The Estée Lauder Companies Inc., founded in 1946 by Estée and Joseph Lauder, is one of the world’s leading manufacturers, marketers, and sellers of
Estee Lauder Brands
Skin Care - products address various skin care needs. These products include moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products.
Makeup - Their full array of makeup products includes lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes and powders. Many of the products are offered in an extensive palette of shades and colors. They also sell related items such as compacts, brushes, and other makeup tools.
Fragrance - They offer a variety of fragrance products. The fragrances are sold in various forms, including eau de parfum sprays and colognes, as theyll as lotions, powders, creams, candles, and soaps that are based on a particular fragrance.
Hair Care - Their hair care products include shampoos, conditioners, styling products, treatment, finishing sprays and hair color products.
Other - They also sell ancillary products and services.
Manufacturing, Warehousing and Raw MaterialsThe company manufactures its products primarily in its own facilities located in the
To meet the increasing demand and expedite market access in the Asia/Pacific region, they began constructing a new manufacturing facility near Tokyo in fiscal 2021. The first phase of construction was completed in fiscal 2022, with the remaining site expected to be operational by early fiscal 2024. While they believe their current manufacturing network is sufficient, they strive to enhance capacity, technology, and productivity to align with regional sales demand. They have a flexible global distribution network managed by themselves or third-party logistic providers.
This network is designed to adapt to changing customer demands while maintaining service levels. They continuously evaluate and adjust their physical distribution network, especially to anticipate and respond to shifts in distribution channels. They have strategically positioned regional and local distribution centers worldwide, including those operated by third parties, to ensure efficient product delivery to customers and consumers. In fiscal 2022, they opened a state-of-the-art distribution center in Switzerland to support the growth of their travel retail business and promote sustainability initiatives. They are confident that their manufacturing and distribution capabilities can meet annual and long-term strategic objectives, although short-term fluctuations in demand may temporarily challenge capacity for specific product subcategories.
THE ESTÉE LAUDER COMPANIES INC Technnical Analysis
Historical daily share price chart and data for the Estee Lauder since 2019 adjusted for splits. The latest closing stock price for Estee Lauder as of August 04, 2023, is $172.
Estee Lauder's 1000 trading days stock distribution
The Estée Lauder income statement represents the revenue for a business over the last four periods. Here's how the revenue changes over the four periods. Based on this data, we can observe a generally increasing trend in revenue from year 2020 to 2022, with a slight decrease in year 2023. It indicates that the business experienced growth in its revenue initially, followed by a slight decline.
The company faces significant competition in the markets where it sells its skin care, makeup, fragrance, and hair care products. Consumers consider various factors such as brand recognition, product quality, accessibility, distribution channels, and price when choosing among competing products. Marketing strategies, in-store and online experiences, product demonstrations, and new innovations also influence consumers' purchasing decisions. The company acknowledges the growing interest in responsibly sourced and environmentally sustainable products, which aligns with their social impact and sustainability efforts, providing a competitive advantage.
The company competes with both global and local companies, including major multinational manufacturers and marketers such as
The quarterly data shows a mix of positive and negative growth rates. There are quarters with significant positive growth, such as Jun. 19 (23.5%), Sep. 19 (20.1%), and Mar. 21 (33.0%). However, there are also quarters with significant negative growth, such as Jun. 20 (-13.6%), Mar. 22 (-37.3%), and Jun. 22 (-46.0%). Overall, the data indicates fluctuations in growth over the specified period, with both periods of expansion and contraction.
Financial Health of Estee Lauder
In summary, the company's total assets, total liabilities, and equity/net worth have changed over the three years. It is important we note that this data alone does not provide enough information to draw definitive conclusions about the financial health or performance of the company. Additional financial statements, such as income statements and cash flow statements, would be necessary for a more comprehensive analysis.
These trends indicate fluctuations in Estee Lauder assets and liabilities over the three-year period. However, we prefer to see assets are greater than liabilities.
Estee Lauder Price forecast
McDonald’s Corporation (MCD) is a Global foodservice retailer that operated and franchised a total of 40,275 restaurants worldwide in 2022, up from 40,031 restaurants in 2021. The company has seen a year-over-year increase in restaurants for the last 17. Market-share leading quick service restaurant (QSR) with over 40 000 restaurants, $88bn systemwide sales, and $23bn revenue globally.
