Maxeon Solar Technologies 주식 (NASDAQ: MAXN)

에 대한 최신 뉴스 Maxeon Solar Technologies (NASDAQ:MAXN) 주식

Maxeon Solar Technologies

Maxeon Solar Technologies Ltd is engaged in the manufacturing and marketing of premium solar technology. It owns and operates solar cell and panel manufacturing facilities located in Malaysia, Mexico, and the Philippines. The company's primary products are the Maxeon line of interdigitated back contact (IBC) solar cells and panels, and the Performance line (formerly, P-Series) of shingled solar cells and panels. the Maxeon line of solar panels are the highest-efficiency solar panels on the market with an aesthetically pleasing design, and the Performance line of solar panels offers a high-value and cost-effective solution. It is targeted at residential and small-scale commercial customers across the globe. The company derives its revenue from the United States, France, Italy, and others.

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FSLR

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

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TPIC

최근 미국 대통령 선거 결과, 특히 공화당의 압승은 도널드 트럼프 대통령 당선인의 지도하에 재생 에너지의 미래에 대한 의문을 제기했다. 모건 스탠리의 보고서는 다양한 정책 시나리오에 따른 재생 에너지의 경제적 영향을 평가하고, 이것이 수익성에 미치는 영향을 분석한다.

트럼프의 당선, 경제적 도전으로 인해 재생 에너지 주식의 전망이 암울: 모건 스탠리

Maxeon Solar Technologies Ltd

Canaccord Genuity analyst Joseph Vafi maintains Globant (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLOB#NYSE">GLOB</a>) with a Hold and lowers the price target from $205 to $165.

GLOB

Canaccord Genuity Maintains Hold on Globant, Lowers Price Target to $165

Canaccord Genuity analyst Kyle Mikson maintains Guardant Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GH#NASDAQ">GH</a>) with a Buy and raises the price target from $42 to $60.

