Qualcomm (QCOM) could be a good pick for your portfolio, with its high cash yield, good fundamentals, and discounted valuation. Companies like this can use cash to fuel additional revenue growth, or simply pay their shareholders through dividends or buybacks. Either move makes them attractive to the market What Is Happening With QCOM QCOM stock is currently trading at P/S (Price-to-Sales) ratio th...
Qualcomm (QCOM) could be a good pick for your portfolio, with its high cash yield, good fundamentals, and discounted valuation. Companies like this can use cash to fuel additional revenue growth, or simply pay their shareholders through dividends or buybacks. Either move makes them attractive to the market What Is Happening With QCOM QCOM stock is currently trading at P/S (Price-to-Sales) ratio that is at a meaningful discount to its 3-month and 2-year highs, and also below its 3-year average. The stock may not reflect it yet, but here is what’s going well for the company. Q4 FY25 showed record automotive revenues, up 17% due to Snapdragon Digital Chassis deployments in new vehicles. IoT revenues grew 7%, boosted by Snapdragon AR1 in smart glasses and the Arduino acquisition for edge AI solutions. At CES 2026, new Snapdragon platforms showcased advancements in on-device AI for PCs and mobile. Collaboration with HP is also advancing AI-on-Device PCs. The Q1 FY26 revenue guidance is $11.8-$12.6 billion, signaling continued demand. QCOM Has Good Fundamentals Good Cash Yield : Not many stocks offer free cash flow yield of 8.1%, but Qualcomm stock does : Not many stocks offer free cash flow yield of 8.1%, but Qualcomm stock does Strong Margin : Last 12 month operating margin of 28.0% : Last 12 month operating margin of 28.0% Growth : Last 12 revenue growth of 13.7% – low growth, but this selection is all about high yield and margin : Last 12 revenue growth of 13.7% – low growth, but this selection is all about high yield and margin Valuation: QCOM stock currently trading at 33% below 2Y high, 19% below 1M high, and at a PS lower than 3Y average. Below is a quick comparison of QCOM fundamentals with S&P medians. QCOM S&P Median Sector Information Technology – Industry Semiconductors – Free Cash Flow Yield 8.1% 4.1% Revenue Growth LTM 13.7% 6.4% Revenue Growth 3YAVG 1.2% 5.6% Operating Margin LTM 28.0% 18.8% Operating Margin 3YAVG 25.9% 18.3% PE Ratio 28.6 24.6 *LTM: Last ...
Neydtstock/iStock via Getty Images Intro Achieve Life Sciences ( ACHV ) is a pre-commercial, late-stage pharmaceutical company that develops a smoking and vaping cessation therapy. It currently has no sales-generating business, as it is awaiting the FDA’s decision on whether its drug candidate Cytisinicline will be given the green light in about four months in June. If approved for smoking cessati...
Neydtstock/iStock via Getty Images Intro Achieve Life Sciences ( ACHV ) is a pre-commercial, late-stage pharmaceutical company that develops a smoking and vaping cessation therapy. It currently has no sales-generating business, as it is awaiting the FDA’s decision on whether its drug candidate Cytisinicline will be given the green light in about four months in June. If approved for smoking cessation later this year, it would be the first of its kind since 2006 , i.e., exactly 20 years. In parallel, ACHV is testing the same drug candidate for vaping cessation therapy—where it would be the first and only, given there are no such approved therapies for now. No matter which timeframe you choose for the stock chart, it looks depressing and little hopeful on the surface. ACHV stock looks like a ticker in perpetual decline with occasional bounces in between. Seeking Alpha However, this time it could be a major bounce, respectively the last time shareholders have been burned. I give ACHV stock a strong buy, expecting a positive outcome for the NDA and a higher share price as a result. Binary on the surface, but with strong odds As I like to say, some binary bets tend to have better than 50/50 odds. While on the surface the potential outcome is either a “yes” or a “no” with nothing in between for the new drug application to be successful, there are many arguments in favor of an approval. In other words, I do not see the weightings to be of the same size for both possible outcomes. I do not want to give concrete numbers for the likelihood, but this case looks compelling, as I will show now. ACHV has submitted the NDA for its drug candidate of the name Cytisinicline, which is a plant-based (and not chemical) substance that interacts with nicotine receptors in the brain to reduce the severity of nicotine withdrawal symptoms. By docking to the receptors, it emulates the pleasure of nicotine consumption, but without the nasty side effects. This in turn leads to normalized dopamin...
