Latest news with #J.P.Morgan
Business Insider
42 minutes ago
- Business
- Business Insider
Akeso, Inc. (9926) Receives a Buy from J.P. Morgan
J.P. Morgan analyst Yang Huang maintained a Buy rating on Akeso, Inc. (9926 – Research Report) yesterday and set a price target of HK$110.00. The company's shares closed yesterday at HK$83.80. Confident Investing Starts Here: According to TipRanks, Huang is a 5-star analyst with an average return of 25.0% and a 70.18% success rate. Huang covers the Healthcare sector, focusing on stocks such as Akeso, Inc., Wuxi Biologics (Cayman), and RemeGen Co. Ltd. Class H. Akeso, Inc. has an analyst consensus of Strong Buy, with a price target consensus of HK$103.71, implying a 23.76% upside from current levels. In a report released on May 21, Bernstein also maintained a Buy rating on the stock with a HK$65.00 price target.
Business Insider
15 hours ago
- Business
- Business Insider
HSBC downgrades Soitec SA (0RMT) to a Hold
In a report released today, from HSBC downgraded Soitec SA (0RMT – Research Report) to a Hold, with a price target of €51.00. The company's shares closed yesterday at €47.53. Confident Investing Starts Here: In addition to HSBC, Soitec SA also received a Hold from J.P. Morgan's Sandeep Deshpande in a report issued today. However, yesterday, Deutsche Bank maintained a Buy rating on Soitec SA (LSE: 0RMT).
Business Insider
18 hours ago
- Business
- Business Insider
Westpac Banking (WEBNF) Gets a Sell from J.P. Morgan
J.P. Morgan analyst Andrew Triggs maintained a Sell rating on Westpac Banking (WEBNF – Research Report) today and set a price target of A$28.50. The company's shares closed yesterday at $20.20. Confident Investing Starts Here: Triggs covers the Financial sector, focusing on stocks such as Macquarie Group Limited, ANZ Group Holdings, and National Australia Bank Limited. According to TipRanks, Triggs has an average return of 3.1% and a 51.58% success rate on recommended stocks. The word on The Street in general, suggests a Moderate Sell analyst consensus rating for Westpac Banking with a $18.59 average price target, which is a -7.97% downside from current levels. In a report released on May 26, Jarden also maintained a Sell rating on the stock with a A$30.00 price target.
Business Insider
18 hours ago
- Business
- Business Insider
J.P. Morgan Remains a Hold on Steel Authority of India Limited (SAIL)
J.P. Morgan analyst Vibhav Zutshi maintained a Hold rating on Steel Authority of India Limited (SAIL – Research Report) today and set a price target of INR120.00. The company's shares closed today at INR129.18. Confident Investing Starts Here: Zutshi covers the Basic Materials sector, focusing on stocks such as Hindalco Industries Limited, JSW Steel Limited, and NMDC Limited. According to TipRanks, Zutshi has an average return of 4.4% and a 71.43% success rate on recommended stocks. The word on The Street in general, suggests a Moderate Sell analyst consensus rating for Steel Authority of India Limited with a INR100.00 average price target.
Yahoo
a day ago
- Business
- Yahoo
Should You Invest in European Stocks Now?
