Kepler Capital Remains a Sell on Hapag Lloyd (0RCG)
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According to TipRanks, Styrman is an analyst with an average return of -6.9% and a 32.50% success rate. Styrman covers the Energy sector, focusing on stocks such as Frontline, Euronav, and Torm.
In addition to Kepler Capital , Hapag Lloyd also received a Sell from Barclays's Marco Limite in a report issued yesterday. However, on May 15, Berenberg Bank maintained a Hold rating on Hapag Lloyd (LSE: 0RCG).
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Business Wire
13 hours ago
- Business Wire
TotalEnergies SE: Second Quarter 2025: Main Indicators
PARIS--(BUSINESS WIRE)--Regulatory News: The main indicators, estimated financial information and key elements impacting TotalEnergies' (Paris:TTE) (LSE:TTE) (NYSE:TTE) second quarter 2025 aggregates are shown below: Main indicators 2Q25 1Q25 4Q24 3Q24 2Q24 €/$ 1.13 1.05 1.07 1.10 1.08 Brent ($/b) 67.9 75.7 74.7 80.3 85.0 Average liquids price * (1) ($/b) 65.6 72.2 71.8 77.0 81.0 Average gas price * (1) ($/Mbtu) 5.63 6.60 6.26 5.78 5.05 Average LNG price ** (1) ($/Mbtu) 9.10 10.00 10.37 9.91 9.32 European Refining Margin Marker (ERM) *** ($/t) 35.3 29.4 25.9 15.4 44.9 * Sales in $ / Sales in volume for consolidated affiliates. ** Sales in $ / Sales in volume for consolidated and equity affiliates. *** This market indicator for European refining, calculated based on public market prices ($/t), uses a basket of crudes, petroleum product yields and variable costs representative of the European refining system of TotalEnergies. (1) Does not include oil, gas and LNG trading activities, respectively. Expand Main elements impacting the quarter aggregates Hydrocarbon production of the second quarter 2025 is expected to be at the midpoint of the quarterly guidance, around 2.5% growth compared to second quarter 2024. Exploration & Production results are expected to reflect the evolution of the environment ($7/b average liquids price decrease vs first quarter 2025), in line with published sensitivities while being supported by accretive production growth both in results and cash. Integrated LNG results are expected to reflect the evolution of the environment (average LNG selling price of $9.1/Mbtu vs $10.0/Mbtu in the first quarter of 2025, reflecting crude price evolution) and low volatility in gas trading. Integrated Power results are expected to be between $500 and 550 million, and quarterly cash flow in line with the annual guidance. Refining & Chemicals results are expected to reflect the improvement of refining margins (ERM growing to $35.3/t vs $29.4/t in the first quarter) and of the refining utilization rate. Downstream results will benefit from the positive effect of seasonality in Marketing & Services, whose results are expected to be at the same level as the second quarter 2024. Disclaimer Unless otherwise stated, the terms 'TotalEnergies', 'TotalEnergies company' and 'Company' in this document are used to designate TotalEnergies SE and the consolidated entities directly or indirectly controlled by TotalEnergies SE. Likewise, the words 'we', 'us' and 'our' may also be used to refer to these entities or their employees. The entities in which TotalEnergies SE directly or indirectly owns a shareholding are separate and independent legal entities. The data presented in this document is based on TotalEnergies' internal preliminary reporting and is not audited. This data is not intended to be a comprehensive summary of all items that will affect TotalEnergies SE's results or to provide an estimate of 2025 quarterly results. Actual results may vary. To the extent permitted by law, TotalEnergies SE disclaims all liability from the use of this data. This document may contain forward-looking statements (including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995), notably with respect to the financial condition, results of operations, business activities and strategy of TotalEnergies. This document may also contain statements regarding the perspectives, objectives, areas of improvement and goals of TotalEnergies, including with respect to climate change and carbon neutrality (net zero emissions). An ambition expresses an outcome desired by TotalEnergies, it being specified that the means to be deployed do not depend solely on TotalEnergies. These forward-looking statements may generally be identified by the use of the future or conditional tense or forward-looking words such as 'will', 'should', 'could', 'would', 'may', 'likely', 'might', 'envisions', 'intends', 'anticipates', 'believes', 'considers', 'plans', 'expects', 'thinks', 'targets', 'commits', 'aims' or similar terminology. Such forward-looking statements included in this document are based on economic data, estimates and assumptions prepared in a given economic, competitive and regulatory environment and considered to be reasonable by TotalEnergies as of the date of this document. These forward-looking statements are not historical data and should not be interpreted