对冲基金群体早早嗅到了芯片厂商及其他人工智能硬件企业的投资机会，而这批押注，刚刚让选股型基金创下二十多年来最佳单月业绩。 史蒂夫・科恩旗下的Point 72、鲸鱼岩资本（Whale Rock Capital Management）、塞利格曼投资（Seligman Investments）等对冲基金，4月均斩获亮眼收益，部分受益于半导体及上下游设备制造商股价大涨。 研究机构Pivotal Path编...
Pollard Banknote ( PBL:CA ) declares CAD 0.05/share quarterly dividend , in line with previous. Payable July 15; for shareholders of record June 30; ex-div June 30. See PBL:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Pollard Banknote Pollard Banknote: A High-Probability Bet On Margin Recovery Pollard Banknote: NeoPollard Could Be Worth Half The Company Pollard Banknote Limited (...
Pollard Banknote ( PBL:CA ) declares CAD 0.05/share quarterly dividend , in line with previous. Payable July 15; for shareholders of record June 30; ex-div June 30. See PBL:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Pollard Banknote Pollard Banknote: A High-Probability Bet On Margin Recovery Pollard Banknote: NeoPollard Could Be Worth Half The Company Pollard Banknote Limited (PBL:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Pollard Banknote Dividend scorecard for Pollard Banknote
3i Group Plc shares slumped after the private equity group flagged slowing sales at its discount retailer Action, a sign that even low-cost stores are struggling as inflation squeezes consumers’ wallets. Shares fell as much as 24% at the open, the most since 2009. Action’s like-for-like sales grew 2.4% in the 19 weeks through May 10, less than half the pace observed in the same period last year, a...
3i Group Plc shares slumped after the private equity group flagged slowing sales at its discount retailer Action, a sign that even low-cost stores are struggling as inflation squeezes consumers’ wallets. Shares fell as much as 24% at the open, the most since 2009. Action’s like-for-like sales grew 2.4% in the 19 weeks through May 10, less than half the pace observed in the same period last year, according to a Thursday statement . The retailer, which operates across Europe and sells low-cost decor, DIY tools and toiletries, is the private equity firm’s largest investment. “Continued consumer caution in France and lower traffic in Germany since the deterioration of the situation in the Middle East at the end of March, resulted in flat year-to-date like-for-like performance in those countries,” the company said. Seasonal categories have also been affected by cooler weather in recent weeks, it added. Action joins a growing chorus of retailers impacted by the Iran war, as inflationary pressures and rising energy costs pinch budgets and push consumers to prioritize essentials. Dunelm Group Plc cut its guidance last month after the war compounded an already fragile consumer sentiment in the UK, while Hennes & Mauritz AB warned of price pressures if geopolitical instability persists. 3i expects an increase in inflation over the coming months, Chief Executive Officer Simon Borrows said in the statement. The company’s total return for its fiscal full year missed analyst expectations, and it announced a buyback program of up to £750 million ($1 billion).
(RTTNews) - Burberry Group (BRBY.L) reported fiscal 2026 pretax profit of 49 million pounds compared to a loss of 66 million pounds, prior year. Profit per share was 5.9 pence compared to a loss of 20.9 pence. Adjusted profit before tax was 94 million pounds compared to a loss of
(RTTNews) - Burberry Group (BRBY.L) reported fiscal 2026 pretax profit of 49 million pounds compared to a loss of 66 million pounds, prior year. Profit per share was 5.9 pence compared to a loss of 20.9 pence. Adjusted profit before tax was 94 million pounds compared to a loss of
JJFarquitectos/iStock Editorial via Getty Images Telefónica ( TEF ) reported Q1 revenue almost flat to €8.13B, reflecting modest organic growth despite ongoing portfolio restructuring and divestments. Segment-wise: B2C revenue rose 1.5% Y/Y at constant exchange rates to €4.81B, representing 59% of total revenue; B2B revenue increased 5.7% Y/Y to €1.93B, accounting for 24%; while wholesale revenue ...
JJFarquitectos/iStock Editorial via Getty Images Telefónica ( TEF ) reported Q1 revenue almost flat to €8.13B, reflecting modest organic growth despite ongoing portfolio restructuring and divestments. Segment-wise: B2C revenue rose 1.5% Y/Y at constant exchange rates to €4.81B, representing 59% of total revenue; B2B revenue increased 5.7% Y/Y to €1.93B, accounting for 24%; while wholesale revenue declined 7.4% Y/Y to €1.39B, making up the remaining 17%. Telefónica España posted 2% Y/Y growth in revenue and adjusted EBITDA with over 16 million mobile contract lines; Telefónica Brasil reported 7.4% revenue growth and 8.7% EBITDA growth with record 117.5 million accesses, while Telefónica Deutschland continued mobile customer growth despite the 1&1 migration impact Adjusted EBITDA rose to approximately €2.84B in Q1. Adjusted net income from continuing operations reached €482M in Q1. Loss from discontinued operations totaled €798M, mainly due to divestments in Chile, Colombia, and Mexico, resulting in a Group net loss of €411M in Q1. Telefónica ( TEF ) confirmed its full-year 2026 guidance, which includes: revenue growth of around ~1%–2% (organic), adjusted EBITDA growth broadly stable to low-single-digit positive, capex at approximately ~12–13% of sales, and continued improvement in free cash flow, alongside a maintained dividend floor of €0.30 per share. More on Telefonica S.A. Telefónica, S.A. (TEF) Q4 2025 Earnings Call Transcript Telefónica, S.A. 2025 Q4 - Results - Earnings Call Presentation Europe's telecoms are dominating the foreign communication services' Quant rankings Top Quant rated Spanish stocks as Trump threatens trade cut off with the country Seeking Alpha’s Quant Rating on Telefonica S.A.
