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EuroDry Ltd. Announces Agreement to Sell M/V Eirini P, a 2004-built Panamax Bulk Carrier
Globenewswire· 2025-09-15 13:00
ATHENS, Greece, Sept. 15, 2025 (GLOBE NEWSWIRE) -- EuroDry Ltd. (NASDAQ: EDRY, the “Company” or “EuroDry”), an owner and operator of drybulk vessels and provider of seaborne transportation for drybulk cargoes, announced today that it has signed an agreement to sell M/V Eirini P., a 76,466 dwt drybulk vessel, built in 2004, to an unaffiliated third party, for approximately $8.5 million. The vessel is expected to be delivered to its buyers in October 2025. Aristides Pittas, Chairman and CEO of EuroDry, commen ...
Stocks Set to Open Higher as Investors Await Fed Meeting and U.S. Economic Data
Yahoo Finance· 2025-09-15 10:13
美国经济数据与市场表现 - 密歇根大学消费者信心指数9月初值意外降至55.4的四个月低点 低于预期的58.2 [1] - 9月一年期通胀预期维持在4.8%符合预期 但五年期通胀预期意外升至3.9% 高于预期的3.4% [1] - 10年期美债收益率上升0.12%至4.064% [12] - 投资者重点关注本周零售销售报告及工业产出等多项经济数据 [3][9] 美联储政策预期 - 市场普遍预期美联储将降息25个基点至4.00%-4.25%区间 存在50个基点降息的小概率可能 [7] - 货币市场已几乎完全定价10月和12月的后续降息 [7] - 疲弱非农数据及修订后减少91.1万个就业岗位的数据强化货币政策宽松可能性 [8] - 美联储点阵图及鲍威尔讲话将提供未来利率路径关键指引 [7] 美股个股异动 - Arista Networks暴跌超8% 因其长期预测未能打动投资者 [2] - Moderna和BioNTech因疫苗安全报道下跌超7% [2] - RH因二季度业绩疲弱及下调全年营收指引下跌超4% [2] - Warner Bros Discovery大涨16% 因报道称Paramount拟现金收购 [2] - 特斯拉盘前涨超7% 因马斯克斥资10亿美元回购股票 [18] 半导体行业动态 - 英伟达盘前跌超2% 因中国市场监管机构初步认定其违反反垄断法 [4][18] - 德州仪器和Analog Devices盘前跌约3% 因中国对美制模拟芯片发起反倾销调查 [4][19] - 中国芯片股周一集体上涨 因反倾销调查提振国内产业预期 [15] 欧洲市场表现 - 欧元区斯托克50指数上涨0.67% 防御类股及银行股领涨 [13] - 欧元区7月贸易顺差124亿欧元 高于预期的117亿欧元 [14] - 惠誉将法国主权信用评级从AA-下调至A+ [13] - Rubis因收购传闻大涨超8% [13] 中国经济数据 - 8月工业同比增长5.2% 低于预期的5.7% 为2024年8月以来最小增幅 [16] - 8月零售销售同比增长3.4% 低于预期的3.8% 为2024年11月以来最慢增速 [16] - 1-8月固定资产投资同比增长0.5% 远低于预期的1.5% [16] - 8月失业率升至5.3% 高于预期的5.2% [16] - 新房价格继续环比下跌 经济数据疲弱强化政策刺激预期 [15] 亚太市场情况 - 上证综指下跌0.26% 受经济数据疲弱及贸易谈判影响 [14][15] - 日经225指数因敬老节休市 [17] - CATL大涨超9% 因中国计划翻倍新能源储能容量且摩根大通上调评级 [15] 企业财报与事件 - FedEx、Lennar和General Mills等公司将于本周发布季度业绩 [10] - Meta Connect大会将于周三开幕 预计展示AI眼镜等产品 [10] - 今日聚焦Dave & Buster's Entertainment等公司财报 [20]
Farmer Bros.: Dismal Outlook Makes Sale Imperative - Hold (NASDAQ:FARM)
Seeking Alpha· 2025-09-15 09:08
交易策略与行业覆盖 - 交易策略以日内多空双向交易为主 同时进行中短期押注 [1] - 历史重点覆盖科技行业股票 [1] - 近两年扩展至海上钻井与供应行业以及航运业全面覆盖(包括油轮、集装箱船、干散货船) [1] - 持续密切关注处于发展初期的燃料电池行业 [1] 专业背景与经验 - 拥有近20年日内交易经验 [2] - 曾担任普华永道审计师 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等多轮市场波动 [2]
Delek Logistics Partners: Remains Profitable And Liquid With Attractive Cash Distributions
Seeking Alpha· 2025-09-15 04:58
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. ...
Danaos Stock: Order Book Is Irrelevant - Buy (NYSE:DAC)
Seeking Alpha· 2025-09-14 15:38
Danaos Corporation (NYSE: DAC ) owns and operates a large fleet of primarily container ships, with a small portion in the capesize dry bulk segment. Currently, it's trading at a significant discount to its fair value due toI am a young investor focused on long-term investing in stocks trading at or below fair value. I am passionate about analysing companies to look for ways to take advantage of mistakes made by 'Mr. Market' and make myself wealthier along the way.Analyst’s Disclosure:I/we have no stock, opt ...
