GEA Group Aktiengesellschaft press release ( GEAGF ): FY Revenue up 1.4 percent to EUR 5.5 billion (2024: EUR 5.4 billion); organic revenue growth of 3.7 percent. Order intake up 6.7 percent to EUR 5.9 billion (2024: EUR 5.6 billion); organic growth of 9.1 percent (2024: 4.6 percent). Further significant increase in EBITDA before restructuring expenses to EUR 907 million (2024: EUR 837 million) EB...
GEA Group Aktiengesellschaft press release ( GEAGF ): FY Revenue up 1.4 percent to EUR 5.5 billion (2024: EUR 5.4 billion); organic revenue growth of 3.7 percent. Order intake up 6.7 percent to EUR 5.9 billion (2024: EUR 5.6 billion); organic growth of 9.1 percent (2024: 4.6 percent). Further significant increase in EBITDA before restructuring expenses to EUR 907 million (2024: EUR 837 million) EBITDA margin before restructuring expenses at 16.5 percent for full year (2024: 15.4 percent) – above the upgraded guidance of 16.2 to 16.4 percent Net working capital improved to 3.2 percent of revenue (2024: 6.0 percent) Proposed dividend of EUR 1.30 per share (2024: EUR 1.15). For fiscal year 2026, GEA anticipates organic revenue growth of between 5.0 and 7.0 percent. The EBITDA margin before restructuring expenses is guided between 16.6 and 17.2 percent. For ROCE, GEA is forecasting a figure of between 34.0 and 38.0 percent. More on GEA Group Aktiengesellschaft Seeking Alpha’s Quant Rating on GEA Group Aktiengesellschaft Historical earnings data for GEA Group Aktiengesellschaft Dividend scorecard for GEA Group Aktiengesellschaft Financial information for GEA Group Aktiengesellschaft
Vladimir Popovich/iStock via Getty Images Starboard Value has built a sizable stake in french-fry maker Lamb Weston ( LW ) and is urging the company to accelerate operational improvements and cost cuts to revive its underperforming stock, The Wall Street Journal reported, citing people familiar with the matter. Starboard is now among Lamb Weston’s largest shareholders, the people said, though the ...
Vladimir Popovich/iStock via Getty Images Starboard Value has built a sizable stake in french-fry maker Lamb Weston ( LW ) and is urging the company to accelerate operational improvements and cost cuts to revive its underperforming stock, The Wall Street Journal reported, citing people familiar with the matter. Starboard is now among Lamb Weston’s largest shareholders, the people said, though the exact size of its stake could not be determined. The activist firm has held shares in the company for some time and recently increased its position, seeing the stock as undervalued, the people added. Idaho-based Lamb Weston has a market value of roughly $6.4B and produces frozen potato products such as french fries, hash browns, and tater tots. The company is the largest producer of french fries in North America and the second largest globally, with major customers including McDonald's ( MCD ) and Chick-fil-A. More on Lamb Weston Lamb Weston: Turnaround Opportunity As Fast-Food Headwinds Mask Improving Fundamentals Lamb Weston Holdings: Upgrade To Buy On Earnings Growth Potential Lamb Weston Doesn't Look Like A Great Deal After The Selloff Lamb Weston sees volume growth at or above 8% in North America as it reopens capacity and maintains $1B–$1.2B EBITDA outlook Lamb Weston falls after seeing unfavorable pricing/mix in FQ2
European stocks look vulnerable with the Stoxx 50 index down 7% this week, but there are some bargains to be had - and these 3 companies stand out the most.
European stocks look vulnerable with the Stoxx 50 index down 7% this week, but there are some bargains to be had - and these 3 companies stand out the most.
New video from Iranian state media shows a missile slamming into a compound in southern Iran, as evidence mounted that the US military was most likely responsible for the February 28 attack on a girls’ school that left more than 160 dead, mostly children. The footage, published Sunday by the Mehr News Agency, was titled “The moment when Israeli and American terrorists struck #Minab school”. Video ...
New video from Iranian state media shows a missile slamming into a compound in southern Iran, as evidence mounted that the US military was most likely responsible for the February 28 attack on a girls’ school that left more than 160 dead, mostly children. The footage, published Sunday by the Mehr News Agency, was titled “The moment when Israeli and American terrorists struck #Minab school”. Video shows a munition consistent with a Tomahawk cruise missile striking an area as black smoke rose from other nearby locations. Screams from witnesses can be heard as the missile hits its target. The US is the only country known to use Tomahawk missiles. Advertisement The strike on the Shajareh Tayyebeh Elementary School, which had the highest reported civilian death toll since the war began, has come under staunch criticism from the UN and human rights monitors. Iran has blamed Israel and the United States for the blast. The school was hit at the same time that the US was bombing a nearby Revolutionary Guard (IRGC) naval base.
Asia’s governments will have to stretch their budgets or risk unleashing an inflation shock as the deepening conflict in the Middle East pushes oil prices past $100 a barrel. That could raise new credit risks for emerging markets, warned Fitch Ratings, as higher oil prices bloat subsidy and import bills and disrupt remittances, tourism and investment flows. It tagged India and the Philippines as a...
