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Novartis reports mixed Q4 results; initates FY26 soft outlook

Seeking Alpha 📅 02/04 14:05
Novartis press release ( NVS ): Q4 Non-GAAP EPS of $2.03 beats by $0.03 . Revenue of $13.34B (+1.4% Y/Y) misses by $740M . Net sales -1% (cc, +1% USD), impacted by US generic erosion and revenue deduction adjustments; core operating income +1% (cc, +1% USD). Free cash flow amounted to USD 1.7 billion (-54%), driven by lower net cash flows from operating activities. Dividend of CHF 3.70 per share, ...

Novartis reports mixed Q4 results; initiates FY26 soft outlook

Seeking Alpha 📅 02/04 14:05
Novartis press release ( NVS ): Q4 Non-GAAP EPS of $2.03 beats by $0.03 . Revenue of $13.34B (+1.4% Y/Y) misses by $740M . Net sales -1% (cc, +1% USD), impacted by US generic erosion and revenue deduction adjustments; core operating income +1% (cc, +1% USD). Free cash flow amounted to USD 1.7 billion (-54%), driven by lower net cash flows from operating activities. Dividend of CHF 3.70 per share, ...

大行评级丨花旗:老铺黄金三位数增长动能仍持续,评级“买入”

格隆汇 📅 02/04 14:05
格隆汇2月4日|花旗发表研报指,在对南京一家顶级奢侈品商场调查后,认为老铺黄金三位数增长动能仍然持续,而近期金价回调对集团销售影响有限。虽然有更多新玩家进入珠宝领域,但高端黄金珠宝市场扩张迅速,因此新竞争者对集团蚕食有限;此外,凭借着快速增长的客户群和不断提升的单价,集团已开始抢占奢侈品同行的中阶高端客户(VIC)。花旗视老铺在中国珠宝领域的首选股,予其目标价1119港元,相当于2026年预测市盈...

Microsoft Is Still Getting Drubbed in the Software Sell-Off, But It Has a Cheat Code

Nasdaq 📅 02/04 14:05 MSFT.ONVDA.OAMZN.O
Key Points Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. 10 stocks we like better than Microsoft › Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (NASDAQ: MSFT), ServiceNow, and SAP that ...

研报掘金丨华源证券:首予福瑞达“买入”评级,认为中长期公司业绩乐观可期

格隆汇 📅 02/04 14:04
格隆汇2月4日|华源证券研报指出,福瑞达剥离地产业务后轻装上阵,化妆品板块业绩稳健增长。“产品+研发+渠道”构筑核心竞争优势。整体而言,公司积极推进合成生物新材料及终端医药、美妆应用创新,持续加大研发投入以夯实主业竞争力,为公司业务长期稳健发展奠定坚实基础。选取同为国货龙头的珀莱雅、上海家化及医美化妆品龙头华熙生物作为可比公司,根据wind一致预期,可比公司2026年PE均值为28倍,考虑到公司剥...

算力租赁板块持续下挫,群兴玩具午后跌停

同花顺 📅 02/04 14:04
算力租赁板块持续下挫,群兴玩具午后跌停 2026-02-04 14:04:13 来源: 同花顺7x24快讯 分享 文章提及标的 宏景科技 -- 算力租赁 -- 优刻得-W -- 网宿科技 -- 奥飞数据 -- 顺网科技 -- 算力租赁(886050)板块持续下挫,群兴玩具(002575)午后跌停,网宿科技(300017)、宏景科技(301396)跌超15%,优刻得(688158)跌超10%,奥飞数...

UBS beats expectations with $1.2 billion fourth-quarter profit, plans $3 billion buyback

CNBC 📅 02/04 14:04
In this article UBSG-CH Follow your favorite stocks CREATE FREE ACCOUNT Fabrice Coffrini | AFP | Getty Images UBS reported its fourth quarter results on Wednesday, with net profits beating analysts' forecasts. The Swiss banking giant's fourth-quarter results statement showed net profit attributable to shareholders came in at $1.2 billion in the final three months of the year. That was up on analys...