Just six months ago, betting on European stock markets over their American counterparts seemed almost unthinkable. Following our previous article on the US equity market's strengths and limitations, it's now time to turn our attention to Europe as a compelling alternative for investors. The European equity market is clearly attracting renewed interest. With improving macroeconomic conditions, increasingly discounted valuations, and a noticeable rise in institutional confidence, Europe is presenting compelling opportunities. However, structural challenges and geopolitical uncertainties remain. European equities remain significantly less expensive than their U.S. counterparts. As of 2025, the Euro Stoxx 50 trades at approximately 15 times forward earnings, compared to over 20 times for the S&P 500. On a longer-term measure such as the CAPE (cyclically adjusted price-to-earnings) ratio, Europe is trading at only a 10% premium to its historical average, while the U.S. trades at a 30% premium. These more conservative valuations mean that European stocks might offer a better 'safety net' for investors, as they're not priced as aggressively. What's more, European companies tend to pay higher dividends – about 2% more than what you'd get from the S&P 500 in the U.S. This makes them particularly appealing if you're an investor looking for regular income. Historically, European companies have favored giving cash back to shareholders through dividends, unlike many U.S. firms that often prefer stock buybacks to boost their earnings per share and investor confidence. Following a period of economic disruption—mostly due to the Ukraine war and energy price shocks—many European economies are now stabilizing. Lower borrowing costs, a more supportive monetary environment, and fiscal initiatives, particularly in Germany, are helping fuel this recovery. The largest economy in Europe will focus on infrastructure investment with a €500 billion fiscal stimulus plan over the next 12 years. Additionally, a growing consensus across Europe to increase defense spending—potentially to 3.5% of GDP in the coming years and at €800bn over the next four years according to the European Commission—signals a longer-term commitment to bolstering domestic demand and industrial capacity. J.P. Morgan suggests that Europe's improving economic situation could lead to its overall economy (GDP) growing by 1% to 1.5% next year. They also believe that the profits of companies listed on the Euro Stoxx (a major European stock index) could see mid-to-high single-digit growth in 2026 and 2027. This means that European company earnings might start to catch up with those in the U.S., closing the performance gap between the two regions. Europe is home to global leaders across multiple industries. Luxury brands like LVMH, Hermès, and Dior; automotive giants such as BMW and Volkswagen; and pharmaceutical powerhouses including Novartis and Roche illustrate the region's depth of world-class companies. Select sectors such as healthcare, telecommunications, and defense appear especially well-positioned. European healthcare remains reasonably valued and has long-term growth potential. Defense stocks have benefited from geopolitical shifts, while consolidation and regulatory reforms in telecoms are enhancing pricing power. A significant development in 2025 is the European Commission's push for a 'Savings and Investment Union'—an initiative to redirect over €10 trillion in bank-held household savings into productive capital markets. This reform aims to boost retail investor participation, deepen capital markets, and improve corporate financing, ultimately enhancing economic competitiveness. Europe's capital markets have responded positively to recent political and financial initiatives. The region has seen increased inflows into European ETFs and a notable rise in demand for 'safe assets' such as EU and EIB bonds, now valued at €1.4 trillion—over triple the level from 2010. While stabilization is underway, several headwinds persist. The war in Ukraine continues to pose geopolitical and economic risks, particularly with respect to energy security. Europe remains heavily exposed to fluctuations in energy prices, which have historically been much higher than in the U.S. Although investments in renewables and new gas sources from Qatar and the U.S. may ease this over time, the short-term outlook remains volatile. Additionally, while trade tensions may favor some European software and services companies, many industrial exporters are vulnerable to rising tariffs and shifts in global supply chains. As a major trading bloc, the EU's fortunes are closely tied to international trade dynamics. Europe faces long-term demographic headwinds, including an aging and, in some countries, shrinking population. This trend can limit labor force growth, reduce consumer demand, and increase the strain on public finances. Countries such as Germany and Italy exemplify this challenge. From an equity perspective, stagnant demographics can act as a drag on growth and earnings potential, particularly in sectors reliant on domestic consumption or a growing workforce. European markets are sometimes viewed as less agile than their U.S. counterparts. Regulatory complexity, slower innovation cycles, and fragmented capital markets have long been considered structural weaknesses. While reforms are underway, especially in financial markets, these changes will take time to fully materialize. Many European sectors, including banking, automotive, and construction, are highly cyclical. While these may benefit from improved GDP growth, they are also more vulnerable during downturns. Defense and infrastructure plays, while currently strong, may face future volatility due to elevated valuations and shifting public spending priorities. Europe offers a compelling investment case in 2025, grounded in relative valuation advantages, improving macroeconomic stability, and targeted policy support. It also benefits from world-leading industries and a renewed focus on capital market integration. However, investors must weigh these strengths against persistent structural challenges, including demographic pressures, energy dependence, and geopolitical risks. A selective, diversified approach—focusing on sectors with resilient fundamentals and supportive policy trends—may offer the best way to navigate the European equity landscape. This article was originally posted on FX Empire Sezzle Shares Sizzle After Big Money Inflows Portugal: Persistent Political Fragmentation to Test Growth and Fiscal Prospects Uber Picking Up Big Money Inflows Monster's Comeback Continues Paycom Grows on Big Money Support Weekly Data for Oil and Gold: Price Review for the Week Ahead 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
