The last day of January is a busy one for earnings reports. January 31 will see companies like The Blackstone Group L.P. (NYSE:BX), The Dow Chemical Company (NYSE:DOW), Mastercard Inc (NYSE:MA), Diageo plc (ADR) (NYSE:DEO), and Royal Dutch Shell plc (NYSE:RDSA) report their Q4 earnings. Here’s what to expect from the big day:
The Blackstone Group L.P. (NYSE:BX): Analysts are predicting 46 cents per share before the market opens tomorrow, when Blackstone Group announces its earnings for the last three months of 2012 tomorrow. The company is expected to have taken in revenue of $1.1 billion in the period.
Half Moon Capital Returns 12.2% In 2020 Despite Short Position Drag
Eric DeLamarter's Half Moon Capital produced a return of 8% net of fees in the fourth quarter of 2020, bringing the full-year return to 12.2%, according to a copy of its fourth-quarter letter, which ValueWalk has been able to review. The fund maintained an average net exposure of 45% during the period. Q4 2020 hedge Read More
In the same three months of 2011, the company earned 40 cents per share on revenues of $915 million. If the company hits the fourth quarter targets, it will earn $1.61 for the full year 2012, and its total revenue for the twelve months will come in at $3.9 billion. In 2011, the company earned $1.25 per share, and its revenue totaled $3.3 billion.
The Blackstone Group L.P. (NYSE:BX) investors have seen the stock increase in value by 14% in the last twelve months, roughly in line with the S&P returns. The new year has seen the stock really pick up steam, increasing by almost 16% in the new year. Blackstone is a private investment company that manages the assets of its clients.
Looking ahead, the Blackstone first quarter 2013 results are sure to be boosted by a deal they recently made with General Growth Properties Inc (NYSE:GGP).
The Dow Chemical Company (NYSE:DOW): Thursday morning sees the Dow Chemical release its earnings for the fourth quarter of 2012. 35 cents per share earnings is the consensus estimate of analysts, and they expect a revenue of $13.7 billion. In the same three months of 2011, the company earned 25 cents per share on a revenue of $14.1 billion.
If The Dow Chemical Company (NYSE:DOW) hits analysts’ consensus, it will record earnings of $1.92 per share for the twelve months of 2012. The revenue in that period is expected to come in at $56.5 billion. In 2011, the company earned $2.54 per share on revenues of $60 billion. Dow has trailed the S&P 500 in the last three months, its stock has grown in price by just over 4%.
In the first few weeks of 2013, investors have seen the company’s shares increase by more than 7% in anticipation of this earnings report. Indicators that investors will be looking at in the earnings report will include any plan about pensions. Dow has a mature pension fund, and it has been increaseing the risk of its investments in order to make sure it meets those targets.
Mastercard Inc (NYSE:MA): One of the world’s biggest credit card companies is expected to show earnings of $4.81 per share when it releases its earnings to the public tomorrow morning. Revenues for the last three months of 2012 are expected to come in at round $1.9 billion. In the same three months of 2011, the company earned $4.03 per share on revenues of $1.7 billion.
If the company hits analysts’ targets, it will post earnings of $21.95 per share on revenues of $7.4 billion. 2011 saw the company earn $18.70 per share on revenues of $6.7 billion. Mastercard has performed extremely well in recent years, expanding into emerging markets and benefiting from the maturing of the payments market in developed economies.
In the last twelve months, Mastercard Inc (NYSE:MA) shares are up by more than 45%. In anticipation of the fourth quarter earnings report, the company’s shares has increased by a shade more than 5% for the opening weeks of the new year.
Diageo plc (ADR) (NYSE:DGE): Shares in the English drinks business have risen by more than 30% in the last twelve months. The company is expected to deliver an earnings report showing profits of £2 billion for the first half of its 2013. In the same period of 2012, the company posted earnings of £1.87 billion.
For the six months, the company is expected to bring in a revenue of £6.02 billion, up 4.5% over 2012 revenues of £5.76 billion. The company’s current stock rally has caused a pullback in the first weeks of 2013. The stock has grown by just 4% in January, dragging behind the S&P 500.
Diageo plc (ADR) (NYSE:DEO) has managed to gain in the current economic crisis by operating in a business that traditionally does well in recessions; alcohol distribution. The company has been managed well and has used its cash to make key acquisitions, making it a key stock to watch going forward.
Royal Dutch Shell plc (LON:RDSA): Analysts are looking for Royal Dutch Shell to post earnings of $1.06 per share for the last three months of 2012 before the market opens on Thursday. Revenues in the fourth quarter are expected to come in at $120 billion.
In the same months of 2011, the company posted earnings of $3.97 per share on revenues of $116 billion. If the company hits the numbers analysts expect, it will record earnings of $4.19 per share for the full year of 2012. The full year 2011 saw the company earn $3.97 per share.
Revenues for 2012 are expected to come in at $467 billion, compared to the 2011 total of $470 billion. Royal Dutch Shell plc (NYSE:RDSA) investors have seen shares in the company languish in a good period for equities. For the last twelve months, the company’s share price rose by a fraction over 2%. The new year has seen an increase of almost 9%, however, in anticipation of the earnings report on Thursday.