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Associated British Foods PLC (OTC:ASBFY) Faces Challenges Amidst Declining Primark Performance
Financial Modeling Prep· 2026-01-13 00:00
Core Viewpoint - Associated British Foods PLC (AB Foods) is facing challenges due to weak demand for its Primark retail chain in continental Europe and subdued demand in the United States for its food business, leading to a potential decline in annual profit [4][6]. Group 1: Company Overview - AB Foods is a diversified international group involved in food, ingredients, and retail, owning Primark, a major affordable fashion retail chain [1]. - The company operates across various sectors, including grocery, sugar, agriculture, and ingredients, with Primark being a significant part of its retail operations [1]. Group 2: Market Performance and Ratings - Citigroup has maintained a "Sell" rating for AB Foods, lowering its price target from 1,830 GBp to 1,710 GBp, reflecting concerns over the company's performance [2]. - The current stock price of ASBFY is $25.20, with a minimal change of approximately 0.0003%, and it has experienced a yearly high of $31.96 and a low of $22.69 [5]. Group 3: Performance Concerns - Panmure Liberum downgraded AB Foods from 'buy' to 'hold' due to a surprise profit warning, highlighting concerns over Primark's declining performance in continental Europe [3][6]. - Weak like-for-like sales in Europe raise questions about Primark's value amidst increasing competition and cautious consumer behavior, contrasting with its recovery in the UK driven by strategic investments [3][6].
毕节农特产种得好卖得俏
Xin Lang Cai Jing· 2026-01-12 22:06
深冬乌蒙,生机涌动。林下天麻破土、圈舍肉牛肥壮、田间马铃薯丰实,构成了毕节特色农业产业的鲜 活图景。"十四五"以来,毕节以天麻、肉牛、马铃薯"三大产业"为引领,联动各类特色产业集群发展, 将山地资源优势转化为发展胜势,铺就了一条乡村全面振兴富民路。 【新闻提示】 转自:贵州日报 ...
BlueberryMarkets:美国就业市场变冷,新增岗位为何减少?
Sou Hu Cai Jing· 2026-01-12 06:19
就业市场整体疲软背景下,医疗保健和社会服务行业稳定招聘成为少数避风港。75%年轻求职者更倾向选择医院等稳定场所,而非曾象征高薪机遇的科技巨 头。 7 e l y H 美国劳工部最新就业报告显示劳动力市场疲软:2025年12月新增就业5万个,全年新增58.4万个,较2024年200万个大幅下滑,创下2000年代初以来非经济衰 退时期最低纪录。 这让依赖稳定工作的普通美国人陷入焦虑,就业停滞不再是抽象指标,而是制造业车间、农场田间、运输线路上的真实困境,政策选择的连锁反应持续发 酵。 经济学家马克·赞迪指出,关税政策是核心影响因素。2025年4月关税政策推出后,美国就业市场持续疲软,后续数据修正后或出现净就业下降。 普通劳动者面临切实生存压力:制造业已流失7万个岗位,采矿、伐木和仓储业就业机会缩减数万,从业者或面临失业,或失去晋升加薪可能。关税推高成 本,企业重新评估盈利空间,暂停扩产招聘计划,部分企业裁员维持运营,经营不确定性转化为劳动者职业焦虑。 关税之外,多重政策叠加加剧就业压力。限制性移民政策导致农业、食品加工等依赖移民劳动力的行业用工短缺,也剥夺部分移民稳定就业收入;政府效率 部补贴削减让中小企业失去政 ...