Top Pension officials from New York and California have written to SpaceX CEO Elon Musk, expressing concern over the “extreme” governance structure of the commercial space flight company ahead of its public listing. Comptrollers Express Concern New York State Comptroller Thomas DiNapoli, as well as New York City Comptroller Mark Levine and California Public Employees’ Retirement System (CalPERS) C...
Top Pension officials from New York and California have written to SpaceX CEO Elon Musk, expressing concern over the “extreme” governance structure of the commercial space flight company ahead of its public listing. Comptrollers Express Concern New York State Comptroller Thomas DiNapoli, as well as New York City Comptroller Mark Levine and California Public Employees’ Retirement System (CalPERS) CEO Marcie Frost, wrote a letter to Musk, accessed by Reuters on Wednesday. Notably, CalPERS had also
Bet_Noire/iStock via Getty Images By Christian Floro, CFA, Market Strategist Originally published on May 12, 2026 A long-standing critic of the Fed, incoming Chairman Kevin Warsh is set on bringing in a new era for the Federal Reserve. Though the institution’s consensus-driven nature will likely prevent a large shift in its overall monetary policy reaction function, Chairman Warsh is most likely t...
Bet_Noire/iStock via Getty Images By Christian Floro, CFA, Market Strategist Originally published on May 12, 2026 A long-standing critic of the Fed, incoming Chairman Kevin Warsh is set on bringing in a new era for the Federal Reserve. Though the institution’s consensus-driven nature will likely prevent a large shift in its overall monetary policy reaction function, Chairman Warsh is most likely to also bring about changes that could result in a smaller balance sheet, looser bank regulations, and an overhaul of the way it communicates with markets. Complicated transition underway Having cleared the political logjam in the Senate Banking Committee, Kevin Warsh is all but expected to be confirmed by the full Senate and seated at the Federal Reserve by May 16. While this removes a key unknown facing the Fed, another important consideration is Powell’s historically rare decision to remain as a Fed governor after his term as chair ends. Though Powell has stressed that he will take a more backseat role from a public perspective, his choice to stay - potentially through to the end of his term in 2028 - could still allow him to exert his influence over policy decisions and provide a counterweight to Warsh. Importantly, it also limits President Trump’s ability to reshape the committee with additional appointments more aligned with his preferences. This shuts the door, for now, on his ability to further solidify his influence over the institution. With ongoing concerns about the Fed's independence, Powell’s decision to stay on will not only add uncertainty to the impending leadership transition but also potentially complicate the Warsh Fed’s reaction function. The new reaction function Though Warsh often had a hawkish bias during his time as a Fed governor from 2006 to 2011, especially after the global financial crisis, his remarks more recently have leaned in the opposite direction. He has argued that the U.S. economy faces an enduring AI-driven productivity boom that will l...
Revolut Ltd. has received approval from UK regulators to expand its investment offerings in the country, as the fintech firm seeks to win more wealthy clients. The firm’s trading entity is reworking its model to offer competitive pricing, according to a statement Thursday. It also will begin to offer portfolio management and private wealth services. The London-based digital bank is already authori...
Revolut Ltd. has received approval from UK regulators to expand its investment offerings in the country, as the fintech firm seeks to win more wealthy clients. The firm’s trading entity is reworking its model to offer competitive pricing, according to a statement Thursday. It also will begin to offer portfolio management and private wealth services. The London-based digital bank is already authorized to hold and control client money, according to the Financial Conduct Authority ’s website. Revolut opened up UK and European equities and exchange-traded funds to its users last year. Revolut’s trading unit had about 1.2 million customers at the end of last year, with £733.3 million ($992 million) of assets under administration, according to a financial report. The company is also looking to integrate artificial intelligence into its investments, it said in the statement.
SkyBridge Capital founder Anthony Scaramucci suggested on Wednesday that Bitcoin (CRYPTO: BTC) is tracing an adoption path akin to that of Amazon.com Inc. (NASDAQ:AMZN) and Microsoft Corp. (NASDAQ:MSFT). Scaramucci Says Bitcoin Can’t Be ‘Devalued’ During an interview with RiskReversal Media, Scaramucci said that traditional fiat money is essentially “worthless,” but it gains value because people t...
SkyBridge Capital founder Anthony Scaramucci suggested on Wednesday that Bitcoin (CRYPTO: BTC) is tracing an adoption path akin to that of Amazon.com Inc. (NASDAQ:AMZN) and Microsoft Corp. (NASDAQ:MSFT). Scaramucci Says Bitcoin Can’t Be ‘Devalued’ During an interview with RiskReversal Media, Scaramucci said that traditional fiat money is essentially “worthless,” but it gains value because people trust it. Bitcoin, he added, is an improved version, which happens to be “an open, transparent, fully