S&P will beat big again on revenue and margins, FY guidance will reflect the beat and nothing more, as they’ll be conservative. Everyone will again say how low the marhin guide is etc etc.
S&P Global and MSCI report earnings tomorrow (7/28). What I'll be watching: SPGI: Color on Asia growth outlook w/US-China tensions and COVID still hot, and updates on debt issuance forecast after historic 1H MSCI: ESG progress & potential Real Estate product weakness
-
-
-
I think you're right - the other question will be predicting mix of issuance (HY issuance makes much more $ than IG), which they may be conservative on as well. Stock is reflecting at least a good bit of the optimism going into earnings:pic.twitter.com/r3A744eBoo
End of conversation
New conversation -
-
-
Do you mean general real estate issues affecting the Real Estate product's run rate or weaknesses in the real estate product itself?
-
The former - macro pressures hurting sales/demand for product
- Show replies
New conversation -
-
-
Msci is so expensive
-
Agreed - best of breed with huge margins and consistent growth gets that premium valuation
- Show replies
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.