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Where will delek (dk) spend the bulk of its 2023 capex?

Delek US Holdings (DK) has pegged its consolidated capital budget at $350 million, up 19% from the midpoint of its 2022 guidance....

January 17, 2023, 8:17 am

Silverbow resources may adjust 2023 plans in response to lower natural gas prices

SilverBow had talked about a roughly $500 million capex budget with an under 75% re-investment rate. Ba...

January 14, 2023, 4:25 am

Buying micron today might be premature

Micron Technology, Inc. may see growth as the market sees signs of growth through recovering consumer sentiment and declining inflation expectations. ...

January 13, 2023, 6:57 pm

Custom truck: infrastructure bill and customization could be fcf drivers

Custom Truck not only offers the rental and sale of trucks and fleets for transportation but also operates within its segment of electric utilities fo...

January 13, 2023, 7:07 am

Kotak institutional equities downgrades nalco citing unfavourable risk-reward

The capex for the alumina refinery may also result in Nalco seeing negative free cashflow over a simila...

January 12, 2023, 5:44 am

Tsmc: my top pick in 2023 as it dominates samsung electronics and intel foundries

Taiwan Semiconductor's overall capacity is 2.7 times greater than Samsung Electronics, and it holds a 6.6 times advantage in revenue. TSMC plans to ma...

January 9, 2023, 2:31 pm

Energy transfer: what to expect in 2023

I expect initial 2023 EBITDA guidance to be $12.8-13.2 billion, in line with 2022 results, with upside provided if commodity prices strengthen this ye...

January 9, 2023, 7:37 am

Daily voice | rerating of equities may be over for now, market may see time correction, says this cio

Railway capex will continue to be a big theme for the foreseeable future, as there has been several yea...

January 9, 2023, 2:44 am

Data i/o: cyclical upturn finally established? one more quarter will tell

The company is the market leader and has multiple secular tailwinds blowing in its favor, servicing markets that show strong secular growth. However, ...

January 8, 2023, 6:46 am

Texas instruments: analog chips are sustainably profitable, despite the lack of excitement

TXN continues to report robust profit margins and expanded R&D returns due to the mature nodes' longer product life cycle of up to 15 years. The compa...

January 7, 2023, 2:00 pm

Arkq: no need to rush for your buys (technical analysis)

I believe ARK do a good company selection. But investors can best benefit from it if they take ownership of the macro considerations and invest only i...

January 7, 2023, 7:49 am

Robo: dragged down by manufacturing, semiconductors (technical analysis)

Automation and robotics are mega-trends for multiple years and decades going forward. But now is not the right time to bet alongside this view. Weak g...

January 6, 2023, 4:54 am

South star battery metals says on track to complete construction and commissioning at santa cruz graphite mine by december 2023

South Star Battery Metals Corp. (TSX-V:STS, OTCQB:STSBF) said it is on schedule to complete construction and commissioning at its Santa Cruz graphit...

December 28, 2022, 8:55 am

Daily voice | this equities expert predicts a balanced budget with focus on higher capex, pli schemes

The big headwind for the market in 2023 will be elevated volatility. This is on account of multiple factors most notably the central banks. Read Full ...

December 28, 2022, 2:44 am

Korea electric power: things can continue to get better

Korea Electric Power's shares staged a strong recovery jumping by +49% in the past two months after hitting a new 52-week trough in late-October. The ...

December 26, 2022, 8:00 am

Amza: accumulated potential about to burst (technical analysis)

The need for O&G capex investments is building up slowly, but surely with acceleration. Midstream O&G p...

December 25, 2022, 7:00 am

Glencore: look past the bearish investor update

Glencore guides for lower production and higher capex at its December update. Despite the downward revi...

December 23, 2022, 10:32 am

Carmax (kmx) q3 earnings miss on lower-than-expected sales

CarMax (KMX) now envisions fiscal 2023 capex to be around $450 million, lower than $500 million estimat...

December 23, 2022, 9:47 am

Lam research: micron just put a hole in the quick memory capex turnaround hopes

The market already knew a large drop in memory WFE orders is happening. The market was also hopeful that with the drop being so large, a turnaround wo...

December 22, 2022, 5:48 pm


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