Canaccord Genuity Maintains Buy on Guardant Health, Raises Price Target to $60

<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/24070523/Vipshop-0224-01.jpeg" alt="" class="wp-image-6304" style="width:900px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/24070523/Vipshop-0224-01.jpeg 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/24070523/Vipshop-0224-01-300x200.jpeg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/24070523/Vipshop-0224-01-768x512.jpeg 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
The ‘daily deal' e-commerce company reported a third consecutive quarter of declining revenue, though the declines are moderating
<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul>
<li>Vipshop's revenue fell for a third consecutive quarter in the final three months of 2024, though it could return to growth this year</li>
<li>The company's stock has been relatively overlooked during the recent China tech rally, up just 16% in the last six months compared with much larger gains for Alibaba and JD.com &nbsp;&nbsp;</li>
</ul>
What China stock rally?
While Chinese stocks have jumped dramatically over the last six months, especially tech companies, you would never know from looking at Vipshop Holdings Ltd. (VIPS). The discount e-commerce company was once an investor darling, known for its "deals of the day" bargains that it offered by working directly with well-known brands.
But these days the company's growth has flatlined in sync with growing consumer caution in China. That trend was front-and-center throughout the company's&nbsp;<a href="https://www.prnewswire.com/news-releases/vipshop-reports-unaudited-fourth-quarter-and-full-year-2024-financial-results-302382198.html">latest quarterly report</a>&nbsp;released last Friday, which saw nearly every major metric fall for the three-month period. Making matters worse, one of the few metrics to rise was Vipshop's spending as it ramped up promotions to stimulate demand, eroding its margins.
On the more positive side, the company saw strong performance from its Super VIPs, echoing a trend seen from much larger rival Alibaba (BABA), which also announced its latest quarterly results last week. Chairman Eric Shen also may have heartened investors with his assessment on the company's earnings call that "We think everything should get back to the positive trajectory" this year. Still, he was quick to add the caveat: "That's what we hope."
While hardly encouraging, the number of positive signals coming from Vipshop's latest report seemed to slightly outnumber the negative ones, helping to lift its shares by 1.4% on Friday after the announcement. But the stock is up just 16% over the last six months, and is actually down 13.3% over the last year.
By comparison, Alibaba is up 68% over the last six months, and rival JD.com (JD) is up 58%. Former superstar PDD (PDD) is doing even worse than Vipshop, with its shares down 6.1% over the last six months. But much of PDD's recent woes owe to strong pushback lately against its international Temu bargain e-commerce service, especially in the U.S.
The broader rally, which has seen Hong Kong's Hang Seng Tech Index soar by more than 70% in the last six months, has also breathed new life into Alibaba's price-to-earnings (P/E) ratio, which now stands at relatively respectable 21. JD.com and PDD are a bit behind that at 14 and 13, respectively, while Vipshop has gotten completely left behind with a ratio of just 7.5.
We've always noted that this company is quite conservative, though such conservatism should be a strong selling point in this kind of difficult consumer environment. Reflecting its conservatism, the company managed to increase its cash holdings to 27 billion yuan ($3.72 billion) at the end of last year from 26.3 billion yuan a year earlier. It also reiterated its intent to continue buying back shares and pay another annual dividend, after launching its dividend program last year.
But at the end of the day, investors are probably worried that PDD and Alibaba can leverage their larger sizes to better chase and capture the value-oriented customers that are Vipshop's bread-and-butter.
<h4 class="wp-block-heading">Shrinking revenue</h4>
Vipshop's revenue fell 4.3% in last year's fourth quarter to 33.2 billion yuan from 34.7 billion yuan a year earlier. That marked the third quarterly decline for the company, but was an improvement from the 9.2% drop in the third quarter. The company forecast its revenue will be flat to down 5% in the current first quarter, making it quite likely the rate of decline will continue to moderate and could even return to growth later this year.
The old saying goes that food, shelter and clothing are the three basic necessities that everyone needs, and Vipshop's results seem to confirm that truth. Despite the overall quarterly revenue decline, the company said one area that grew during the quarter was its core apparel business, showing that even in difficult times everyone still needs clothes. Chairman Shen said apparel accounted for 75% of the company's gross merchandise value (GMV) during the quarter, the highest level in the company's history.
Two other areas that did relatively well during the quarter were home appliances and digital products. But that bump is unlikely to continue, since it was owed largely to a government-funded program aimed at boosting consumption by offering subsidies for people who traded in old home appliances and other devices for new ones. 
Vipshop didn't say which products performed so poorly to bring the overall revenue figure down for the company. But other major categories featured on its website include luxury goods, jewelry and makeup, most of which are the types of discretionary products where consumers are likely to cut back in difficult times.
The other bright spot for Vipshop was its Super VIP customers, which "demonstrated strong momentum with double digit growth" during the quarter, according to Shen. The number of such super-spenders grew 50% during the quarter year-on-year, and accounted for 51% of online spending during the period. Alibaba, which also reported its latest quarterly earnings last week, noted a similar trend, pointing out that its 88VIP membership grew by double-digits in the three months to December to reach 49 million. Vipshop's Super VIP membership was much smaller, at 8.8 million members for all of last year.
On the negative side, Vipshop's overall active customer base fell 5.8% during the latest quarter, while its total orders dropped 7.2%. As we previously pointed out, the company's expenses were the one major metric that rose during the quarter, up 4.1%, led by a 10.3% jump in marketing expenses and an even larger 20% rise in general and administrative expenses.
That increase eroded the company's gross margin, though the drop wasn't that dramatic, falling to 23.0% in the latest period from 23.7% a year earlier. As a result, Vipshop's non-GAAP net income, which excludes certain non-cash items like stock-based employee compensation, fell 6.3% to 3 billion yuan from 3.2 billion yuan a year earlier.
The bottom line for this company is that its days of heady growth are in the rear-view mirror and unlikely to return until China's economy improves. Still, its shares really do look left behind in China's recent tech rally, meaning they could see some potential upside if and when they get discovered by value-oriented investors.

Asia

Earnings

Equities

BABA

VIPS

Vipshop Left Behind In China Tech Stock Rally; A Value Buy?

