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BXB share price: why investors like industrials shares
Rask Media· 2025-09-26 03:17
Brambles Ltd (ASX:BXB) share price has jumped 26.4% since the start of 2025. Is it time that you added BXB shares to your watchlist?BXB share price in focusThe(ASX:BXB) share price has jumped 26.4% since the start of 2025. Is it time that you added BXB shares to your watchlist?Brambles operates the world’s largest pool of reusable pallets, crates, and containers, providing essential support to global supply chains.The company is best known for its CHEP brand, which operates across the Asia-Pacific, Americas ...
Triumph Expands Intelligence Offering for Brokers to Include Pricing, Performance and Capacity
Globenewswire· 2025-09-22 12:30
DALLAS, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Triumph (NYSE: TFIN), a financial and technology company focused on payments, factoring, intelligence and banking solutions for the transportation industry, has launched its integrated Pricing and Performance Intelligence solution. This launch marks the first step in unifying pricing, performance and capacity sourcing into a single, trusted data solution for freight brokers. As part of the rollout, Triumph is introducing sourcing capabilities by embedding carrier c ...
山东城市观察|从“强省会”到“强都市圈”,济南都市圈加速崛起北方新增长极
新浪财经· 2025-09-22 09:38
文丨孟宝乐 放眼黄河流域,一场跨越行政藩篱的深度协作正在齐鲁大地加速推进。 作为北方第五个国家级都市圈,济南都市圈以强省会为引擎,正通过产业、交通、生态、民生等多维度 破壁融合,探索一条特色鲜明的区域协调发展新路径。 近日,《济南都市圈国土空间规划(2025–2035年)》面向社会公开征求意见,标志着该都市圈建设进 入全面提速新阶段。 此次,规划创新性提出"一心两轴、一屏一带、多板块"的国土空间开发保护总体格局,展现出区域协调 发展的新思维。 规划覆盖6市25县区,总面积超过2.2万平方公里,明确提出将打造"国内国际双循环枢纽区""全国动能 转换引领区""黄河流域重要增长极"和"齐鲁文化融合创新高地"。 到2035年,济南都市圈将建成一个具有较强国际影响力、区域带动力和创新引领力的现代化都市圈。 图 片来源:摄图网 擘画"一心两轴、一屏一带、多板块"空间新格局 都市圈是城市群内部以超大特大城市或辐射带动功能强的大城市为中心、以1小时通勤圈为基本范围的 城镇化空间形态。 2024年3月,《济南都市圈发展规划(2024-2030年)》正式获批,济南都市圈成为北方第五个、黄河流 域第三个国家级都市圈。这一重大战略升 ...
Beyond the Blue Chips: SGX’s Next 50 Indices Open Doors for Mid-Cap Opportunities
The Smart Investor· 2025-09-22 08:19
While Singapore’s blue-chip giants grab the headlines, a quiet revolution is happening one tier below.The newly launched iEdge Singapore Next 50 indices have returned a little more than 20% as of the end of August, outpacing the Straits Times Index‘s (SGX: ^STI) 17.4% gain.And investors are starting to take notice.Government’s Vision for Market DevelopmentJust ten days before SGX launched these indices, Mr Chee Hong Tat, Minister for National Development and Deputy Chairman of the Monetary Authority of Sing ...
