Investors looking for stocks in the Banks - Foreign sector might want to consider either Bancolombia (CIB) or Nordea Bank AB (NRDBY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies wit ...

Investors interested in Technology Services stocks are likely familiar with Futu Holdings Limited Sponsored ADR (FUTU) and SPX Technologies (SPXC) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an e ...

Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Quanex Building Products (NX) and James Hardie (JHX) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank p ...

Investors interested in stocks from the Medical - Biomedical and Genetics sector have probably already heard of Harmony Biosciences Holdings, Inc. (HRMY) and Illumina (ILMN) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estima ...

The Hecht Commodity Report is one of the most comprehensive commodities reports available today from a top-ranked author in commodities, forex, and precious metals. My weekly report covers the market movements of over 29 different commodities and provides bullish, bearish, and neutral calls, directional trading recommendations, and actionable ideas for traders and investors.He runs the investing group The Hecht Commodity Report , one of the most comprehensive commodities services available. It covers the ma ...

核心财务表现 - 2025年第二季度调整后每股收益1.96美元 同比上涨28.9% 超出市场预期21.7% [1] - 当季GAAP净利润41亿美元 同比增长25% [2] - 总收入217亿美元 同比增长8% 超预期3.3% 其中净利息收入152亿美元增长12% 非利息收入65亿美元下降1% [3] 收入驱动因素 - 投行业务收入同比增长15% 主要来自咨询与股权资本市场业务增长 [2] - 服务板块收入51亿美元增长8% 主要得益于 Treasury and Trade Solutions 及证券服务业务 [5] - 市场板块收入59亿美元增长16% 受固定收益和股票市场收入推动 [5] - 财富管理收入22亿美元增长20% Citigold 和 Private Bank 业务表现突出 [6] 成本与信贷状况 - 运营支出136亿美元增长2% 主要因薪酬福利增加 部分被税收相关成本下降抵消 [4] - 信贷损失拨备29亿美元同比增长16% 非应计贷款激增49%至34亿美元 [11] - 贷款损失准备金191亿美元同比下降5% [11] 资产负债表与资本 - 存款规模1.36万亿美元环比增长3% 贷款规模7253亿美元环比增长3% [8] - 普通股一级资本比率13.5% 较去年同期13.59%微降 补充杠杆比率5.5%低于去年同期的5.89% [12] 股东回报 - 当季通过分红和回购向股东返还30亿美元 [13] - 通过2025年压力测试 宣布三季度起将季度股息提高7.1%至每股0.6美元 [14] 业务转型 - 持续推进消费业务退出和组织简化 聚焦盈利板块发展 [16] - 五大业务板块均呈现运营杠杆改善和回报率提升 [15]

核心观点 - Voya Financial与Blue Owl达成战略合作 共同开发面向固定缴款退休计划的私募市场投资解决方案 [1] - 合作将结合Blue Owl的私募市场专长与Voya的资产管理和分销优势 为退休计划参与者提供更多元化的投资选择 [3] - 合作有望为Voya开辟新的收入来源 并通过吸引寻求另类投资的新客户来扩大其资产管理规模(AUM) [4] 合作细节 - 双方将共同设计集合投资信托(CITs) 整合两家公司的私募市场策略 这些投资工具将通过Voya退休平台上的顾问账户以及Voya Investment Management管理的目标日期策略提供 [2] - 合作不仅限于退休解决方案 还计划在保险资产管理领域展开合作 Voya将利用Blue Owl的直接贷款和私募信贷能力 而Blue Owl将为保险客户提供Voya在固定收益策略方面的专长 [5] 市场表现 - Voya股价年初至今上涨6.6% 表现优于行业平均水平 [6] 其他公司数据 - Jackson Financial当前年度每股收益共识预期为19.31美元 同比增长2.8% 收入共识预期为71亿美元 [11] - Sun Life Financial当前年度每股收益共识预期为5.30美元 同比增长9.1% 收入共识预期为298亿美元 [12]

Lucid Motors is set to roll out a software update on July 30 that will enable hands-free highway driving on its Air sedans, a major step forward for the company’s advanced driver assistance system. The rollout will put Lucid Motors on a short list of companies that have made hands-free driving possible in the United States. Ford has a system called BlueCruise, General Motors has Super Cruise, and Mercedes-Benz has Drive Pilot, although it’s not as widely available. In the right conditions and in cars equipp ...

公司业绩预期 - Marsh & McLennan Companies Inc (MMC) 将于2025年7月17日公布2025年第二季度财报 市场共识预期每股收益为2.67美元 营收为69.1亿美元 [1] - 第二季度每股收益预期较60天前上调 同比增长10.8% 营收预期同比增长11.1% [2] - 2025全年营收预期269.5亿美元(同比+10.2%) 每股收益预期9.58美元(同比+8.9%) [3] 历史表现与当前预测 - 公司过去四个季度均超预期 平均超出幅度2.6% [3] - 本次预测显示 Earnings ESP为-0.86% Zacks评级为3 可能不会超预期 [4] 业务板块表现 - 风险与保险服务板块营收预计同比+14.7%(市场共识)或+14%(机构预测) 调整后营业利润预计+12.9% [8] - 咨询板块营收预计同比+5.6%(市场共识)或+5% 调整后营业利润491.3百万美元(+12.2%) [9] - 国际业务表现强劲 拉美地区贡献显著 [7] 财务指标变化 - 第二季度总运营费用预计同比+7% 主要因薪酬福利增加 [10] - 调整后净利率预计18.6%(去年同期19.2%) [10] 同业可比公司 - Aon plc (AON) Earnings ESP +0.56% 评级3 季度每股收益预期3.40美元(+9.7%) [11][12] - Primerica Inc (PRI) Earnings ESP +0.55% 评级3 季度每股收益预期5.18美元(+10%) [12][13] - Assurant Inc (AIZ) Earnings ESP +1.99% 评级3 季度每股收益预期4.43美元(+8.6%) [13][14]

Key Takeaways CFG expects a 3% NII rise in Q2 as stable rates helped ease funding cost pressures. Fee income is likely to have risen with gains in mortgage, card and capital markets activity. Loan demand and average interest-earning assets are likely to have seen modest sequential growth.Citizens Financial Group, Inc. (CFG) is scheduled to report second-quarter 2025 results on July 17, 2025, before the opening bell. The bank’s second-quarter 2025 earnings and revenues are expected to have increased from t ...