MAC Copper Limited ARBN 671 963 198 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTAL#NYSE">MTAL</a>, ASX:MAC))), a private limited company incorporated under the laws of Jersey, Channel Islands ("MAC" or the "Company") is pleased to release its Resource and Reserve Statement (as at 31 December 2024) ("R+R") and 2 Year Production Guidance for the CSA Copper Mine in NSW.
&nbsp;
In accordance with Item 1300 of Regulation S-K (17 CFR Part 229) ("S-K 1300"), all Mineral Resources are reported exclusive of Mineral Reserves.
Resource and Reserve Statement
Highlights from the R+R include:
<ul>
<li>Updated to 12-years (end of 2036) based on Mineral Reserves only</li>
<li>Contained copper ("Cu") in Mineral Reserves (Refer Table 4 for breakdown) of 545kt Cu at an average grade of 3.4% Cu and 13.3 g/t Ag</li>
<li>Contained Cu of 464kt in total Mineral Resources (Refer Table 2 for breakdown) at an average grade of 5.4% Cu and 19 g/t Ag</li>
<li>Inaugural zinc ("Zn") resource of 173kt of contained Zn (plus Cu, Pb and Ag) in the upper portion of the mine at a grade of 7.3% Zn, 0.6% Cu, 2.2% Pb and 23 g/t Ag (Refer Table 3 for breakdown)</li>
<li>2024 Mineral Reserve only extends 70m vertically below the current decline position requiring only minimal annual development</li>
<li>New resources in the upper portions of the mine being incorporated into a new mine to be developed in the shallow portion of the mine, refer below for discussion on the new "Merrin Mine" - lowest cost and lowest risk option to increase group production by filling the mill</li>
<li>All deposits are open in at least one direction and drilling is continuing to further increase the R+R, subject to exploration success and economic factors</li>
</ul>
The effective date for the R+R is 31 December 2024 and as such, any new information received after that time has not been incorporated into the R+R at this stage.

MTAL

MAC Copper Unveils 12-Year Mine Plan, Boosts Copper and Zinc Reserves

Telsey Advisory Group analyst Dana Telsey maintains Ross Stores (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) with a Market Perform and maintains $175 price target.

ROST

Telsey Advisory Group Maintains Market Perform on Ross Stores, Maintains $175 Price Target

Phoenix Motor Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEV#NASDAQ">PEV</a>), a leading manufacturer of heavy-duty transit buses and electrification solutions provider for medium-duty vehicles, today announced it has surpassed 60 million zero-emission miles driven across its product lineup.
The milestone underscores PhoenixEV's role in advancing sustainable transportation, with deployments spanning its 35' and 40' transit buses, medium-duty shuttle buses, work trucks, delivery vehicles, and Type A school buses. These vehicles serve a diverse customer base, including transit agencies, airport parking operators, municipalities, school districts, universities, and corporate fleets.

Phoenix Motor Surpasses 60M Zero-Emission Miles, Expands Sustainable Transit Solutions

Westlake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WLK#NYSE">WLK</a>) reported quarterly earnings of $1.41 per share which beat the analyst consensus estimate of $1.09 by 29.36 percent. This is a 95.83 percent increase over earnings of $0.72 per share from the same period last year. The company reported quarterly sales of $2.84 billion which missed the analyst consensus estimate of $2.94 billion by 3.33 percent. This is a 0.60 percent increase over sales of $2.83 billion the same period last year.

Earnings Beats

Earnings Misses

Westlake Q4 2024 Adj EPS $1.41 Beats $1.09 Estimate, Sales $2.84B Miss $2.94B Estimate

Westlake Chemical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WLKP#NYSE">WLKP</a>) reported quarterly earnings of $0.43 per share which beat the analyst consensus estimate of $0.36 by 19.44 percent. This is a 4.88 percent increase over earnings of $0.41 per share from the same period last year. The company reported quarterly sales of $290.06 million which beat the analyst consensus estimate of $262.00 million by 10.71 percent. This is a 2.43 percent decrease over sales of $297.27 million the same period last year.

WLKP

Westlake Chemical Q4 2024 GAAP EPS $0.43 Beats $0.36 Estimate, Sales $290.06M Beat $262.00M Estimate

Telsey Advisory Group analyst Dana Telsey maintains ThredUp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TDUP#NASDAQ">TDUP</a>) with a Outperform and maintains $3 price target.

