3 High P/E Stocks Justified by Future Upside Potential
MarketBeat· 2025-10-09 15:14
All valuations—whether in stocks, real estate, or any business that generates cash flow—are ultimately based on expectations for future growth. Understanding that simple truth helps investors avoid one of the most common mistakes in the market: judging valuations based on opinion rather than on what the data and price action are signaling. Labeling a stock as “expensive” just because it carries a high price-to-earnings (P/E) ratio is a habit many retail investors fall into while chasing value. In reality, a ...
PepsiCo CEO: We're aligned with Elliott on the idea that PepsiCo is undervalued
Youtube· 2025-10-09 15:14
Let's turn now to PepsiCo. Find out what's happening in the world economy and consumers. The company topped estimates thanks in large part to international sales growth.Though global volumes fell in the quarter. PepsiCo chairman and CEO Ramon Lagerta joins us now to discuss the quarter. It's good to have you back Ramon.Welcome. >> Hello. Hello Sarah.Good to see you. >> So it's good to see you. There there was some improvement that I wanted to mention in the beverage business and and certainly in internation ...
天汽模(002510.SZ):财务总监邓应华拟减持1.41万股
格隆汇APP· 2025-10-09 15:13
格隆汇10月9日丨天汽模(002510.SZ)公布,公司财务总监邓应华先生持有本公司股份56,557股(占本公 司总股本比例为0.0056%)。因个人资金需求,邓应华先生计划在本减持计划公告之日起15个交易日后 的3个月内(即2025年11月3日至2026年2月2日,窗口期不减持),以集中竞价方式减持其持有的本公司 股份14,139股,占公司总股本的0.0014%。 ...
金力永磁(06680.HK):预计第三季度净利润同比增长159%至217%
格隆汇APP· 2025-10-09 15:13
在行业竞争加剧的背景下,公司通过技术创新、组织优化及精益管理,持续提升运营效率与盈利能力。 公司积极应对稀土原材料价格波动风险,灵活调整库存策略,保障交付能力获得客户认可。值得注意的 是,公司新设立的具身机器人电机转子事业部于2025年前三季度已实现小批量产品交付,同时在低空飞 行器领域也取得突破。公司产品广泛应用于新能源汽车、节能变频空调、风力发电等多个领域,目前第 四季度在手订单充足。 格隆汇10月9日丨金力永磁(06680.HK)公告,关于2025年前三季度业绩预告,预计实现归属于上市公司 股东的净利润人民币5.05亿元至5.50亿元,同比增长157%至179%;扣除非经常性损益后的净利润预计为 人民币4.15亿元至4.60亿元,同比大幅增长365%至415%。第三季度净利润预计达人民币2.00亿元至2.45 亿元,同比增长159%至217%。 ...
光庭信息(301221.SZ):总经理王军德拟减持不超过8万股
格隆汇APP· 2025-10-09 15:13
格隆汇10月9日丨光庭信息(301221.SZ)公布,直接持有公司股份346,500股(占公司总股本比例为 0.3741%)的董事、总经理王军德先生计划在本公告披露之日起15个交易日后3个月内(即2025年11月3 日至2026年2月2日)通过集中竞价方式减持本公司股份不超过80,000股(不超过公司总股本比例为 0.0864%)。 ...
