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Smartkarma Newswire

China Resources Power (836) Earnings Surge: June Power Generation Up 8.5%, Wind Power Soars by 14.1%

By | Earnings Alerts
  • China Res Power’s power generation in June increased by 8.5%.
  • Wind power generation saw a significant rise of 14.1%.
  • Analyst recommendations for the company include 25 buy ratings.
  • There are 4 hold ratings for the company.
  • No sell ratings have been noted for China Res Power.

A look at China Resources Power Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth5
Resilience2
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

China Resources Power Holdings Company Limited, a leading power generation company in China, has received optimistic Smart Scores across various key factors. With an impressive Growth score of 5 and strong Momentum score of 5, the company is positioned for long-term success. This indicates that China Resources Power is primed for steady expansion and has garnered a positive market sentiment, showcasing its potential for future growth.

While the company’s Value and Resilience scores are more moderate at 2, and its Dividend score is at 3, the overall outlook remains promising. China Resources Power‘s focus on owning and operating coal-fired power plants in China underscores its strategic position in the energy sector. Overall, the company’s solid Growth and Momentum scores suggest a bright future ahead, positioning it as a key player in the evolving energy landscape.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Fast Retailing (9983) Earnings: 3Q Operating Income Surpasses Estimates with Strong Performance

By | Earnings Alerts
  • Operating Income: 144.72 billion yen, which is higher than the estimated 124.46 billion yen.
  • Net Income: 116.93 billion yen, surpassing the estimate of 90.66 billion yen.
  • Net Sales: 767.50 billion yen, above the estimated 743.62 billion yen.
  • Market Ratings: 6 buys, 12 holds, 0 sells.

Fast Retailing on Smartkarma

Analysts on Smartkarma have differing views on Fast Retailing (9983). Mark Chadwick, in his report “Red Hot Summer,” is bearish on the stock due to high valuations but anticipates a potential rise in share price before the Q3 report. Brian Freitas also maintains a bearish stance, noting Fast Retailing‘s impending capping and the sectoral rebalance implications of the Nikkei 225 index. Contrarily, Oshadhi Kumarasiri adopts a bullish outlook in the “Earnings Preview,” highlighting Uniqlo’s strong performance and revenue growth, although cautioning against trading due to valuation concerns and index issues.

In contrast, Mark Chadwick‘s “Not So Fast” report points out that Fast Retailing‘s Q2 results fell short of estimates, with concerns over the stock trading at high valuations compared to global peers. Chadwick’s “Positive Q3 Outlook, but Priced In” revisits the upcoming Q3 results, mentioning Uniqlo Japan’s strong performance and maintaining earnings estimates despite a slight stock decline. These mixed analyst sentiments portray a complex landscape for investors evaluating Fast Retailing‘s current and future performance on the market.


A look at Fast Retailing Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth5
Resilience4
Momentum3
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Fast Retailing, the operator of the renowned clothing chain UNIQLO, appears to have a positive long-term outlook based on the Smartkarma Smart Scores analysis. With high scores in Growth (5) and Resilience (4), the company is positioned for strong expansion and has demonstrated stability in the face of challenges. This suggests that Fast Retailing has the potential for sustained growth and the ability to navigate market uncertainties effectively.

While the Value (2) and Dividend (2) scores for Fast Retailing are moderate, indicating room for improvement in these areas, the overall outlook remains favorable due to the high scores in Growth and Resilience. With a presence in multiple international markets and a focus on designing and retailing its own line of casual clothing, Fast Retailing seems well-positioned for continued success in the industry.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Seven & I Holdings (3382) Earnings: 1Q Operating Income Significantly Misses Estimates