Turkey’s state-run defense contractor Aselsan Elektronik Sanayi plans to expand into at least five new countries this year as surging exports and investor demand push its shares to record gains. Riding a domestic defense-industry boom that has expanded beyond Turkey’s borders, Aselsan — the country’s largest defense electronics manufacturer — is bidding on projects across Europe and in the NATO sp...
Turkey’s state-run defense contractor Aselsan Elektronik Sanayi plans to expand into at least five new countries this year as surging exports and investor demand push its shares to record gains. Riding a domestic defense-industry boom that has expanded beyond Turkey’s borders, Aselsan — the country’s largest defense electronics manufacturer — is bidding on projects across Europe and in the NATO sphere. The company is looking to shift from its long-standing reliance on joint ventures toward mergers and acquisitions abroad, Chief Executive Officer Ahmet Akyol said in an interview with Bloomberg on the sidelines of the Global Defense Industry Strategies Conference in Antalya, Turkey, over the weekend. Both Aselsan and the Turkish defense industry “have expanded to a level that could accommodate such plans,” he said. Turkey is home to NATO’s second-largest military. In the past decade under President Recep Tayyip Erdogan , the country has accelerated efforts to build up domestic defense production, including of warplanes, frigates, drones and ballistic missiles , while expanding its military footprint across the region. This strategy has brought Aselsan to the fore and placed its products — which include technologies used in Turkey’s radar and air-defense systems — at the center of many major domestic defense projects. In recent years, Aselsan has also stepped up deals with overseas buyers as it seeks a bigger role in the global market, including with a recent sale to the Polish government of a radio reconnaissance and jamming system. Overseas sales jumped 89% last year to $958 million, up from $508 million in 2024, Akyol said ahead of official earnings due in late February. New export contracts more than doubled to $2.69 billion in 2025. “Aselsan is well-positioned to benefit from the global backdrop,” HSBC Yatirim analyst Cenk Orcan wrote in a report on Jan. 30, citing export growth but also demand from domestic projects such as Turkey’s Steel Dome. The planned air-de...
(RTTNews) - British drug major GSK plc (GSK, GSK.L) reported Wednesday higher profit and revenues in its fourth quarter, and issued fiscal 2026 outlook, expecting increase in core profit and turnover. Further, the firm reaffirmed its long-term outlooks, projecting 2031 sales outlook of more than 40 billion pounds. Looking ahead for fiscal 2026, the company projects growth in core earnings per shar...
