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How Sustainable Is PBF Energy’s Pure Play Refinery Business Model?
Scaling necessary to survive in thin-margin business, high oil price could offset gains from demand rebound, and growing environmental burden is a poison pill for margin.
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How Much Can Equinor Exploit Europe’s Energy Crisis?
Soaring energy prices in Europe lead to revenue explosion, green shift to stay competitive requires CAPEX ramp-up, and strong years ahead lead to attractive dividend yields.
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Does SKF’s High Value Creation Deserve a Re-Rating?
Consolidation of manufacturing sites drives margin expansion, high single-digit industry growth mainly driven by Asia, and consistent value creation while peers struggle.
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Can Management’s Commitment Return Sumitomo’s Stock to Previous Heights?
Gearing up in M&A activity to drive top-line growth, growing CAPEX lays foundation for organic growth, and management focus on ROIC should enhance returns.
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Is EasyJet’s Cash Injection Enough to Fund Tough Recovery?
Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
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Will Crane’s M&A Strategy Lead To Further Value Creation?
Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
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Has Volvo’s Strong Value Creation Been Overlooked by the Market?
Acquisition in China to ride demand wave, consistent value addition through strong profitability, and leading role in EV and hydrogen to reclaim market share.
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Will Pressure on Kohl’s Management Drive Share Price?
Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.
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Is Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?
Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.
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