尽管年初至今涨幅不错，欧洲股市正面临投资者日益增长的怀疑情绪。 据追风交易台消息，高盛在6月20日的报告中表示，尽管年初至今欧股STOXX 600指数上涨5%，但这一涨幅完全来自于价值重估和股息收益，而 非盈利增长。 从板块表现来看，银行和公用事业板块年初至今表现最佳，而汽车和生物技术板块表现最差。银行板块受益于利率环境和估值修复，年初至今涨 幅显著。相比之下，汽车板块面临需求疲软和结构性挑战，表现持续低迷。从风格角度看，价值股明显跑赢成长股，小盘股表现略好于大盘股。 投资者对欧洲市场的担忧主要集中在两个关键问题：缺乏近期催化剂和增长动力不足。 高盛预计STOXX Europe 2025年每股收益增长率为0%，2026年仅为4%。 欧洲股市过去12个月的表现完全依赖于价值重估和股息贡献，而其他地区的回报则来自盈利和估值的混合推动。欧洲股票的市盈率已达到14.2 倍，接近历史区间的第70百分位，不再便宜。强势货币、疲弱的经济增长以及低油价都对欧洲每股收益构成拖累。 欧洲股市年初至今虽然获得了强劲的资金净流入，特别是来自国内投资者的回流，但这一趋势正在减弱。 高盛统计显示，本土投资者在过去几年持续抛售欧洲股票后， ...

La-Z-Boy Incorporated JBL will release its fourth-quarter earnings results after the closing bell on Tuesday, June 17. Analysts expect the Monroe, Michigan-based company to report quarterly earnings at 93 cents per share, down from 95 cents per share in the year-ago period. According to data from Benzinga Pro, La-Z-Boy projects quarterly revenue of $557.44 million, compared to $553.53 million a year earlier. On April 25, Keybanc analyst Bradley Thomas upgraded La-Z-Boy from Sector Weight to Overweight and a ...

Medtronic (MDT 0.54%) is a large medical device maker, but its stock hasn't performed particularly well of late. After hitting a peak in 2021, the stock fell nearly 50% and has since moved roughly sideways. If you think in decades and not days, this is a long-term opportunity. Here are five reasons why. 1. Medtronic has a large and diversified business 2. Medtronic is an industry veteran One of the complexities of the healthcare sector is the importance of research and development. Smaller companies often e ...

Calavo Growers, Inc. CVGW will release earnings results for the second quarter, after the closing bell on Monday, June 9.Analysts expect the Santa Paula, California-based company to report quarterly earnings at 53 cents per share, up from 50 cents per share in the year-ago period. According to data from Benzinga Pro, Calavo Growers projects quarterly revenue at $192.75 million, compared to $184.38 million a year earlier.On March 18, Calavo Growers announced a $25 million stock repurchase program.With the re ...

在传奇投资者巴菲特的大力鼓舞下，日本散户投资者开始押注国内贸易公司股票，他们看中的是这些公司强大的商 业模式和出色的股东回报。 来自日本个人储蓄账户（Nippon Individual Savings Accounts，简称NISA）的投资需求，已从日本电报电话公司、日 本烟草公司和三菱日联金融集团等传统热门公司，扩展到了各类贸易公司。 据SBI证券公司的数据，在NISA计划下的零售资产持仓排名中，日本最大的贸易公司之一三菱商事自3月以来首次位 列第三。乐天证券公司的数据则显示，该公司自4月以来首次位列第四。 尽管国际贸易受到美国关税政策的影响存在不确定性，但在散户投资者的支持下，自4月2日美国总统特朗普实施"解 放日"关税政策以来，日本贸易公司的股票表现一直优于大盘。 在伯克希尔·哈撒韦公司的年度会议上，巴菲特表示预计其公司将持有这些股票50年或更长时间，随后日本贸易公司 的股票上涨。三菱商事、丸红株式会社、三井物产、伊藤忠商事和住友商事的股价涨幅均超过3%。 SBI证券投资市场研究部门的员工仓本直美（Naomi Kurimoto）表示："许多散户投资者认为自己的价值投资风格与 巴菲特的风格一致，而巴菲特就 ...