(RTTNews) - British drug major GSK plc (GSK, GSK.L) reported Wednesday higher profit and revenues in its fourth quarter, and issued fiscal 2026 outlook, expecting increase in core profit and turnover. Further, the firm reaffirmed its long-term outlooks, projecting 2031 sales outlook of more than 40 billion pounds. Looking ahead for fiscal 2026, the company projects growth in core earnings per share as well as core operating profit between 7% and 9 percent, and turnover between 3% and 5 percent, all at constant exchange rates. Luke Miels, Chief Executive Officer, GSK, stated, "GSK delivered another strong performance in 2025, driven mainly by Specialty Medicines, with double-digit sales growth in Respiratory, Immunology & Inflammation (RI&I), Oncology and HIV. … We expect this positive momentum to continue in 2026, which will be a key year of execution and operational delivery with strong focus on commercial launches and accelerating R&D." Further, GSK has declared an increased dividend for the fourth quarter of 18p per share and 66p per share for the full year 2025, reflecting strong business performance. The expected dividend for 2026 is 70p per share. In the fourth quarter, profit before taxation grew to 950 million pounds from last year's 563 million pounds. Profit attributable to shareholders increased to 636 million pounds or 15.8 pence per share from 414 million pounds or 10.1 pence per share a year ago. Core pre-tax profit was 1.48 billion pounds, compared to 1.29 billion pounds last year. Core attributable profit was 1.03 billion pounds or 25.5 pence per share, compared to 946 million pounds or 23.2 pence per share last year. The company's revenue for the period rose 6.2% to 8.618 billion pounds from 8.117 billion pounds last year. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Analyst Update Daiwa Capital Markets raised its 12 month price target for Intel to $50.00, up from $41.00, representing a meaningful increase of roughly 22% over the previous forecast, which is to catch up to the stock’s rapidly rising valuation. The updated target implies optimism about Intel’s improving outlook, potentially driven by better execution and outlook. Overall, the move reflects incre...
Analyst Update Daiwa Capital Markets raised its 12 month price target for Intel to $50.00, up from $41.00, representing a meaningful increase of roughly 22% over the previous forecast, which is to catch up to the stock’s rapidly rising valuation. The updated target implies optimism about Intel’s improving outlook, potentially driven by better execution and outlook. Overall, the move reflects increased confidence in Intel’s valuation and forward prospects, particularly compared with the firm’s earlier, more conservative assumptions. The post Intel Corporation (INTC) Daiwa Capital Boosts Target by Over 20 Percent appeared first on Stock Target Advisor.
世界桌球大獎賽|卓林普不敵袁思俊首圈出局 趙心童挫希堅斯躋身16強 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】世界桌球大獎賽,「一哥」卓林普首圈出局。 卓林普日前在德國大師賽封王,結束長達14個月錦標荒,來到...
世界桌球大獎賽|卓林普不敵袁思俊首圈出局 趙心童挫希堅斯躋身16強 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】世界桌球大獎賽,「一哥」卓林普首圈出局。 卓林普日前在德國大師賽封王,結束長達14個月錦標荒,來到香港遭遇「一輪遊」,面對中國的袁思俊先輸兩局。這位世界「一哥」第三局打出一桿62度,之後再被拉開,這位「新香港人」都咬住,但局數追到2比3,無以為繼,卓林普局數2比5不敵袁思俊。 世界冠軍趙心童淘汰世界第5的希堅斯,落後局數1比2下,這位世界第8的中國球手之後兩局分別打出一桿60度及121度反先,最終贏局數5比3,16強對沙比。
47歲男涉以600元人民幣行賄考牌主任 遭廉署起訴 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】廉政公署落案起訴一名男子,涉嫌在商用車輛駕駛考試中,以600元人民幣行賄運輸署考牌主任,以圖獲取考試及格。 47歲...
47歲男涉以600元人民幣行賄考牌主任 遭廉署起訴 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】廉政公署落案起訴一名男子,涉嫌在商用車輛駕駛考試中,以600元人民幣行賄運輸署考牌主任,以圖獲取考試及格。 47歲被告被控一項向公職人員提供利益罪名,案件周四早上在屯門裁判法院提堂。廉署指被告本周二到運輸署在香港駕駛學院元朗駕駛考試中心參加考試,由運輸署一級考牌主任主考,懷疑被告在考試中犯下嚴重錯誤後,向該考牌主任提供600元人民幣現金,以圖獲對方給予及格成績。考牌官在考試結束後向署方報告,廉署接獲投訴後當場拘捕被告。
China is seizing its role as the chair and host of Apec 2026 to position itself as a staunch defender of multilateralism, according to analysts, and they see the platform being used to elevate the nation’s economic governance initiatives to a global level. The strategic push was on display at the two-day Finance and Central Bank Deputies’ Meeting that began on Wednesday in Shanghai, where Vice-Min...