McDonald's Technnical Analysis
Historical daily share price chart and data for McDonald's since 2019 adjusted for splits. The latest closing stock price for McDonalds as of July 05, 2023, is $295.
McDonald's 1000 trading days stock distribution
Breaking down and examining the percentage changes for each month for the year 2022. Volatility, the stock price of McDonald's appears to have experienced significant volatility throughout the year. Large positive and negative percentage changes indicate substantial fluctuations in market sentiment and investor perceptions. Overall Performance, while there are periods of positive performance, such as March, April, May, July, and October, there are also significant declines in other months, such as February, June, August, September, November, and December, and improved in last six months.
How does McDonalds Make money ?McDonald’s franchised restaurants are owned and operated under one of the following.
The Company is primarily a franchisor and believes franchising is paramount to
Franchising enables an individual to be their own employer and maintain control over all employment related matters, marketing, and pricing decisions, while also benefiting from the strength of McDonald’s global brand, operating system and financial resources.
Directly operating McDonald’s restaurants contributes significantly to the Company's ability to act as a credible franchisor. One of the strengths of the franchising model is that the expertise from operating Company-owned restaurants allows McDonald’s to improve the operations and success of all restaurants while innovations from franchisees can be tested and, when viable, efficiently implemented across relevant restaurants. Having Company-owned and operated restaurants provides Company personnel with a venue for restaurant operations training experience. In addition, in our Company-owned and operated restaurants, and in collaboration with franchisees, the Company is able to further develop and refine operating standards, marketing concepts and product and pricing strategies that will ultimately benefit McDonald’s restaurants.
The Company’s revenues consist of sales by Company-operated restaurants and fees from restaurants operated by franchisees. Fees vary by type of site, amount of Company investment, if any, and local business conditions. These fees, along with occupancy and operating rights, are stipulated in franchise/license agreements that generally have 20-year terms. The Company’s Other revenues are comprised of fees paid by franchisees to recover a portion of costs incurred by the Company for various technology platforms, revenues from brand licensing arrangements to market and sell consumer packaged goods using the McDonald’s brand and, for periods prior to its sale on April 1, 2022, third-party revenues for the Company's Dynamic Yield business.
Under a conventional franchise arrangement, the Company generally owns or secures a long-term lease on the land and building for the restaurant location and the franchisee pays for equipment, signs, seating and décor. The Company believes that ownership of real estate, combined with the co-investment by franchisees, enables it to achieve restaurant performance levels that are among the highest in the industry.
Franchisees are responsible for reinvesting capital in their businesses over time. In addition, to accelerate implementation of certain initiatives, the Company may co-invest with franchisees to fund improvements to their restaurants or operating systems. These investments, developed in collaboration with franchisees, are designed to cater to consumer preferences, improve local business performance and increase the value of the McDonald's brand through the development of modernized, more attractive, and higher revenue generating restaurants.
McDonald’s compound annual average growth rate since 2012 is unimpressed of -1.72 %. Continuously present in the international market operations are slowing significant to McDonald’s revenues and net income. International revenues accounted for approximately 61% of their consolidated revenues in 2022.
Sources of revenues: Sales per businessMcDonald's Corporation is the world's biggest fast-food chain. Net sales break down by type of restaurants as follows:
Franchised margins represented nearly 90% of restaurant margin dollars.
Total restaurant margin growth was negatively impacted in both periods by foreign currency translation due to the weakening of all major currencies against the U.S. Dollar. Franchised margins in the U.S. reflected higher depreciation costs related to investments in restaurant modernization. Company-operated margins in the U.S. and International Operated Markets segment reflected positive sales performance driven by strategic menu price increases, and the negative impact of inflationary pressures. Results in the International Operated Markets segment were also negatively impacted by the restaurant closures in Russia and Ukraine. Total restaurant margins included $1,501 million of depreciation and amortization expenses in 2022.
Net sales are distributed geographically as follows: the United States (41%), International operate markets (49%), and international development licensed (10).
