奇瑞汽车(09973.HK):自主车企领头羊之一新能源转型+高端化+出海带动新增长
格隆汇· 2025-10-01 17:24
盈利预测:我们预计公司2025-2027 年的营业收入分别为3150/3943/4856亿元, 归母净利润分别为 162.2/213.6/271.9 亿元, 对应PE 为10.40/7.90/6.20 倍,首次覆盖,给予"买入"评级。 风险提示:新车型发布节奏不及预期;车型销量不及预期;海外销量不及预期;原材料价格波动;业绩 预测和估值不达预期。 主流价格带市场排名第二。5-20W 价格带乘用车市场2025H1 批发销量为926.6 万辆,销量同比增长 16%。燃油车市占率为56.1%,插混车型为17.8%,纯电为26.1%,整体新能源渗透率为44.9%,自主品 牌市占率已经达到76.0%。奇瑞在该价位段2024 年销量增幅显著,从2023 年的175.0 万辆增长至2024 年 的237.5 万辆,销量排名第二,仅次于比亚迪。 新能源转型+出海助力,五大品牌销量齐增长。2022-2024 年,奇瑞主品牌汽车的销量分别为87.9、 128.6 与164.3 万辆,复合年增长率达36.7%,2024 年出口占比达到54.4%;捷途品牌的销量分别为 18.0、31.5 与56.8万辆,复合年增长率高达77.7%, ...
Chevron Corporation: Growth Prospects May Fuel Long-Term Upside (NYSE:CVX)
Seeking Alpha· 2025-10-01 17:24
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Chevron Corporation: Growth Prospects May Fuel Long-Term Upside
Seeking Alpha· 2025-10-01 17:24
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
MongoDB in focus as Wells Fargo initiates with Overweight rating (MDB:NASDAQ)
Seeking Alpha· 2025-10-01 17:23
MongoDB (NASDAQ:MDB) was in focus on Tuesday as Wells Fargo initiated coverage on the enterprise software company with an Overweight rating and $430 price target. “AI native companies and enterprises are already building AI products utilizing Mongo's relational database architecture,” Wells ...
SFY: Don't Ignore The Excellent GARP Features Of This Growth-Light ETF (NYSEARCA:SFY)
Seeking Alpha· 2025-10-01 17:23
I last covered the SoFi Select 500 ETF (NYSEARCA: SFY ) on May 24, 2024, when I referred to it as a "moderately aggressive large-cap growth ETF worth watching." In hindsight, that was perhaps an understatement. SFY didThe Sunday Investor has completed all the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor. Focusing on U.S. Equity ETFs, The Sunday Investor maintains a comprehensive ETF Database that tracks ...
How To Ride AMD Stock Higher Through A Long Straddle Option Move
Investors· 2025-10-01 17:23
BREAKING: ADP Reports Surprise Drop In Private Jobs Advanced Micro Devices (AMD) has been trading in an increasingly tight range over the last few weeks. Chances are, AMD stock will break out at some point soon. One way to profit from such a breakout is through a strategy called a long straddle. It's constructed by buying an at-the-money call and an-at-the-money put. Buying at-the-money options can be expensive, and they will also suffer from time decay, meaning that they will lose a little bit of value wit ...
SFY: Don't Ignore The Excellent GARP Features Of This Growth-Light ETF
Seeking Alpha· 2025-10-01 17:23
I last covered the SoFi Select 500 ETF (NYSEARCA: SFY ) on May 24, 2024, when I referred to it as a "moderately aggressive large-cap growth ETF worth watching." In hindsight, that was perhaps an understatement. SFY didThe Sunday Investor has completed all the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor. Focusing on U.S. Equity ETFs, The Sunday Investor maintains a comprehensive ETF Database that tracks ...
Omai Gold Mines Corp. Announces Upsize of Previously Announced Bought Deal Private Placement to $40 Million
Newsfile· 2025-10-01 17:23
Omai Gold Mines Corp. Announces Upsize of Previously Announced Bought Deal Private Placement to $40 MillionOctober 01, 2025 1:23 PM EDT | Source: Omai Gold Mines Corp.Toronto, Ontario--(Newsfile Corp. - October 1, 2025) - Omai Gold Mines Corp. (TSXV: OMG) ("Omai" or the "Company") is pleased to announce, due to investor demand, the Company and Paradigm Capital Inc. ("Paradigm"), as lead underwriter and sole bookrunner, on behalf of a syndicate of underwriters (the "Underwriters"), have agreed ...
Colgate-Palmolive (CL): A Steady Dividend Payer in the S&P 500
Yahoo Finance· 2025-10-01 17:22
Colgate-Palmolive Company (NYSE:CL) is included among the 12 Best Dividend Aristocrat Stocks to Invest in Right Now. Colgate-Palmolive (CL): A Steady Dividend Payer in the S&P 500 Colgate-Palmolive Company (NYSE:CL) is a manufacturer and marketer of consumer products that is divided into the Oral, Personal and Home Care, and Pet Nutrition segments. The company is the dominant player in Oral Care, holding a 40.9% share of the global toothpaste market and a 31.9% share of the manual toothbrush market this ...
Gold prices soar to new records amid US government shutdown
Yahoo Finance· 2025-10-01 17:21
NEW YORK (AP) — As uncertainty deepens amid the U.S. government's first shutdown in almost seven years, the gold frenzy continues to climb to new heights. The going price for New York spot gold hit a record $3,858.45 per troy ounce — the standard for measuring precious metals — as of market close Tuesday, ahead of the shutdown beginning overnight. And futures continued to climb on Wednesday, dancing with the $3,900 mark as of midday trading. Gold sales can rise sharply when anxious investors seek “safe h ...