PepsiCo(PEP)
(PEP)
Q1-osavuosiraportti
37 päivää sitten‧31 min
Tarjoustasot
Avoinna
Määrä
Osto
50
Myynti
Määrä
181
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Määräpainotettu keskihinta (VWAP)
-VWAP
-Vaihto (USD)
104 493 297Haluamme muistuttaa, että osakemarkkinat sekä antavat että ottavat. Vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2023 Yhtiökokous | 3. toukok. | |
| 2023 Q1-osavuosiraportti | 25. huhtik. | |
| 2022 Q4-osavuosiraportti | 9. helmik. | |
| 2022 Vuosiraportti | 9. helmik. | |
| 2022 Q3-osavuosiraportti | 12. lokak. 2022 |
Datan lähde: Morningstar, Quartr
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q1-osavuosiraportti
37 päivää sitten‧31 min
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2023 Yhtiökokous | 3. toukok. | |
| 2023 Q1-osavuosiraportti | 25. huhtik. | |
| 2022 Q4-osavuosiraportti | 9. helmik. | |
| 2022 Vuosiraportti | 9. helmik. | |
| 2022 Q3-osavuosiraportti | 12. lokak. 2022 |
Datan lähde: Morningstar, Quartr
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Pepsiltä erinomainen tulos. Panostavat erityisesti Frito segmenttiin.Onhan tää nyt tällänen pidä ikuisesti osake.- Pepsiä vähän Degiron salkkuun 170 hintaan.
Thoughts on Pepsis recent quarterly report: Pretty much as expected. Solid numbers and inflation is not really impacting their business as we see with some other companies. How are they managing it? Shareholders should send a thank you to the potato chips. * There are 2 ways a company can use pricing power and move the cost over to the consumer. Pepsi are doing both, but one of them is more interesting. First one is to raise prices on the products, which is the one most people think of, when they think about inflation. I think Pepsi are pretty locked up on this point, and a significant price increase will make consumers go with alternative solutions. The second way, and the one that Pepsi have made use of, is to keep the price the same but to reduce the amount of product. This means that they sell smaller cans of Pepsi at the same price - but when it comes to drinks, this is very hard to do, because people will easily notice. This is where Pepsis wide range of products comes into play - they have the Frito-Lay and Doritos chips in their productrange, and they have used the chips as a way to cut costs. They simply put less potato chips in their bag of Doritos making the consumer think, that the price is still the same. I think this has been the main factor in why Pepsi have managed inflation costs so well this quarter, because the chips department happens to be the one with the biggest profit margin. They have 28% operating profit on their chips, 20% on their Quaker oats and only 10% on their Pepsico beverages. So being able to cut costs on the product with the biggest operating profitmargin is a good way to manage inflation well. * They recorded a pre-tax impairment of 1.4 billion in this quarter due to the Russia-Ukraine conflict, which impacted their net income negatively, but this is not something that they will necessarily pay, so they can add it back in on the cashflow statement. Also they sold off some of their juice department, so their total cash from operating and investing activities totalled 4 billion - out of these they returned 3.7 billion back to shareholders through dividend and buybacks this past quarter. This is a very shareholder friendly company for sure. Will I buy this stock now? No, it is too pricey. It is a quality company and it deserves a premium, but at the moment it is simply trading above where it should me mainly because it is a safe haven stock, and cautious investors park their money here in times of uncertainty. These extra inflows of capital will cause multiple expansion, and drive share price up. However, I believe Pepsi is trading at the top of its trading range on these numbers. It has several times been rejected around the 175 area, and I expect it to do the same here. It has been making higher lows, but a pullback to 155-160 area is expected at some point. Also Pepsi is trading at 2.92 P/S at the moment, and if we go back the past 5 years, it has been rejected everytime it crosses the 3x P/S, which also indicates that investors start selling the stock at around 3x P/S which is considered too high for this company with the current growth levels. Personally I will be waiting for a pullback, and will be looking at 153 (or 3% yield) as my starterposition. It may not happen this month or next, but I am sure we’ll get a better opportunity for entry at another point, once market goes more in risk-on mode and we see sector rotation towards cyclicals and oversold stocks.
Thanks for this Mudsen. Shrinkflation is not that funny as a customer, but a savior to investors
Finns de nå pepsi-lovers här inne på sidan? Själv har jag alltid varit en Cola-kille- PepsiCo partly suspends its operations in Russia https://www.pepsico.com/news/press-release/pepsico-suspends-production-and-sale-of-pepsi-cola-and-other-global-beverage-brands-in-russia
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Q1-osavuosiraportti
37 päivää sitten‧31 min
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2023 Yhtiökokous | 3. toukok. | |
| 2023 Q1-osavuosiraportti | 25. huhtik. | |
| 2022 Q4-osavuosiraportti | 9. helmik. | |
| 2022 Vuosiraportti | 9. helmik. | |
| 2022 Q3-osavuosiraportti | 12. lokak. 2022 |
Datan lähde: Morningstar, Quartr
Shareville
- Pepsiltä erinomainen tulos. Panostavat erityisesti Frito segmenttiin.Onhan tää nyt tällänen pidä ikuisesti osake.
