Sell Bombardier: Core EBIT Fell, Core Cashflow Is Negative, Covenants Maybe Under Stress
Core EBIT fell: FY2018 EBIT and cashflow were inflated by one-off gains.Core cashflow remains negative: Bombardier Inc (BBD/B CN)Â is still unable...
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Reality Overwhelms Creative Accounting
Bombardier Inc (BBD/B CN)Â has recently fallen 38%, ThyssenKrupp AG (TKA GR) 18%Â and Celltrion Inc (068270 KS) 30%. Â In each case, the market was...
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Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
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Bombardier (BBD/B CN): Accounting Wizardry
At their recent results, Bombardier seems to have persuaded the markets that the company is on the mend. The reality is that behind their creative...
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General Electric (GE US )- 25% Downside and Perhaps a Single Digit Stock Price in Its Future?
Dismal Stock Performance in 2017 and Since 2012General Electric Co (GE US) (“GE” or “company”) had a terrible 2017, with the stock providing a...
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