As the home country of McDonald's, the United States has traditionally been one of its largest markets. McDonald's has a strong presence across the country, and the U.S. market accounts for a substantial portion of its global sales. In the western area we find that McDonald's has a significant presence in various European countries. Major markets in Europe include the United Kingdom, Germany, France, among others. Europe has been an important region for McDonald's in terms of sales and market share. However, other regions, such as Latin America, the Middle East, and Africa. These regions contribute to McDonald's overall sales, albeit to a lesser extent compared to the previously mentioned regions.
McDonald’s restaurants compete with international, national, regional, and local retailers of traditional, fast casual and other food service competitors. The Company measures its competitive position within the informal eating out ("IEO") segment, which is inclusive of the Company's primary competition of quick-service restaurants, but also includes 100% home delivery/takeaway providers, street stalls or kiosks, cafés, specialist coffee shops, self-service cafeterias, and juice/smoothie bars. The Company competes among quick-service restaurants primarily on the basis of price, convenience, service, experience, menu variety and product quality.
McDonald’s competes primarily in the IEO segment, which is highly competitive. They also face sustained, intense competition from traditional, fast casual and other competitors, which may include many non-traditional market participants such as convenience stores, grocery stores, coffee shops and online retailers. They expect their environment to continue to be highly competitive, and our results in any particular reporting period may be impacted by a contracting IEO segment or by new or continuing actions, product offerings or consolidation of their competitors and third-party partners, which may have a short- or long-term impact on their results. McDonald competes primarily on the basis of product choice, quality, affordability, service, and location.
Fast food industry competitorsMcDonald's faces competition from several companies in the fast-food industry. Here are some of its major competitors:
Burger King: Burger King is a global fast-food chain that offers a similar menu to McDonald's, including burgers, fries, and chicken items. It is known for its flame-grilled burgers and has a strong presence in the United States and other countries.
Wendy's: Wendy's is another prominent fast-food chain that competes with McDonald's. It differentiates itself by offering a "fresh, never frozen" slogan for its beef patties and a menu that includes salads, chicken sandwiches, and Frosty desserts.
Subway: Although Subway is primarily known for its sandwiches, it competes with McDonald's by offering quick-service options. Subway emphasizes its healthier menu choices, including a variety of fresh ingredients and customization options.
KFC: Kentucky Fried Chicken (KFC) is a popular fast-food chain specializing in fried chicken. While its focus is different from McDonald's, it competes in the fast-food industry and has a significant global presence.
Taco Bell: Taco Bell is a fast-food chain known for its Mexican-inspired menu, including tacos, burritos, and quesadillas. While its offerings differ from McDonald's, it competes for customers seeking quick-service dining options.
Chipotle Mexican Grill: Chipotle is a fast-casual chain known for its customizable burritos, bowls, and tacos. While it operates in a slightly different segment, it competes for customers seeking quick and customizable dining options.
In-N-Out Burger: In-N-Out Burger is a regional chain in the western United States. It is known for its fresh, made-to-order burgers and limited menu. Despite its smaller footprint, In-N-Out Burger has a loyal customer base and competes for customers looking for quality fast-food options.
McDonald’s strengthOne of the strengths of the franchising model is that the expertise from operating Company-owned restaurants allows McDonald’s to improve the operations and success of all restaurants while innovations from franchisees can be tested and, when viable, efficiently implemented across relevant restaurants. Having Company-owned and operated restaurants provides Company personnel with a venue for restaurant operations training experience. In addition, in our Company-owned and operated restaurants, and in collaboration with franchisees, the Company is able to further develop and refine operating standards, marketing concepts and product and pricing strategies that will ultimately benefit McDonald’s restaurants.
Global presence: McDonald's is one of the world's largest fast-food chains, with a presence in over 100 countries. Its widespread network of restaurants gives it a significant advantage over competitors.
Brand recognition: McDonald's is a highly recognized and iconic brand globally. It has built a strong brand image over the years, which helps in attracting customers and driving sales.
Diversified menu: McDonald's offers a diverse menu with a wide range of options, catering to different tastes and preferences. This allows them to attract a broader customer base and adapt to changing consumer demands.