AKC.F 互動股市圖表 | Altima Energy Inc. R 股市 - Yahoo 財經

Yahoo 📅 02/04 14:03
AKC.F 互動股市圖表 | Altima Energy Inc. R 股市 Yahoo 財經

格隆汇2月4日|日本40年期国债收益率上升1.5个基点,至3.940%。

格隆汇 📅 02/04 14:03
格隆汇2月4日|日本40年期国债收益率上升1.5个基点,至3.940%。

Credit Agricole's profit falls 39% on Banco BPM charge, higher costs - Reuters

Reuters 📅 02/04 14:03
Credit Agricole's profit falls 39% on Banco BPM charge, higher costs Reuters

Pinterest sacks workers for creating tool to track layoffs

BBC News 📅 02/04 14:03
The person said the script created an alert for which employee names within a tool like the team communication platform Slack were being removed or deactivated, giving some insight into who at the company was impacted by the layoffs.

诺华:Q4核心净利润38.9亿美元,高于预期

格隆汇 📅 02/04 14:02
格隆汇2月4日丨诺华第四季度销售净额133.4亿美元,预估136.8亿美元;核心运营利润49.3亿美元,预估49.3亿美元;核心净利润38.9亿美元,预估38.5亿美元;核心每股收益2.03美元,预估2.01美元。

Credit Agricole Misses Estimates on Costs to Revamp Italy Unit

Bloomberg 📅 02/04 14:02
Credit Agricole SA fell short of analysts’ profit estimates for the fourth quarter as costs rose to revamp its Italian business and it set aside more money for souring loans and other risks. Operating expenses rose 4.7% to €4.1 billion, above the €3.9 billion analysts had expected, driven by restructuring expenses and the impact of a deposit guarantee fund in Italy. Provisions of €629 million also...

Franklin Templeton on Opportunities in China, Japan

Bloomberg 📅 02/04 14:02
Tariq Ahmad, Head of APAC at Franklin Templeton, discusses growth opportunities for the asset manager in Japan and China. He also shares insights on how institutional investors are looking at de-dollarization. (Source: Bloomberg)

Vietnam's Binh Son refinery signs energy MOUs with US partners - Reuters

Reuters 📅 02/04 14:02
Vietnam's Binh Son refinery signs energy MOUs with US partners Reuters

Mercury Systems signals margin improvement and sustained growth amid backlog expansion and operational streamlining

Seeking Alpha 📅 02/04 14:01
Earnings Call Insights: Mercury Systems, Inc. (MRCY) Q2 2026 Management View CEO William Ballhaus stated that "we delivered Q2 results that were ahead of our expectations with solid year-over-year growth in backlog, revenue and adjusted EBITDA, and robust free cash flow." He highlighted record first half revenue, a record backlog approaching $1.5 billion, and a 1.23 book-to-bill ratio. Ballhaus em...

特朗普政策打击不断!美官员警告:美国农业面临大规模崩溃风险

新浪 📅 02/04 14:01
转自:财联社 财联社2月4日讯(编辑 刘蕊) 美东时间周二,美国参议院农业委员会主席警告称,在特朗普政府的贸易关税、驱逐移民等政策影响下,美国农民正遭受巨大损失。 与此同时,超过二十多位美国农业领袖也发出警告称,美国农业已经面临“大规模崩溃”的风险。 美国农民亏损巨大 美东时间周二,美国参议院农业委员会主席约翰·博兹曼(John Boozman)在华盛顿举行的州农业官员会议上表示,美国种植农作物的...

UBS GAAP EPS of $0.37 misses by $0.02, revenue of $12.15B beats by $130M; initiates Q1 outlook and sets 2028 ambitions

Seeking Alpha 📅 02/04 14:01
UBS press release ( UBS ): Q4 GAAP EPS of $0.37 misses by $0.02 . Revenue of $12.15B (+4.4% Y/Y) beats by $130M . On an underlying basis, revenues increased by 10% to USD 12,199m. "As we approach the last mile of the integration, I am confident in our ability to capture the remaining synergies by the end of the year, which we increased by USD 0.5bn to USD 13.5bn. With Group invested assets exceedi...

沪深两市成交额连续第27个交易日突破2万亿

格隆汇 📅 02/04 14:00
格隆汇2月4日丨沪深两市成交额连续第27个交易日突破2万亿,较上一日此时缩量超400亿。

China woman accidentally leaves water tap on, turns community into ice rink overnight

SCMP 📅 02/04 14:00
A woman in northwestern China forgot to turn off the tap of her water heater after bathing, causing an hours-long leak that turned her residential community into an outdoor skating rink. The woman, known as Wang, released a video on social media on January 16 apologising to residents in her neighbourhood in Lanzhou, Gansu province, the Xianfeng News reported. “I took a shower last night and then f...

