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X @The Economist
The Economist· 2025-06-29 17:08
Policymakers’ hopes that Africa would replace India and the Philippines as the world’s back office have not been realised. Yet things may be changing https://t.co/ihdkZuCTvw ...
Stress test results show Fed wants to spur the banks to lend, says Chris Marinac
CNBC Television· 2025-06-27 21:41
Get more in the banks with Chris Marinac. He's director of research at Janney Montgomery. Scott, Chris, great to have you back. Nice to see you.Any surprises to the upside or the down. I guess there really were no downside surprises, but any surprises there. I think you're going to see more buybacks and I think on Tuesday when the banks were free to discuss their share and and capital returns, it'll be positive.The average bank in the stress test this year had a 3% decline in shares outstanding from the end ...
Are You Missing Out on These 2 Dividend Raises From Famous Companies?
The Motley Fool· 2025-06-27 21:05
Core Viewpoint - The article highlights two notable exceptions in dividend raises during a typically quiet period for income investors, focusing on Target and Darden Restaurants as key examples of companies increasing their dividends despite broader market trends [2]. Group 1: Target - Target has raised its quarterly dividend by nearly 2% to $1.14 per share, extending its streak of annual increases to 54 years, qualifying it as a Dividend King [4]. - The company has faced challenges, including a 3% year-over-year decline in first-quarter net sales to just under $24 billion and a significant 36% drop in non-GAAP adjusted net earnings to $1.30 per share [6]. - To address these issues, Target has established an "enterprise acceleration office" aimed at improving operational efficiency and positioning the company for growth [7]. - Online comparable sales have shown resilience, growing nearly 5% in the first quarter, indicating potential for recovery [8]. - The stock is currently undervalued with a PEG ratio slightly over 1, suggesting it may be a strong recovery opportunity [9]. - The new dividend will be paid on September 1 to investors of record as of August 13, offering a yield of 4.7% at the current share price [10]. Group 2: Darden Restaurants - Darden has increased its quarterly dividend by 7% to $1.50 per share, marking a return to regular dividend raises since cutting payouts during the pandemic [11][12]. - The company has shown strong recovery, with total sales rising by 11% year-over-year, aided by the acquisition of Chuy's Tex Mex chain, while same-restaurant sales increased by nearly 5% [14]. - Darden's non-GAAP adjusted net income grew by 9% to over $400 million, exceeding analyst estimates [14]. - For fiscal 2026, Darden anticipates total sales growth of 7% to 8% and same-restaurant sales improvement of 2% to 3.5%, with net income projected between $10.50 and $10.70 per share [15]. - The company has authorized a new stock buyback initiative of up to $1 billion, indicating a commitment to returning capital to shareholders [13]. - The raised dividend will be distributed on August 1 to stockholders of record as of July 10, yielding almost 2.8% at the most recent closing price [16].
Siili Solutions Plc: Share Repurchase 27.6.2025
Globenewswire· 2025-06-27 15:30
Siili Solutions Plc Announcement 27.6.2025 Siili Solutions Plc: Share Repurchase 27.6.2025 In the Helsinki Stock Exchange Trade date 27.6.2025 Bourse trade Buy Share SIILI Amount 1 100SharesAverage price/ share 6,3309EURTotal cost 6 963,99EUR Siili Solutions Plc now holds a total of 19 949 shares<td colspan="2" ...
广期所的躁动
对冲研投· 2025-06-27 12:46
以下文章来源于巴顿比格斯 ,作者巴顿比格斯 多晶硅方面,日前发改委开会约谈光伏硅企挺价,叠加成本端焦煤价格大幅反弹,当然更重 要的原因是过去两年价格大幅下行,全行业几乎没有企业盈利,叠加多晶硅盘面贴水过大, 市场悲观过度,这就是索罗斯说的价格反身性的问题,价格就是最大的基本面。 巴顿比格斯 . 历史不会重复,但是它自然成韵。 文 | 巴顿比格斯 来源 | 巴顿比格斯 编辑 | 杨兰 审核 | 浦电路交易员 今日焦煤继续大涨,沪铜大涨,广期所品种表现更为抢眼,多晶硅接近涨停,工业硅大涨 4%,碳酸锂上涨3%,最熊的品种居然大涨,这是为何? 广期所三傻出道即巅峰,大哥工业硅一上市就玩起自由落体,从20000点起步硬是给投资者 表演了波地心引力加强版,最低跌到7000点;二哥多晶硅更绝,从最高45000开始,活像个 高开低走型网红,没撑过三集就跌破成本线。最绝是三弟碳酸锂,带着新能源贵族光环登 场,结果从24万跌到6万,持仓者含泪改编歌词:是谁在耳边说,跌跌不休~ 现在,广期所三傻真的要翻身了吗? 消息总是走在盘面后面。今天对工业硅影响最大的是硅企主产区减产:新疆硅企突发减产, 工业硅下周产量预期下调。根据市场反馈 ...