Operational efficiency: McDonald's has a well-established and efficient operating system, which enables them to maintain consistent quality, speed, and service across their restaurants. This efficiency helps them in delivering a consistent customer experience.
Strong franchising model: McDonald's operates on a franchising model, which allows them to expand rapidly without significant capital investment. Franchisees bear the cost and operational responsibilities, while McDonald's benefits from franchise fees and royalties
McDonalds OpportunityCommit to the Core menu by tapping into customer demand for the familiar and focusing on serving our iconic products such as our World Famous Fries, the Big Mac, our Chicken McNuggets and the McFlurry. Around the world, McDonald’s possesses 10 of these "billion-dollar brand equities." The Company will continue to improve on its classics by implementing a series of operational and formulation changes designed to deliver hotter, juicer, tastier burgers across the globe. While leaning into core icons like Chicken McNuggets, ongoing focus will include scaling emerging equities such as the McSpicy and McCrispy Chicken Sandwiches. The Company also continues to see a significant opportunity with coffee, demonstrated by markets leveraging the McCafé brand, customer experience, value and quality to drive long-term growth.
Expansion in emerging markets: McDonald's can capitalize on the growing middle-class populations and changing lifestyles in emerging markets, such as Africa region, China and India. These markets offer significant opportunities for growth and expansion.
Focus on healthier options: There is an increasing demand for healthier food choices. McDonald's can continue to enhance its menu with healthier alternatives, such as salads, grilled options, and organic ingredients, to attract health-conscious consumers.
Technology integration: McDonald's can leverage technology to improve customer experience and operational efficiency. This includes implementing self-order kiosks, mobile ordering and payment systems, and delivery services to cater to changing consumer preferences and convenience.
McDonald’s TreatsIntense competition: The fast-food industry is highly competitive, with numerous global and local players. McDonald's faces competition from both traditional fast-food chains and newer, innovative concepts, which could impact on its market share and profitability.
Changing consumer preferences: Consumer preferences and trends can change rapidly, and if McDonald's fails to adapt to these changes, it risks losing customers to competitors who offer more appealing options.
Regulatory pressures: McDonald's operates in multiple countries, each with its own regulations and policies related to labor, food safety, and advertising. Complying with these regulations can be challenging and costly, and changes in regulations can impact the company's operations and profitability.
Health concerns: McDonald's has faced criticism for the nutritional value of its food offerings. As consumer preferences shift towards healthier options, McDonald's has had to adapt its menu to include healthier choices, but it still faces challenges in changing its perception as a fast-food chain associated with unhealthy food.
Dependence on franchisees: While the franchising model is a strength, it also poses a risk as McDonald's depends heavily on its franchisees for the consistent operation of its restaurants. If franchisees face financial or operational difficulties, it could impact McDonald's brand image and customer experience.
Vulnerability to market fluctuations: As a global company, McDonald's is exposed to currency exchange rate fluctuations, changes in labor costs, and economic downturns in different markets. Such factors can affect its profitability and financial performance.
McDonald's Financial Health
McDonald's Corporation has generally been considered financially healthy. Here are some key points regarding McDonald's financial health: Revenue and profitability: McDonald's has consistently generated significant revenue and maintained a strong level of profitability. Its global presence and brand recognition have contributed to its ability to generate sales and drive profitability. McDonald's operates primarily on a franchising model, which has proven to be financially beneficial. Franchisees contribute to the company's revenue through franchise fees and ongoing royalties, while also bearing the costs of operating individual restaurants. This model allows McDonald's to expand without significant capital expenditure and helps in maintaining a steady cash flow. As today McDonald’s have a strong cash flow: McDonald's has historically demonstrated strong cash flow generation, which is essential for supporting
ongoing operations, investing in new initiatives, and returning value to shareholders through dividends and share repurchases. Adaptability, investment in technology and innovation, McDonald's has been investing in technology initiatives to enhance customer experience and operational efficiency. This includes digital ordering and payment systems, self-order kiosks, and delivery services. Such investments can position the company for future growth and competitiveness. However, it’s important to note that while McDonald's has generally maintained a strong financial position, it faces challenges and risks that can impact its financial health. These include factors like changing consumer preferences, intense competition, and economic conditions in different markets and their liabilities are greater than their assets.
