Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .In this case, I'm talking about a typical 60/40 portfolio, which is one of the most popular portfolio constructions with a balance of risk between stocks (60%) and bonds (40%).Analyst’s Disclosure: I/we have a beneficial long position in the shares of CME either through stock ow ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has CME Group (CME) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.CME Group is one of 859 individual stocks in the Finance sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, mea ...

One stock that might be an intriguing choice for investors right now is CME Group Inc. (CME) . This is because this security in the Securities and Exchanges space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Sec ...

Record Europe, Middle East and Africa (EMEA) ADV of 6.5M, up 20% in Q1 2025 Record Asia Pacific (APAC) ADV of 2M, up 20% in Q1 2025 LONDON and SINGAPORE, April 9, 2025 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, today announced that its quarterly international average daily volume (ADV) reached a record 8.8 million contracts in Q1 2025, up 19% year on year. Reflecting all trading reported outside the United States, this quarterly record was driven by growth across all asset class ...

文章核心观点 - 芝商所集团（CME）年初至今股价表现出色，虽存在估值溢价、ROIC不利和集中风险等问题，但凭借有机增长、产品组合、资本状况和股息历史等优势，仍值得投资者买入 [1][26] 公司表现 - 年初至今股价上涨10.7%，跑赢行业、板块和标准普尔500指数 [1] - 市值910亿美元，是全球交易量和名义交易价值最大的期货交易所，过去三个月平均每日交易量为230万股 [1] - 股价高于50日和200日移动平均线，呈看涨趋势 [6] 估值情况 - 市盈率为23.3倍，高于行业平均的22.3倍，较洲际交易所（ICE）和芝加哥期权交易所（CBOE）等同行也偏高 [9][11] 目标价格与增长预期 - 18位分析师给出的短期目标价显示，平均目标价为每股260.89美元，较上一收盘价有2.2%的潜在上涨空间 [12] - 2025年盈利预期为每股10.72美元，同比增长4.5%，收入64亿美元，增长4.1%；2026年盈利预期为每股11.18美元，同比增长4.3%，收入67亿美元，增长4.6%；长期盈利增长率预计为4.9% [13] - 过去七天，2025年和2026年盈利预期分别上调1%和1.1% [14] 资本回报 - 过去12个月的净资产收益率为13.6%，略高于行业平均的13.5% [17] - 过去几年投资资本回报率（ROIC）约为10%，但过去12个月为0.4%，低于行业平均的5% [19] 影响因素 积极因素 - 新兴市场期货产品组合、多元化衍生品产品线、全球业务覆盖、场外交易服务、电子交易增长、联盟交叉销售等因素为公司增长奠定基础 [2] - 多元化衍生品产品线巩固市场地位，交易量大增推动清算和交易费用增长，投资取得理想成果，注重成本管理提升利润率 [21] - 坚实的资本状况支持有机市场数据增长、产品拓展和资本配置，过去几个季度自由现金流转化率超85% [22] 消极因素 - 虽产品多元化，但仍严重依赖利率和股票两大产品线的交易量来获取大部分清算和交易费用收入，面临集中风险 [23] - 所处行业竞争激烈，监管改革可能加剧竞争，衍生品交易所业务面临加密平台竞争，另类工具和现金市场业务面临其他电子通信网络等竞争 [24] 投资建议 - 公司有机增长强劲，电子交易量增长，加密资产采用率提高，全球业务、产品组合、场外清算服务和资本状况良好，利于未来发展 [25] - 每年分红五次，第五次为可变股息，基于超额现金流，对追求收益的投资者有吸引力 [26] - 尽管存在估值溢价、ROIC不利和集中风险等问题，但仍值得买入 [26]

文章核心观点 截至2025年4月4日，金融行业三只股票可能向看重动量的投资者发出警告 [1] 行业相关 - RSI是动量指标，对比股票上涨和下跌时的强度，结合股价走势可让交易者了解股票短期表现，RSI高于70时资产通常被视为超买 [2] 公司相关 Heritage Insurance Holdings Inc（HRTG） - 3月11日公布的季度收益超预期，CEO提及2024年美国东南部受飓风影响、2025年加州受野火影响 [5] - 过去一个月股价上涨约35%，52周最高价为16.90美元 [5] - RSI值为75.3，周四股价上涨0.6%，收于15.62美元 [5] - Edge Stock Ratings动量评分为94.40，价值评分为91.39 [5] CME Group Inc（CME） - 4月2日报告第一季度日均交易量同比增长13% [5] - 过去一个月股价上涨约7%，52周最高价为271.22美元 [5] - RSI值为71.4，周四股价上涨2.2%，收于268.36美元 [5] EZCORP Inc（EZPW） - 3月28日宣布完成3亿美元2032年到期优先票据的私募发行 [5] - 过去一个月股价上涨约19%，52周最高价为16.35美元 [5] - RSI值为76.5，周四股价上涨3%，收于15.78美元 [5]

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Smaller-sized, longer-dated contracts will create new trading opportunities across the leading cryptocurrency and equity index marketsCHICAGO, April 2, 2025 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, today announced plans to launch Spot-Quoted futures on June 30, pending regulatory review.Spot-Quoted futures will allow investors to trade futures positions in spot-market terms (i.e., the price quoted on screen on financial media and investment sites). Contracts will be available ...

Second-Highest March ADV of 30.8 million contracts, up 27% year-over-year Record quarterly ADV for interest rate, equity index, agricultural, foreign exchange and cryptocurrency products Record quarterly ADV in U.S. Treasury and Henry Hub Natural Gas complexes Record quarterly international ADV of 8.8 million contractsCHICAGO, April 2, 2025 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, today reported its Q1 and March 2025 market statistics, with average daily volume (ADV) reaching ...