Airline stocks fell in premarket trades Friday after Delta Airlines Inc. lowered its 2024 earnings guidance.The air carrier reported a top- and bottom-line beat with its fourth-quarter results before market open, although its shares fell 5.6% after the company cut its earnings outlook.Delta said it expects March quarter unit revenues to be flat to down 3 percent over 2023, according Delta President Glen Hauenstein. “The March quarter includes a headwind from higher international mix, the normalization of tr ...

花旗集团财报 - 花旗集团第四季度净亏损18亿美元，每股1.16美元[1] - 花旗集团除去一次性项目后，每股盈利84美分，远超FactSet共识预期11美分[1] - 花旗集团在服务、美国个人银行和投资银行业务中实现收入增长，但市场和财富业务收入下降[1]

Delta Airlines Inc. DAL, +0.36% reported a top- and bottom-line beat with its fourth-quarter results Friday, although the company’s stock was falling 5.1% in premarket trades after Delta delivered lowered earnings guidance. Net income was $2.04 billion, or $3.16 a share, compared with $828 million, or $1.29 a share, in the prior year’s quarter. Adjusted earnings per share, which excludes nonrecurring items, came in at $1.28, compared with $1.48 in the same period last year, and beat the FactSet consensus o ...

文章核心观点 - 富国银行第四季度利润符合预期、收入超预期，但信贷损失拨备攀升，股价下跌至一个月低点 [1] 公司业绩表现 - 净利润从去年同期的31.6亿美元（每股75美分）增至34.5亿美元（每股86美分），符合FactSet每股收益共识预期 [1] - 收入增长2.2%至204.8亿美元，高于FactSet共识预期的203亿美元 [1] - 信贷损失拨备跃升34%至12.8亿美元，信用卡和商业房地产贷款的信贷损失准备金增加 [1] - 整体贷款下降1.1%至9.38亿美元，存款下降2.9%至13.4亿美元 [1] 股价及市场表现 - 富国银行股价下跌1.8%至一个月低点 [1] - 过去三个月至周四，该股上涨23.4%，同期金融精选板块SPDR ETF上涨13.7%，标准普尔500指数上涨9.9% [1]

美国经济数据 - 美国消费者通胀数据高于预期，市场表现平稳[1] 公司财报 - 公司季度财报季即将开始，金融股将率先发布财报[2] 投资预测 - 如果投资者对公司业绩和预测持乐观态度，标普500指数可能创下新的收盘纪录[3] - 标普500指数距离上次峰值不到0.4%[4]

BlackRock Inc. BLK, +0.03% said Friday it has entered an agreement to acquire Global Infrastructure Partners, or GIP, an independent infrastructure fund manager, for $3 billion in cash and about 12 million shares. The infrastructure market is valued at $1 trillio today and expected to be one of the fastest growing ones in the years ahead, BlackRock said in a statement. “A number of long-term structural trends support an acceleration in infrastructure investment,” said the asset manager. “These include incr ...

文章核心观点 英国时尚品牌博柏利因圣诞假期销售弱于预期发布三个月内第二次盈利预警，股价大幅下跌，公司虽有长期营收目标但面临市场挑战 [1][4] 公司业绩情况 - 公司预计本财年调整后利润为4.1 - 4.6亿英镑（5.23 - 5.87亿美元），低于11月预测的5.52 - 6.68亿英镑区间下限 [3] - 截至12月30日的13周内，公司营收7.06亿英镑，较2022年同期下降7% [5] - 欧洲、中东、印度和非洲（EMEIA）地区销售下降5%，美洲地区销售下降15%，亚太地区销售增长3%，其中中国增长8%，日本增长9% [6][7] 股价表现 - 公司股价周五下跌7%，若跌幅维持，将是2023年11月以来最差单日表现 [4] 行业环境 - 奢侈品市场过去一年受通胀飙升和宏观经济不确定性影响，消费者消费谨慎 [8] 公司发展规划 - 公司致力于实现2024年40亿英镑营收目标，长期计划将年收入提升至50亿英镑 [11] - 公司增长计划聚焦“英伦风”，增加高利润率手袋和配饰销售，利用新创意总监丹尼尔·李在皮革制品方面的专业知识 [15] 分析师观点 - 分析师认为公司处于转型阶段，当前市场环境下对重启故事需谨慎，更偏好优质品牌 [9] - 分析师指出市场艰难时自我提升困难，博柏利去年第四季度令人失望的业绩证明了这一点 [10] - 分析师认为博柏利中期营收和利润率目标乐观，其预测远低于这些水平 [13]

Shares of UnitedHealth Group Inc. UNH, +0.38% slipped 0.2% in premarket trading Friday, after the health insurer reported higher-than-expected fourth-quarter medical costs, but earnings that beat forecasts. Net income rose to $5.46 billion, or $5.83 a share, from $4.76 billion, or $5.03 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $6.16 beat the FactSet consensus of $5.98. Revenue grew 14.1% to $94.43 billion, well above the FactSet consensus of $92.13 billi ...

金融集团股价下跌 - 证券交易委员会指控黄善春在接任首席执行官之前人为夸大公司股价[1] - 股价在周四盘后交易中下跌17%，至1.07美元，过去12个月下跌超过48%[2] - 证券交易委员会声称，黄善春在2020年初使用操纵交易技术推高金融科技公司的股价，目的是防止其在纳斯达克交易所被摘牌[3]

The current scrutiny of anti-competitive business tactics by Amazon.com Inc. by both U.S. and European Commission regulators has put its pending acquisition of Roomba maker iRobot at risk, but there are hopes that tech M&A will come back this year nonetheless.This week, Amazon AMZN, +0.94% missed a deadline to file concessions to the EU that would allay any concerns the regulators have about its pending $1.4 billion acquisition of iRobot Corp. IRBT, +4.37%. IRobot makes the popular Roomba robotic vacuum cle ...