维护公平竞争市场环境
新华社· 2025-10-09 15:13
新华社北京10月9日电 题:维护公平竞争市场环境——国家发展改革委有关负责人解读《关于治理 价格无序竞争 维护良好市场价格秩序的公告》 新华社记者魏玉坤 为依法依规治理企业无序竞争,近日,国家发展改革委、市场监管总局印发《关于治理价格无序竞 争 维护良好市场价格秩序的公告》。公告具体有哪些重点内容?如何保障落地?国家发展改革委有关 负责人9日进行了解读。 公告在保护经营者自主定价权的前提下,按照事前引导和事中事后监管相结合的思路,采取调研评 估行业平均成本、加强价格监管、规范招标投标行为等措施,维护公平竞争市场环境。 问:调研评估行业平均成本可以发挥什么作用? 答:公告提出,对价格无序竞争问题突出的重点行业,行业协会等有关机构在国家发展改革委、市 场监管总局和行业主管部门指导下,可以调研评估行业平均成本。开展此项工作可以发挥三方面作用: 问:公告出台的背景是什么? 答:价格竞争是市场竞争的重要方式之一。在社会主义市场经济中,市场机制合理配置资源的作 用,是以价格机制的正常发挥为前提的,价格机制的正常发挥又是以价格良性竞争为条件的。当前,我 国部分产业出现无序竞争现象,可能导致劣币驱逐良币,对行业发展、产品创新 ...
Dassault Systèmes makes India a global innovation hub with €100 million investment in R&D expansion
BusinessLine· 2025-10-09 15:13
India has emerged as one of Dassault Systemes’ most strategic global hubs, not just as a market, but as a centre for innovation and talent, CEO Pascal Daloz said. With 15 per cent of its global workforce based in the country and over €100 million invested in expanding its Pune R&D campus, India now anchors Dassault’s global projects in electrification, sustainable infrastructure and healthcare.Speaking at the company’s annual flagship event, the 3DEXPERIENCE forum India 2025, the CEO called the country one ...
3 BDCs Set To Gain As The AI Economy Heats Up
Forbes· 2025-10-09 15:13
Teamwork, diversity and sales manager planning branding ideas with a creative designer on a laptop in an office. Logo, collaboration and businessman talking to an employee about a development projectgettyThe manic market just dumped business development companies (BDCs), again. These three dividend stocks paying up to 11.7% are poised to bounce back when sanity returns.BDCs, which lend money to small businesses, are on the “outs” with the Wall Street suits after multiple soft jobs reports. The spreadsheet j ...
Micron Surges 5.8% In A Day — Buy Opportunity Ahead?
Forbes· 2025-10-09 15:13
Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesWe think there is not much to worry about regarding MU stock based on its overall Strong operational performance and financial health. This aligns with the stock's High valuation, leading us to consider it as Fairly Priced. Here is our multi-faceted evaluation.Buy or Fear ConclusionsTrefisMU stock has experienced a significant increase recently, and we currently view it as fairly priced. This might seem l ...
ST帕瓦起诉供应商索要3900万元预付款获受理 公司及前实控人之一已被证监会立案
每日经济新闻· 2025-10-09 15:12
对此,ST帕瓦表示,鉴于本次诉讼案件尚未开庭审理,上述事项对公司当期及期后利润的影响具有不 确定性,最终实际影响以法院判决及实际执行结果为准。本次诉讼系公司依法主张自身合法权益,切实 维护公司和股东利益的行为,不会影响公司正常生产经营。 起诉供应商索要3900万元预付款 今年5月,"上虞发布"微信公众号介绍称,格派钴业成立于2016年,产品包括硫酸钴、氯化钴、电钴 等。2024年,公司钴产能15000金属吨、镍产能6000金属吨,钴产能排名全球前六,市场占有率稳居全 球前五;2024年产值突破21亿元,出口创汇4597万美元。 ST帕瓦在公告中表示,2024年11月25日,ST帕瓦与格派钴业签订了编号为PW—GP20241125的《采购 合同》,就公司向格派钴业采购货值3944.96万元的硫酸钴达成合意。其中,合同第8.1条、第8.2条约定 如供应方逾期交货20日及以上的,视为供应方未能交付产品,采购方有权解除合同且供应方应承担未履 行部分总金额20%的违约金。 ST帕瓦对此向格派钴业支付预付款3900万元,因格派钴业未能按约定交付货物,且逾期超过20日,公 司为维护自身权益,向诸暨法院提起诉讼。公司请求法院 ...