Tranzactioneaza Bancorp (US.USB) - 58.68 USD (%) Tranzactioneaza
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U.S. Bancorp, a 5-a banca dupa valoarea activelor din SUA, a obtinut, in T3 2023, venituri operationale in suma de 7 mld. USD, in crestere cu 11% fata de T3 2022 si in linie cu estimarile analistilor. Profitul net ajustat/actiune s-a situat la 1.05 USD, fiind cu 0.05 USD peste nivelul asteptat de analisti. Cresterile inregistrate de banca au fost stimulate de majorarea ratelor dobanzilor, dar si de achizitia MUFG Union Bank. (Sursa: news)
US Bancorp a inregistrat, pentru T2 2023, venituri operationale in valoare de 7.2 mld. USD, in crestere cu 20% comparativ cu trimestrul similar din 2022 si cu 10 mil. USD peste nivelul estimat de analisti. In ceea ce priveste profitul net/actiune, banca a obtinut 1.12 USD, cu 0.02 USD peste cat anticipau analistii. (Sursa: news)
UBS is aiming to improve its business in Asia-Pacific and CEO Hamers said he sees âsome opportunities to growâ in China. The investment banking division saw revenues down by 19% with the lower performance in equity derivatives, cash equities, and financing revenue being offset by revenues in foreign exchange. The Global Wealth Management division also reported lower revenues, down by 4% year-on-year.
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Achizitii notabile pentru trimestrul care au fost raportate in depunerea 13F au inclus pariuri pe Ally Financial Inc. (US.ALLY), Apple (US.AAPL), Activision Blizzard (US.ATVI) si Chevron (US.CVX). 
In ceea ce priveste vanzarile, Berkshire si-a redus participatiile din General Motors Co. (US.GM), US Bancorp (US.USB) si The Kroger Co. (US.KR), Verizon Communications Inc. (US.VZ) si Royalty Pharma (US.RPRX). (berkshire hathaway portfolio)
In ultimul raport, referitor la trimestrul doi, Berkshire Hathaway si-a majorat participatia in compania Ally Financial (US.ALLY), creditor auto si banca online, la aproximativ 30 mil. de actiuni, de la aproximativ 801 mii. Detinerile sale in Activision Blizzard (US.ATVI) au urcat la 68.4 mil. actiuni, de la 64.3 mil. Participatiile la compania de asigurari Markel (US.MKL) au crescut la 468 mil. actiuni de la 417 mil. actiuni. Printre detinerile pe care le-a redus se numara US Bancorp (US.USB) la 118 mil. actiuni de la 127 mil. actiuni si General Motors (US.GM) la 52.7 mil actiuni de la 62.1 mil. actiuni. (Sursa: Seeking Alpha.com)
Morgan Stanley has highlighted some stocks it believes are equipped to weather this type of storm. The bankâs strategists sifted through the Russell 1000 Index â excluding financials, real estate and utilities â for companies with strong balance sheets. The criteria used for the screen are: Cash as a percentage of enterprise value greater than 3% Free cash flow growth greater than 5% expected by analysts in each of the next two years Expected return on invested capital in each of the next two years years more than 10% Asset/Liability Multiple more than 1 Debt Ratio less than 2.5 This screen only includes stocks that have investment grade credit ratings and excludes names with negative equity. 
Check out 10 names that made the list: Micron (US.MU) made the list from Morgan Stanley, with cash as a percentage of company value at 12.2%. The chipmakerâs free cash flow is also expected to more than double next year and grow nearly 52% the following year. Shares of the company have struggled this year, falling about 40% during that time. However, UBS (US.USB) reiterated it last week as a top pick, noting that company- and industry-specific factors should support its margins. âAmid macro concerns, we believe investors continue to overlook several key factors,â analyst Tim Arcuri wrote. âAlthough weakness in the PC/smartphone end market weighs somewhat on ASP DRAMs in the near term, we expect very strong price support heading into C2023 as industry growth in the supply of bits should compress significantly.â United Therapeutics (US.UTHR) tops Morgan Stanleyâs list, with cash as a percentage of company value at 24.9%. Analysts also expect double-digit growth in free cash flow over the next two years and project a return on investment of 14.3% and 13.5% over those years. Shares of the biotech company outperformed the market in 2022, posting a slight gain during that time. The stock is also up 20% over the past 12 months. Shoemaker Skechers (US.SKX) also made the cut, with 8.5% cash as a percentage of company value. The companyâs free cash flow is expected to increase by just 7.1% next year, but it is expected to jump 72.5% the following year. The stock is down around 16% in 2022, outperforming the S& P 500. Argus Research upgraded it to buy pending last week, noting that âsupply chain initiatives and brand strong company are expected to grow revenues and profits over the next two years.â Alphabet, Googleâs (US.GOOG) (US.GOOGL) parent company, is also on the list, with cash representing a percentage of company value of 7.2%. The companyâs free cash flow is also expected to increase by 13.4% and 17.7% in each of the next two years. Alphabet shares have fallen 26% this year as investors largely abandoned tech names in the face of rising rates. Other stocks on the list are: Arista Networks (US.ANET), Johnson & Johnson (US.JNJ), Merck, Five Below (US.FIVE), Jabil (US.JBL) and Emerson Electric (US.EMR).