TCL share price: why investors like industrials shares
Rask Media· 2025-09-20 03:17
公司股价表现 - 2025年初以来Transurban Group (ASX:TCL)股价上涨4.1% [1] - 当前股息收益率为4.43% 显著高于5年平均水平3.64% [10] - 近三年营收复合年增长率达12.6% [6] 业务模式特点 - 专注于澳大利亚、加拿大和美国的城市收费公路网络开发管理 [1] - 持有22条城市高速公路权益 包括墨尔本CityLink、悉尼Hills M2和布里斯班Logan Motorway等核心路线 [2] - 通过机动车通行费收入为新的基础设施项目提供资金 [2] 工业板块投资价值 - S&P/ASX 200工业指数近五年回报率8.7% 略高于ASX 200指数的8.5% [3] - 工业类企业通常拥有稳定收入来源 主要来自长期政府合同或必需服务提供 [4][5] - 收费公路、航空货运和物流托盘等业务具有抗经济周期韧性 [6] 股息分配特征 - 稳定收入使工业公司能够持续支付股息 [7] - Transurban五年平均股息收益率为3.6% [7] - 上年股息支付水平超过三年平均值 显示股息持续增长 [11] 经济增长关联性 - 工业公司收入增长与政府基础设施投资规模直接相关 [8] - 人口增长带动收费公路等基础设施使用量提升 [8] - 经济强劲时期公司更能受益于支出增加和人口扩张 [8] 估值分析方法 - 股息收益率时间序列可快速评估股价位置 [10] - 折现现金流(DCF)和股息贴现模型(DDM)更适合进行精确估值 [12] - 在线投资课程提供免费估值电子表格工具 [12]
RXO INVESTIGATION ALERT: Investigation Launched into RXO, Inc., Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm
Prnewswire· 2025-09-20 00:37
SAN DIEGO , Sept. 19, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving RXO, Inc. (NYSE: RXO). ...
Beware This ‘Bull Trap' as Stocks Keep Hitting New Highs
Barrons· 2025-09-19 17:12
The broader market keeps roaring but transportation stocks have been left behind. That's a potentially worrisome sign, ...
Waymo, Via Strike Robo-Taxi Deal. Tesla Is Falling Behind.
Barrons· 2025-09-18 15:10
The Waymo-Via Transportation partnership comes a day after Waymo and Lyft announced plans for self-driving taxis in Nashville. ...
30-year mortgage rates hit their lowest level since 2024, ETFs to consider if the Fed cuts rates
Youtube· 2025-09-17 17:18
Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, of course, Fed decision day. We'll have full coverage on the rate decision.Plus, we'll get a review of Apple's new products and what our tech editor calls the strongest lineup in years. and StubHub gears up for its public debut after raising $800 million. We'll go live to the stock exchange to speak with its CEO.Let's get a check in the markets her ...
FedEx Q1 Preview: Transportation Giant 'Showing Some Signs Of A Turnaround'
Benzinga· 2025-09-17 15:58
核心观点 - 联邦快递预计一季度营收和每股收益实现同比增长 但股价在财报后往往下跌 分析师普遍下调目标价[1][4][7] - 公司营收预期为216.7亿美元 每股收益预期3.62美元 均略高于去年同期[2] - 关键关注点包括货运量变化、与亚马逊合作成效、美国邮政服务合作到期影响及成本削减进展[5][6] 财务预期 - 一季度营收预期216.7亿美元 较去年同期216亿美元微增0.3%[2] - 每股收益预期3.62美元 高于去年同期的3.60美元[2] - 公司官方指引显示营收区间216-220.3亿美元 每股收益区间3.40-4.00美元[3] - 过去10个季度中 有4个季度营收超预期 6个季度每股收益超预期[2][3] 股价表现 - 财报日隐含波动率达±7.1%[5] - 年内股价下跌16.3% 当前报229.64美元[8] - 52周交易区间为194.30-308.53美元[8] - 过去四个财报公布后股价均出现下跌[4] 分析师观点 - 五家机构近期下调目标价:Evercore从249降至243美元 Bernstein从249降至247美元 美银从245降至240美元 摩根大通从290降至285美元 UBS从297降至293美元[7] - 两家机构下调评级:Evercore从优于大盘降至同步大市 美银从买入降至中性[7] - 分析师认为公司虽拖累运输指数 但已显现转机迹象[5] 关注重点 - 与亚马逊的新合作对货运量的提升作用[5] - 美国邮政服务合作到期对业务的潜在负面影响[6] - 美国及国际出口货运量能否延续第四季度增长趋势[6] - 2026财年10亿美元成本削减目标的修订情况及一季度执行进展[6]