as assurances that the perspectives, objectives or goals announced will be achieved. They may prove to be inaccurate in the future, and may evolve or be modified with a significant difference between the actual results and those initially estimated, due to the uncertainties notably related to the economic, financial, competitive and regulatory environment, or due to the occurrence of risk factors, such as, notably, the price fluctuations in crude oil and natural gas, the evolution of the demand and price of petroleum products, the changes in production results and reserves estimates, the ability to achieve cost reductions and operating efficiencies without unduly disrupting business operations, changes in laws and regulations including those related to the environment and climate, currency fluctuations, technological innovations, meteorological conditions and events, as well as socio-demographic, economic and political developments, changes in market conditions, loss of market share and changes in consumer preferences, or pandemics such as the COVID-19 pandemic. Additionally, certain financial information is based on estimates particularly in the assessment of the recoverable value of assets and potential impairments of assets relating thereto. Readers are cautioned not to consider forward-looking statements as accurate, but as an expression of the Company's views only as of the date this document is published. TotalEnergies SE and its subsidiaries have no obligation, make no commitment and expressly disclaim any responsibility to investors or any stakeholder to update or revise, particularly as a result of new information or future events, any forward-looking information or statement, objectives or trends contained in this document. In addition, the Company has not verified and is under no obligation to verify any third-party data contained in this document or used in the estimates and assumptions or, more generally, forward-looking statements published in this document. The information on risk factors that could have a significant adverse effect on TotalEnergies' business, financial condition, including its operating income and cash flow, reputation, outlook or the value of financial instruments issued by TotalEnergies is provided in the most recent version of the Universal Registration Document which is filed by TotalEnergies SE with the French Autorité des Marchés Financiers and the annual report on Form 20-F filed with the United States Securities and Exchange Commission ('SEC'). Additionally, the developments of climate change and other environmental-or social related issues in this document are based on various frameworks and the interests of various stakeholders which are subject to evolve independently of our will. Moreover, our disclosures on such issues, including disclosures on climate change and other environmental or social-related issues, may include information that is not necessarily "material" under US securities laws for SEC reporting purposes or under applicable securities law. Financial information by business segment is reported in accordance with the internal reporting system and shows internal segment information that is used to manage and measure the performance of TotalEnergies. In addition to IFRS measures, certain alternative performance indicators are presented, such as performance indicators excluding certain adjustment items described below (adjusted operating income, adjusted net operating income, adjusted net income), return on equity (ROE), return on average capital employed (ROACE), gearing ratio, operating cash flow before working capital changes, the shareholder rate of return. These indicators are meant to facilitate the analysis of the financial performance of TotalEnergies and the comparison of income between periods. They allow investors to track the measures used internally to manage and measure the performance of TotalEnergies. The adjusted results (adjusted operating income, adjusted net operating income, adjusted net income) are defined as replacement cost results, adjusted for special items, excluding the effect of changes in fair value. For further details on the adjustment items, please refer to the last published earnings statement and notes to the consolidated financial statements. Euro amounts presented for the fully adjusted-diluted earnings per share represent dollar amounts converted at the average euro-dollar (€-$) exchange rate for the applicable period and are not the result of financial statements prepared in euros. Cautionary Note to US Investors – The SEC permits oil and gas companies, in their filings with the SEC, to separately disclose proved, probable and possible reserves that a company has determined in accordance with SEC rules. We may use certain terms in this document, such as 'potential reserves' or 'resources', that the SEC's guidelines strictly prohibit us from including in filings with the SEC. US investors are urged to consider closely the disclosure in the Form 20-F of TotalEnergies SE, File N° 1-10888, available from us at 2, place Jean Millier – Arche Nord Coupole/Regnault – 92078 Paris-La Défense Cedex, France, or at the Company website You can also obtain this form from the SEC by calling 1-800-SEC-0330 or on the SEC's website