A trader’s guide to Venezuela as Trump eyes its oil
BusinessLine· 2026-01-12 03:28
Investment Opportunities in Venezuela's Oil Industry - President Trump's initiative aims to attract billions of dollars from US energy companies to revitalize Venezuela's oil sector, which is believed to have the world's largest oil reserves [1][4] - The plan includes US companies potentially rebuilding Venezuela's oil infrastructure and reviving production, with an initial offer of up to 50 million barrels of oil valued at approximately $3 billion [5][6] Challenges and Risks - Significant questions remain regarding the timeline and costs associated with increasing energy production, with concerns that the political will in both the US and Venezuela may wane over time [2] - The current global oil market is characterized by oversupply, with declining capital spending in oil due to abundant supply and lower-than-expected demand [3] - Experts estimate that restoring Venezuela's oil production could require investments of up to $100 billion over the next decade, raising doubts about the feasibility of such a turnaround [9] Major Players and Market Dynamics - Chevron is currently the only major US oil producer operating in Venezuela, with the potential to increase its cash flow by up to $700 million annually if production levels are restored [7] - Previous operators like Exxon Mobil and ConocoPhillips face challenges in recovering assets worth over $9 billion due to past seizures, complicating their return to the market [8] Refining and Related Opportunities - US refiners are already seeing increased interest, with about 140 million barrels of Venezuelan crude processed in 2025, representing 0.8% of total US throughput [11] - Companies like Valero Energy and PBF Energy could benefit from increased Venezuelan crude flows, while Phillips 66 may see upside from the need for imported diluent [12] Broader Investment Themes - The potential for increased tanker operations could benefit companies like DHT Holdings and Frontline, especially if Chevron charters compliant vessels to replace those circumventing US sanctions [13] - Beyond oil, Venezuela's rich mineral deposits present opportunities for mining companies, although the current state of the industry poses significant challenges [16][17] Infrastructure and Long-Term Investments - Rebuilding Venezuela's infrastructure is viewed as a long-term opportunity, with historical precedents suggesting that recovery in post-crisis markets can take years [18] - Investors are advised to consider high-quality regional companies with indirect exposure to Venezuela, treating direct investments as long-dated options [19] Defense and Food Sector Implications - Increased geopolitical uncertainty may benefit defense companies, with potential gains for firms like Lockheed Martin and Northrop Grumman [20] - Opportunities in food exports may arise if Venezuela's economy recovers, with companies like Bunge Global and Archer-Daniels-Midland positioned to benefit [21] Debt and Macro Considerations - The removal of Maduro has sparked interest in Venezuela's defaulted debt, with potential for higher recovery values as part of a debt restructuring [22][23] - The geopolitical shakeup could influence macro-oriented investments, with implications for oil prices and consumer confidence [24][25]
直击绿色融资痛点: 一线金融从业者的创新实践图谱
中诚信绿金市场总监宋天豪注意到,生物多样性金融的关注度正在呈现明显的上升趋势。过去一年,随 着"昆明-蒙特利尔全球生物多样性框架"进入全面执行期,以及中国人民银行牵头制定的《生物多样性 金融目录(试用稿)》的推广,越来越多生物多样性金融的创新案例在全国范围落地,为可持续农业、 可持续林业、可持续渔业等领域提供了资金支持。 2025年底,北京农商银行携手首农食品集团下属子公司北京首农畜牧发展有限公司落地北京市首笔"生 物多样性+可持续发展挂钩"贷款,成为金融赋能现代农业生态转型的典型实践。该笔贷款精准锚定农 业领域"生态保护与可持续生产并重"的核心需求,在资金用途上严格对标《生物多样性金融目录》,专 项支持"有机、绿色等认证农业"项目,助力维护农业生态系统平衡与物种多样性,持续提升农业生产的 生态效益。在机制设计上,该笔贷款设定了科学可量化、可验证的生物多样性保护绩效目标,将贷款利 率与绩效达标情况挂钩,构建起"生态保护有回报、绿色转型有激励"的良性循环,有效引导企业将生态 责任转化为发展动能。 宋天豪表示,我国农业企业生产模式正从传统种养向生态科技升级,融资需求不再局限于简单的购买农 资,而是向绿色和有机农业 ...
直击绿色融资痛点:一线金融从业者的创新实践图谱
● 本报记者 郑萃颖 在"双碳"目标引领下,绿色转型已成为企业高质量发展的必答题。在这场关乎产业升级、环境保护的变 革中,绿色金融从业者正以产品创新为工具、以精准服务为支撑,深入传统转型企业与新兴绿色产业一 线,破解资金痛点、搭建赋能桥梁。从绿色信贷到转型金融支持,他们用实践勾勒出绿色金融精准滴灌 的生动图景。 为支持企业转型升级,北京银行苏州分行积极创新。2025年7月,该行与苏州双碳产业科技投资发展有 限公司联合落地首单碳账户认证服务,为苏州易助能源管理有限公司在苏州市双碳综合服务平台暨苏州 市民营企业ESG服务平台建设了完整的碳账户,并完成碳账户评级报告认证。北京银行苏州分行积极采 纳该评级认证报告作为增信依据,为易助能源提供了1000万元授信支持,并执行了优惠的贷款利率,为 企业降低绿色转型成本。 2025年,北京银行苏州分行帮助江苏中来能源科技开发集团有限公司取得江苏省铝行业首家转型融资主 体认定,并为其提供99090万元转型金融贷款支持,转型资金用于公司产品工艺设备的优化改进、铝制 品表面涂覆工艺研究、延长铝制品使用寿命等。 另外,企业绿色转型项目前期投入较大,尤其是基础设施改造项目,短期收益可能 ...
