*PFIZER SEES 2025 REV. $61.0B TO $64.0B, EST. $63.23B
DEPENDS ON WHAT THE WUHAN SUBSIDIARY DOES ...
US 10-YR TREASURY NOTE YIELD TO FALL TO 4.25% IN A YEAR, ACCORDING TO A POLL (VS 4.10% IN NOV, 3.75% IN OCT POLLS) ...
Читать полностью…SPANISH CENTRAL BANK PREDICTS DEBT-TO-GDP RATIO OF 103.1% BY END OF 2024, FOLLOWED BY 102.6% AT END OF 2025. ...
Читать полностью…SPANISH CENTRAL BANK: 2024 BUDGET DEFICIT EXPECTED TO REACH 3.4% OF GDP, UP FROM PREVIOUS FORECAST OF 3.3% ...
Читать полностью…SPANISH CENTRAL BANK LOWERS 2025 BUDGET DEFICIT FORECAST TO 2.9% OF GDP FROM PREVIOUS 3.1% ...
Читать полностью…SPANISH CENTRAL BANK: GOVERNMENT SPENDING FOR FLOOD RECONSTRUCTION EQUIVALENT TO 0.5% OF GDP ...
Читать полностью…MIZUHO RAISES TESLA TO OUTPERFORM FROM NEUTRAL
RAISES TARGET PRICE TO $505 FROM $230 ...
CBOE VOLATILITY INDEX RISES TO NEAR THREE-WEEK HIGH, LAST UP 0.29 POINTS AT 14.98 ...
Читать полностью…US 10-YR TREASURY NOTE YIELD TO FALL TO 4.30% IN THREE MONTHS (VS 4.25% IN NOV, 3.80% IN OCT POLLS) - POLL. ...
Читать полностью…MORNING RECAP
🔸 EVGO INC ( $EVGO) LAUNCHES SECONDARY OFFERING OF 23 MILLION CLASS A SHARES.
🔸 MAMA'S CREATIONS ( $MAMA) Q3: EPS $0.01 (EST. $0.04), ADJ. EBITDA $1.7M (EST. $3.229M), REVENUE $31.5M (EST. $30.05M).
🔸 MCCORMICK ( $MKC) REPORTEDLY NEGOTIATING TO ACQUIRE SAUER BRANDS FOR $1 BILLION.
🔸 RCI HOSPITALITY ( $RICK) Q4: ADJ. EPS $1.63 (EST. $0.37), ADJ. EBITDA $17.9M (EST. $13.92M), REVENUE $73.2M (EST. $72.98M); FORECASTS FY29 REVENUE AT $400M, FCF AT $75M WITH 7.5M SHARES.
🔸 TESLA ( $TSLA) UPGRADED TO OVERWEIGHT BY MIZUHO, TARGET PRICE RAISED TO $515.
🔸 ONLINE SPORTS BETTING: NEW JERSEY'S NOVEMBER HANDLE EXCEEDS $1.2B, WITH $119M IN REVENUE, UP 24.1% FROM LAST YEAR.
🔸 COMPASS MINERALS ( $CMP) Q4: ADJ. EPS LOSS (-$0.77) VS. EST. (-$0.44), REVENUE $208.8M VS. EST. $213.5M; ADJ. EBITDA $15.6M.
🔸 EXPECTS 2025 SALT SALES VOLUMES UP 9% AND 2024 PLANT NUTRITION VOLUMES UP 25% TO 273K TONS.
🔸 KOSMOS ENERGY ( $KOS) ABANDONS ACQUISITION TALKS WITH TULLOW OIL.
🔸 JOBY AVIATION ( $JOBY) COMPLETES MAJOR FAA CERTIFICATION TESTS FOR AEROSTRUCTURES.
🔸 NUCOR CORP. ( $NUE) LOWERS Q4 EPS GUIDANCE TO $0.55-$0.65, BELOW CONSENSUS OF $0.87.
🔸 OWENS CORNING ( $OC) UPGRADED TO OVERWEIGHT BY WELLS FARGO.
🔸 BIDEN ADMINISTRATION OFFERS PG&E ( $PCG) A $15B LOAN FOR CLIMATE AND GRID IMPROVEMENT PROJECTS.
🔸 AFFIRM HOLDINGS ( $AFRM) ISSUES $750M IN CONVERTIBLE SENIOR NOTES DUE 2029, PLANS TO REPURCHASE UP TO $300M IN CLASS A STOCK.
🔸 MARQETA ( $MQ) DOWNGRADED TO EQUAL WEIGHT BY BARCLAYS.
🔸 JAZZ PHARMACEUTICALS ( $JAZZ) CEO BRUCE COZADD TO RETIRE BY END OF 2025.
🔸 ROCKWELL MEDICAL ( $RMTI) SECURES MULTI-YEAR DEAL WITH TOP DIALYSIS PROVIDER, ANTICIPATING $10M+ IN 2025 SALES, WITH ANNUAL PRICE INCREASES AND A TERM UP TO FIVE YEARS.
🔸 EBAY INC ( $EBAY) BOARD APPROVED AN ADDITIONAL $3B FOR STOCK REPURCHASES ON DEC 12.
🔸 MITEK SYSTEMS ( $MITK) Q4: ADJ. EPS $0.33 (EST. $0.17), ADJ. EBITDA $15.4M (EST. $8.314M), REVENUE $43.222M (EST. $41.31M); FY25 GUIDANCE: REVENUE $170-180M (EST. $179.52M), ADJ. EBITDA MARGIN 24-28%. ...
SPANISH CENTRAL BANK: RAISES 2025 GDP GROWTH FORECAST TO 2.5% FROM 2.2%, MAINTAINS 1.9% GDP GROWTH IN 2026 ...
Читать полностью…SPANISH CENTRAL BANK EXPECTS INFLATION TO REACH 2.1% IN 2025 FOLLOWING 2.9% THIS YEAR ...
Читать полностью…SPANISH CENTRAL BANK EXPECTS GDP TO GROW 0.6%-0.7% IN Q4 FROM PREVIOUS QUARTER ...
Читать полностью…$TSLA: MIZUHO UPGRADES TESLA TO OUTPERFORM FROM NEUTRAL - PT $515 (FROM $230)
ANALYST UPGRADES TSLA TO OUTPERFORM, CITING:
🔸 EASIER AD REGULATIONS FOR MORE FSD/ROBOTAXI VALUE.
🔸 NEW TRUMP POLICIES FAVORING TSLA'S COST STRUCTURE.
🔸 GROWTH POTENTIAL WITH PROFITABLE EVS LIKE MODEL Q/CYBERCAB.
🔸 VALUATION AT ~$1.8T INCLUDES:
CORE BUSINESS AT $711B.
🔸 FSD & ROBOTAXI AT $614B, POTENTIAL TO $896B.
🔸 HUMANOID ROBOTS AT $472B, COULD REACH $740B. ...
CHINA'S MISSION TO EU: CHINA HAS LODGED SOLEMN REPRESENTATIONS TO THE EU SIDE || CHINA'S MISSION TO EU: CHINA WILL RESOLUTELY SAFEGUARD THE LEGITIMATE RIGHTS AND INTERESTS OF CHINESE ENTERPRISES AND CITIZENS ...
Читать полностью…