By | Earnings Alerts
  • 1Q Operating Income: 59.34 billion yen, down 28% year-over-year (y/y), missing the estimate of 75.72 billion yen.
  • Japan Convenience Store Segment: 61.25 billion yen in operating income, down 4.4% y/y, estimate was 63.63 billion yen.
  • Overseas Convenience Store Segment: 4.47 billion yen in operating income, a sharp decline of 79% y/y, missing the estimate of 20.08 billion yen.
  • Superstore Segment: Operating income of 2.15 billion yen, down 35% y/y.
  • Financial Services: Operating income of 8.38 billion yen, down 16% y/y, estimate was 9.24 billion yen.
  • Other Segments: Operating income of 2.18 billion yen, up 18% y/y.
  • Net Income: 21.39 billion yen, down 49% y/y, estimate was 38.26 billion yen.
  • Net Sales: 2.73 trillion yen, up 3.2% y/y, surpassing the estimate of 2.68 trillion yen.
  • 2025 Forecast:
    • Operating Income: 545.00 billion yen, estimate is 543.18 billion yen.
    • Net Income: 293.00 billion yen, estimate is 295.97 billion yen.
    • Net Sales: 11.25 trillion yen, estimate is 11.4 trillion yen.
    • Dividend: 40.00 yen, estimate is 40.81 yen.
  • Analyst Ratings: 12 buys, 7 holds, 0 sells.

Seven & I Holdings on Smartkarma

Analysts on Smartkarma are closely following Seven & I Holdings. Michael Causton raises questions about the company’s strategy to potentially consolidate supermarket operations and list in 2027, emphasizing the need to make Ito-Yokado profitable. He suggests an outright sale of Ito-Yokado may be more likely, with future growth relying on the new SIP format. Oshadhi Kumarasiri highlights Seven & I’s response to Value Act’s demands, noting a strategic approach by the company to reinforce its presence in existing markets rather than new expansion.

Kumarasiri also sheds light on Seven & I’s defensive moves against investor activism through major acquisitions, like the recent purchase of 204 convenience stores in the US for $950 million. This aggressive overseas expansion and focus on retaining investors may serve as a shield against potential activism. The analysts’ insights provide a comprehensive view of Seven & I Holdings‘ strategic decisions amidst investor pressures and potential growth avenues.


A look at Seven & I Holdings Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience2
Momentum2
OVERALL SMART SCORE2.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Seven & I Holdings Co., Ltd., a holding company known for its prominent brands like Seven Eleven Japan and Denny’s Japan, has been assessed through the Smartkarma Smart Scores system. The company received moderate scores across various factors, with a value score, dividend score, and growth score all sitting at an average level of 3. However, Seven & I Holdings scored slightly lower on resilience and momentum, garnering scores of 2 in both categories. This suggests that while the company maintains stability and a solid dividend, there may be some challenges in terms of resilience and momentum in the long run.

Looking ahead, the outlook for Seven & I Holdings appears to be steady based on the Smartkarma Smart Scores. With a balanced performance across key factors, investors may find the company to be a reliable choice for long-term investment. As a leading player in convenience stores, supermarkets, and department stores, Seven & I Holdings continues to navigate the market with a strategic approach. While there are areas that could be strengthened, the overall outlook remains neutral, indicating a potential for gradual growth and stability in the future.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Tryg A/S (TRYG) Earnings: 2Q Combined Ratio Beats Estimates with Strong Pretax Profit

By | Earnings Alerts
  • Tryg’s second-quarter combined ratio reported at 76.8%, beating the estimate of 77.4%.
  • Pretax profit reached DKK 2.13 billion, surpassing the estimated DKK 1.95 billion.
  • Analyst recommendations include 17 buys, 1 hold, and no sell ratings.

A look at Tryg A/S Smart Scores

FactorScoreMagnitude
Value3
Dividend5
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Tryg A/S, a company that offers general insurance services in Sweden, Denmark, and Norway, is positioned favorably for the long term according to Smartkarma Smart Scores. With a strong dividend score of 5, investors can expect attractive returns through regular dividend payments. Additionally, the company excels in momentum with a score of 4, indicating positive price trends that could continue in the future. While Tryg A/S scores moderately in value, growth, and resilience, the high dividend and momentum scores bode well for its overall outlook.