银川2026计划投资房地产项目80个,投资额171.8亿元
Zhong Guo Xin Wen Wang· 2026-01-08 00:39
产业项目重点布局制造业、服务业、文旅康养和农业等领域,既包括创盛碳化硅晶体等制造业项目、宁 国运二期1GW光伏等新能源项目,也涵盖图兰朵葡萄酒小镇、元宝湖康养、贺兰万亩零碳现代渔业科 技产业园等特色项目。基础设施领域将重点推进典农河幸福河湖等生态环保项目及南线物流通道等交通 工程建设,社会民生与房地产领域项目则将分别聚焦增进民生福祉、提升城市居住品质两大方向。 1月7日从宁夏银川市发改委获悉,银川市2026年锚定高质量发展目标,践行"项目为王"理念,精心储备 各类项目1236个,总投资达3515亿元(人民币,下同),年度计划投资1037.6亿元。 此次储备项目覆盖广泛,涵盖产业、基础设施、社会民生、房地产四大核心领域。其中,产业项目数量 达407个,年度计划投资467.6亿元,占年度总投资的45%;基础设施项目共计519个,年度计划投资 277.8亿元,占年度总投资的27%;社会民生领域项目230个,年度计划投资120.4亿元;房地产项目80 个,年度计划投资171.8亿元。 此次储备的项目中,总投资过亿元项目达256个,年度计划投资767.8亿元,占年度总投资的74%。5亿 元以上项目54个,年度计划投资4 ...
我市两个技术模式入选全国典型
Xin Lang Cai Jing· 2026-01-07 17:12
近年来,我市通过实施"虫口夺粮"保丰收行动,加大政策扶持力度,积极推进农作物病虫害统防统治与 绿色防控融合高质量发展,将绿色发展理念贯穿农业生产全过程,大力推广农作物病虫害统防统治和绿 色防控新技术。一系列举措落地见效,实现病虫害防控能力与农药减量增效水平双提升,为粮食生产安 全筑牢坚实屏障。 市农技中心相关工作人员介绍,此前我市已有《常山县再生稻病虫害区域性绿色防控技术模式》入选全 国模式,衢江区、常山县获评第一批全国农作物病虫害绿色防控示范县,开化县入选第二批全国农作物 病虫害绿色防控整建制推进县,衢江区获评第二批全国农作物病虫害专业化统防统治百强县等"国字 号"荣誉。此次再添两项全国典型模式,进一步彰显我市在该领域的持续深耕与成效。 转自:衢州日报 本报讯 (记者 林敏 通讯员 莫小荣) 近日,全国农技中心公布2025年农作物病虫害区域性绿色防控技 术模式筛选结果,我市《衢州市衢江区"稻鸭共育"绿色防控技术模式》和《"统防统治+生态调控"协同 推进山区水稻绿色防控》两个模式入选,跻身全国典型案例并将面向全国推广。 (来源:衢州日报) 据统计,2025年,全市主要农作物病虫害统防统治实施面积70.67万亩 ...
Could Venezuelan Oil Buy Greenland?
Yahoo Finance· 2026-01-07 10:57
Corn: The corn market was quietly higher early Wednesday morning, though it likely had more to do with spillover buying from soybeans than anything tied to the potential double-decker “deal” of the US taking oil from Venezuela to buy Greenland. The March issue (ZCH26) posted a 1.75-cent trading range overnight, from down 0.25 cent to up 1.5 cents on trade volume of 10,000 contracts and was sitting 1.25 cents higher at this writing. Recall March closed 0.5 cent lower Tuesday after settling 7.0 cents higher t ...
【渭南】“十四五”期间实施5563个水库移民后期扶持项目
Shan Xi Ri Bao· 2026-01-06 22:43
渭南市学习借鉴"千万工程"经验,采取"示范引领、整体推进"策略,对移民集中村实行整村提升, 对基础设施薄弱村给予倾斜支持。以"美化、亮化、硬化、绿化、净化"为抓手,渭南市系统推进人居环 境整治,并试点数字乡村建设,推动移民村面貌整体跃升。此外,渭南市把后期扶持资金重点用于支持 优势特色产业,通过建链补链延链,培育壮大区域主导产业,创新推广"村集体+合作社+企业+移民 户"等多种利益联结模式,引导移民发展适度规模经营,并积极探索农旅融合路径,拓展产业增值空 间,有效促进了移民增收和村集体经济壮大。 渭南市高度重视移民内生动力培育,将技能培训作为增强移民自我发展能力的核心,建立多层次、 多渠道培训体系,围绕当地主导产业开展普惠性实用技术培训,并针对市场需求开展电焊、电商、非遗 技艺等特色技能培训,推行"订单式""点单式"服务,帮助移民掌握一技之长,实现从"输血"到"造血"的 转变。"通过系统性扶持,渭南市水库移民生产生活条件显著改善。"渭南市水务局相关负责人说。(记 者:陈宏江) 近日,记者从渭南市水务局了解到:"十四五"期间,渭南市将水库移民后期扶持作为巩固拓展脱贫 攻坚成果同乡村振兴有效衔接的关键举措,累计投 ...