Yahoo
14 hours ago
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These 2 Momentum Stocks Got a Bullish Nod — Here's Why They Could Reach New Highs
Buying into rising stocks is a natural impulse – and it's a viable investing strategy. Momentum investing, as it's called, is the art of finding and following the market's upward trends. Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Of course, every investing style has its boosters and its bummers, and both sides usually have strong arguments in their favor. The key to success is finding balance, and remembering that while past performance won't guarantee a future return, it can still provide useful indications of where a stock is heading. With that in mind, let's dive into a pair of momentum stocks that are currently catching investors' attention. Using the TipRanks database, we've zeroed in on two names that have not only gained steam lately, but have also received bullish endorsements from at least one Street analyst. Let's take a look. BridgeBio Pharma (BBIO) The first momentum stock on our list today is BridgeBio, a biopharmaceutical company with a focus on genetic diseases that are both rare and serious. More specifically, BridgeBio has chosen disease targets with what it describes as 'clear genetic drivers'; that is, it is developing drug candidates to treat diseases that are genetically linked to single mutations. BridgeBio has chosen a rich field in which to work, as it can choose from more than 10,000 genetic diseases that meet its target criteria – and they impact tens of millions of patients globally. More importantly, this group of diseases has relatively few FDA-approved medications, giving BridgeBio plenty of openings. BridgeBio bases its development work on its proprietary drug development platform, looking for novel genetic diseases to target and then creating new medicines to address symptoms and improve patient outcomes. The company follows this development stage by moving a drug candidate from a successful clinical trial series and into the regulatory process, with commercialization being the final goal. BridgeBio reached that goal late last year. This past November, the company received FDA approval of its drug acoramidis for the treatment of cardiomyopathy of wild-type or variant transthyretin-mediated amyloidosis (ATTR-CM), a disease that affects the heart muscle. Treatment with acoramidis was shown in clinical trials to reduce death and hospitalization from the disease, with statistically significant improvements in patients under treatment. BridgeBio is marketing the new drug under the brand name Attruby, and 1Q25 was the company's first full quarter of commercialization efforts. The company is still investigating acoramidis in the clinical trial program, where it is the subject of the Phase 3 ACT-EARLY study, testing whether the drug is useful in preventing asymptomatic patients who carry the pathogenic TTR variant from developing the active disease. Turning to the company's financial side, we find that BridgeBio's 1Q25 earnings release showed $116.6 million in total revenues, of which $36.7 million was net product revenue derived from sales of Attruby in the US following the drug's commercial launch. The balance of the company's revenue came from license and services income. Compared to the prior-year quarter, this segment of the revenue was down by $131.2 million, leading to the total revenue year-over-year decline of 45%, although the total haul actually beat Street expectations by $58 million, aided by Atturby's better-than-expected debut. BridgeBio ran a net loss in 1Q25, of 88 cents per share, yet this was 5 cents per share better than had been expected. Investors have liked the story here and the stock shows a strong gain for the year-to-date, up ~74%. BridgeBio has caught the attention of Oppenheimer analyst Trevor Allred, who is taking a more bullish stance on the shares in light of Attruby's successful commercialization. Allred writes, 'We've been wrong on BBIO since our initiation—Bridgebio's team has executed Attruby's launch superbly, and shares have been supported by commercial outperformance and a look-ahead to clinical catalysts at YE. Our trepidation around 2029 generic entry has not mattered for 2025 stock performance. We expect share outperformance to continue as 2025 Attruby sales clear consensus estimates, and we expect commercial success to be compounded by positive clinical results from ADH1 and LGMD2i clinical trials around YE. Our concerns regarding long-term revenue durability remain, but BBIO has time to demonstrate real-world datasets demonstrating benefit over tafamidis should generics become available in 2029.' Allred follows these comments with an upgrade from Perform (i.e., Neutral) to Outperform (i.e., Buy) rating for BBIO, and a $60 price target that implies a one-year upside potential of 26%. (To watch Allred's track record, click here) Overall, this stock has earned a Strong Buy consensus rating from the Street, based on 18 recent reviews that have a lopsided breakdown of 17 Buys to 1 Hold. The shares are priced at $47.69, and their $62.75 average target price suggests that the stock will gain 31.5% by this time next year. (See BBIO stock forecast) So-Young International (SY) Next up on our list of momentum stocks is So-Young, a Chinese company. 