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上峰水泥(000672):Near-Term Recovery Sustained, Strategic Chains to Retain Growth
华泰金融(HK)· 2025-05-13 07:15
Equity Research Report Shangfeng Cement (000672 CH) Near-Term Recovery Sustained, Strategic Chains to Retain Growth | Analyst | FANG Yanhe | | --- | --- | | SAC No. S0570517080007 | fangyanhe@htsc.com | | SFC No. BPW811 | +(86) 755 2266 0892 | | Analyst | HUANG Ying | | SAC No. S0570522030002 | huangying018854@htsc.com | SFC No. BSH293 +(86) 21 2897 2228 | Huatai Research | Annual Results Review | Rating (Maintain): | BUY | | --- | --- | --- | --- | | 13 May 2025 │ China (Mainland) | Cement | Target price ( ...
CarGurus (CARG) Beats Q1 Earnings Estimates
ZACKS· 2025-05-08 23:00
Core Viewpoint - CarGurus reported quarterly earnings of $0.46 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, and showing an increase from $0.32 per share a year ago, indicating a positive earnings surprise of 9.52% [1] Financial Performance - The company posted revenues of $225.16 million for the quarter ended March 2025, which was a slight miss compared to the Zacks Consensus Estimate by 0.79%, but an increase from $215.8 million year-over-year [2] - Over the last four quarters, CarGurus has surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance - CarGurus shares have declined approximately 22.4% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [3] - The current Zacks Rank for CarGurus is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.44 on revenues of $232.81 million, and for the current fiscal year, it is $1.85 on revenues of $942.76 million [7] - The estimate revisions trend for CarGurus is mixed, and future stock movements may depend on management's commentary during the earnings call [3][4] Industry Context - The Automotive - Replacement Parts industry, to which CarGurus belongs, is currently ranked in the top 15% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]
Verra Mobility(VRRM) - 2025 Q1 - Earnings Call Presentation
2025-05-07 21:05
Earnings Overview Verra Mobility Q1 2025 Earnings Presentation For the Quarter Ended March 31, 2025 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements which address our expected future business and financial performance, and may contain words such as "goal," "target," "future," "estimate," "expect," "anticipate," "intend," "plan," "believe," "seek," "project," "may," "should," "will" or similar expressions. Forward-looking statements include statements regarding changes and tre ...
Loma Negra pania Industrial Argentina Sociedad Anonima(LOMA) - 2025 Q1 - Earnings Call Transcript
2025-05-07 15:02
Loma Negra (LOMA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants Diego Jalón - IR ManagerSergio Faifman - Vice-President of Board & CEOMarcos Isabelino Gradin - Chief Financial OfficerAlejandra Obregón Martínez - Vice President Equity ResearchDaniel Rojas Vielman - Vice President Conference Call Participants Marcelo Furlan Palhares - Equity Research Analyst Operator Good morning and welcome to the Loma Negra First Quarter twenty twenty five Conference Call and Webcast. All participants ...
Loma Negra pania Industrial Argentina Sociedad Anonima(LOMA) - 2025 Q1 - Earnings Call Transcript
2025-05-07 15:00
Loma Negra (LOMA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Speaker0 Good morning and welcome to the Loma Negra First Quarter twenty twenty five Conference Call and Webcast. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Also, Sergio Faifman will be responding in Spanish immediately following an English translation. Please note this event is being recorded. I would now turn the conference over to Mr. Diego Jalon, Head of IR. Plea ...
Loma Negra pania Industrial Argentina Sociedad Anonima(LOMA) - 2025 Q1 - Earnings Call Presentation
2025-05-07 11:08
Conference Call 1Q25-Results Disclaimer and Forward-Looking Statement This presentation may contain forward-looking statements within the meaning of federal securities law that are subject to risks and uncertainties. These statements are only predictions based upon our current expectations and projections about possible or assumed future results of our business, financial condition, results of operations, liquidity, plans and objectives. In some cases, you can identify forward-looking statements by terminol ...
Douglas Dynamics (PLOW) Q1 Earnings and Revenues Surpass Estimates
ZACKS· 2025-05-06 00:20
Core Insights - Douglas Dynamics (PLOW) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of a loss of $0.16 per share, and showing improvement from a loss of $0.29 per share a year ago [1] - The company achieved revenues of $115.07 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 9.90% and increasing from $95.66 million year-over-year [2] - The stock has gained approximately 3.8% since the beginning of the year, contrasting with the S&P 500's decline of -3.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $186.9 million, and for the current fiscal year, it is $1.79 on revenues of $624.2 million [7] - The estimate revisions trend for Douglas Dynamics is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Automotive - Replacement Parts industry, to which Douglas Dynamics belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]
Dorman Products (DORM) Tops Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-05 22:20
Dorman Products (DORM) came out with quarterly earnings of $2.02 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 36.49%. A quarter ago, it was expected that this distributor of parts to automotive retailers would post earnings of $1.97 per share when it actually produced earnings of $2.20, delivering a surprise of 11.68%.Over ...
Cementos Pacasmayo(CPAC) - 2025 Q1 - Earnings Call Presentation
2025-05-02 07:24
1Q25 Quarterly Conference Call Presentation CONTENT 01 Quarterly Highlights 02 Our Strategic progress 03 Financial Highlights Our strategic progress Quarterly Highlights S/ 499.2 4.8% Compared to 1Q24 27.0% 0.9 p.p Compared to 1Q24 S/ 134.7 million 1.4% Compared to 1Q24 SALES VOLUME SALES OF GOODS EBITDA million EBITDA MARGIN Building Solutions Coprocessing Financial Highlights Sales Evolution Gross Profit Evolution EBITDA Evolution Administrative Expenses Selling Expenses Cement Debt and Leverage Total Adj ...
Here's Why Standard Motor Products (SMP) is a Strong Growth Stock
ZACKS· 2025-05-01 14:46
Core Viewpoint - Zacks Premium provides tools and resources to help investors make informed decisions and enhance their confidence in stock market investments [1] Summary by Categories Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Growth Score - The Growth Style Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to identify stocks with sustainable growth potential [4] Momentum Score - The Momentum Style Score helps investors capitalize on price or earnings trends, utilizing factors like one-week price change and monthly earnings estimate changes to identify high-momentum stocks [5] VGM Score - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive indicator for investors who prefer a multifaceted approach to stock selection [6] Zacks Rank - The Zacks Rank is a proprietary stock-rating model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering earnings outlook changes [9][10] Company Spotlight: Standard Motor Products (SMP) - Standard Motor Products Inc., established in 1919, is a leading manufacturer and distributor of automotive replacement parts, reporting results in four segments since February 2025 [11] - SMP holds a Zacks Rank of 2 (Buy) with a VGM Score of A, and a Growth Style Score of B, indicating a forecasted year-over-year earnings growth of 10.7% for the current fiscal year [12] - The Zacks Consensus Estimate for SMP's earnings has increased by $0.05 to $3.51 per share, with an average earnings surprise of 38.6%, making it a strong candidate for growth investors [12][13]