Warren Buffett Has Put Almost $78 Billion to Work in His Favorite Stock Over 7 Years, and It Recently Fell 10% -- Is the Oracle of Omaha a Buyer?
The Motley Fool· 2025-06-27 07:06
The stock Berkshire Hathaway's billionaire CEO holds nearest and dearest to his heart has declined by 10% since early May.Wall Street is full of successful money managers -- but few if any can command the attention of professional and everyday investors quite like Berkshire Hathaway (BRK.A -0.20%) (BRK.B -0.06%) CEO Warren Buffett.The Oracle of Omaha's track record does the talking and explains why investors wait on the edge of their seats each quarter for the release of Berkshire's Form 13F, which allows i ...
NBPE - May Monthly Net Asset Value Estimate
Globenewswire· 2025-06-27 06:00
THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS NBPE Announces May Monthly NAV Estimate St Peter Port, Guernsey 27 June 2025 NB Private Equity Partners (NBPE), the $1.2bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 31 May 2025 monthly NAV estimate. NAV Highlights (31 May 2025) NAV per share was $27.24 (£2 ...
Medical Properties Trust: Still In Critical Care
Seeking Alpha· 2025-06-26 18:41
Editor's note: Seeking Alpha is proud to welcome The Wise Owl as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Medical Properties Trust's (NYSE:MPW) plight today is the result of a critical flaw in its business model, the centerpiece of which has been the allocation of capital to weak tenants. Earnings quality has been po ...
Marie Brizard Wine & Spirits Description of the share buyback programme authorised by the Ordinary General Meeting of 26 June 2025
Globenewswire· 2025-06-26 16:18
Core Viewpoint - The article outlines the share buyback programme authorized by the Ordinary General Meeting of Marie Brizard Wine & Spirits, detailing its objectives, terms, and conditions for the buyback of shares [1][3]. Group 1: Share Buyback Programme Details - The share buyback programme aims to promote liquidity in transactions, retain shares for future market use, cover employee stock options, facilitate the delivery of shares related to securities, and potentially cancel shares [5][6]. - The maximum number of shares that can be repurchased is 11,059,240, which represents 9.88% of the company's share capital, with a potential increase to 10% if treasury shares are sold or utilized [4][6]. - The maximum purchase price for the shares is set at €6, leading to a theoretical maximum expenditure of €67,193,892 if all shares are bought back at this price [5]. Group 2: Duration and Reporting - The buyback programme is scheduled to last for 18 months, concluding on 26 November 2026, with the company committed to informing the public of any significant changes during this period [7]. - The company currently holds 139,742 treasury shares, which is 0.12% of its total share capital of 111,989,823 shares [2]. Group 3: Company Overview - Marie Brizard Wine & Spirits is a wine and spirits group with a strong presence in Europe and the United States, known for its innovative spirit and a portfolio of well-established brands [9]. - The company is listed on Compartment B of Euronext Paris and is part of the EnterNext© PEA-PME 150 index [10].
UPS Trades at Premium Valuation: Should Investors Buy the Stock?
ZACKS· 2025-06-26 16:16
Key Takeaways UPS is trading above industry and rival valuations, with a forward P/E of 13.15X. A 6.6% dividend yield and aggressive buybacks underscore UPS's strong shareholder return focus. Revenue weakness, high labor costs, and falling volumes weigh on earnings and margin outlook.United Parcel Service (UPS) is currently considered relatively overvalued, trading at a forward 12-month price to earnings (P/E) of 13.15X. This figure surpasses the Zacks Transportation—Air Freight and Cargo industry average ...