Category: Stock Analyses in Portfolio Management

NextEra Energy (NEE) - Investment Report OVERVIEWNextEra Energy, Inc. (NYSE: NEE) is an American energy company and a global leader in renewable energy production, founded in 1925 as Florida Power & Light (FPL) and headquartered in Juno Beach, Florida. Initially serving as a traditional electric utility for Florida, the company has evolved into the world’s largest producer of wind and solar energy by leveraging advancements in clean energy technologies and strategically responding to the global energy transition. Its operations are divided into two primary subsidiaries: Florida Power & Light (FPL), which serves over 11 million residents in Florida, and NextEra Energy Resources (NEER), focused on developing renewable energy solutions across North America.NextEra Energy has demonstrated robust growth by capitalizing on the increasing demand for clean energy and grid modernization. The…

STOCK ANALYSIS: NU HOLDINGS (NU) NUBANK’S RISE TO SOUTH AMERICAN UBIQUITY Overview Nu Holdings Ltd. (NYSE:NU) is a Brazilian holding company which provides digital banking services in South America founded in 2013 and headquartered in São Paolo, Brazil. It has found great success by exploiting this untapped market, as South American countries have gradually begun to digitalize (1), and people yearn for a more simple and straightforward process that grants them access to financing. Its product offering is diverse, providing personal loans, credit cards, and insurance policies, with it eyeing a move to diversify its revenue sources by entering new industries. It launched its IPO on December 9th, 2021, on the New York Stock Exchange (NYSE), at a price of $9 per share, raising additional capital of $2.6 billion, with…

Eli Lilly and Company (NYSE: LLY) was founded almost 150 years ago in 1876 by Colonel Eli Lilly and it is one of the leaders in the healthcare industry. The company has its HQ in Indianapolis, Indiana, has more than 44,000 employees and its products are marketed in approximately 105 countries, as can be seen in their website. They have a growing portfolio of medicines in key areas, which are:  Alzheimer's Pain; Cancer; Immunology; Diabetes;  Obesity. These last two categories are the main reason why the stock is rallying lately, thanks to its new obesity and diabetes drugs Mounjaro and Zepbound. Another factor that is pushing the stock price up, is their new Alzheimer’s drug, which is in late-stage trials.  In 2024, the company had an impressive performance of +45.82%…

Moody’s Corporation, founded in 1909, has its headquarters in New York City. Moody’s Corporation operates as an integrated risk assessment firm globally, they provide market credit ratings, research, tools, and analysis. Moody’s Ratings (previously known as Moody’s Investor Service) is the part of the company that deals with credit ratings. Its ratings and research in this field cover debt instruments and securities issued by various entities, including corporations, financial institutions, government, and government-related entities. They measure the credit risk of obligors and issuers. This part of the business generates revenue through various channels: Rating Fees: Issuers of debt instruments pay fees to Moody’s to rate their debt. The price of these fees depends on the instrument’s complexity. Annual Fees: Moody’s generally charges companies annually to keep their credit ratings up…

May 5th, 2024 - Founded in 1926, United Airlines is an international airline company with more than 100,000 employees headquartered in Chicago, Illinois that provides air transportation services worldwide. Its business lines include people transportation, which is the primary source of revenue, and cargo transportation, which offers freight and mail services. These two segments contribute to form the company’s operating income, alongside with other revenue, that includes revenue generated from third-party businesses such as maintenance services and flight academy.  The company’s motto is “Connecting People. Uniting the World” and it is what drives its decision making. Their approach, as reported in their website, is based on seven pillars: safety, environmental sustainability, people and human capital, community, supply chain integrity, cybersecurity, and governance.  The company is also very active on ESG,…

April 5th, 2024 - On Friday, Zalando lost 5.72%, it lost 9.08% in the last 5 trading days, but it is up 24.07% in the last month, 11.25% in 6 months and 15.6% from the beginning of 2024.  Founded in 2008 in Berlin, Zalando is a leading European company in the e-commerce sector for fashion and lifestyle products. Zalando had its golden era during the pandemic with a stellar operating income and having a Compounded Average Growth rate on EBIT of 45% from 2019 to 2021.  This analysis of the company starts from 2012, and since then, Zalando revenue increased at a CAGR of 19.78%, while the EBIT grew 11.78% from 2014, because in 2012 and 2013 it was negative and for this reason the CAGR formula was not applicable.…

What is Toyota? Toyota Motor Corp. is a global automotive powerhouse with more than 380,000 employees and 71 manufacturing companies worldwide managed within 6 global headquarters: Toyota Motor North America (TMNA), Toyota Motor Europe NV/SA (TME), Toyota Daihatsu Engineering and Manufacturing Co., Ltd. (TDEM), Toyota Motor (China) Investment Co., Ltd. (TMCI), Toyota Motor Corporation (TMC) and lastly Toyota Motor Asia Pacific Pte Ltd. (TMAP-MS). Guided by the commitment to providing clean and safe products, Toyota’s principles extend to enhancing the quality of life worldwide through advanced technologies and exceptional products and services. Such a goal aligns with the corporate mission of the company itself: “Happiness for All”, as Toyota not only aims at continuously improving its business, it also strives to develop mobility solutions to enrich the lives of individuals.…