Page 10 - Bloomberg Businessweek - November 19, 2018
P. 10

Bloomberg Businessweek                     The Year Ahead 2019                         50 Companies to Watch


             35                                    NXP Semiconductors NV                       ▼ NXPI US

                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board
                                                   growth   growth  assets  sales    return    membership
         Chips                                     4%       13.7%   $23b    $9b      -35.8%    16.7%


        After a year of drama, including the failed Qualcomm   share buyback could boost earnings. Autos and
        Inc. deal, NXP is eager to reignite growth.   industrials, underpenetrated markets with a need for
        Underperformance may be short-lived—a $5 billion   chips, present an opportunity.
             36                                    Osram Licht AG                              ▼ OSR GR

                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board
         Lighting                                  growth   -5.6%   assets  sales    return    membership
                                                            growth
                                                   2.4%
                                                                                     -46.2%
                                                                                               41.7%
                                                                    $5b
                                                                            $5b
        Leaving behind a shaky 2018, when its stock had fallen   autos, entertainment, and the health-care sector. These
        50 percent by the end of June, the company is expected   businesses are promising, delivering $2.3 billion in sales in
        to rebound in early 2019. Once the world’s No. 2 seller of   fiscal 2017. It announced in August that it’s shedding the
        lightbulbs, Osram is now focused on specialty lighting for   loss-making Lighting Solutions and Systems unit.
             37                                    Petrobras                                   ▲ PETR4 BZ

                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board
                                                                    assets
                                                            growth
                                                   growth
                                                                            sales
                                                                                               membership
                                                                                     return
         Energy                                    -1.5%    86.9%   $220b   $92.7b   45.4%     30%
        Brazil’s national oil company has undergone a major
   92   transformation, from the most indebted oil company
        in the world to a growing, profitable one, over the past
        18 months. The election of Jair Bolsonaro as president
        could set it back. He’s pledged greater independence
        for Petrobras and divestment from other government
        enterprises but as recently as May supported fuel price
        controls, which have been crippling in the past. The
        market approves of him so far, though it remains to be
        seen if he’ll keep his hands off Petrobras.
                                                                                               ◀ Bolsonaro

             38                                    Prudential Plc                              ▼ PRU LN

         Financials                                Est. sales    -5.1%  Total  12-month  1-year total  Female board
                                                            Est. EPS
                                                                            sales
                                                            growth
                                                                    assets
                                                                                     return
                                                                                               membership
                                                   growth
                                                                            $72.4b
                                                                    $661b
                                                                                               12.5%
                                                   28%
                                                                                     -16.3%
        Prudential is composed of three separately regulated   there will be even less of a rationale for this once the
        and managed businesses in the U.K., the U.S., and   U.K. business breaks free. The closer the uncoupling
        Asia. It announced in March that it would spin off its   comes, the more investors are likely to value the U.S.
        U.K. business by 2020, signaling the breakup of the   and Asian operations separately.
        company. Group management is based in London, and
             39                                    Pyxus International Inc.                    ▲ PYX US
                                                   Est. sales    Est. EPS    Total  12-month  1-year total  Female board
         Tobacco                                   growth   N/M     assets  sales    return    membership        FROM LEFT: MAURO PIMENTEL/AFP/GETTY IMAGES (1); BLOOMBERG (2)
                                                            growth
                                                   N/M
                                                                            $2b
                                                                                               12.5%
                                                                    $2b
                                                                                     121.9%
        The world’s second-largest independent tobacco leaf   these businesses while expanding into such areas as
        dealer has been busy buying stakes in companies   liquids for vaping and Canadian cannabis.
        and forming joint ventures in emerging markets. The
        strategy is to sprinkle its expertise in agronomy over
   5   6   7   8   9   10   11   12   13   14   15