What to Expect in Markets This Week: Fed Interest Rate Decision, U.S. Retail Sales, Meta Event, Earnings from FedEx, General Mills
Investopedia· 2025-09-14 10:05
美联储利率决议 - 预计在9月17日进行2025年首次降息 利率决定及主席鲍威尔后续讲话可能影响市场走势[1][3] - 降息背景为劳动力市场疲软但通胀仍处高位 投资者将密切关注货币政策细节[3] 股市表现 - 主要美国股指上周整体上涨 尽管周五收盘表现不一[2] - 投资者在美联储会议前推高股票价格[2] 经济数据发布 - 8月零售销售数据将于9月16日公布 反映关税未显著影响消费者支出[6] - 8月新屋开工数据于9月17日发布 高建筑成本和借贷成本持续压制市场[6] - 9月18日公布初请失业金数据 近期显示就业增长放缓及裁员增加[6] 企业财报与事件 - 联邦快递9月18日盘后发布财报 上季度因关税不确定性暂停全年展望[7] - 通用磨坊9月17日发布财报 达登餐厅9月18日发布财报 反映消费者状况[7] - 加密货币交易所Bullish于9月17日发布上市后首份财报[8] - Meta首席执行官扎克伯格9月17日在年度开发者大会发表主题演讲 重点展示AI眼镜等产品[7] 其他重要日程 - 9月15日:帝国制造业指数发布 Dave & Buster's发布财报[10] - 9月16日:除零售销售外 另发布进口价格指数、工业产出等数据[10] - 9月17日:除利率决议外 发布新屋开工数据[10] - 9月18日:发布费城联储制造业调查及领先经济指标[10]
Tsakos Energy Navigation: Strategic Fleet Management And Robust Liquidity For Better Positioning
Seeking Alpha· 2025-09-13 05:31
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. ...
How Should Investors Play TEN Stock Post Q2 Earnings Beat?
ZACKS· 2025-09-12 16:56
Key Takeaways Tsakos Energy posted Q2 EPS of 67 cents, which beat estimates but fell 46.8% year over year.Revenues beat expectations at $161.4M but dropped 24.6% due to weaker spot contracts.Fleet utilization rose to 96.9% in 1H25, supported by term contracts and fewer dry-dockings.On Sept. 10, Athens, Greece-based Tsakos Energy Navigation Limited (TEN) released impressive second-quarter 2025 results as both earnings and revenues surpassed the Zacks Consensus Estimate. The question that naturally arises aft ...
Dorchester Minerals: Market Variables Are Still Soft, But Growth Prospects Are Solid
Seeking Alpha· 2025-09-12 15:55
投资背景 - 在物流行业拥有近二十年从业经验 在股票投资和宏观经济分析领域有近十年经验[1] - 当前投资聚焦于东盟及纽交所/纳斯达克市场的银行 电信 物流和酒店类股票[1] - 自2014年起参与菲律宾股市投资 重点关注银行 电信和零售行业[1] 投资策略 - 投资组合包含不同行业和市值规模的股票 既持有退休配置品种也进行交易性头寸操作[1] - 2020年进入美国市场 通过亲属账户熟悉市场后开设个人账户[1] - 2018年起运用Seeking Alpha平台分析报告 与菲律宾市场研究进行交叉验证[1] 资产配置 - 初始投资集中于知名蓝筹公司 后扩展至多元化配置[1] - 美国市场持仓集中在银行 酒店 航运和物流企业[1] - 投资动机源于资产多元化需求 避免储蓄过度集中于银行和房地产领域[1]
Global Ship Lease, Inc. (GSL) Hits Fresh High: Is There Still Room to Run?
ZACKS· 2025-09-12 14:16
股价表现 - 公司股价近期表现强劲 过去一个月上涨5.6% 创下52周新高31.97美元[1] - 年初至今累计上涨46.4% 显著超越Zacks运输板块-5%的跌幅和运输-航运行业6.9%的回报率[1] 盈利表现 - 连续四个季度超出Zacks一致盈利预期 最近一期季报每股收益2.67美元 超出预期2.15美元[2] - 营收超出市场一致预期6.21%[2] - 本财年预计每股收益9.6美元 营收7.584亿美元 每股收益同比下降3.9% 营收增长6.66%[3] - 下一财年预计每股收益9.87美元 营收7.7795亿美元 同比分别增长2.86%和2.58%[3] 估值指标 - 当前市盈率3.3倍 显著低于同行平均10.4倍的水平[7] - 现金流倍数2.4倍 低于同行平均3.3倍[7] - 价值评分A级 增长评分D级 动量评分F级 综合VGM评分B级[6] 投资评级 - Zacks评级为2级(买入) 基于强劲的盈利预期修正趋势[8] - 同时满足推荐投资标准(Zacks评级1-2级且风格评分A-B级)[9]