TDUP

Telsey Advisory Group Maintains Outperform on ThredUp, Maintains $3 Price Target

On Friday, February 21, U.S. markets closed sharply lower as major indexes extended their selloff amid disappointing economic data, new tariff threats, and softening consumer demand. The S&amp;P 500 and Russell 2000 posted their largest drops since mid-December, while the Dow suffered its steepest Friday-to-Friday plunge since mid-October, reflecting heightened market uncertainty and investor caution.
According to economic data, the University of Michigan&#8217;s consumer sentiment dropped 10% to 64.7 in January, with a five-year inflation outlook of 3.5%—the highest since 1995. Existing home sales fell 4.9% to 4.08 million, while February&#8217;s flash PMIs revealed a sharp services decline, fueling private sector concerns.
Most S&amp;P 500 sectors fell with IT, consumer discretionary, and industrials down—while consumer staples defied the trend and closed higher.
The Dow Jones Industrial Average was down 1.69% and closed at 43,428.02, the S&amp;P 500 fell 1.71% to 6,013.13, while the Nasdaq Composite dropped 2.20%, finishing at 19,524.01.
Asia Markets Today
<ul>
<li>Japan markets are closed for Emperor&#8217;s Birthday holiday.</li>
<li>On Monday, Australia&#8217;s S&amp;P/ASX 200 gained 0.14% to 8,308.20, led by gains in the Utilities, Financials and Consumer Discretionary sectors.</li>
<li>India&#8217;s Nifty 50 slipped 1.08% to 22,549.60, and the Nifty 500 fell 1.09% to close at 20,463.80, led by losses in the Technology, Metals, and Public Sector Undertakings sectors.</li>
<li>China&#8217;s Shanghai Composite slid 0.18% to 3,373.03, and the Shanghai Shenzhen CSI 300 declined 0.22%, ending at 3,969.72.</li>
<li>Hong Kong&#8217;s Hang Seng dipped 0.58% to close at 23,341.61.</li>
</ul>
Eurozone at 05:30 AM ET
<ul>
<li>The European STOXX 50 was down 0.01%.</li>
<li>Germany&#8217;s DAX gained 0.95%.</li>
<li>France&#8217;s CAC slid 0.12%.</li>
<li>U.K.&#8217;s FTSE 100 index traded higher by 0.27%.</li>
<li>Germany&#8217;s conservative election win eased political gridlock fears, boosting the euro and stocks, yet uncertainty lingers over crucial fiscal reforms—especially debt brake changes—amid weak economic growth and coalition challenges.</li>
</ul>
Commodities at 05:30 AM ET
<ul>
<li>Crude Oil WTI was trading higher by 0.16% at $70.51/bbl, and Brent was up 0.16% at $74.15/bbl.</li>
<li>Natural Gas declined 4.80% to $3.926.</li>
<li>Gold was trading higher by 0.03% at $2,953.31, Silver was down 0.57% to $32.828, and Copper fell 0.78% to $4.7590.     </li>
</ul>
U.S. Futures at 05:30 AM ET
<ul>
<li>Dow futures were up 0.73%, S&amp;P 500 futures gained 0.52%, and Nasdaq 100 futures rose 0.40%.</li>
<li>U.S. stock futures edged higher Monday ahead of Nvidia earnings, reversing last week&#8217;s losses amid weak business activity, policy uncertainty, and inflation, as investors monitor U.S. and German political moves.</li>
</ul>
Forex at 05:30 AM ET
The U.S. Dollar Index was down 0.01% to 106.06, USD/JPY was up 0.21% to 149.62, and USD/AUD fell 0.03% to 1.5717.
Photo by Pavel Bobrovskiy via Shutterstock

Emerging Markets

Eurozone

Futures

Commodities

Forex

Markets

ADIV

AGOV

ASHR

BBEU

BOIL

CQQQ

PowerShares DBmmodity Index Optimum Yield Diversified Fund

EEMA

FLAX

CurrencyShares British Pound Sterling Trust

IEMG

IEUR

KraneShares Trust KraneShares S&P Pan Asia Dividend Aristocrats Index ETF

KDIV

SPEM

USDU

PowerShares DB US Dollar Index Bullish Fund

Asia And Europe Markets Mixed, Futures Rebound Ahead Of Nvidia Earnings - Global Markets Today While US Slept

This engagement underscores the Company's commitment to unlocking value for stockholders as it explores various pathways, including raising debt or equity for expansion, or forming joint ventures.
Hyperscale Data will provide further updates as the process advances. &nbsp;

GPUS

Hyperscale Data Engages Northland Capital Markets To Assist In Evaluating Strategic Alternatives For Its Michigan Data Center

Cycurion, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYCU#NASDAQ">CYCU</a>), a leader in advanced cybersecurity solutions, has announced an expansion of its partnership with a major national public health association, bringing its Managed Security Services Platform (MSSP) to several thousand member organizations across the country.
This expansion builds on Cycurion's successful cybersecurity engagement with the association itself, where its solutions were implemented to protect critical systems and infrastructure. The association, highly satisfied with the results, has now partnered with Cycurion to extend these industry-leading protections to its members.