China is seizing its role as the chair and host of Apec 2026 to position itself as a staunch defender of multilateralism, according to analysts, and they see the platform being used to elevate the nation’s economic governance initiatives to a global level. The strategic push was on display at the two-day Finance and Central Bank Deputies’ Meeting that began on Wednesday in Shanghai, where Vice-Minister of Finance Liao Min called on members to uphold multilateralism “Closer cooperation is needed, more than ever … as uncertainty weighs on growth and geopolitical tensions and regional conflicts exacerbate supply-chain disruptions and fragment international cooperation,” Liao said in his opening remarks. Advertisement “We are at a pivotal juncture … We must uphold multilateralism and promote macroeconomic policy communication for a more enabling and predictable environment.” Attendees at the two-day event, where senior finance officials and central bankers from the Asia-Pacific Economic Cooperation’s 21 member economies convene to discuss economic issues such as financial stability and structural reforms, include US Assistant Treasury Secretary Francis Brooke. Advertisement Analysts said the two days would provide a preview of Beijing’s thinking on safeguarding the global economy amid existing challenges and the fresh upheavals of 2026 that often involve the United States.
格隆汇2月4日|招商证券研报指指出,生益科技25年业绩预告高增,AI高速业务长线结构性升级趋势仍明确。展望26年,仍看好公司的高速材料以及 AI PCB的成长逻辑。一方面,子公司生益电子AI PCB持续加速产能扩充,大客户需求仍旺盛向上,且有望导入更多新的算力客户;另一方面,公司在高速CCL领域,有望在N客户市场份额的持续提升,以及在G客户、A客户等体系实现新的突破。此外,认为仍需关注公司今年为应...
格隆汇2月4日|招商证券研报指指出,生益科技25年业绩预告高增,AI高速业务长线结构性升级趋势仍明确。展望26年,仍看好公司的高速材料以及 AI PCB的成长逻辑。一方面,子公司生益电子AI PCB持续加速产能扩充,大客户需求仍旺盛向上,且有望导入更多新的算力客户;另一方面,公司在高速CCL领域,有望在N客户市场份额的持续提升,以及在G客户、A客户等体系实现新的突破。此外,认为仍需关注公司今年为应对上游原材料成本上涨压力在市场策略方面或将变得更加积极。坚定看好公司在PCB上游材料的技术引领、核心卡位和长线空间以及优秀管理能力会持续被市场认知和发掘,26年高速板材放量将驱动新一轮高质量成长,中长线业绩有望超预期兑现,维持“强烈推荐”评级。
新型碰瓷黨|警方正檢視過百宗個案 保險業:AI大數據能偵測可疑索償 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】警方針對「新型碰瓷黨」拘捕3男1女,包括一對夫婦及兩名醫生,涉嫌串謀以虛假文件向保險公司索償。 警...
新型碰瓷黨|警方正檢視過百宗個案 保險業:AI大數據能偵測可疑索償 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】警方針對「新型碰瓷黨」拘捕3男1女,包括一對夫婦及兩名醫生,涉嫌串謀以虛假文件向保險公司索償。 警方正檢視過百宗可疑交通意外索償個案,最新發現一對夫婦報稱在22宗輕微交通意外中受傷,並向司機及保險公司進行民事索償,最高一宗索償金額超過30萬。這對夫婦曾使用多張醫生證明獲取長期病假,發出醫生證明的診所亦正牽涉數十宗同類個案。警方以串謀詐騙罪拘捕4人,包括兩名醫生,不排除有更多人被捕。 香港保險業聯會表示透過人工智能大數據,能快速偵測可疑索償個案,提醒市民切勿誇大保險索償金額。保險業聯會行政總監劉佩玲:「我們也見到一些個案,索償人被律師等人士挑撥,令他們嘗試誇大傷勢而索取賠償,最後索償人得到的錢很少,大部分去了法律費用,有得著和益處的未必是索償人自身,千萬不要因為小事以身試法。」