Asia’s governments will have to stretch their budgets or risk unleashing an inflation shock as the deepening conflict in the Middle East pushes oil prices past $100 a barrel. That could raise new credit risks for emerging markets, warned Fitch Ratings, as higher oil prices bloat subsidy and import bills and disrupt remittances, tourism and investment flows. It tagged India and the Philippines as among the most at risk, with net fossil fuel imports exceeding 3% of their gross domestic product. “The region is at the epicenter of the energy security shock, and faces potential stagflation if disruptions persist,” said Nomura Holdings Inc. economist Sonal Varma . “The next month could be make or break.” Asia will likely rely on its fiscal policy for the first line of defense, through a mix of higher subsidies to consumers and transport operators, as well as cuts to fuel excise taxes or import tariffs on crude oil and refined products. More fiscal spending on subsidies could force cuts elsewhere, she added. Asian economies are the most reliant on crude passing through the Strait of Hormuz, leaving many exposed to energy shortages and price spikes. Public debt burdens were already elevated in the run up to the Middle East war, meaning governments have limited fiscal space to absorb new shocks. But the cost of inaction could be just as damaging, with inflation set to accelerate sharply and dampen consumer spending that’s crucial to driving economic growth. Central banks across developing Asia are facing a sudden shift in their policy outlook, with markets betting they may have to delay their easing cycles, if not abandon them entirely. The Indian rupee, Indonesian rupiah and Philippine peso all fell to record lows versus the US dollar on Monday. Emerging Asia bonds were swept along by the global selloff, as investors priced in more hawkish views for regional central banks. Indonesia’s 2-year yield jumped by 14 basis points, while a similar-dated Thai yield rose by 10 basis ...
patpitchaya/iStock via Getty Images Chris Bingaman, CFA Portfolio Manager Nate Palmer, CFA, CPA Portfolio Manager Brian Fontanella, CFA Portfolio Specialist Quarterly Snapshot Performance The Fund returned 5.19%, the Russell 1000 Index returned 2.41% and the 60/40 Blended Benchmark returned 1.85%. Key Drivers Stock selection in financials, information technology and consumer discretionary contribu...
patpitchaya/iStock via Getty Images Chris Bingaman, CFA Portfolio Manager Nate Palmer, CFA, CPA Portfolio Manager Brian Fontanella, CFA Portfolio Specialist Quarterly Snapshot Performance The Fund returned 5.19%, the Russell 1000 Index returned 2.41% and the 60/40 Blended Benchmark returned 1.85%. Key Drivers Stock selection in financials, information technology and consumer discretionary contributed to relative performance, while health care stock selection detracted. Our short positions in the consumer discretionary sector contributed the most to performance, while our one short position in the utilities sector detracted modestly. Summary We believe above-average equity market valuations are likely to lead to long-term returns below historical averages, but we remain focused on finding individual businesses that are mispriced. If we are in a lower return equity market, alpha generation in both the long and short books is even more important to achieving satisfactory returns over time. Market and portfolio review Equity markets continued to move higher in Q4, with the Russell 1000 Index increasing 2.41% to end the year up 17.37%. From a sector perspective, health care (+11.2%) was the top-performing sector this quarter, as it seemed to garner renewed investor attention given depressed valuations and several quarters of increased uncertainty. Communication services (+6.1%) was the next-best-performing sector, solely driven by the performance of Alphabet (+29%), which composes approximately 50% of the sector. Sectors that declined tended to lean defensive, including real estate (-2.8%), utilities (-1.5%) and consumer staples (-0.4%). The strategy outperformed the long-only benchmark in Q4, helped by nearly 9 percentage points of positive long-short spread (the performance of our long positions relative to the performance of our short positions), with both the long and short portfolios adding alpha relative to the Russell 1000 Index. It was a similar story for the ful...
Israel says around 400 targets have been hit across western and central Iran in a day & targets include oil refineries and power stations. Meanwhile Iran's semi-official Fars news agency reported that Israeli jets have targeted oil depots in Tehran as well as the nearby city of Karaj. Miri Eisin, Retired Israeli Defense Forces Colonel spoke to Bloomberg’s Horizons Middle East and Africa anchor Jou...
Israel says around 400 targets have been hit across western and central Iran in a day & targets include oil refineries and power stations. Meanwhile Iran's semi-official Fars news agency reported that Israeli jets have targeted oil depots in Tehran as well as the nearby city of Karaj. Miri Eisin, Retired Israeli Defense Forces Colonel spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche on US-Israel cooperation. (Source: Bloomberg)
来源：环球市场播报 比特币在经历上周短暂反弹后于周一走低，油价暴涨拖累亚洲股市，加密货币同步承压。 数据显示，截至发稿，比特币24小时内下跌1.87%，报66,010美元，较3月5日触及的近期高点73,500美元回落10%。此次回调使其价格回到此前短暂暴涨前的水平，与研究机构CryptoQuant此前分析一致——上周的价格走势更像是一次“缓解性反弹”，而非新一轮牛市的开端。 Zeus Resear...