CYCU

Cycurion Expands Cybersecurity Partnership, Bringing MSSP to Thousands of Public Health Organizations

As previously reported, on August 16, 2024, Klotho Neurosciences, Inc. (the "Company") received two delinquency notification letters (the "Notices") from the Nasdaq Stock Market LLC ("Nasdaq") due to the Company's non-compliance with Nasdaq Listing Rules 5450(b)(2)(C) and 5450(b)(2)(A). The Notices cite the Company's (a) not being in compliance with the minimum Market Value of Publicly Held Shares ("MVPHS") requirement as set forth in Nasdaq Listing Rule 5450(b)(2)(C) and (b) not being in compliance with the minimum Market Value of Listed Securities ("MVLS") requirement as set forth in Nasdaq Listing Rule 5450(b)(2)(A). The Notices provided that in accordance with Nasdaq Listing Rule 5810(c)(3)(D), the Company was given 180 calendar days, or until February 12, 2025, to regain compliance with the MVPHS and MVLS standards.
&nbsp;
On February 14, 2025, the Company received written notice (the "Delisting Notice") from the Nasdaq Listing Qualifications Department stating that the Company has not regained compliance with the Rules and the Company's securities will be delisted from The Nasdaq Global Markets (the "Delisting Determination") unless the Company requests an appeal of this determination by February 21, 2025 pursuant to procedures set forth in Nasdaq Listing Rule 5800 Series.
&nbsp;
On February 21, 2025, the Company exercised its right to request a hearing to appeal the Delisting Determination and paid Nasdaq the applicable fee (the "Hearing Request"). The Hearing Request stays the suspension of the Company's securities and the filing of the Form 25-NSE pending the Panel's decision.

Regulations

KLTO

Klotho Neurosciences Appeals Nasdaq Delisting Decision, Seeks to Maintain Compliance

Nokia Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) partnered with Globe Telecom, Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/GTMEF#OTC">GTMEF</a>) to offer enhanced security for banks and other enterprises using <a target="_blank" href="https://www.nokia.com/about-us/news/releases/2025/02/24/globe-telecom-nokia-collaborate-on-network-apis-to-provide-banks-with-enhanced-security-mwc25/" rel="noreferrer noopener">network </a>Application Programming Interfaces (APIs).
Globe Telecom, which is one of the Philippines&#8217; largest telecommunications operators, already employs several Nokia solutions, such as 5G RAN, and is now testing Nokia&#8217;s Network Exposure Platform.
This platform aims to expand and simplify the APIs available to the operator and its enterprise partners, enabling the development of security-focused applications.
Shkumbin Hamiti, Head of Network Monetization Platform, Cloud and Network Services at Nokia, stated, &#8220;Nokia NEP will help Globe Telecom organize, control, and secure the way its network is integrated into developer ecosystems and platforms, ensuring choice, flexibility, and security in creating new application use cases.&#8221;
Joel Agustin, Globe&#8217;s Head of Service Planning and Engineering, said, &#8220;With cyberattacks on banking services accelerating, it is crucial that we make available the latest network-powered technologies to our enterprise customers and help them safeguard against fraud.&#8221;
&#8220;We are now at the stage of testing how Nokia&#8217;s NEP can support our customers in the banking and enterprise sectors with security verification means to prevent fraudulent transactions.&#8221;
Read: <a target="_blank" href="https://www.benzinga.com/25/02/43587471/nokia-taps-intels-ai-head-as-new-ceo-details" rel="noreferrer noopener">Nokia Taps Intel&#8217;s AI Executive As New CEO &#8211; Details</a>
Notably, Nokia&#8217;s Network Exposure Platform (NEP) follows the GSMA Operator Platform standard, offering a unified approach to expose operator capabilities to developers.
Globe Telecom and Nokia contribute to the GSMA Open Gateway and Linux Foundation&#8217;s CAMARA initiatives to standardize operator APIs globally.
Since its 2023 launch, Nokia&#8217;s platform has expanded to 48 partners, including BT, Orange, Telefonica, and Telecom Argentin and also collaborated with hyperscalers like Google Cloud, CPaaS providers like Infobip, and system integrators such as Global Logic, further strengthening its API ecosystem through the acquisition of Rapid.
Last month, Nokia reported&nbsp;fiscal fourth-quarter net sales growth of 10% year-on-year to 5.98 billion euros ($6.39 billion), beating the&nbsp;consensus estimate of $6.17 billion and comparable EPS was 19 cents (0.15 euros), exceeded the&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43336863/nokia-q4-earnings-beats-estimates-strong-growth-network-cloud-boosts-profitability" rel="noreferrer noopener">consensus estimate of 13 cents</a>.&nbsp;
Investors can gain exposure to NOK stock via&nbsp;iShares U.S. Digital Infrastructure and Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IDGT#NYSE">IDGT</a>) and&nbsp;Hartford Multifactor Developed Markets (ex-US) ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RODM#NYSE">RODM</a>).
Price Action: NOK shares are up 1.21% at $5.00 premarket at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/contracts/25/01/43232734/nokia-scores-trio-of-global-deals-enhancing-network-security-and-high-capacity-routing" target="_blank" rel="noreferrer noopener">Nokia Scores Trio Of Global Deals, Enhancing Network Security And High-Capacity Routing</a></li>
</ul>
Photo via Shutterstock.