Chris Kempczinski (54 Y)
3.7 years average management tenure
Mr. Christopher J. Kempczinski, also known as Chris, has been the President, Chief Executive Officer, and Director at McDonald's Corporation since November 1, 2019. He serves as an Independent Director at The Procter & Gamble Company since October 12, 2021. He served as President of USA at McDonald's Corporation since January 1, 2017, until 2019.
He served as President at McDonald's USA, LLC since January 01, 2017, until 2019. He served as Executive Vice President of Strategy, Business Development & Innovation at McDonald's Corporation since October 26, 2015, until December 2016. He first joined McDonald’s in 2015, overseeing global strategy, business development and innovation. He oversaw all aspects of strategy development, planning, innovation, and new concepts to drive growth for the company.
He served as the President of International and Executive Vice President of Growth Initiatives at Kraft Foods Group, Inc., since February 12, 2015, until September 2015. He served as the President of Kraft Canada Inc since July 2012 until December 2014 and served as Senior Vice President - U.S. Grocery from December 2008 to July 2012. Before joining McDonald, he held several leadership roles at The KraftHeinz Company (packaged food), including Executive Vice President at Kraft Foods Group, Inc since January 29, 2014 until February 2015.
He leads Kraft’s Canadian business unit overseeing all aspects of supply chain, sales, marketing, human resources and research, development, and quality. He has full P&L responsibility for the business including beloved brands such as Kraft Dinner, Kraft Peanut Butter, Cracker Barrel natural cheeses and Nabob coffee. During his time with Kraft Canada, he has led the business unit through transformative change with the separation from Mondelez International in October 2012 and later restructuring the organization’s resources to focus on simplification and innovation. He joined Kraft in 2008 as Senior Vice President overseeing brands in the meals and enhancers categories with iconic brands like Kraft Macaroni & Cheese and Kraft dressings.
Top McDonalds's - Shareholders
Bayer AG operates as a life science company worldwide, it is one of the world's leaders in designing, producing, and marketing,
The Consumer Health segment markets nonprescription over-the-counter medicines, medical products, medicated skincare products, nutritional supplements, and self-care solutions in dermatology, nutritional supplements, pain and cardiovascular risk prevention, digestive health, allergy, and cold and cough.
The Crop Science segment offers chemical and biological crop protection products, improved plant traits, seeds, digital solution, and pest and weed control products, as well as customer service for agriculture. This segment also provides
Net sales are distributed by product family as follows:
As we see in the picture above, Bayer AG owns and markets a wide range of brands across its different business segments. Some of the notable brands include pharmaceuticals, such Aspring, Xarelo, Adalat, Levitra and Nexavar. Bayern’s widely recognized agriculture brands are Roundup, Dekalb, Seresto, Poncho and Basta, in addition to the agriculture and pharmaceuticals brand, Bayern owns a trusted and popular brand such as Claritin, Alveve and DR. Scoll’s.
Bayer AG - Technical Analysis
Historical daily share price chart and data for Bayer AG since 2017 adjusted for splits. The latest closing stock price for Bayer as of April 08, 2023, is 60.
It is with a good reason once, George Box said, “ All models are wrong, but some are useful”.
Many widely used financial models assume a normal distribution of stock price returns, despite increasing evidence that this is not the case. These assumptions ignore the real chances of extreme events and fluctuations occurring, as we can see few declines greater than 8 %, with one recently in March 2020 decline over 10% in ROC model, therefore we can observe they underestimate the risk of investing in the market.
Briefly the most significant difference in the case between normal and power law distributions is tail size. Power law distributions have fatter tails than normal distributions, meaning that the probability of extreme events happening is much higher in power law distributions than in those that are normal.
When we look at BAYER last 1000 trading days distribution, it is clear that 80 % of the price fluctuation falls within the range of [ 13 to 16].
BAYRY Yearly Adjusted price
Bayer is leader in life sciences, it aims to improve health and spread health around the world by focusing on innovation and sustainability core competitive advantage. As date April 2023 Bayer is the world's 229th most valuable company by market cap according to our data.
