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1. Significant rise after performance! Regional banking companies$Truist Financial (TFC.US)$An increase of more than 3%, an increase of more than 20% during the year, a new high during the year. A biopharmaceutical R&D service giant$IQVIA Holdings (IQV.US)$It surged nearly 10%, and the target price was raised by major banks one after another.
Truist Financial reported earnings of $0.91 per share, beating analysts' expectations of $0.82, up 10.98%. The company reported quarterly sales of $50.18 million, beating analysts' expectations of $48.05 million, an increase of 4.42%. Barclays analysts maintained Truist Financial's holding rating and raised the target price from $43 to $47.
Aikunwei's cumulative revenue for the first six months of fiscal year 2024 was 7.55 billion US dollars, up 2.3% year on year, and cumulative net profit was 0.65 billion US dollars, up 11% year on year; the sales volume of the company's advanced analytical service providers was 3.81 billion US dollars, exceeding market expectations of 3.79 billion US dollars. Barclays analysts maintained Ikunwei's buy rating and raised the target price from $255 to $275.
2. Acquired with a 30% premium, it will become the biggest acquisition deal in the UK in the near future! Pest Control Company$Rentokil Initial PLC (RTO.US)$It rose more than 7% overnight.
According to Times reports, if the standard acquisition premium is 30%, then the price of this deal could reach about 15 billion pounds (193.7 billion US dollars). This acquisition will be the largest acquisition deal in the UK in the near future, and may require the participation of several private equity firms. Participants may come from Bain Capital, CVC, and Advent.
3. The US housing and construction sector is rising, and Trump's victory may trigger record housing sales! One of the top three real estate agents in the US$D.R. Horton (DHI.US)$It rose nearly 2% on the last trading day, and over 30% over the past 10 trading days, reaching another record high.
The US stock residential construction sector is rising. Recently, several economists have analyzed the effects that Trump's victory in the election will cause, and indicated that the real estate market may benefit. Among them, Marty Harlee, president and CEO of First Trust Finance, said, “If Trump wins the upcoming election, we will see another large-scale refinancing boom, as well as a record number of home sales. Lowering interest rates will also drive all other industries upward.”
4. Analysts are not afraid of the risk of pullbacks and are firmly optimistic! Semiconductor materials company$Lam Research (LRCX.US)$,$Applied Materials (AMAT.US)$Yesterday they all rose by more than 6%; in addition, silicon carbide chip companies$ON Semiconductor (ON.US)$An increase of nearly 7%.
Citi analyst Atif Malik, who focuses on the semiconductor equipment market, said that the sector's correction may have been due to Asmack's third-quarter guidance falling short of expectations and Trump's remarks about Taiwan heightened concerns about chip export controls. However, chip equipment spending should not be affected, and the basic forecast for 2025 is $120 billion.
Bank of America analyst Vivek Arya said last Wednesday's decline was the 26th time in a decade that the Philadelphia Semiconductor Index fell 5% or more. Although these risks have exacerbated seasonal headwinds — the index often underperformed in the third quarter — fluctuations are nothing new, and fundamentals remain firm.
1. Innovate individual US stocks
II. List of the rise and fall rates of popular US stocks
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