In the Nordic region, Tryg A/S stands out with its emphasis on guarantee insurances alongside its general insurance products. Supported by solid scores across dividend and momentum factors, the company showcases stability and potential growth prospects. Investors considering Tryg A/S for their portfolio may find the combination of consistent dividends and positive momentum a compelling proposition for long-term investment.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Guangzhou Tinci Materials Technlgy (002709) Earnings: 1H Net Income Declines Amid New Energy Competition

By | Earnings Alerts
  • Guangzhou Tinci released its preliminary net income report for the first half of 2024 on July 10.
  • Reported net income for the first half ranges between 210 million yuan and 260 million yuan.
  • The company’s net income declined due to increasing competition in the new energy industry.
  • Analyst ratings on the company include 20 buys, 2 holds, and 3 sells.

A look at Guangzhou Tinci Materials Technlgy Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma


Guangzhou Tinci Materials Technology Company Limited, a company that specializes in developing and selling fine chemicals and new materials, has been given a moderate to positive long-term outlook by Smartkarma Smart Scores. With a solid score in Dividend and Growth, the company is positioned well for steady expansion and returns for its investors. Additionally, its Resilience score indicates a level of stability in the face of market fluctuations, offering a sense of security to stakeholders. While the Momentum score is slightly lower, the overall outlook for Guangzhou Tinci Materials Technology appears promising for those looking to invest in a company with a diverse product portfolio.


The Smartkarma Smart Scores for Guangzhou Tinci Materials Technology point towards a company with strengths in Dividend and Growth, highlighting its potential for long-term sustainability and profitability. Specializing in personal care materials, lithium-ion battery materials, and organic silicon rubber materials, Guangzhou Tinci Materials Technology is well-positioned to capitalize on growth opportunities in these sectors. Investors keen on a company with a balanced outlook across various factors may find Guangzhou Tinci Materials Technology a compelling investment choice for the future.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Guangzhou Tinci Materials Technlgy (002709) Earnings Fall Amid Increased Competition in New Energy Industry

By | Earnings Alerts
  • Guangzhou Tinci’s preliminary net income for the first half of 2024 is estimated between 210 million yuan and 260 million yuan.
  • The company states that the decline in net income is due to increasing competition within the new energy industry.
  • Analyst ratings include:
    • 20 buy recommendations
    • 2 hold recommendations
    • 3 sell recommendations

A look at Guangzhou Tinci Materials Technlgy Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Guangzhou Tinci Materials Technology Company Limited, a company focusing on the development and sale of fine chemicals and new materials, has garnered a positive long-term outlook based on Smartkarma’s Smart Scores. With solid ratings across various factors, including dividends, growth, and resilience, the company appears set for steady progress in the foreseeable future. While its value score indicates a good standing, the momentum factor lags slightly behind, suggesting potential areas for improvement in terms of market momentum.

Specializing in personal care materials, lithium-ion battery materials, and organic silicon rubber materials, Guangzhou Tinci Materials Technology is positioned in key sectors poised for growth. Its high scores in both dividend and growth underscore a promising trajectory for the company. Despite a slightly lower momentum score, the overall outlook remains optimistic, indicating a company with a strong foundation and potential for further expansion and success.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Netwealth Group (NWL) Earnings: Strong 4Q FUA Net Inflows of A$3.8B, Up 39% Q/Q

By | Earnings Alerts





  • Netwealth’s FUA net inflows for 4Q FY2024 were A$3.8 billion, up 39% from the previous quarter’s A$2.73 billion.
  • Member accounts reached 143,251.
  • Full year results show FUA net inflows at A$11.2 billion.
  • Funds under administration at the end of the period totaled A$88.0 billion, compared to A$70.27 billion the previous year.
  • Positive market movements of FUA led to higher administration fee revenue.
  • However, tiered administration fees and fee caps significantly diluted the impact on revenue.
  • Many ancillary fees remain unaffected by market movements.
  • Lower cash percentage contributed to a reduction in average revenue basis points for the year, especially in 2H FY2024.
  • The company continues to maintain a strong financial position.
  • Significant transitions started in 4Q FY2024, many of which are in early stages, giving confidence in the net inflow outlook for FY2025.
  • Analyst recommendations: 4 buys, 7 holds, 6 sells.



