Bitcoin (BTC) reversed gains made earlier in Asia, puncturing nascent recovery rallies in major alternative cryptocurrencies. The leading cryptocurrency by market value dropped below $88,000, having peeped above $90,000, CoinDesk data show. Major altcoins including XRP (XRP), ether (ETH), solana (SOL) and dogecoin (DOGE) also retraced their adances. The CoinDesk 20 Index (CD20) pulled back to 2,726, roughly where it was in early Asia before it popped to 2,789. The decline is consistent with weakness in ...

PPG Industries, Inc. (PPG), headquartered in Pittsburgh, Pennsylvania, manufactures and distributes paints, coatings, and specialty materials. Valued at $23.4 billion by market cap, the company makes protective and decorative coatings, flat glass, fabricated glass products, continuous-strand fiber glass products, and industrial and specialty chemicals. The leading paints and coatings manufacturer is expected to announce its fiscal fourth-quarter earnings for 2025 in the near future. Ahead of the event, a ...

公司概况与市场表现 - 公司为总部位于俄亥俄州辛辛那提的宝洁公司 是一家生产和销售消费品的公司 产品组合包括护发素、洗发水、刀片和剃须刀、牙刷、牙膏、洗洁精、洗涤剂、表面清洁剂、空气清新剂等[1] - 公司市值达3382亿美元 是一家领先的跨国消费品公司[1] - 过去52周内 公司股价下跌14.9% 表现显著逊于同期上涨14.8%的标普500指数 也逊于同期下跌1.8%的必需消费品精选行业SPDR基金[4] 近期财务业绩与预期 - 公司预计将于2026年1月22日周四市场开盘前公布2026财年第二季度业绩[1] - 在公布业绩前 分析师预计公司第二季度摊薄后每股收益为1.87美元 较上年同期的1.88美元略有下降 公司在过去四个季度中均达到或超过市场普遍预期[2] - 对于整个财年 分析师预计公司每股收益为6.99美元 较2025财年的6.83美元增长2.3% 预计2027财年每股收益将同比增长5.4%至7.37美元[3] - 在10月24日公布第一季度业绩后 公司股价小幅收涨 其调整后每股收益1.99美元超出华尔街预期的1.90美元 公司营收为224亿美元 超过华尔街222亿美元的预测 公司预计全年调整后每股收益在6.83美元至7.09美元之间[6] 分析师观点与评级 - 分析师对该公司股票的共识意见为适度看涨 总体评级为“适度买入” 在覆盖该股的24位分析师中 11位建议“强力买入” 3位建议“适度买入” 10位给予“持有”评级[7] - 分析师给出的平均目标价为169.68美元 意味着较当前水平有17.2%的潜在上涨空间[7] 面临的挑战与原因分析 - 公司表现不佳的原因包括全行业面临的挑战、关税提高、消费者支出疲软以及低价品牌的竞争[5] - 尽管面临挑战 公司基本面依然稳健 但销售增长乏力和因投资及关税带来的利润率压力正在拖累股价[5]

Codelco and SQM have launched the NovaAndino Litio joint venture (JV), which will manage the exploration, extraction, production, and marketing of lithium in Salar de Atacama, Chile, with activities planned to continue until 2060. NovaAndino Litio was created through the merger of Codelco’s subsidiary Minera Tarar with SQM’s subsidiary SQM Salar. This step completes a public-private partnership and brings together proven operational capabilities and updated governance standards. The development was rep ...

核心观点 - 全球铜价创历史新高 推动Freeport-McMoRan股价大幅上涨 公司是近期表现最佳股票之一 [1][3] - 铜价上涨由全球供应紧张和强劲的工业需求驱动 同时美国关税不确定性也加剧了市场对供应紧张的担忧 [3][4] 股价与市场表现 - Freeport-McMoRan股价上周环比上涨7.9% 因铜价突破纪录高位后投资者买入铜生产商股票 [1] - 公司股价在周五录得九连涨 与伦敦金属交易所三个月期铜基准价格走势一致 [2] - 富国银行将公司目标价从47美元上调至55美元 并维持“超配”评级 此举进一步提振了市场情绪 [3] 铜市场动态 - 伦敦金属交易所三个月期铜价格飙升至每吨12,282美元 创下历史新高 [2] - 铜价在本周突破每吨12,000美元的新纪录高位 [1] - 市场预期铜库存将保持紧张 因担忧美国可能对精炼铜产品加征新一轮关税 这促使行业增加库存 [4] 公司基本面 - Freeport-McMoRan是全球领先的铜生产商之一 在北美和南美运营多个矿山 并拥有全球最大铜矿之一的印度尼西亚Grasberg矿场 [4] - 公司第三季度股东应占净利润同比增长28% 从去年同期的5.26亿美元增至6.74亿美元 [5] - 公司第三季度营收同比增长2.68% 从去年同期的67.9亿美元增至69.7亿美元 [5]

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the last week's best performers. Clearwater Analytics jumped by 8.4 percent week-on-week, as investors gobbled up shares after confirming that it was set to be taken private for $8.4 billion. In a statement earlier in the week, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) said that it officially entered into an agreement with Permira and Warburg Pincus, with participation ...

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Venture Global, Inc. (NYSE:VG) is one of the last week's best performers. Venture Global jumped by 9.4 percent week-on-week as investors took path from higher natural gas prices amid the growing demand for energy during the winter season, coupled with colder forecasts heading into January. On Friday, Bloomberg data showed that natural gas prices jumped by 2.92 percent to $4.37/MMBtu, as forecasts for until January 4 turned colder-th ...

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Sibanye Stillwater Limited (NYSE:SBSW) is one of the last week's best performers. Sibanye Stillwater jumped by 9.6 percent week-on-week, as investors loaded portfolios in mining firms after gold prices soared to a new record high. On Friday, December 26, the spot prices of gold surged by 1.20 percent to $4,533.21, as funds shifted to safer assets to mitigate risks from macroeconomic uncertainties, while digesting President Donald T ...

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Vizsla Silver Corp. (NYSEAmerican:VZLA) is one of the last week's best performers. Vizsla soared by 10.24 percent week-on-week as investors loaded portfolios in mining firms following silver’s surge to a new record high. On Friday alone, spot prices of silver were up by 10.30 percent to hit a fresh high of $79.27, as investor funds shifted to safer assets, supported by President Donald Trump’s announcement that the next central bank ...

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Lionsgate Studios Corp. (NYSE:LION) is one of the last week's best performers. Lionsgate jumped by 12.03 percent week-on-week to hit a new 52-week high amid the Christmas rush despite the lack of fresh catalysts to spark buying appetite. In other recent news, Lionsgate Studios Corp. (NYSE:LION) said that it tapped FreeWheel to facilitate all advertisements on its FAST channels in the US, allowing businesses to easily place ads. Th ...