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The company is working to expand its network, to add additional medical fields such as dentistry, dermatology, ophthalmology, and basic physical exams. The service is focused on China, and the company is based in Beijing. In its financial release for 1Q25, So-Young reported important gains in the number of active users on its network and the number of verified paid visits. The active users – defined as those who had visited an aesthetic clinic at least once in the previous 12 months – totaled more than 75,500, a massive gain from the 8,000 reported in the prior-year period. The gain in verified paid visits was similar, with 45,500 in 1Q25 compared to 4,600 in 1Q24. The company reported Q1 revenue at the high end of its previously published guidance range, with a top line of RMB297.3 million (approximately US$41 million) compared with RMB318.3 million in the first quarter of 2024, a figure that beat Street expectations by $0.8 million. The shares have been on a huge runup, up 411% this year, the bulk of the gains generated over the past month and this Chinese momentum stock has come to the attention of Citi analyst Nelson Cheung, who is impressed by the company's recent growth. Cheung says of So-Young and its prospects, 'Since launch in Nov 2024, SoYoung Clinic has quickly expanded with 31 centers in major cities (Beijing, Shanghai, Shenzhen) by end-Jun, verifying SY's strength in 1) differentiating brand position for quality standardized service and value-for-money mindshare for mass public; 2) increasing pricing power over procurement as it scales up; 3) effective online private domain cross-selling for accurate targeting and site selection; 4) proven execution for profitable store management with ~80% aesthetic centers generating +ve op cash flow in 1Q. We see meaningful catalysts to drive stock price further if: 1) improving monthly sales for flagship stores in Jun (e.g. Beijing Baoli); 2) potential exploration of full managed franchising model by end 2025; 3) solid exclusive product pipeline until 2027E.' (To watch Cheung's track record, click here) Looking forward, Cheung rates this stock as a Buy, with a $5.50 price target that suggests a one-year gain for the stock of 30%. Cheung's is the only analyst review on file for this stock, which is currently trading for $4.24. (See SY stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment. 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Business Insider
16 hours ago
- Business Insider
‘Watch AMD Stock Surge,' Top BofA Analyst Boosts Price Target on Strong AI Momentum
Advanced Micro Devices (AMD) just got a bullish upgrade from BofA Securities analyst Vivek Arya, who raised his price target to $175 from $130, while maintaining a Buy rating. The five-star analyst shows confidence in AMD's AI strategy and its expanding footprint in the data center GPU market. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. It must be noted that the upward revision came after AMD disclosed plans to resume shipments of its MI308 AI chips to China after receiving U.S. government approval. AMD stock was up 6% as investors were optimistic about this development. Analyst Sees Data Center Growth Arya estimates AMD can ship $400–$600 million in data center GPUs per quarter in the second half of 2025 and all of 2026. That adds about $1 billion to AMD's 2025 data center GPU forecast, and $2 billion to 2026 expectations, even with flat year-over-year growth due to local competition. Further, the analyst is optimistic about AMD's pricing power. The company's MI355X chips are selling for $20,000–$25,000, well above the $17,000 market assumption. Beyond data center GPUs, the analyst highlighted several other potential growth drivers for AMD, such as share gains in server CPUs against Intel (INTC), and expects growth from embedded systems and future MI400 chips, especially in government-backed projects. The new $175 price target is based on a 31x multiple of AMD's estimated 2026 earnings, up from 23x previously. Also, Arya noted this remains within AMD's historical valuation range of 13x to 39x, and close to its five-year median of 32x. Is AMD a Good Stock to Buy? On TipRanks, AMD stock has a Moderate Buy consensus rating based on 25 Buys and 10 Holds assigned in the last three months. The average AMD price target of $135.97 suggests an upside potential of 12.193% from its current price. In the past three months, shares of the company have gained about 65.6%.