Contracts

GTMEF

iShares U.S. Digital Infrastructure and Real Estate ETF

IDGT

RODM

Nokia Partners with Globe Telecom To Tackle Fraud In Banking With Secure APIs

Fresh Del Monte Produce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDP#NYSE">FDP</a>) reported quarterly earnings of $0.26 per share which missed the analyst consensus estimate of $0.37 by 29.73 percent. This is a 4 percent increase over earnings of $0.25 per share from the same period last year. The company reported quarterly sales of $1.01 billion which missed the analyst consensus estimate of $1.03 billion by 2.04 percent. This is a 0.40 percent increase over sales of $1.01 billion the same period last year.

Fresh Del Monte Produce Q4 2024 Adj EPS $0.26 Misses $0.37 Estimate, Sales $1.01B Miss $1.03B Estimate

On Sunday, KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) entered into definitive agreements with CVC, a private markets manager, to become the largest shareholder in Healthcare Global Enterprises (HCG) and take full <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43903089/kkr-acquires-controlling-stake-in-indian-healthcare-provider-healthcare-global-enterprises-for-400" rel="noreferrer noopener">operational control for $400 million</a>.
As part of the agreement, KKR will acquire up to 54% of HCG&#8217;s equity from CVC Asia V at INR 445 per share (around $5.13).
In accordance with SEBI&#8217;s Takeover Regulations, KKR will also initiate an open offer to public shareholders, potentially increasing its ownership to 54%-77% upon completion of the transaction.
The transaction is anticipated to close by the third quarter of 2025, pending regulatory approvals and standard closing conditions.
Read: <a target="_blank" href="https://www.benzinga.com/25/02/43628557/bain-capital-weighs-fuji-soft-exit-as-kkr-raises-bid-in-fierce-takeover-battle-report" rel="noreferrer noopener">KKR Raises Bid In Fierce Takeover Battle Of Fuji Soft, Bain Weighs Next Steps: Report</a>
Akshay Tanna, Partner and Head of India Private Equity, KKR, said, &#8220;As healthcare continues to be a thematic focus for KKR in India, our investment in HCG will support the development of medical infrastructure and the delivery of critical oncology services and care to more patients in the country.&#8221;
Notably, KKR is investing through its Asia Fund IV, strengthening its focus on India&#8217;s healthcare sector. Its past investments include Baby Memorial Hospital, Healthium, Infinx, Max Healthcare, JB, and Gland Pharma, spanning hospitals, medical devices, healthcare tech, and pharmaceuticals.
Last week, KKR reached a deal with&nbsp;ENI S.p.A. to expand its ownership in&nbsp;Enilive by acquiring an additional 5% stake valued at <a target="_blank" href="https://www.benzinga.com/25/02/43776138/kkr-raises-enilive-ownership-to-30-with-614-million-investment" rel="noreferrer noopener">587.5&nbsp;million&nbsp;euros (~$614.4 million)</a>.
As of fourth quarter end, KKR&#8217;s cash and cash equivalent <a target="_blank" href="https://www.benzinga.com//node/43457965" rel="noreferrer noopener">stood at $8.54 billion.</a>
Investors can gain exposure to KKR via&nbsp;FM Focus Equity ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMCX#NYSE">FMCX</a>) and&nbsp;EA Series Trust WHITEWOLF Publicly Listed Private Equity ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/LBO#BATS">LBO</a>).
Price Action: KKR shares closed lower by 1.73% at $132.22 on Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/asset-sales/25/02/43897289/deal-dispatch-hooters-plans-restructuring-prada-in-talks-to-acquire-versace" target="_blank" rel="noreferrer noopener">Deal Dispatch: Hooters Plans Restructuring, Prada In Talks To Acquire Versace</a></li>
</ul>
Photo via Shutterstock.

