early trading Monday, trades for about 10 times the Wall Street consensus estimate of $1.40 a share for 2020. Tusa carries a 2020 earnings estimate of $1.20 a share.
Carrier was featured favorably in a Barron’s article about the three companies that emerged from the corporate breakup that accompanied the United Techologies/Raytheon merger earlier in April. The other two are Otis Worldwide (OTIS) and Raytheon Technologies (RTX).
Two Carrier peers are Trane Technologies (TT), the former Ingersoll- Rand, and Lennox International (LII). Trane was off $3.52, to $89, on Monday, and trades for about 21 times projected 2020 earnings of $4.11 a share. and Lennox, whose stock was off $7.67, to $176.33, trades for about 18 times estimated 2020 profits of $9.68 a share.
Carrier is more diversified than some of its peers, producing refrigeration equipment for trucks and shipping containers and a range of fire safety equipment including detectors.
One of the main knocks against Carrier is its high debt at time when its revenues and profits are under pressure from the economic impact of Covid-19.
The company has about $10 billion of net debt, or roughly five times projected 2020 earnings before interest, taxes, depreciation, and amortization, or Ebitda. A more comfortable leverage ratio is close to three. The company’s market value is around $12 billion. Tusa and other analysts see a 4% dividend yield on the stock. Carrier has not yet set its payout.
Tusa wrote that Carrier’s balance sheet is “stretched” but doesn’t consider it to be a near-term risk. He wrote that “something needs to happen here” and suggested a possible equity offering by the company. He sees “divestitures as the best solution” to the debt issue.
“Most moves would be dilutive to EPS, but would be highly accretive for equity holders as the balance sheet de-levers and the multiple moves toward the peers that share an unusually high degree of portfolio commonality and trade at almost 100% premiums,” he wrote.
Tusa called Carrier the “cheapest HVAC (heating, ventilation, air conditioning) name by far 10x trough (earnings) is a once-in-a generation opportunity.”...
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Antwort auf Beitrag Nr.: 63.284.884 von faultcode am 09.04.20 11:23:12Hallo faultcode
Die Bewertung ist wirklich sonderbar . Ich denke du hast deine Anteile auch aus dem SpinOff von UTC !?
Aus dem SpinOff (Ausgabekurs 47,60€x866mio Aktien) 41 Mrd € - 44 Mrd $
Nach Marktbewertung 11 Mrd $
RTX hat CARR mit 44 Mrd $ bewertet .. der Abschlag könnte daher kommen , das keiner weiß wie erfogreich CARR alleine sein wird ...
In einem Artikel von "Der Aktionär" wird CARR sogar mit einem Wert von 64 Mrd $ angeben .
Hier wird auch erwähnt das aktuell Probleme durch einen Strukturwandel anliegen ...
Die Bewertung ist wirklich sonderbar . Ich denke du hast deine Anteile auch aus dem SpinOff von UTC !?
Aus dem SpinOff (Ausgabekurs 47,60€x866mio Aktien) 41 Mrd € - 44 Mrd $
Nach Marktbewertung 11 Mrd $
RTX hat CARR mit 44 Mrd $ bewertet .. der Abschlag könnte daher kommen , das keiner weiß wie erfogreich CARR alleine sein wird ...
In einem Artikel von "Der Aktionär" wird CARR sogar mit einem Wert von 64 Mrd $ angeben .
Hier wird auch erwähnt das aktuell Probleme durch einen Strukturwandel anliegen ...
Carrier Global, wie manch anderes, aus United Technologies (wieder) hervorgegangen mit HVAC, Klimaanlagen, etc.
Vor allem Klimaanlagen, und das weltweit mit >50k MA's.
Der Markt weiß offenbar noch nicht so recht, wie er CARR bewerten soll:
Jedenfall hat man nun - Corona hin oder her - mMn die Möglichkeit, relativ günstig in (US-)Klimaanlagen reinzukommen.
Denn Werte mit so einem Bezug waren vor dem Corona-Crash und auch schon die Jahre zuvor sauteuer.
Vor allem Klimaanlagen, und das weltweit mit >50k MA's.
Der Markt weiß offenbar noch nicht so recht, wie er CARR bewerten soll:
Jedenfall hat man nun - Corona hin oder her - mMn die Möglichkeit, relativ günstig in (US-)Klimaanlagen reinzukommen.
Denn Werte mit so einem Bezug waren vor dem Corona-Crash und auch schon die Jahre zuvor sauteuer.
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