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Markets Gird For Rough Day: Here's What Stocks Are Losing The Most In Tariff Selloff
Forbes· 2025-04-03 13:14
ToplineStocks nosedived across the board Thursday as Wall Street largely panned the highly aggressive tariffs announced by President Donald Trump, sending major indexes toward what could be their worst daily losses in years, and several prominent names were hit particularly hard by the latest tariff developments.Traders work on the floor of the New York Stock Exchange at the start of President Donald Trump's ... More news conference on tariffs Wednesday.Getty Images Key FactsThe blue chip Dow Jones Industri ...
From Trading to Checking Accounts: Robinhood's Big Bet on Banking
MarketBeat· 2025-04-01 11:16
$41.62 -0.30 (-0.72%) 52-Week Range $13.98 ▼ Robinhood Markets Today HOOD Robinhood Markets $66.91 P/E Ratio 26.51 Price Target $60.82 Add to Watchlist Robinhood Markets, Inc. NASDAQ: HOOD, the platform synonymous with commission-free trading and the surge of retail investor activity in recent years, is making a dramatic pivot. Known for democratizing access to stock, options, and cryptocurrency markets, the company is now setting its sights on the core territory of traditional finance: banking and wealth m ...
Dow Gains Over 100 Points; NewGenIvf Group Shares Plummet
Benzinga· 2025-03-31 15:51
U.S. stocks traded mixed midway through trading, with the Dow Jones gaining more than 100 points on Monday. The Dow traded up 0.30% to 41,710.68 while the NASDAQ fell 1.29% to 17,099.00. The S&P 500 also fell, dropping, 0.41% to 5,557.99. Equities Trading DOWN Commodities Check This Out: Jim Cramer: Stryker Is A 'Good' Company, Says He Likes This Utilities Stock Leading and Lagging Sectors Consumer staples shares jumped by 1.2% on Monday. In trading on Monday, consumer discretionary shares fell by 1.5%. Top ...
Dang, Pinterest Is So Cheap
Seeking Alpha· 2025-03-30 10:45
I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...
FIRST PACIFIC(00142) - 2024 H2 - Earnings Call Transcript
2025-03-28 10:02
Financial Data and Key Metrics Changes - The company reported record high contributions, recurring profits, and full-year distributions to shareholders, with a total payout of HKD0.25 per share [5][6] - The interest coverage ratio at the end of the year was four times, exceeding the comfort level of three times [9] - The company maintained strong cash flows and retained two investment-grade credit ratings [6][9] Business Line Data and Key Metrics Changes - Indofood achieved record revenues for the eleventh consecutive year, with EBIT margins for the Noodles division reaching 25.9%, the highest ever [10] - Metro Pacific's core profit also reached record highs, driven primarily by power, water, and toll roads, with expectations for continued strong performance in 2025 [12][13] - PLDT reported record high sales and service revenues, with mobile data and SMS showing the strongest growth [13] Market Data and Key Metrics Changes - The company increased its stake in MPIC from 46.3% to 49.9% [4] - The Philippines and Indonesia's economies are expected to double from 2018 to 2029, which may positively impact the company's performance [75] Company Strategy and Development Direction - The company plans to continue focusing on growth in its core businesses, particularly in defensive industries like power, roads, and water [75] - There is an emphasis on improving operational efficiency and reducing non-revenue water in Metro Pacific to enhance revenue [36] - The company is exploring strategic options for Maya, including potential IPO or trade sale discussions [72] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, indicating that current trends suggest another strong year for Metro Pacific in 2025 and 2026 [75] - The company highlighted the importance of securing long-term contracts for gas supply to mitigate past issues and enhance profitability [28] Other Important Information - The company is planning a new 600-megawatt hydrogen-ready power project expected to commence operations in January 2029 [16] - The financing mix for new power plant projects is anticipated to be approximately 60% debt and 40% equity [47] Q&A Session Summary Question: What is the expected earnings trajectory for FPM power in 2025 and 2026? - Management indicated that 2023 was an exceptional year and that profits are expected to taper gradually, with long-run marginal costs influencing future earnings [24][27] Question: Can you provide updates on the Terra Solar Phase two project? - The focus remains on Phase one of the Terra Solar project, with initial delivery expected in Q1 2026 [30] Question: What are the considerations for the spin-off of MailiNet? - The valuation is tied to strong performance and operational efficiency improvements, with a focus on reducing non-revenue water [35] Question: Will there be share buybacks given the current NAV discount? - Management stated that share buybacks are part of a dynamic capital allocation strategy and will be assessed based on liquidity and other commitments [39][41] Question: What is the financing mix for PLP's new power plant projects? - The financing is expected to consist of approximately 60% debt and 40% equity, with dividends continuing to be paid to shareholders [47] Question: What are the plans for Maya, PLDT's online bank? - Maya is experiencing significant growth, and discussions regarding its future, including potential IPO or trade sale, are ongoing [72]
