SG Cowen "Expect strong upside ... "
B2B Enablers, Marketplaces, And Supply Chain Management Companies Q4 Preview Expect B2B enablers, supply chain management cos. to rebuff mkt. doubts w/strong Q4 results. Marketplace sector mixed as of late due to negative preannouncments and some companies abandoning mkt. altogether. But expect niche players VERT, GETY to report positive results.
IMPACT CMRC (Strong Buy, $22) - Expect strong upside to our rev and op. EPS ests of $174.7MM and ($0.07), respectively. Believe shares unduly punished w/loss of Converge exchange to VERT. Highlights of CC should be progress of mega-exchanges and SAP (Neutral, $30) partnership.
IMPACT ARBA (Strong Buy, $43)- Expect strong upside to our Q1 rev and EPS ests of $154.4MM and $0.02, respectively. Expect co to discuss further partnerships to extend value-added services of its Commerce Service Ntwrk; expect co to soon announce a design collaboration aqc. Believe highlights of CC will be rev ramping, progress of Ariba Sourcing, and direction of product suite.
IMPACT PPRO (Strong Buy, $16)- Anticipated to be next B2B enabler to reach profitability- estimate rev and EPS of $29.6MM and $0.00, respectively; expect 30 new private-label mrkt places. Key numbers will be net additions of private-label mrkt places, 3rd party private-label ntwrk sales, and RFQs sent via the network.
Borrowed from Raging Bull post By: tsunami77 $$$
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