A look at Netwealth Group Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience5
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Netwealth Group Limited, a company that provides investment management services in Australia, has received promising Smartkarma Smart Scores indicating a positive long-term outlook. With strong ratings in Growth, Resilience, and Momentum, Netwealth Group is positioned well for future success. The company’s focus on portfolio management, advisory services, and investment solutions aligns with its high scores in key factors, boding well for its continued growth and stability in the market.

Netwealth Group’s solid scores in Growth and Momentum highlight its potential for long-term value creation and sustained performance. Additionally, the company’s top-notch ratings in Resilience underscore its ability to weather market challenges effectively. Although the scores for Value and Dividend are not as high, Netwealth Group’s overall outlook appears promising, bolstered by its core strengths in Growth, Resilience, and Momentum within the investment management sector.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Occidental Petroleum (OXY) Earnings: Q2 Oil Price Per Barrel Realized at $79.89

By | Earnings Alerts
  • Occidental’s realized oil price per barrel for Q2 2024: $79.89
  • Realized natural gas price per Mcf: $0.92
  • Realized natural gas price per Mcf in the US: $0.54 (estimated $1.32)
  • Realized NGLs price per barrel: $21.23
  • Average diluted shares outstanding for Q2 2024: 958.9 million shares
  • Analyst recommendations: 8 buys, 17 holds, 1 sell

Occidental Petroleum on Smartkarma

Analyst coverage of Occidental Petroleum on Smartkarma reveals a positive outlook from Value Investors Club. The research highlights Occidental Petroleum as a quality oil and gas operator focusing on the Permian Basin, currently available at a discounted price for investors. The company has undergone strategic changes, selling off non-core operations and refocusing on core assets in the Permian Basin. With improved management and technological advancements in this region, analysts project a potential value of $100 per share by 2026. This bullish sentiment is based on publicly available sources and machine-generated information.

Further analysis by Baptista Research supports the optimistic view on Occidental Petroleum. The company’s first quarter 2024 earnings showcased strong operational execution and a diversified asset portfolio. Occidental Petroleum reported a solid start to the year, surpassing production guidance despite challenges in the Eastern Gulf of Mexico. Revenue growth was primarily driven by robust results in the oil and gas sector, as well as strong performance in the Midstream and OxyChem businesses. Analysts see potential growth opportunities through enhanced oil recovery strategies and a focus on innovation in 2024, demonstrating confidence in the company’s operational strength.


A look at Occidental Petroleum Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Occidental Petroleum Corporation, a company engaged in the exploration, production, and marketing of crude oil and natural gas, as well as the manufacturing and marketing of various chemicals, has garnered a promising outlook based on Smartkarma Smart Scores. With strong scores in Growth and Momentum at 4 each, Occidental Petroleum is positioned for potential future expansion and positive market performance. Additionally, its Value and Resilience scores at 3 signify a solid foundation and the ability to withstand market fluctuations. However, the company’s Dividend score of 2 indicates a relatively lower performance in terms of dividend payouts.