When Maga oligarchs control the platforms, it isn’t really a debate about ‘free speech’ | Rafael Behr

The Guardian 📅 02/04 14:00
Moves to ban under-16s from social media should raise deeper questions about who controls democracy’s digital infrastructure The last UK general election of the 20th century was also the first to anticipate, albeit faintly, the coming technological revolution. The 1997 Labour and Conservative manifestos both included pledges to connect schools to something they called “the information superhighway...

Feeling chirpy: how listening to birdsong can boost your wellbeing

The Guardian 📅 02/04 14:00
Paying attention to the calls of our avian neighbours can reduce stress, find scientists in Germany Feeling stressed? Try a dose of birdsong to lift the spirits. A new study shows that paying attention to the treetop melodies of our feathered friends can boost wellbeing and bring down stress levels. Previous research has shown that people feel better in bird-rich environments, but Christoph Randle...

Camilla Wynne’s recipes for blood orange marmalade and no-bake marmalade mousse tart

The Guardian 📅 02/04 14:00
If you’re intimidated by making marmalade, the whole-fruit method is the perfect entry point. Blood oranges are simmered whole until soft, perfuming your home as they do so, then they’re sliced, skin and all, mixed with sugar and a fragrant cinnamon stick, and embellished with a shot of amaro. Squirrel the jars away for a grey morning, give a few to deserving friends, and be sure to keep at least ...

騰訊控股(00700)出現大手買入1.39萬股,成交價$559.5,涉資777.705萬 - AASTOCKS.com

Google 📅 02/04 14:00 700.HK
騰訊控股(00700)出現大手買入1.39萬股,成交價$559.5,涉資777.705萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.2萬股,成交價$559.5,涉資671.4萬 - AASTOCKS.com

Google 📅 02/04 14:00 700.HK
騰訊控股(00700)出現大手賣出1.2萬股,成交價$559.5,涉資671.4萬 AASTOCKS.com

騰訊控股(00700)出現大手買入3萬股,成交價$559.5,涉資1.678千萬 - AASTOCKS.com

Google 📅 02/04 14:00 700.HK
騰訊控股(00700)出現大手買入3萬股,成交價$559.5,涉資1.678千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.18萬股,成交價$559.0,涉資1.219千萬 - AASTOCKS.com

Google 📅 02/04 14:00 700.HK
騰訊控股(00700)出現大手賣出2.18萬股,成交價$559.0,涉資1.219千萬 AASTOCKS.com

The best month to sell a home, according to Rightmove

Yahoo 📅 02/04 14:00 AAPL.O
February is the best month of the year to list your home for sale based on the likelihood of a seller successfully finding a buyer, according to research from Rightmove (RMV.L). The property platform's analysis, published on Wednesday, looked at millions of properties listed for sale between 2014 and 2024. However, it excluded 2020 from the analysis due to the pandemic, while 2025 was left out of ...

Borregaard ASA: EBITDA1 of NOK 405 million in the 4th quarter 2025

Globe News Wire 📅 02/04 14:00
Borregaard’s operating revenues increased to NOK 1,833 million (NOK 1,744 million)2 in the 4th quarter of 2025. EBITDA1 was NOK 405 million (NOK 398 million). The result in BioMaterials increased, while BioSolutions and Fine Chemicals had lower results compared with the 4th quarter of 2024. In BioSolutions, high deliveries of biovanillin and sustained growth in sales to agriculture were more than ...

Novartis erzielte im Jahr 2025 eine Umsatzsteigerung im hohen einstelligen Prozentbereich, eine Kerngewinnmarge von 40% sowie weitere Fortschritte in der Pipeline

Globe News Wire 📅 02/04 14:00
Ad-hoc-Mitteilung gemäss Art. 53 KR Geschäftsjahr Der Nettoumsatz wuchs um +8% (kWk 1 , +8% USD), das operative Kernergebnis 1 verbesserte sich um +14% (kWk, +12% USD) Das Umsatzwachstum beruhte auf der weiterhin starken Performance der prioritären Marken wie Kisqali (+57% kWk), Kesimpta (+36% kWk), Pluvicto (+42% kWk), Scemblix (+85% kWk) und Cosentyx (+8% kWk) Die operative Kerngewinnmarge 1 err...
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