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Stellantis: Recovery Deferred, Near-Term Challenges Widen
Seeking Alpha· 2025-07-30 17:05
Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck. Stellantis (NYSE: STLA ) has released its H1 financial results. While we had previously signaled a strategic update following th ...
Another Boeing Strike? Not If Both Sides Can Avoid It.
Forbes· 2025-07-29 19:25
Getty Images MORE FOR YOU In the current case, 96% of the IAM District 837 rejected the proposal, which included a 20% general wage increase over four years, a $5,000 ratification bonus, and improved vacation and sick leave policies. All in, average wages were set to rise to approximately $100,000 per year for a machinist, according to Jeffries. AT SEA, SOUTH KOREA - MARCH 27, 2023: A US F-18 Super Hornet lands on the flight deck of the USS ... More Nimitz (CVN-68). (Photo by Jeon Heon-Kyun - Pool/Getty Ima ...
Nike: Path To Recovery In Motion
Seeking Alpha· 2025-07-01 19:30
耐克(NKE)品牌与复苏 - 耐克作为全球最具知名度和标志性的品牌之一 目前正处于复苏进程中 [1] - 公司的发展路径表明进步永无止境 品牌建设与业务恢复仍在持续 [1] 分析师背景与投资风格 - 分析人员为退伍海军军人 专注于优质蓝筹股、商业发展公司(BDC)和房地产信托基金(REIT)的股息投资 [1] - 采用买入持有策略 重视资产质量而非数量 计划通过股息收入在未来5-7年内实现退休补充 [1] - 目标受众为工薪阶层 致力于帮助其构建高质量股息投资组合 [1] 持仓披露 - 分析人员持有星巴克(SBUX)多头头寸 包括股票、期权或其他衍生品 [2] - 研究内容为独立观点 未与涉及公司存在商业往来 [2] 平台声明 - 分析观点不代表平台立场 发布方不持有证券经纪或投资顾问资质 [3] - 第三方分析师包含专业投资者与个人投资者 部分未取得监管机构认证 [3]
Carnival's Recovery Is Real, The Valuation Isn't
Seeking Alpha· 2025-06-01 12:25
公司表现 - 嘉年华公司在2025年第一季度实现创纪录的收入[1] - 公司从疫情最大受害者之一转变为全球最大邮轮运营商[1] 投资者偏好 - 投资者关注公司在收入、盈利和自由现金流方面的增长[1] - 投资者青睐具有良好增长前景的公司[1] - 投资者偏好估值有利的股票[1] - 投资者倾向于稳定增长、高自由现金流利润率的公司[1] - 投资者对股息股票和大规模股票回购计划感兴趣[1]