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SAP: Fundamentals Have Improved And I Reiterate My Buy Rating
Seeking Alpha· 2025-04-25 13:00
Following my coverage on SAP ( SAP ) in Jan’25, in which I recommended a buy rating due to my expectation that SAP would continue delivering solid earnings growth, backed by its successful execution of cloudI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to com ...
WithSecure Interim Report 1 January – 31 March 2025: Elements ARR growth continued, 70% ARR growth for Cloud Protection for Salesforce
GlobeNewswire News Room· 2025-04-25 13:00
WithSecure Corporation, Interim Report 1 January – 31 March 2025, 25 April 2025 at 8.00 EEST WithSecure Interim Report 1 January – 31 March 2025: Elements ARR growth continued, 70% ARR growth for Cloud Protection for Salesforce Highlights of January – March 2025 (“first quarter”) Annual Recurring Revenue (ARR)1 for Elements Cloud products and services increased by 8% to EUR 86.6 million (EUR 80.5 million)Elements Cloud ARR increase from previous quarter was 4%Net Revenue Retention (NRR) for Elements Cloud w ...
New England Journal of Medicine publishes phase III data showing single-dose Xofluza significantly reduces influenza virus transmission
GlobeNewswire News Room· 2025-04-25 13:00
Detailed results from the CENTERSTONE trial show treatment with Xofluza reduced the odds of transmission, or spread of the influenza virus, from an infected person to household members by 32%1CENTERSTONE is the first global phase III trial that demonstrates the benefit of an antiviral in reducing the spread of a respiratory virus1Reducing the spread of infection within households could help limit transmission within institutions and communities, potentially easing the burden of both seasonal and pandemic in ...
XPEL Inc.: Down But Not Out
Seeking Alpha· 2025-04-25 12:40
XPEL Inc. (NASDAQ: XPEL ) is a company that has experienced rapid growth throughout the 2020s, growing revenue from $159M in 2020 to $420M in 2024 while maintaining operating margins in the mid-double digit range (14-17%). Their stock price has declined ~45% over the pastContrarian investor with a focus on value and deep value. Sectors of interest include financial services (regional banks and insurance), retail, software/technology, and waste management stocks. My personal investing style involves taking a ...
Prosus: Best Proxy To Internet Giant Tencent
Seeking Alpha· 2025-04-25 12:15
Prosus N.V. ( OTCPK:PROSY ), the Amsterdam-based investment firm and top shareholder of China’s Tencent Holdings Ltd. ( OTCPK:TCEHY ), trades at a steep discount to its net asset value. And the company has a good plan to narrow the gap.Thanks for reading my articles. I'm an independent financial writer and Chartered Financial Analyst. I previously worked for Fidelity International and Bloomberg. My writing focus is on quality businesses with wide moats, high efficiency, strong cash flows and healthy balance ...
Procter & Gamble Q3: Despite Challenges In Consumer Consumption, It's A Buy
Seeking Alpha· 2025-04-25 11:34
Analyst’s Disclosure: I/we have a beneficial long position in the shares of PG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...
FMC Technologies (FTI) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-04-25 11:30
文章核心观点 - 介绍FMC Technologies 2025年第一季度财报情况及关键指标表现,帮助投资者了解公司业绩与市场预期对比,以判断股票价格走势 [1][2][3] 公司财务表现 - 2025年第一季度营收22.3亿美元,同比增长9.4%,但低于Zacks共识预期的22.6亿美元,差异为-1.07% [1] - 同期每股收益0.33美元,去年同期为0.22美元,但低于共识预期的0.36美元,差异为-8.33% [1] 公司股价表现 - 过去一个月,公司股价回报率为-18.7%,而Zacks标准普尔500综合指数变化为-5.1% [3] - 公司股票目前Zacks排名为3(持有),表明短期内表现可能与大盘一致 [3] 公司关键指标表现 订单相关指标 - 海底技术新订单27.9亿美元,高于15位分析师平均估计的24.7亿美元 [4] - 海底技术订单积压149.5亿美元,高于15位分析师平均估计的140.6亿美元 [4] - 总订单积压158.2亿美元,高于14位分析师平均估计的149.8亿美元 [4] - 总新订单30.9亿美元,高于14位分析师平均估计的27.8亿美元 [4] - 地面技术订单积压8.704亿美元,低于13位分析师平均估计的9.0926亿美元 [4] - 地面技术新订单3.036亿美元,低于13位分析师平均估计的3.1759亿美元 [4] 其他指标 - 海底业务订单出货比为1,与13位分析师平均估计一致 [4] - 海底技术营收19.4亿美元,略低于18位分析师平均估计的19.6亿美元,同比增长11.6% [4] - 地面技术营收2.974亿美元,高于18位分析师平均估计的2.9059亿美元,同比下降3.2% [4] - 租赁业务营收6140万美元,高于三位分析师平均估计的5931万美元,同比下降1.4% [4] - 产品业务营收8.682亿美元,高于三位分析师平均估计的7.8557亿美元,同比增长6.7% [4] - 服务业务营收13亿美元,低于三位分析师平均估计的14.1亿美元,同比增长11.9% [4]
Hang Seng Index: Alibaba, Baidu, and Real Estate Stocks Drive Market Gains
FX Empire· 2025-04-25 11:10
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
Lufax Holding: Well Poised For A New Economic Era Proposed By China
Seeking Alpha· 2025-04-25 11:07
Lufax Holding (NYSE: LU ) is a BUY for these two main reasons: The company is well positioned for China's move into its proposed new era of Chinese business dominance, increased international yuan trade, and its alternative to the SWIFT systemI am focused on finding value. Buying a dollar for 50 cents or less is my favorite way to get a good margin of safety. I am a self-proclaimed Benjamin Graham and Walter Schloss aficionado. As an avid traveler I remain open to seeing the world outside of my geographical ...
CNX Resources (CNX) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-04-25 11:00
文章核心观点 - 介绍CNX Resources Corporation 2025年第一季度财报情况及关键指标表现,为投资者提供投资参考 [1][3][4] 公司财务表现 - 2025年第一季度营收4.41亿美元,同比增长15.8%,每股收益0.78美元,去年同期为0.45美元 [1] - 营收低于Zacks共识预期4.9242亿美元,差异为-10.44%,每股收益高于共识预期0.64美元,差异为+21.88% [1] 公司股价表现 - 过去一个月CNX Resources股价回报率为-3.8%,同期Zacks标准普尔500综合指数变化为-5.1% [3] - 股票目前Zacks排名为3(持有),短期内表现可能与大盘一致 [3] 公司关键指标表现 - NGLs毛价26.52美元,高于六位分析师平均预期22.95美元 [4] - 石油/凝析油毛价57.66美元,高于四位分析师平均预期54.76美元 [4] - 天然气平均销售价格3.66美元,高于四位分析师平均预期3.42美元 [4] - 平均日产量1642.3 Mcfe/D,低于四位分析师平均预期1653.45 Mcfe/D [4] - 总产量1478亿立方英尺当量,低于四位分析师平均预期148.81亿立方英尺当量 [4] - 每千立方英尺天然气实现价格2.86美元,高于四位分析师平均预期2.75美元 [4] - 天然气销售量1.3541亿立方英尺,低于三位分析师平均预期1.3655亿立方英尺 [4] - 石油/凝析油销售量3300万桶,低于三位分析师平均预期4762万桶 [4] - NGL销售量20.34亿桶,低于三位分析师平均预期21.2959亿桶 [4]