Latest news with #investorConfidence


South China Morning Post
07-07-2025
- Business
- South China Morning Post
Listed Chinese companies to shell out US$419 billion in dividends this year: Goldman Sachs
Advertisement That would represent a 10 per cent increase from 2024, when more than 4,300 companies listed in Hong Kong, the US and on the mainland paid out a record 2.7 trillion yuan in dividends, according to a report published on Sunday by the American investment bank. The improvement was largely driven by a push from Beijing last year requiring listed companies to pay dividends multiple times a year to improve investor confidence. Following a prolonged slump in the stock market, the State Council released policy guidelines in April 2024 to strengthen the oversight of new listings, restrict share sales by major shareholders and encourage long-term capital inflows into the market. Authorities also restricted major shareholders from selling stakes if their companies failed to meet dividend payout requirements. As a result, more than 200 companies initiated dividend payments for the first time since 2020 and 1,080 companies listed on the mainland paid midterm or special dividends in 2024, Goldman said. A total of 5,420 companies were listed in Shanghai, Shenzhen and Beijing at the end of April, according to the latest data from the China Association for Public Companies. Advertisement The dividend payout ratio reached 39 per cent, up from 37 per cent in 2023 and a 10-year average of 31 per cent, the bank said.
Yahoo
06-07-2025
- Business
- Yahoo
Deutsche Bank Says PepsiCo (PEP) Needs to Win Investor Confidence
PepsiCo, Inc. (NASDAQ:PEP) is one of the . On June 27, Deutsche Bank released a note regarding PepsiCo, Inc. (NASDAQ:PEP), highlighting that the company needs to win investor confidence as its current strategy is under question due to dropping snack consumption trends in the US. PepsiCo, Inc. (NASDAQ:PEP) is set to release its Q2 2025 results on July 17. Deutsche Bank analyst Steve Powers noted that with the earnings call approaching, the company needs to show some increased sense of urgency to gain investor confidence. He added that although the bank continues to believe that the intrinsic value of PepsiCo, Inc. (NASDAQ:PEP) exceeds its current trading value, the declining consumption trends in the US have disappointed the bull case for the company. A close up of a glass of a refreshing carbonated beverage illustrating the company's different beverages. Powers noted that the upcoming earnings call will be important for the company as it should point to some meaningful conversation regarding how the future will be different from the past. While we acknowledge the potential of PEP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
Yahoo
04-07-2025
- Business
- Yahoo
1 Volatile Stock Worth Investigating and 2 to Avoid
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy. Navigating these stocks isn't easy, which is why StockStory helps you find Comfort In Chaos. Keeping that in mind, here is one volatile stock with massive upside potential and two best left to the gamblers. Rolling One-Year Beta: 1.77 Founded by consignment store aficionado Julie Wainwright, The RealReal (NASDAQ: REAL) is an online marketplace for buying and selling secondhand luxury goods. Why Are We Wary of REAL? Decision to emphasize platform growth over monetization has contributed to 5.5% annual declines in its average revenue per user Cash burn makes us question whether it can achieve sustainable long-term growth Limited cash reserves may force the company to seek unfavorable financing terms that could dilute shareholders At $5.34 per share, The RealReal trades at 21.3x forward EV/EBITDA. Check out our free in-depth research report to learn more about why REAL doesn't pass our bar. Rolling One-Year Beta: 1.32 Founded in 1917, Parker Hannifin (NYSE:PH) is a manufacturer of motion and control systems for a wide variety of mobile, industrial and aerospace markets. Why Do We Think Twice About PH? Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth Estimated sales growth of 1.9% for the next 12 months implies demand will slow from its two-year trend Free cash flow margin shrank by 2.5 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive Parker-Hannifin is trading at $719.15 per share, or 25.3x forward P/E. Dive into our free research report to see why there are better opportunities than PH. Rolling One-Year Beta: 1.51 With security scanners deployed at airports and borders worldwide and patient monitors used in hospitals across the globe, OSI Systems (NASDAQ:OSIS) designs and manufactures specialized electronic systems for security screening, patient monitoring, and optoelectronic applications. Why Does OSIS Stand Out? Market share has increased this cycle as its 18.5% annual revenue growth over the last two years was exceptional Earnings per share grew by 27.4% annually over the last two years and trumped its peers Returns on capital are increasing as management's prior bets are starting to bear fruit OSI Systems's stock price of $232.51 implies a valuation ratio of 23.2x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Sign in to access your portfolio
Yahoo
27-06-2025
- Business
- Yahoo
PepsiCo Needs to Win Investor Confidence Amid Doubts Over US Strategy, Deutsche Bank Says
PepsiCo (PEP) needs to win investor confidence as the beverage and snacks company's current strategy Sign in to access your portfolio
Yahoo
21-06-2025
- Business
- Yahoo
Teradyne (NasdaqGS:TER) Revamps By-Laws to Modernize Shareholder Procedures and Director Elections
On June 20, 2025, Teradyne implemented significant amendments to its By-Laws, adjusting nomination and proposal notice windows and clarifying voting standards. Over the past month, Teradyne's stock price moved 9% amid these changes, potentially reflecting investor confidence in enhanced governance practices. Although the broader market has remained flat, the recent gains by the company could suggest that these internal updates resonated positively with market participants, aligning with an overall upward market trend over the past year. This internal shift may have added weight to Teradyne's modest divergence from the market's flat performance. Buy, Hold or Sell Teradyne? View our complete analysis and fair value estimate and you decide. These 17 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. The recent amendments to Teradyne's by-laws could potentially reinforce investor confidence, aligning with broader market interests in strong governance. Over a longer five-year span, Teradyne's total shareholder return of 7.61% provides context for its performance, despite the stock's short-term fluctuations. This return contrasts with the company's one-year underperformance, as it lagged behind both the overall US market and the semiconductor industry, indicating room for improvement. The governance changes could influence Teradyne's revenue and earnings positively, particularly in the context of its strategic focus on AI, robotics, and automation. These areas are anticipated to boost revenue, though current geopolitical and tariff concerns could pose risks. Analysts forecast an annual revenue growth of 12.3% and a rise in profit margins to 24.7%, indicating a potential upside, even if challenges persist. The recent share price movement following the changes, while reflective of immediate investor sentiment, shows a notable gap against the consensus price target of US$99.83, which represents a 25.8% potential increase from the current US$74.07. This suggests that investors might be weighing the company's long-term strategic initiatives against current uncertainties. Our valuation report unveils the possibility Teradyne's shares may be trading at a discount. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:TER. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data