Core Insights - Companies are increasingly engaging in share buybacks as a response to stock price fluctuations, either when shares are dropping or rising [1][2][3] Group 1: Share Buybacks in Response to Stock Price Drops - Deckers Outdoor has seen its stock drop nearly 50% in 2025 and responded with a record $266 million in buybacks in Q1 and $183 million in Q2 [2] - This strategy indicates management's belief that the market is overreacting to negative news [2] Group 2: Share Buybacks Amid Rising Stock Prices - Spotify, VeriSign, and Newmont are all experiencing stock price increases and have announced significant increases in their share buyback capacities [3] - Spotify's stock is up approximately 40% in 2025, significantly outperforming the S&P 500's less than 7% return, and has authorized an additional $1 billion for buybacks [4][5] - VeriSign has provided a total return of about 29% in 2025 and announced a $913 million increase in buyback authorization, totaling around $1.5 billion, which is roughly 6% of its market value [7][8] - Newmont has achieved a 70% return in 2025 and added $3 billion to its buyback capacity, bringing the total to $3.2 billion, around 4.6% of its market capitalization [10] Group 3: Market Sentiment and Future Expectations - The buyback increases from these companies signal management's confidence in continued stock price rallies [5][10] - Analysts predict gold prices may rise to $4,000 per ounce by mid-2026, supporting Newmont's rationale for increasing buyback capacity [10] - Overall, substantial buyback increases are seen as positive indicators for investors, especially when aligned with strong cash flow [11]

Looking more specifically, Barrick Mining belongs to the Mining - Gold industry, which includes 39 individual stocks and currently sits at #43 in the Zacks Industry Rank. Stocks in this group have gained about 53% so far this year, so B is slightly underperforming its industry this group in terms of year-to-date returns. Newmont Corporation is also part of the same industry. Going forward, investors interested in Basic Materials stocks should continue to pay close attention to Barrick Mining and Newmont Cor ...

Core Insights - Newmont Corporation (NEM) achieved a significant milestone by reducing its all-in sustaining costs (AISC) to $1,593 per ounce in Q2 2025, a 4% decrease from the previous quarter, primarily due to lower direct operating costs and sustaining capital spending [1][6] - Despite the reduction, NEM anticipates a modest increase in AISC for its core portfolio in Q3 2025 due to higher sustaining capital spending, with a full-year guidance of $1,630 per ounce for 2025, up from $1,516 per ounce in 2024 [2][6] - NEM's operational efficiency is highlighted by its ability to lower AISC amid industry-wide cost pressures, contrasting with peers like Barrick Mining Corporation, which experienced a 22% increase in AISC to $1,775 per ounce in Q1 2025 [2][3] Financial Performance - NEM's shares have surged 71.9% year-to-date, outperforming the Zacks Mining – Gold industry's rise of 55.4%, largely driven by a rally in gold prices [5] - The Zacks Consensus Estimate indicates a year-over-year earnings rise of 39.4% for 2025 and 3.1% for 2026, with EPS estimates trending higher over the past 60 days [7] Valuation Metrics - NEM is currently trading at a forward 12-month earnings multiple of 13.21, representing a 6.5% premium to the industry average of 12.4X, and carries a Value Score of B [8]

Key Takeaways Among its major peers, Barrick Mining Corporation (B) reported a free cash flow of $375 million for the first quarter, a nearly 12-fold year-over-year rise. The surge reflects Barrick's higher operating cash flows driven by an uptick in realized gold and copper prices. Barrick reduced net debt by 5% during the quarter, leveraging healthy free cash flow generation. Agnico Eagle Mines Limited (AEM) also generated solid first-quarter free cash flows of $594 million, up around 50% year over year, ...

智通财经7月28日电，加拿大丰业银行将纽曼矿业目标价从69美元上调至72美元。 ...

