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欧洲商业服务:人员配置:2025年5月:欧洲的数据点持续改善
Goldman Sachs· 2025-06-11 02:50
10 June 2025 | 6:42PM BST Europe Business Services: Staffing: May '25: Datapoints continue to improve in Europe The m-o-m volumes were up 1.8% in May'25 vs. April'25. French temp work turnover also improved to c.-1% vs. c-5% in April '25. Dutch turnover data also received today (June 10th) for the 5th 4-week period of 2025 (April 21st to May 18th), improved significantly to c.+5% yoy vs. c.-2% in the 4th 4-week period (March 24th to April 20th). Number of hours worked improved to c.-1% yoy vs. c.-6% in the ...
Citigroup Increases Provisions for Credit Losses Due to ‘Macro Environment'
PYMNTS.com· 2025-06-10 16:41
Citigroup is reportedly preparing for a potential decline in consumer financial health by putting aside more provisions for credit losses.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.“Given the macro environment ...
Enlivex Therapeutics to Present Clinical Data of Allocetra in Osteoarthritis at EULAR 25 European Congress of Rheumatology
Globenewswire· 2025-06-10 12:30
Dr. Oren Hershkovitz, CEO, and Einat Galamidi, MD, CMO, will attend the conference and be available for meetings with stakeholders and members of the scientific community. Ness-Ziona, Israel, June 10, 2025 (GLOBE NEWSWIRE) -- Enlivex Therapeutics Ltd. (Nasdaq: ENLV, the "Company"), a clinical-stage macrophage reprogramming immunotherapy company, today announced that it will present a poster at the European Alliance of Associations for Rheumatology (EULAR) European Congress of Rheumatology, taking place June ...
Designer Brands Inc. Reports First Quarter 2025 Financial Results
Prnewswire· 2025-06-10 10:45
COLUMBUS, Ohio, June 10, 2025 /PRNewswire/ -- Designer Brands Inc. (NYSE: DBI) (the "Company," "we," "us," "our," and "Designer Brands"), one of the world's largest designers, producers, and retailers of footwear and accessories, today announced financial results for the first quarter ended May 3, 2025."We experienced a soft start to 2025 amid an unpredictable macro environment and deteriorating consumer sentiment," stated Doug Howe, Chief Executive Officer. "We have shifted our near-term focus to amplifyin ...
MastrerCraft: Momentum And Fundamentals Align For Potential Upside
Seeking Alpha· 2025-06-10 03:59
Group 1 - The individual has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - Since 2014, the individual has been trading on the Philippine stock market, initially investing in blue-chip companies and later diversifying across various industries and market capitalizations [1] - In 2020, the individual entered the US market after gaining experience through a relative's trading account, leading to the decision to open a personal account and write for Seeking Alpha to share knowledge [1] Group 2 - The individual has holdings in US banks, hotels, shipping, and logistics companies, and has been using analyses from Seeking Alpha to compare with those conducted in the Philippine market [1]
Palantir's Retail-Led Rally Might Have Structural Legs
Seeking Alpha· 2025-06-09 17:06
Core Viewpoint - Palantir Technologies Inc. is highlighted as a significant player in the NDX, but the article does not present a clear buy or sell recommendation [1]. Group 1: Company Overview - Palantir Technologies Inc. is recognized as one of the largest names in the NDX, indicating its prominence in the market [1]. Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]. - The analyst previously held a Vice President position at Barclays, leading teams in model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1]. - The research is co-authored with a partner, combining complementary strengths to provide high-quality, data-driven insights [1]. Group 3: Research Focus - The research emphasizes a long-term perspective on value creation, with a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis [1]. - The goal is to deliver actionable ideas for investors aiming to outperform the market [1].
Caterpillar Volumes Keep Sliding: Is It Time for Investors to Worry?
ZACKS· 2025-06-09 14:16
Core Insights - Caterpillar Inc. (CAT) is experiencing significant volume challenges, marking six consecutive quarters of decline, particularly in its Construction Industries segment [2][9] - The decline in total volume for CAT was $3.5 billion in 2024 and $1.1 billion in Q1 2025, primarily due to weak demand and dealer inventory drawdowns [3][9] - Broader macroeconomic uncertainties and global trade policy concerns are negatively impacting demand prospects, with the U.S. manufacturing sector contracting for three consecutive months [4][9] Financial Performance - CAT's revenues have declined for five consecutive quarters, and earnings have fallen in the last three quarters [4][9] - The Zacks Consensus Estimate indicates a year-over-year decline of 14.6% in earnings for 2025 and a 2.4% drop in revenues [12] Industry Comparison - Industry peers such as Terex Corporation and Komatsu Ltd. are also facing similar volume declines, with Terex experiencing five straight quarters of negative organic growth [6][7] - Komatsu's Construction, Mining & Utility Equipment segment has seen volume declines, while its Industrial Machinery & Others division has shown growth due to strong demand in specific sectors [7] Market Performance - CAT shares have lost 2.9% year-to-date, underperforming the industry average growth of 1.9% [8][10] - The current forward 12-month price/earnings (P/E) ratio for CAT is 17.90X, compared to the industry average of 17.06X, indicating that CAT stock does not present a compelling value proposition at current levels [10]
Lululemon Stretched by Tariffs, Macro
The Motley Fool· 2025-06-06 17:34
Here's our initial take on Lululemon Athletica's (LULU -19.50%) financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$2.2 billion$2.4 billion7.3%BeatEarnings per share$2.54$2.602%BeatComparable sales6%1%-500 bpsn/aGross margin57.7%58.3%60 bpsn/aAmericas Sales Slow As Pressure BuildsAthletic apparel specialist Lululemon beat Wall Street top- and bottom-line expectations for the quarter, delivering 7.3% revenue growth and a slight uptick in earnings per share. But CEO Calvin McDonald w ...
New SPAC Boom Rhymes Uncannily With The Last One
Seeking Alpha· 2025-06-06 17:20
Lipper Alpha Insight (https://lipperalpha.refinitiv.com/) is a free daily news and commentary blog, giving financial professionals actionable ideas and insight to make sense of individual security news and events and stay on top of macroeconomic trends. We have a team of expert analysts that are constantly looking at the financial landscape in order to keep you up to date on the latest movements. ...
The Trade Desk Tanks 47% in Six Months: Should You Avoid TTD Stock?
ZACKS· 2025-06-06 13:40
Key Takeaways The Trade Desk has fallen 47.2% in six months, sharply underperforming peers and broader indices. Macroeconomic uncertainty, rising costs, and fierce competition are weighing on TTD's growth prospects. TTD's high valuation and weak international presence limit upside amid declining investor confidence.The Trade Desk (TTD) shares have plunged 47.2% in the past six months, raising tough questions about its near-term trajectory. Though volatility has affected broader indices in the past couple ...