Group 1 - SiriusXM Holdings shares are yielding above 5% based on its quarterly dividend, which is annualized to $1.08, with the stock trading as low as $21.59 on the day [1] - Dividends have historically provided a significant portion of the stock market's total return, exemplified by the iShares Russell 3000 ETF, which saw a 0.6% decrease in share price over twelve years but generated $10.77 per share in dividends, resulting in a total return of 13.15% [1] - The average annual total return, even with dividends reinvested, was about 1.0%, making a sustainable yield above 5% particularly attractive [1] Group 2 - Dividend amounts are generally unpredictable and fluctuate with each company's profitability, indicating the importance of analyzing historical dividend trends for SiriusXM Holdings to assess the likelihood of continued dividends [2]

来源 | 英为财情Investing 本周焦点落在新一轮联邦储备局会议。一如预期，美联储决定维持利率不变。美联储此决定主要 基于两大考虑：一是特朗普关税政策对美国经济的影响尚未明确，二是就业市场维持稳健，故无 迫切需要放宽货币政策。由于会议取态中性，市场依然预料年底前将有三次各25基点的减息。 另一方面，美股财报季正密锣紧鼓，企业纷纷公布年度、半年度及季度派息计划。本文精选了三 间派息公司，投资者可进一步研究。 以下文章来源于英为财情Investing ，作者Damian N. 英为财情Investing . 全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包 括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。 Te n a r i s S A ： 基 本 面 稳 健 兼 具 派 息 增 长 卢森堡能源企业 Tenaris SA（NYSE:TS）将于下月派息，在5月20日前登记在册的持股人可享有 股息。公司每半年派息一次，本次派息为每股1.12美元。 自2020 年以来，公司持续上调股息，令人倍感期待，未来股息额仍有 ...

NRG Energy, Inc. NRG will release earnings results for the first quarter, before the opening bell on Monday, May 12.Analysts expect the Houston-based company to report quarterly earnings at $1.67 per share, up from 90 cents per share in the year-ago period. And, on May 5, Jefferies analyst Julien Dumoulin-Smith maintained NRG Energy with a Buy rating and raised the price target from $113 to $132.With the recent buzz around NRG Energy, some investors may be eyeing potential gains from the company's dividends ...

NEW YORK — May 7, 2025 —Blackstone Secured Lending Fund (NYSE: BXSL or the "Company") today reported its first quarter 2025 results. Brad Marshall and Jonathan Bock, Co-Chief Executive Officers of Blackstone Secured Lending Fund, said, "Despite recent market volatility, BXSL reported another strong quarter with net investment income per share of $0.83, covering our dividend at 108%. Credit performance remained healthy with minimal non-accruals, underpinned by a 98.2% first lien senior secured debt portfolio ...

作者丨 Long PlayerInvesting 编译 | 华尔街大事件 西蒙地产集团 ( NYSE: SPG ) 是全球规模最大、业务最多元化的购物中心业主之一。其债务评级也非常高。然而，当前市场"抛售"的氛围已对 其股价造成影响， 使其目前处于逢低买入区间。 虽然分析师几乎总是建议在机构投资者蜂拥"出局"时允许他们退出，但明智的投资者会在像当前这样的市场恐慌时期开始制定买入清单。这份 清单的首要考虑对象无疑是西蒙地产集团。 西蒙的股价一直被当作普通商场业主来看待。但这与事实相去甚远。西蒙长期以来一直拥有美国一些最好的地段。该公司也正以类似的保守商 业策略进军全球市场。 但从上面显示的股价走势来看，股息收益率现在正朝着"高收益"区域迈进，就像这家三流公司一样，股息可能面临风险。实际上，当股价触及 上面显示的近期低点时，它就已经进入了高收益区域。但像这家公司这样实力雄厚的运营者，可能永远不会出现像其他地方那样的股息问题。 由于一些挑战，2020财年股息有所削减。此后，管理层一直在逐步恢复股息，具体 如下： | Declared | Record | Payable | Amount | Type | | -- ...