Group 1 - Morgan Stanley maintains an "overweight" rating on Newmont Corporation (NEM.US) and raises the target price to $104 [1] - Newmont's Q2 gold equivalent ounce production exceeded expectations, surpassing Morgan Stanley's forecast by 4%, driven by strong output from Cadia and Peñasquito, leading to a 14% revenue growth and a 33% increase in adjusted EBITDA [1] - The company's net debt of $1.4 billion is significantly lower than Morgan Stanley's expectation of $2.7 billion, attributed to lower-than-expected capital expenditures and the release of working capital during the quarter [1] Group 2 - Newmont announced a new $3 billion share buyback plan [1] - The attributable gold production was 8% higher than Morgan Stanley's expectations, while by-product gold equivalent ounces (GEO) were 9% lower than expected, resulting in a total gold equivalent production that was 4% above expectations [1] - The company provided guidance for Q3, expecting core production to remain flat compared to the previous quarter, with certain joint venture assets and specific mines projected to increase while others are expected to decline [1][2] Group 3 - Morgan Stanley views the current production guidance as conservative and models an annual core production of 5.7 million ounces with a total sustaining cost of $1,526 per ounce [2] - The firm remains optimistic about the outlook for gold and considers Newmont a compelling income choice in the current environment [3]

Group 1: Hong Kong Stock Market Highlights - New China Life Insurance (01336) rose over 5%, reaching a historical high, while China Life (2628.HK) increased by 4.4%, AIA (1299.HK) by 3.5%, and China Pacific Insurance (2601.HK) by nearly 2% following the release of the 2Q25 predetermined interest rate of 1.99% by the insurance industry association [1] - Heng Rui Pharmaceutical (1276.HK) opened up 10.65% after announcing a global exclusive licensing agreement with GSK for the HRS-9821 project, excluding mainland China and certain regions [1] - Guangshen Railway (00525.HK) saw a peak increase of over 9% after signing a cooperation agreement for the Guangzhou East Station renovation project, with a total investment of approximately 16.66 billion yuan [1] Group 2: Other Notable Stock Movements - MicroPort Medical (00853.HK) surged over 8% as major shareholders agreed to sell a total of 291 million shares to various buyers, including funds under Shanghai Industrial Capital [2] - China Tobacco Hong Kong (06055.HK) rose over 5% following the release of a draft management regulation for domestic duty-free tobacco products by the National Tobacco Monopoly Administration [2] - Shenghua Land (08106) saw its stock price soar over 200% after a share acquisition agreement was reached [2] - Jiufang Zhitu Holdings (09636) increased over 10% after announcing a profit forecast for the first half of the year, expecting a net profit of 830 to 870 million yuan, a turnaround from a net loss of 174 million yuan in the same period last year [2] - Lianlian Digital (02598) rose over 7% as a report highlighted the significant role of third-party payment institutions in cross-border and multi-currency settlement services [2] Group 3: Macau Gaming Sector Performance - Gaming stocks saw a general increase, with Amax Holdings (00880) up 10.39%, Melco International Development (00200) up 5.64%, and Sands China (01928) up 3.25%. UBS reported that the average daily gaming revenue in Macau for the past week was 657 million patacas, a slight decline due to typhoon impacts, but still showing a year-on-year growth of approximately 14% [3] Group 4: US Stock Market Highlights - AMD (AMD.US) rose 2.68% as it achieved a 50% market share in the server CPU market, matching Intel for the first time [4] - Newmont Corporation (NEM.US) increased by 6.89%, reporting a second-quarter earnings per share of $1.85, up from 73 cents year-on-year [5] - Berkshire Hathaway's holding Verisign (VRSN.US) rose 6.67% despite Q2 revenue falling short of market expectations, as the company raised its full-year revenue guidance [5] - Tesla (TSLA.US) increased by 3.52% with plans to launch Robotaxi services in San Francisco [6]

Newmont shares took off Friday after the gold mining giant posted quarterly profits that topped analysts' estimates, boosted by higher gold prices. https://t.co/or6H58Ngir ...

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To gain an edge, this is what you need to know today.Necessary AntidotePlease click here for an enlarged chart of gold miner Newmont Corporation NEM.Note the following:This article is about the big picture, not an individual stock.  The chart of NEM is being used to illustrate the point.The chart shows the rise in NEM so far this year. The chart shows the upward trendline in NEM stock.The chart shows the gap up on earnings.The chart shows negative divergence in RSI.  This indicates internal momentum is slow ...