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Target shares at 11-month high on earnings beat
Proactive Investors· 2024-03-05 16:10
Proactive团队报道范围 - Emily Jarvie在澳大利亚和加拿大从事政治新闻和商业报道[1] Proactive团队全球覆盖 - Proactive的新闻团队遍布全球金融和投资中心[2] Proactive团队关注领域 - Proactive团队专注于中小市值市场和蓝筹公司,以及其他投资故事[3] Proactive团队提供的新闻和见解 - Proactive团队提供关于生物科技、矿业、电池金属、石油天然气、加密货币和新兴数字和电动汽车技术等领域的新闻和独特见解[4]
Premier Inn owner Whitbread's headwinds priced in - analyst
Proactive Investors· 2024-03-05 16:07
文章核心观点 - Shore Capital Markets维持对Whitbread PLC的积极展望并维持买入评级,尽管该公司近期表现不佳且每间可售房收入预计下滑 [1][3] 公司财务与业绩 - 公司财务预测显示未来几年收入、息税折旧摊销前利润和调整后税前利润有望改善 [2] - 公司目前股价较年初下跌12.3%,为3168便士 [4] - 公司当前预期净收入估值倍数为12倍,市场已开始计入英国同店每间可售房收入下降5%的因素 [5] 公司业务与市场地位 - 公司在德国有望在今年实现运营利润率盈利,成熟酒店组合的回报指标是关键 [4] - 公司投资回报率达15%,拥有大量自有房产支持且处于市场领先地位,当前估值过低 [6] 研究机构观点 - Shore Capital Markets认为4月底的初步业绩将更清晰展现公司交易背景 [3]
Emmerson target raised by 50% after KMP update
Proactive Investors· 2024-03-05 16:02
Liberum has raised its target price for Emmerson by more than 50% following its latest update from the Khemisset potash project in Morocco. Emmerson is developing the 100%-owned Khemisset, on which broker Liberum expects an updated feasibility study (FS) to be completed in late 2024 or early 2025. Most recently, it published a scoping study on KMP (Khemisset Multi-mineral Process), a transformational new processing route that significantly reduces environmental impact while enhancing project economics. Acco ...
BP can be serious force in EV charging, suggests UBS
Proactive Investors· 2024-03-05 15:51
BP is a much better equity story than just how much cash it is handing out to shareholders, according to analysts at UBS. All of the talk recently has been about share buybacks and its low relative rating, but a low oil price breakeven and efficient production base will provide the funds to sustain total distributions, while also funding growth from low carbon, says the Swiss bank. UBS notes that while the electric vehicle transformation might have stalled recently, peak oil demand is still on the horizon a ...
Novo Nordisk reveals positive Ozempic kidney results
Proactive Investors· 2024-03-05 15:47
诺和诺德试验结果 - 诺和诺德在试验中发现,使用其销售的奥塞米匹和维戈维品牌的塞马鲁替德,糖尿病患者能够预防慢性肾病的发生[1] - FLOW试验的主要结果显示,与安慰剂相比,该药物降低了肾病进展、主要不良心血管事件和死亡率24%[2] - 公司提前一整年终止了涉及3,533人的试验,并经独立委员会批准,因为结果显示该药物产生了显著和优越的影响[3] - 公司的执行副总裁马丁·霍尔斯特·朗格在一份声明中表示:“我们对FLOW的结果感到非常兴奋,显示塞马鲁替德1.0毫克降低了肾病进展的风险”[4]
Apple worries mount on flailing Chinese iPhone sales
Proactive Investors· 2024-03-05 14:49
Apple Inc (NASDAQ:AAPL, ETR:APC) shares suffered another blow on Tuesday, opening 2.2% lower after Counterpoint Research flagged a worrying decline in iPhone demand in China. Apple’s iPhone struggled during the first six weeks of the year due to resurgent competition from domestic competitor Huawei, with sales down 24%, said researchers. Huawei shocked the international technology community last September when a breakdown of its flagship Mate 60 handset unveiled a technology stack significantly more advance ...
Tesla hit by arson attack at German gigafactory as tensions escalate
Proactive Investors· 2024-03-05 13:22
特斯拉工厂纵火袭击事件 - 特斯拉在柏林附近的Gruenheide的电动汽车工厂遭遇纵火袭击,导致工厂暂时关闭[1] - 据BZ报纸报道,这起纵火事件可能是由环保活动人士发起的,还有炸弹被埋的警告[2] - 一名名为“Volcano Group”的极左激进组织在网站上声称对此次袭击负责[2] - 品牌堡州内政部长迈克尔·施蒂布根表示,如果初步调查结果属实,这将是对我们电力基础设施的卑鄙袭击[4] 特斯拉工厂扩建争议 - 当地居民和环保人士与特斯拉公司就扩建工厂的计划存在分歧,导致对抗升级[5] - 特斯拉的工厂目前每年可生产约50万辆汽车,但计划进一步扩大遭到当地居民和环保人士的激烈反对[6]
Novo Nordisk shares falls after diabetic kidney results reported
Proactive Investors· 2024-03-05 12:23
Proactive团队 - Oliver Haill自2000年代初开始撰写有关公司和市场的文章,曾在Growth Company Investor担任金融记者,专注于AIM公司和小市值公司[1] - Proactive的金融新闻团队遍布全球主要金融和投资中心,在伦敦、纽约、多伦多、温哥华、悉尼和珀斯设有分支机构和工作室[2] - Proactive团队专注于中小市值市场,同时也及时更新社区关于蓝筹公司、大宗商品和更广泛投资故事的内容,激发和吸引有动力的个人投资者[3] - Proactive团队提供跨市场的新闻和独特见解,涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等领域[4]
Monzo secures $5bn valuation with Google Alphabet backing
Proactive Investors· 2024-03-05 12:13
London-based fintech disruptor Monzo has secured a $5 billion (£3.95 billion) valuation in a funding round led by Google parent Alphabet’s venture capital wing CapitalG. Sequoia Capital spinoff HongShan and existing backers Tencent and Passion Capital contributed to the $430 million funding round, according to a report by the Financial Times. Monzo chief executive TS Anil told the FT that the funding will go to its plans for US expansion, following an unsuccessful attempt in 2021. Monzo was valued at £3.5 b ...
Tesla tumbles on price cuts and reports of German protests
Proactive Investors· 2024-03-04 19:54
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...