Miniso Group: Attractive Valuation After Q4 Results, Upgrade To 'Buy'
Seeking Alpha· 2025-03-28 09:40
Group 1 - MINISO Group (MNSO) has experienced significant stock volatility, including a nearly 20% drop in two days following the announcement of acquiring a major stake in a struggling company in China [1] - The company has been under coverage since July of the previous year, indicating ongoing analysis and interest in its performance [1] Group 2 - The analyst has a beneficial long position in MNSO shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an independent perspective [2]
Following UBS Analysts? Tap These ETF Strategies
ZACKS· 2025-03-26 18:00
Group 1: Economic Outlook and Market Predictions - UBS Chief Strategist Bhanu Baweja warns that the "visibly tiring" US consumer may lead to an 8% drop in the S&P 500, with key economic indicators showing weakness [1] - Baweja projects the S&P 500 could fall to 5,300 points as profit estimates decline over the next three to four months, despite a recent two-week high [2] - Analysts forecast S&P 500 earnings growth to decrease from 12.5% to 9.5% in 2025, indicating a cautious outlook [4] Group 2: Performance of ETFs - The SPDR S&P 500 ETF Trust (SPY) has retreated 3.4% over the past month, while inverse S&P 500 ETFs like ProShares Short S&P500 ETF (SH) and ProShares UltraShort S&P500 (SDS) have gained 3.5% and 6.4%, respectively [3] - iShares Short Treasury Bond ETF (SHV) and SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) are recommended for investors, both yielding over 4% annually [6] Group 3: Bond Market Insights - Baweja has become more optimistic on bonds due to a slowing economy reducing inflationary concerns, favoring two-year US Treasuries over 10-year bonds [5] - The long end of the yield curve may lag due to declining foreign demand for US government debt, with iShares 20+ Year Treasury Bond ETF (TLT) losing 1.8% in the past month [6]
KE Holdings Q4: Strong Revenue Growth But Margins Shrink, Maintain 'Hold'
Seeking Alpha· 2025-03-25 07:30
Core Insights - The investment thesis on KE Holdings (NYSE: BEKE) was published in June 2024, leading to a stock rally of nearly 50% in under six months, prompting a downgrade to 'hold' in November [1] Company Overview - KE Holdings operates in the real estate sector, focusing on both U.S. and Asia markets, with a multi-family office investment strategy [1] Analyst Background - The analyst has extensive experience, including a background in a multi-billion dollar value fund, covering equities without market capitalization restrictions [1] - The analyst holds a bachelor's and master's degree in accounting and finance and is a CFA Charterholder [1] Investment Approach - The investment style is influenced by notable investors such as Warren Buffett, Peter Lynch, and Charlie Munger, with a flexible approach encompassing growth, GARP, deep value, turnaround, cyclical, and special situations [1] - The research methodology includes gathering information from public filings, industry periodicals, conferences, company visits, analyst calls, and management meetings [1]
因经济前景担忧 印尼股市再度暴跌
Jin Rong Jie· 2025-03-24 08:18
印尼股市周一暴跌,延续了此前的跌势,投资者对该国的经济前景越来越紧张。马来西亚银行证券 (Maybank Securities)机构股票销售交易主管Kok Hoong Wong表示:"投资者普遍对普拉博沃总统领导下 的经济政策走向感到不确定。" 因经济前景担忧 印尼股市再度暴跌 随着印尼政府开始将关键国有企业的所有权转移给一家新的主权财富基金,印尼股市延续了低迷, 印尼盾走弱,这加剧了人们对经济决策权日益集中的担忧。 基准雅加达综合指数(Jakarta Composite Index)跌幅高达4.7%,为近一周来最大单日跌幅。印尼盾兑 美元汇率下跌0.4%,接近1998年以来的最低水平。此后,该股指的跌幅收窄至2.3%。 这个东南亚国家的金融市场最近几个星期一直处于压力之下,因为人们担心总统普拉博沃.苏比安 托的民粹主义议程,包括昂贵的福利计划,可能会使国家财政紧张,并威胁到经济活动。 Wong说,国有企业所有权转移到主权财富基金"似乎继续让投资者感到不安"。"此外,政府定于今 天公布整个管理团队,这增加了围绕这个市场的不确定性。" 印尼基准股指3月18日下跌7.1%,创下2011年以来最大单日跌幅。当天,该 ...
Make-A-Wish and Chase Renew Partnership to Make Travel Wishes Come True for Children Facing Critical Illnesses
Prnewswire· 2025-03-20 12:00
Core Insights - Make-A-Wish has renewed its partnership with Chase, with Chase contributing $3 million in a combination of cash and Ultimate Rewards points to support travel wishes for children with critical illnesses [1][4] - Over 150 million Ultimate Rewards points have been utilized to grant more than 300 wishes since the partnership began in 2024 [1] - Make-A-Wish requires over 2.8 billion miles annually to fulfill travel wishes, equivalent to 50,000 round-trip tickets [1] Make-A-Wish Overview - Make-A-Wish creates life-changing wishes for children with critical illnesses and has granted over 615,000 wishes globally since its inception in 1980, with more than 390,000 in the U.S. [5] - The organization operates in all 50 states and relies on a network of over 20,000 volunteers and generous donors to deliver hope and joy to children and families [5] Chase's Role - Chase's ongoing support allows Make-A-Wish to provide transformative travel experiences, which can significantly improve the emotional and physical health of children facing critical illnesses [3][4] - Chase Travel Group, part of JPMorgan Chase, offers a platform for cardmembers to donate Ultimate Rewards points to support Make-A-Wish, enhancing community engagement [4][6] - Chase serves a broad customer base, including 84 million consumers and 7 million small businesses, providing various financial services [6]