The following chart provide a summary of
BAYER AG. Income Statements
Eleven-years compound annual growth rate in revenue.
The revenue CAGR for Bayer (BAYN.BE) stock is 0.37% for the period of 2022. Compound annual growth rate (CAGR) is a commonly used business and investing term that measures the growth of a metric over multiple periods. CAGRs are useful since they reduce the effect of volatility in specific periods, unlike arithmetic means. We can conclude that Bayer has one of the worst CAGR within the blue-chip companies.
What do they offer ?
Price to Earnings Ratio vs IndustryBayer AG ~ Price-To-Earnings vs Peers: As date April 2023 BAYN is good value based on its Price-To-Earnings Ratio 14.3x compared to the peer average 27.8x.
Bayer AG generates 8 cents for each dollar of sales, while Eli Lilly, which operates in the same sector generates 3x than Bayer. Based on the latest financial disclosure, Bayer AG performs far less than that of the drag manufactures sector and significantly less than that of the pharmaceuticals industry. The P/E ratio is an excellent indicator that we can rely on while investing in equites. Comparing Bayer’s P/E ratio and market cap
Since a stock's share price can swing wildly from day to day and week to week, we had argued that a market cap is not really the best way to determine what a company is worth. Using discounted cash flow analysis is a more useful way to value a company (and thus know what to pay for its shares), though as with any valuation method it has its own flaws.
We notice that on the table, Bayern overall had bad performance for several years.
Bayer AG - Competitors
Bayer’s products and services are designed to benefit people and improve their quality of life
Some of the key competitors of Bayer AG in each of its business segments are:
Bayer AG - SWOT Analysis
Swot Analysis of BayerThe goal of SWOT analysis is to formulate a successful strategy for the future. Accordingly, the SWOT analysis of Bayer is carried out.
Strengths:Strong brand portfolio: Bayer AG owns and markets well-known brands in the pharmaceuticals, agriculture, and consumer health sectors, which provide a competitive advantage in the market. Diversified business segments: Bayer AG operates in multiple industries, including pharmaceuticals, agriculture, and consumer health, which diversifies its revenue streams and reduces dependency on a single market.
Research and development capabilities: Bayer AG has a strong focus on research and development (R&D), investing significantly in innovation to develop new products and technologies, which can lead to competitive advantages and market leadership. Global presence: Bayer AG has a global presence with operations in multiple countries, which provides access to diverse markets and customer bases.
Weaknesses:Litigation risks: Bayer AG has faced and continues to face legal challenges related to its acquisition of Monsanto and the alleged harmful effects of glyphosate-containing products, which could result in financial liabilities and reputational damage. Integration challenges: The acquisition of Monsanto has posed integration challenges for Bayer AG, including cultural differences, operational complexities, and regulatory hurdles. Dependence on key products: Bayer AG's revenue is dependent on a few key products, including Xarelto and Eylea, which exposes the company to risks associated with product concentration and potential loss of exclusivity.
Opportunities:Growth in emerging markets: Bayer AG has opportunities for growth in emerging markets, where rising population, urbanization, and increasing healthcare and agricultural needs present significant market potential. Expansion of digital solutions: Bayer AG can leverage digital technologies, such as data analytics, precision farming, and telemedicine, to develop and market innovative solutions for the pharmaceuticals and agriculture sectors. Focus on sustainability: The increasing demand for sustainable products and practices presents an opportunity for Bayer AG to develop and market environmentally friendly products and solutions, aligning with changing consumer preferences and regulatory trends.
Threats:Competitive landscape: Bayer AG faces intense competition from other global players in the pharmaceuticals, agriculture, and consumer health sectors, which could impact its market share, pricing, and profitability. Regulatory challenges: Bayer AG operates in highly regulated industries, and changes in regulations related to product approvals, pricing, labeling, and safety could pose challenges and impact its business operations. Economic and market risks: Bayer AG is exposed to risks associated with economic and market factors, such as currency fluctuations, inflation, trade policies, and geopolitical uncertainties, which could impact its financial performance and operations.
Bayer AG - Management
Average management tenure 5.1 years.
