Workflow
Experian: Attractive Setup Given Cheap Relative Valuation And Solid Fundamentals
Seeking Alpha· 2025-11-28 06:22
I give a buy rating for Experian ( OTCQX:EXPGF ). The Ascend platform is well embedded in the workflow of major lenders, while the Consumer Services business has scaled into a platform with real dataI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts ...
Baidu is emerging as a major AI chip player in China to fill the Nvidia gap
CNBC· 2025-11-28 06:20
A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World Artificial Intelligence Conference 2025 in Shanghai, China, on July 28, 2025.Tech giant Baidu is emerging as one of China's key artificial intelligence chip players, positioning itself as a challenger to Huawei as both look to fill the void left by industry leader Nvidia being kept out of the country. Best-known as China's biggest search business, Baidu has in recent years refocused its business around driverless cars ...
Lenovo Neptune Powers the World’s Greenest and Most Efficient HPC & AI Systems, Delivering up to 40% Lower Energy Use
BusinessLine· 2025-11-28 06:20
BANGALORE, India, Nov. 27, 2025 /PRNewswire/ -- Lenovo today announced expansion of its Neptune liquid cooling technology across its data center portfolio, advancing sustainable infrastructure for the age of AI. Designed to address the rising compute and energy demands of modern data centers, Lenovo Neptune enables servers to operate with about 40% lower power than air-cooled systems, ensuring consistent performance while lowering environmental impact.Lenovo continues to strengthen its leadership in energy- ...
India Is 'Already Seeing the Impact of Higher US Tariffs,' Nomura Says
Youtube· 2025-11-28 06:08
[CC may contain inaccuracies] If we don't get a deal, What are your expectations. What could be the hit to the broader economy be. I think we are already seeing the impact of, you know, higher US tariffs because India's exports to US exports have been contracting for the last couple of months in some product categories, we've seen export diversification.But on the whole there is pressure on the labour intensive sectors in the MSMEs particularly. So you know, cash flow, profit margins for these companies is ...
Trump’s Market Mayhem: A Daily Dose of Economic Whiplash
Stock Market News· 2025-11-28 06:00
Ah, the stock market. A bastion of rational expectation, meticulous forecasting, and, occasionally, the wild, unpredictable pronouncements of a certain former (and potentially future) President. Donald J. Trump, a man whose approach to policy often resembles a game of economic roulette, continues to keep investors, analysts, and anyone with a passing interest in their retirement fund on their toes. Forget the “Art of the Deal”; we’re living through the “Art of the Market Mayhem,” where a single Truth Social ...
Chagee Holdings, Tilray Brands And 3 Stocks To Watch Heading Into Friday - Beyond Air (NASDAQ:XAIR)
Benzinga· 2025-11-28 05:57
With U.S. stock futures trading higher this morning on Friday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Chagee Holdings Ltd. (NASDAQ:CHA) to report quarterly earnings of 40 cents per share on revenue of $458.31 million before the opening bell, according to data from Benzinga Pro. Chagee shares rose 0.4% to $14.19 in after-hours trading.Tilray Brands Inc. (NASDAQ:TLRY) announced a 1-for-10 reverse stock split. Tilray Brands shares tumbled 16% to $0.86 in after- ...
KinderCare: Recovery Timeline Likely Pushed Back To A Later Period
Seeking Alpha· 2025-11-28 05:51
I gave a hold rating to KinderCare ( KLC ) in September this year, with my main concern being that the near-term headwinds still remain. Specifically, I believed the poor enrollment trends and occupancy performance overshadowed the improvedI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in b ...
Transocean: Good Quarter Constructive Outlook Reflected In Premium Valuation - Hold (RIG)
Seeking Alpha· 2025-11-28 05:44
We also offer income-focused picks for those who prefer lower-risk firms with steady dividend payouts. Our 10-year track record proves the ability of our analyst team to outperform across all market conditions.Value Investor's Edge provides the world's best energy, shipping, and offshore market research. Over the past decade, we have achieved an annualized return of almost 40% with a long-only model portfolio return of over 23x.I have covered Transocean Ltd., or "Transocean" ( RIG ) previously, so investors ...
TONGCHENGTRAVEL(00780.HK):STRONG 3Q25 RESULTS
Ge Long Hui· 2025-11-28 05:44
机构:申万宏源研究 研究员:贾梦迪 同程旅行3Q25 的收入同比增长10%至55 亿元,经调整净利润同比增长17%至10.6 亿元,超出我们的预 期,主要由于住宿业务好于预期。我们将25 年每股盈利预测由1.41 元上调至1.44 元,维持26 年预测 1.57 元,27 年预测1.74 元。目标价由26.5 港币上调至27 港币,对应25%的上涨空间,维持买入评级。 国内业务增长稳健。三季度的核心OTA业务收入同比增长15%。住宿预订收入同比增长15%,受益于酒 店平均价格的增长以及日均间夜量创历史新高。交通票务收入同比增长9%,其他业务收入同比增长 35%,主要受益于酒店管理业务的增长。年付费用户同比增长9%至2.529亿人,创历史新高。 出境机票业务已实现盈利。3Q25 出境机票贡献交通收入的约6%,并实现盈利。公司预计出境游业务将 快速发展,国际机票和酒店在整体机票和酒店的收入贡献在2027 年将提升至10-15%。 维持买入评级。我们看好在线旅游行业的增长确定性和行业竞争格局的稳定,同程旅行是内需消费中确 定性较高的标的,出境游规模的提升有望推动利润率的提升,酒店管理业务也有望提供额外的增长驱动 力 ...