Northern Lights Fund Trust IV FMC Excelsior Focus Equity ETF

FMCX

KKR Clinches $400 Million Deal To Take Controlling Stake In India's Cancer Hospital Chain HCG: Details

Jones Trading analyst Jason Weaver maintains New York Mortgage Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NYMT#NASDAQ">NYMT</a>) with a Buy and maintains $7.5 price target.

NYMT

Jones Trading Maintains Buy on New York Mortgage Trust, Maintains $7.5 Price Target

<ul>
<li>The key economic factors that impact the company's business are residential repair activity, residential remodeling activity, U.S. housing starts, and commercial construction activity.</li>
<li>Owens Corning expects near-term demand for nondiscretionary repair activity to remain stable as the year begins while residential new construction and remodeling is expected to remain soft. Commercial construction activity in North America is expected to start the year slower than prior year. The result of incremental tariffs which have not yet been implemented may also have a near-term impact. In Europe, the company expects market conditions to remain weak in the near-term in residential and commercial markets, similar to the second half 2024.</li>
<li>As Owens Corning invests in capacity to grow core products and markets, the company anticipates a short-term step up in capital expenditures due to investments in previously announced projects. Owens Corning remains committed to its capital allocation strategy, generating strong free cash flow, and returning at least 50% to shareholders over time.</li>
</ul>

Guidance

Owens Corning Expects Q1 Revenue From Continuing Operations To Grow Mid-20%, EBITDA Margin From Continuing Operations Of Low-20%

HC Wainwright &amp; Co. analyst Douglas Tsao maintains Protagonist Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTGX#NASDAQ">PTGX</a>) with a Buy and raises the price target from $50 to $54.

PTGX

HC Wainwright & Co. Maintains Buy on Protagonist Therapeutics, Raises Price Target to $54

Chardan Capital analyst Daniil Gataulin maintains MeiraGTx Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MGTX#NASDAQ">MGTX</a>) with a Buy and maintains $36 price target.

MGTX

Chardan Capital Maintains Buy on MeiraGTx Hldgs, Maintains $36 Price Target

Press Releases

Cypress Creek Renewables Selects Maxeon Solar Solutions for Major Utility Scale Projects

Stock Split

Maxeon Receives Nasdaq Notification and is Proceeding with Approved Reverse Stock Split

Pomerantz Law Firm Announces the Filing of a Class Action Against Maxeon Solar Technologies, Ltd. - MAXN

Maxeon Announces CEO Leadership Transition

Maxeon Provides Update on CBP Detention of its Solar Panels

Maxeon Announces Restructuring of Business Portfolio

Maxeon Solar Technologies Announces Third Quarter 2024 Financial Results

Maxeon and Tongwei Solar Announce Settlement Agreement Resolving Patent Infringement Lawsuit

Ascent Solar Technologies, Inc - Common Stock

Ascent Solar Technologies

Datavault AI

GCT Semiconductor Holding, Inc. Common Stock

GCT Semiconductor Hldgs

GSI Technology

Intchains Group Limited - American Depositary Shares

Intchains Gr

Kopin

SEALSQ

SemiLEDs

Mobix Labs

Everspin Technologies, Inc. - Common Stock

Everspin Technologies

Magnachip Semiconductor Corporation Common Stock

MagnaChip Semiconductor

Nano Labs

Peraso

Pixelworks

QuickLogic

Semilux International Ltd. - Ordinary Shares

Semilux International

SmartKem

Sequans Communications S.A. American Depositary Shares (each representing ten (10) Ordinary Shares)