In summary, Occidental Petroleum Corporation shows promise for long-term growth and market momentum with its robust scores in Growth and Momentum. While the company demonstrates strength in value and resilience, its dividend performance could be an area for improvement. As Occidental Petroleum continues to explore, produce, and market energy resources, investors may find opportunities aligned with the company’s growth and resilience factors.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Costco Wholesale (COST) Earnings: June Sales Miss Estimates, Shares Rise on Membership Fee Boost

By | Earnings Alerts






  • Costco’s total comparable sales for June increased by 5.3%.
  • The estimated increase for June sales was 6.4%, missing the mark but still positive.
  • In the U.S., comparable sales excluding fuel and currency effects rose by 6.3%, exceeding the estimate of 5.8%.
  • Annual membership fees will increase by $5, bringing the cost to $65 for U.S. and Canada Gold Star, Business, and Business Add-On members.
  • Executive membership fees will rise to $130 from $120 annually.
  • Following the announcement of the fee increases, Costco’s shares rose by 2.9% in post-market trading.
  • Shares further climbed by 4.2% in post-market trading, reaching $921.59 on 12,316 shares traded.
  • There are currently 28 buy ratings, 15 hold ratings, and 1 sell rating for Costco shares.



Costco Wholesale on Smartkarma

Analysts on Smartkarma, such as Baptista Research, are bullish on Costco Wholesale Corporation, praising its consistent growth and value-driven strategies. In their report titled “Costco Wholesale Corporation: A Tale Of Value and Engagement through Core-on-Core Strategy! – Major Drivers,” the analysts highlight the company’s strong performance in the third quarter of 2024. Despite no immediate plans for a membership fee increase, Costco’s net income of $1.68 billion demonstrates substantial growth compared to the previous year.

In another report by Baptista Research, titled “Costco Wholesale Corporation: Are Its Efforts With Respect To E-commerce Penetration & Delivery Expansion Working Well? – Major Drivers,” the analysts delve into Costco’s financial summary for the second quarter of fiscal year 2024. The CFO’s positive outlook and the company’s net income of $1.743 billion showcase solid growth trends. These analyses shed light on Costco’s successful operational changes and future prospects in the retail industry.


A look at Costco Wholesale Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience4
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Costco Wholesale Corporation is poised for a strong long-term performance, reflected in its Smartkarma Smart Scores. With an impressive momentum score of 5, Costco is showing strong price trends that are likely to continue in the future. The company’s growth and resilience scores of 4 highlight its potential for sustained expansion and ability to weather economic challenges effectively. While the value and dividend scores are moderate at 2, Costco’s focus on growth and adaptability set a solid foundation for its future success.

Costco Wholesale Corporation, renowned for operating wholesale membership warehouses globally, offers a diverse range of products including food, electronics, apparel, and more. With a solid foundation in place, boasting strong growth and resilience scores, Costco is well-positioned to capitalize on market opportunities and navigate through uncertainties. Supported by a robust momentum score, Costco’s ability to maintain positive price trends underpins its promising outlook for long-term growth and sustainability.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Franklin Resources (BEN) Earnings: AUM Hits $1.65 Trillion Amid Mixed Analyst Ratings

By | Earnings Alerts
  • Franklin Resources has $1.65 trillion in assets under management (AUM).
  • Total fixed income assets under management amount to $564.5 billion.
  • Total equity assets under management stand at $595 billion.
  • This month’s increase in AUM is due to positive market impact and stable long-term net inflows.
  • Current analyst ratings: 0 buys, 8 holds, and 6 sells.

A look at Franklin Resources Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth3
Resilience3
Momentum3
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, the long-term outlook for Franklin Resources appears optimistic. With top scores in Value and Dividend factors, the company is well-positioned for providing good returns to investors and consistent dividend payments. While Growth, Resilience, and Momentum scores are slightly lower, indicating moderate performance in these areas, Franklin Resources‘ strong foundation in value and dividends offers stability and potential for long-term growth.

Franklin Resources, Inc., known as Franklin Templeton Investments, is a company that offers investment advisory services to a wide range of clients, including mutual funds, retirement accounts, institutions, and high net worth individuals. Managing various asset classes such as global equity, fixed income, money funds, alternative investments, and hedge funds, Franklin Resources caters to diverse investment needs with a focus on value and consistent dividend payments, which could attract long-term investors seeking stability and returns.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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