CEO – Wernwr Baumann (60 years young): have 13.3 years tenure, with a
compensation of €7,825,000
Mr. Werner Baumann has been Chairman of Management Board and Chief Executive Officer at Bayer AG since May 1, 2016 and has been its Member of Management Board since January 1, 2010. Since January 1, 2020, Mr. Baumann is a Chief Sustainability Officer of Bayer AG. He served as Labor Director at Bayer AG.
until January 31, 2021. Mr. Baumann served as Chief of Strategy & Portfolio Management - Europe / Middle East / Africa Region at Bayer AG. He served as the Chairman of Management Board and Chief Executive Officer of Bayer HealthCare AG from March 31, 2015 to December 2015. He served as the Chief Strategy & Portfolio Officer of Bayer AG from October 1, 2014 to May 1, 2016 and was responsible for the Europe, Middle East and Africa Region.
He served as Chief Financial Officer of Bayer AG from January 1, 2010 to October 1, 2014. He served as the President of Business Development & Licensing at Bayer HealthCare AG since March 1, 2006 and also served as its President of Central Administration & Organization from July 2002 to 2009. He joined Bayer AG in Leverkusen as a Commercial Trainee on April 1, 1966. Mr. Baumann served as a Member of Management Board at Bayer HealthCare AG since October 1, 2003 and served as its Labor Director.
As a member of the Board of Management and Labor Director of Bayer Schering Pharma AG, Berlin, Germany, from 2006 through September 2009, he actively participated in its integration into the former HealthCare subgroup. He served as Vice President of German Chemical Industry Association (VCI), Frankfurt. He served as President of German Chemical Industry Association from September 2005 to September 2007 and Vice President of Federation of German Industries (BDI), Berlin. He served as Head of Business Planning & Administration at Bayer HealthCare AG until 2002.
He joined Bayer AG in 1988 and served in Southwest Europe section of Corporate Finance Department. He served as Controller of Bayer Hispania Commercial in Barcelona, Spain since 1991 and also served as Assistant to Managing Director since 1995. He moved to Bayer Corporation in Tarrytown, New York, where he held various positions in Bayer's global Diagnostics Business Group. Since 1978, he served as Managing Director and administrative head of the Peruvian company.
Since April 1996, he served as Head of Corporate Planning and Controlling in Leverkusen. From 1970 to 1975, Mr. Baumann established and managed the finance and accounting department of Bayer Industrial S.A. He serves as Chairman of Supervisory Board at Bayer CropScience AG. He served as Chairman of Supervisory Board at Covestro AG until March 26, 2015.
He serves as a Member of Supervisory board of Henkel KGaA. He serves as a Member of the Advisory Council at Allianz Global Corporate & Specialty SE. Mr. Baumann served as a Member of Supervisory Board at Bayer Business Services GmbH. He studied Economics from RWTH Aachen Technical University and the University of Cologne.
Norges Bank Investment Management owns 27.5 million shares of Bayer AG, represents 2.8% of total shares outstanding, as of April 2023. Norges Bank investment, which manages the Government Pension Fund abroad on behalf of the Ministry of Finance. The value of the fund was NOK 14,372 billion in April 2023.
Safaricom PLC is a leading telecommunication company in East Africa. It provides
In addition, it provides m-tiba, a health payment application; M Salama platform; FULIZA, an overdraft facility that allows customers to complete their transaction in case of insufficient funds; M-Shwari, a micro-lending/savings product; M-Kesho, an equity bank account; and Shupavu291, an education platform that enables students to study without an internet connection. The company serves individual, corporate, and SME customers, as well as government agencies. It sells its products and services through dealers and retail outlets. Safaricom PLC was incorporated in 1997 and is based in Nairobi, Kenya. As today Safaricom PLC serves over 42 million customers connected and play a critical role in the society, supporting over one million jobs both directly and indirectly while our total economic value was estimated at KES 362 Billion ($ 3.2 billion) for the 12 months through March 2021. They are listed on the Nairobi Securities Exchange (NSE) and with annual revenues of close to KES 298 Billion ($2.5 billion) as at March 2022.