Sequans Communications

Toyo Co

Valens Semiconductor Ltd. Ordinary Shares

Valens Semiconductor

WISeKey International Holding Ltd - American Depositary Shares

WISeKey Intl Holding

Morgan Stanley

Goldman Sachs

Roth MKM

Mizuho

최근 미국 대통령 선거 결과, 특히 공화당의 압승은 도널드 트럼프 대통령 당선인의 지도하에 재생 에너지의 미래에 대한 의문을 제기했다.
모건 스탠리의 보고서는 다양한 정책 시나리오에 따른 재생 에너지의 경제적 영향을 평가하고, 이것이 수익성에 미치는 영향을 분석한다.
이 애널리스트는 청정 기술 산업에 대한 전망을 &#8220;매력적&#8221;에서 &#8220;중립&#8221;으로 조정했다.
추가 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations" target="_blank" rel="noreferrer noopener">트럼프 승리 후 태양광 및 재생 에너지 주식 폭락: 지금 저렴한 가치에서 사야 할까?</a>
장기적으로 재생 에너지에 대한 수요는 현재 시장의 인식보다 강할 가능성이 높지만, 새로운 불확실성으로 인해 단기 성장 전망은 덜 확실해졌다.
이러한 새로운 불확실성은 청정 에너지 부문이 직면하고 있는 이미 어려운 환경에 추가된다. 여기에는 허가 및 연결 지연 문제, 자금 조달 문제 및 수익성을 해친 치열한 경쟁 등이 포함된다.
인플레이션 감축법(IRA), 관세 및 금리에 대한 불확실성은 청정 연료 평가에 상당한 영향을 미쳤다.
모건 스탠리는 청정 기술 평가가 반등하기 위해서는 IRA에 대한 명확한 가이드가 필수적이라고 작성했다. 그러나 이는 2025년 말에 만료될 예정인 감세 및 일자리 법안(TCJA)에 대한 논의와 연결될 가능성이 높기 때문에 시간이 걸릴 수 있다.
모건 스탠리는 고품질 및 내구성 있는 성장/마진을 가진 주식에 투자할 것을 추천하며, 명확한 촉매 경로 및/또는 강력한 재무 상태를 통해 단기적인 성장 및/또는 수익성의 변동성을 견딜 수 있어야 한다.
<ul>
<li>애널리스트는 GE 버노바(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>), 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) 그리고 블룸 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>)에 대해 비중확대 등급을 유지했다.</li>
</ul>
그러나 이 애널리스트는 세 가지 청정 기술 주식을 중립에서 비중 축소로 하향 조정했다:
<ul>
<li>솔라엣지 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>): 애널리스트는 유럽 수요 감소와 저가 중국 제조업체와의 치열한 경쟁으로 인한 수익성 둔화를 이유로 목표 주가를 $23에서 $9로 하향 조정했다. 결과적으로, 회사는 <a href="https://www.benzinga.com/quote/SEDG/analyst-ratings" target="_blank" rel="noreferrer noopener">2026년 이후</a>에 EBITDA에서 손익 분기점에 도달할 것으로 예상되지 않는다. 금요일 주가는 17.07% 급락한 $10.64로 마감했다. 지난 5일 동안 21.76% 하락했다.</li>
<li>맥시온 솔라 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAXN#NASDAQ">MAXN</a>): 모건 스탠리는 유럽의 유틸리티 규모 태양광 시장에서의 경쟁 증가로 인해 수익성이 느리게 회복될 것으로 예상하여 <a href="https://www.benzinga.com/quote/MAXN/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">목표 가격을 $4</a>로 유지하고 있다. 또한 최근 미국 주택 시장에서 고객 손실로 인해 시장 점유율과 프리미엄 가격 유지가 어려워질 수 있다. 금요일 주가는 13.22% 급락한 $9.98로 마감했다. 지난 5일 동안 2.16% 하락했다.</li>
<li>TPI 컴포지트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TPIC#NASDAQ">TPIC</a>): 애널리스트는 미국 풍력 시장이 얼마나 빨리 회복될지에 대한 불확실성을 언급했다. 이는 자금 조달 확보 문제와 산업이 더 큰 블레이드 크기로 전환됨에 따른 설계 및 검사 문제로 인해 발생한다. 모건 스탠리는 <a href="https://www.benzinga.com/quote/TPIC/analyst-ratings" target="_blank" rel="noreferrer noopener">목표 주가를 $4에서 $2로</a> 하향 조정했다. 금요일 주가는 8.82% 하락한 $2.16로 마감했다. 지난 5일 동안 23.59% 하락했다.</li>
</ul>
 
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/movers/24/11/42012689/life-insurance-firm-aegon-trades-higher-as-capital-ratios-remain-solid" target="_blank" rel="noreferrer noopener">아혼 생명 보험 회사, 자본 비율이 안정적으로 유지됨에 따라 상승 거래</a></li>
</ul>
사진 출처: Shutterstock


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Maxeon Solar Technologies

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에 대한 최신 뉴스 Maxeon Solar Technologies (NASDAQ:MAXN) 주식

토요일, 11월 16, 2024

사람들이 또한 지켜본다

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