Seaport Global分析师Sunil Sibal维持Targa Resources“买入”评级，并将目标价从141美元上调至174美元；花旗分析师Andres Cardona上调阿根廷YPF至“买入”评级，并将目标价从24美元上调至33美元。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.
Crude oil volume contraction boosts oil prices! Oil and gas pipeline operator $Targa Resources (TRGP.US)$ surges nearly double within the year, oil giant $YPF SA (YPF.US)$ hits a 9-year high, $Texas Pacific Land (TPL.US)$ Obtaining royalty fees from oil fields, the annual increase has exceeded 130%.
On the news front, on November 3, the OPEC+ consisting of the Organization of the Petroleum Exporting Countries and its allies announced the postponement of the plan to increase daily oil production by 0.18 million barrels, leading to a rebound in international oil prices. The WTI crude oil futures price once rose to $71.81 per barrel, while the Brent crude oil price exceeded $75.40 per barrel. In addition, it is expected that later this week a hurricane will form in the Gulf of Mexico. Energy analysis company Earth Science Associates estimated potential losses for U.S. oil producers based on models calculating storm intensity and path, indicating a possible loss of 3.1 million to 4.9 million barrels of crude oil, with potential natural gas production losses ranging between 4.56 billion and 6.39 billion cubic feet.
Seaport Global analyst Sunil Sibal maintains a 'buy' rating on Targa Resources and raises the target price from $141 to $174; Citigroup analyst Andres Cardona upgrades Argentina's YPF to a 'buy' rating and raises the target price from $24 to $33.
2. Dazzling performance pushes stock price higher! Media giant achieves near 5-year high. $Fox Corp-B (FOX.US)$ Near 5-year high for media giant's stock price surge! $Yum China (YUMC.US)$ Overnight surged more than 7%.
On the news front, media giant Fox Corporation benefited from an increase in political advertising before the U.S. presidential election. As of the end of the first fiscal quarter in September, the adjusted earnings per share were $1.45, higher than the expected $1.11. Total revenue was $3.56 billion, also exceeding expectations. Quarterly advertising revenue increased by approximately 11% year-on-year to $1.33 billion, surpassing the market's average expectation of $1.13 billion. Cable television network program revenue grew by 15% to $1.6 billion, exceeding the expected $1.41 billion; CFRA analyst Ken Leon initiated coverage of Fox Corporation with a "hold" rating and a target price of $46.
Yum China's revenue in the third quarter increased by 5% year-on-year, with operating profit up by 15% and diluted earnings per share up by 33%, all exceeding market expectations. System sales increased by 4% year-on-year, achieving a seventh consecutive quarter of same-store transaction growth, with delivery sales up by 18%, maintaining double-digit annual growth for ten consecutive years; in the third quarter, the company opened a net of 438 new stores, with 145 of them being franchised, accounting for 33%. In the first half of the year, KFC has already opened a net of 635 new stores domestically, with most of KFC's global new store openings in the first half of the year occurring domestically; Nomura maintains a "buy" rating on Yum China and adjusts the target price from HKD 365.82 to HKD 415.
Potash or reducing production? Belarusian President proposes to increase the price of potash fertilizer, fertilizer giant $Nutrien (NTR.US)$ Hits a new high since August.
On the news front, Belarusian President Alexander Lukashenko proposed coordination with Russian fertilizer manufacturers to reduce potash production by approximately 10% to increase the market price of this type of fertilizer product. Both Russia and Belarus are major global producers and exporters of fertilizers, holding significant production and export shares in global potash, nitrogen, and phosphate fertilizers. According to statistics from the International Fertilizer Association and the Food and Agriculture Organization of the United Nations, Russia and Belarus together control up to 40% of global potash exports.
Aegis Capital analyst Andrew Wong CFA maintains a "buy" rating on Nutrien, with a target price of $60.
4. Pet product retailer $Chewy (CHWY.US)$ joining the S&P MidCap 400 index, surged over 6% overnight.
On November 4th, pet product retailer Chewy announced that it will replace Stericycle, which is being sold to waste management, in the S&P MidCap 400 index, effective as of Wednesday, November 6th opening; earlier, Chewy's stock price fell after meme stock guru Keith Gill sold his holdings, joining the S&P MidCap 400 index may offset this decline.
Analyst Bernie McTernan from Needham initiated coverage on Chewy with a "hold" rating for the first time.
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