Safaricom Plc. Stock price fluctuations
Stock prices are driven by a variety of factors, but ultimately on the long-term horizon stock price are driven by earnings power and the managers ability to create values for every dollar that deployed. Current Safaricom's stock prices as 13 March 2023 are at the level of 2017 and 2019.
HOW DOES SAFARICOM Plc. MAKE MONEY ?
CAGRs are useful since they reduce the effect of volatility in specific periods, unlike arithmetic means. We can find the calculation details for Safaricom’s Revenue CAGR outlined below. The calculation starts by listing values for Revenue for the last ten fiscal years that are required to calculate CAGR:
Safaricom ~ Price-To-Earnings vs Peers: SCOM is good value based on its Price-To-Earnings Ratio 14x compared to the peer average 24.2x.
What do they offer ?
The Kenya Telecom Market is expected to witness growth CAGR of 2.00% during the forecast period of 2021 to 2026, this is approximately a valuation of $3.5 billion. Most of the major telecom companies in Kenya, such as Safaricom, Airtel, and Telkom, are promote innovation by making significant R&D investments consistently. The Kenya’s telecommunication sector, which underpins the operations of all enterprises, public safety groups, and the government, is a crucial part of the country's economy.
The number of active mobile subscriptions as 31 March 2023 stood at 61.4 million, representing an increase of 2.6% from the preceding quarter. Subsequently, mobile (SIM) penetration grew,
by 3.3% points to stand at 129.1% during the period under review. During the same period, the data for Jamii Telecommunications Limited – a privately owned Kenyan telecommunication service provider offering broadband and mobile services under the "FAIBA" brand – is included in cellular mobile services sub-section which main services are delivering mobile data through 4G but also include Voice over LTE (VoLTE).
Safaricom celebrated the 15th anniversary of the introduction of M-PESA with various awareness campaigns. With its over 30 million monthly active customers, more than 3.2 million businesses, and over 42,000 developers engaged in ongoing development within the Super Apps, some 50 million transactions per day, and a velocity of funds exceeding KShs 2 trillion monthly, M-PESA truly constitutes a massive ecosystem whose potential is only just beginning to make itself felt.
Average management tenure 2.3 years.
CEO – Peter Nfegwa (53 years young): have 2.9 years tenure, with a compensation of KSH 288 930 000.
Mr. Peter Waititu Ndegwa has been Chief Executive Officer and Executive Director of Safaricom PLC since April 1, 2020. He serves as the Chief Executive Officer of Safaricom PLC. at Vodacom Group Limited since April 1, 2020. He served as the Chief Executive Officer and Managing Director of Guinness Nigeria Plc from September 4, 2015 until June 30, 2018.
Mr. Ndegwa served as Managing Director of Guinness Ghana Breweries Ltd. until July 20, 2015. Mr. Ndegwa served as Group Finance Director of East African Breweries Ltd., since August 28, 2008 and served as its Managing Director of Serengeti Breweries Limited. He was responsible for Diageo PLC operations in 50 countries in Western and Eastern Europe, Russia, Middle East and North Africa regions.
Mr. Ndegwa has experience in sales, Financial Services, General Management, Fast Moving Consumer Goods (FMCG), Business strategy, Finance Operations, business advisory and finance in a variety of sectors including retail, manufacturing, banking and insurance and general services. He joined EABL as Head of Group Strategy in January 2004 and Change Director Sales since March 2006, Head a radical change programme within the sales and commercial area. He served as EABL Sales Director of Kenya. He trained and worked with PricewaterhouseCoopers, in a variety of senior roles both in Eastern Africa and in the UK and served as an Associate Director in the Corporate Finance and Strategy practice.
He holds an MBA in Strategy and Finance from the London Business School and an Economics degree from the University of Nairobi. He is also a Certified Public Accountant.
Safaricom were founded in 1997 as a fully owned subsidiary of Telkom Kenya before a 40 percent acquisition by Vodafone Group PLC in May 2000, and a public offering of 25 percent shares through the NSE in 2008.
Distribution of shareholders
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Google’s intellectual property rights are valuable, and any inability to protect them could reduce the value of our products, services, and brands as well as affect our ability to compete.
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