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Yatsen holding: turnaround efforts showing promise, reiterate buy
YSG reported a revenue decline of 10% yoy in Q2, with solid growth in skincare sales and sequential imp...
September 16, 2023, 12:58 pm
Ageas: 8% yield supported by recent earnings
ageas reports resilient operating performance and reaffirms dividend policy, making it an interesting income play in the European insurance sector. In...
September 16, 2023, 7:37 am
Procter & gamble: strong pricing power, but expensive
CPI increased to 3.7% yoy due to rising energy and gasoline prices, breaking its downtrend since Octobe...
September 16, 2023, 5:26 am
Jackson financial: still a potential outperformer, as volatility assumptions moderate
Jackson Financial reported an impressive FQ2'23 adj operating earnings of $283M (+4.4% QoQ/ +25.7% YoY), contributing to the healthier balance sheet w...
September 15, 2023, 2:00 pm
Eurozone goods expects down -2.7 yoy, imports fell -18.2% yoy
Eurozone exports of goods to the rest of the world dropped -2.7% yoy to EUR 227.8B in Jul. Imports fell...
September 15, 2023, 9:07 am
China’s economic data surpasses forecasts, but challenges persist
China’s economic indicators for August showcased a mixed picture but, on the whole, exceeded analyst expectations in key areas. Industrial productio...
September 15, 2023, 3:05 am
Jul-aug cad declines 54pc to $935m yoy
KARACHI: The country’s current account deficit sharply declined by 54 percent during the first two months of this fiscal year (FY24) as goods import...
September 15, 2023, 1:44 am
American express: buy rating powered by top and bottom line growth
American Express gets a Buy Rating, in line with the consensus from SA analysts. Positive points: dividend growth/stability, earnings...
September 15, 2023, 12:38 am
Pnc financial: upgrade to strong buy, near 5% dividend yield
PNC Financial stock gets upgraded to Strong Buy, from my buy rating in June. This is more bullish than the consensus from analysts & the quant system....
September 14, 2023, 8:06 am
Air products and chemicals: future dividend king with accelerating growth
APD has been on a roll with double-digit EPS growth for the past 8 quarters, and they didn't break the streak in Q3, achieving an impressive 16%...
September 14, 2023, 3:57 am
Usd/cad continues on losses below 1.3550 on improved oil prices
However, the better-than-expected Consumer Price Index (CPI) data from the United States (US) provided support to limit the losses of the USD/CAD pair...
September 14, 2023, 2:14 am
Cpi hotter on fuel costs, in-line at +4.3% core yoy
Coming down 230 basis points in a year on core CPI -- a sticky inflation metric -- is nothing to sneeze at....
September 13, 2023, 12:01 pm
Gold price forecast: xau/usd sellers target $1,885 on hot united states inflation data
The US CPI is seen rising 3.6% yoy in August, up from a 3.2% clip reported in July. The annual Core CPI...
September 13, 2023, 3:59 am
Japan’s cgpi records eighth consecutive month of slowdown in august
Japan’s annual wholesale inflation, as measured by Corporate Goods Price Index, registered a slowdown for the eighth consecutive month in August. CG...
September 13, 2023, 2:58 am
Usd/cad dwindles around 1.3550s, awaiting us inflation
On Wednesday, the US Bureau of Labor Statistics (BLS) will reveal the US Consumer Price Index (CPI) report, which is expected to climb above the prior...
September 12, 2023, 10:59 pm
On semiconductor: bumpy road ahead (downgrade)
ON Semiconductor's stock has recently hit its all-time high and the current price is close to my fair value estimations. The company's recent earnings...
September 12, 2023, 4:16 pm
The hanover insurance: 3% dividend yield and modest buy rating
The Hanover Insurance Group gets modest Buy Rating today, agreeing with Wall Street consensus. Positives: revenue...
September 11, 2023, 11:28 pm
Intel: too much euphoria on a foundry prepayment
Intel Corporation stock excitement is unwarranted, as the company has missed out on the AI GPU chip surge and will only benefit from fringe AI opportu...
September 11, 2023, 8:00 pm
3 reasons to sell fidelity national financial
Fidelity National Financial (FNF) is rated Sell today, more bearish than the consensus from analysts and the quant system. Positives: dividend growth ...
September 11, 2023, 12:59 pm
The hartford financial: net outflows improving, strong buy reaffirmed
The Hartford Financial (HIG) gets a Strong Buy rating, reaffirming my June rating and in line with the analyst consensus. Positives: reasonable valuat...
September 11, 2023, 5:52 am