- Pepsiä vähän Degiron salkkuun 170 hintaan.
- Thoughts on Pepsis recent quarterly report: Pretty much as expected. Solid numbers and inflation is not really impacting their business as we see with some other companies. How are they managing it? Shareholders should send a thank you to the potato chips. * There are 2 ways a company can use pricing power and move the cost over to the consumer. Pepsi are doing both, but one of them is more interesting. First one is to raise prices on the products, which is the one most people think of, when they think about inflation. I think Pepsi are pretty locked up on this point, and a significant price increase will make consumers go with alternative solutions. The second way, and the one that Pepsi have made use of, is to keep the price the same but to reduce the amount of product. This means that they sell smaller cans of Pepsi at the same price - but when it comes to drinks, this is very hard to do, because people will easily notice. This is where Pepsis wide range of products comes into play - they have the Frito-Lay and Doritos chips in their productrange, and they have used the chips as a way to cut costs. They simply put less potato chips in their bag of Doritos making the consumer think, that the price is still the same. I think this has been the main factor in why Pepsi have managed inflation costs so well this quarter, because the chips department happens to be the one with the biggest profit margin. They have 28% operating profit on their chips, 20% on their Quaker oats and only 10% on their Pepsico beverages. So being able to cut costs on the product with the biggest operating profitmargin is a good way to manage inflation well. * They recorded a pre-tax impairment of 1.4 billion in this quarter due to the Russia-Ukraine conflict, which impacted their net income negatively, but this is not something that they will necessarily pay, so they can add it back in on the cashflow statement. Also they sold off some of their juice department, so their total cash from operating and investing activities totalled 4 billion - out of these they returned 3.7 billion back to shareholders through dividend and buybacks this past quarter. This is a very shareholder friendly company for sure. Will I buy this stock now? No, it is too pricey. It is a quality company and it deserves a premium, but at the moment it is simply trading above where it should me mainly because it is a safe haven stock, and cautious investors park their money here in times of uncertainty. These extra inflows of capital will cause multiple expansion, and drive share price up. However, I believe Pepsi is trading at the top of its trading range on these numbers. It has several times been rejected around the 175 area, and I expect it to do the same here. It has been making higher lows, but a pullback to 155-160 area is expected at some point. Also Pepsi is trading at 2.92 P/S at the moment, and if we go back the past 5 years, it has been rejected everytime it crosses the 3x P/S, which also indicates that investors start selling the stock at around 3x P/S which is considered too high for this company with the current growth levels. Personally I will be waiting for a pullback, and will be looking at 153 (or 3% yield) as my starterposition. It may not happen this month or next, but I am sure we’ll get a better opportunity for entry at another point, once market goes more in risk-on mode and we see sector rotation towards cyclicals and oversold stocks.Thanks for this Mudsen. Shrinkflation is not that funny as a customer, but a savior to investors
- Finns de nå pepsi-lovers här inne på sidan? Själv har jag alltid varit en Cola-kille
- PepsiCo partly suspends its operations in Russia https://www.pepsico.com/news/press-release/pepsico-suspends-production-and-sale-of-pepsi-cola-and-other-global-beverage-brands-in-russia
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Avoinna
Määrä
Osto
50
Myynti
Määrä
181
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Määräpainotettu keskihinta (VWAP)
-VWAP
-Vaihto (USD)
104 493 297Haluamme muistuttaa, että osakemarkkinat sekä antavat että ottavat. Vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
- P/E-
- P/E*-
- P/B-
- P/S-
- Osinko/osake-
- EPS-
- Osinkotuotto/v-
- EPS-kasvu*-
- PEG-
*Perustuu ennusteeseen
Tilinpäätöstiedot
Ei tietoja.
Tietoa yrityksestä
Ei tietoa saatavilla.
- Yrityksen nimi-
- Toimitusjohtaja-
- Sähköposti-
- Verkkosivut-
- Pääkonttori-
- Osakkeiden lukumäärä-
- Markkina-arvo-
Tietoa instrumentista
- NimiPepsiCo
- ISINUS7134481081
- Sektori-
- Toimiala-
- TunnusPEP
- Noteerauspäivä-
- Omistajia Nordnetissä-
- Lainoitusaste80%
- Vakuusvaatimus120%
- ShortattavaEi