文章核心观点 - 公司预计在2024年第三季度的业绩与去年同期持平,但营收有所增长 [1] - 公司业绩是否超出预期将影响股价走势 [1] - 公司未来的盈利预期和股价变化主要取决于管理层在财报电话会议上对业务状况的讨论 [1] 根据相关目录分别进行总结 一致预期 - 公司预计在即将公布的季度报告中每股收益为0.60美元,与去年同期持平 [2] - 公司预计营收为36.2亿美元,同比增长5.4% [2] 预测修正趋势 - 过去30天内,分析师对该季度每股收益的预测下调了0.7% [3] - 这反映了分析师对公司业绩的集体预期调整 [3] 业绩预测 - 分析师在公司公布业绩前对预测的修正可以反映该期业务状况 [4] - 公司的实际每股收益与共识预期的偏离程度(即预期惊喜指数)可以预示业绩表现 [4][5] - 正预期惊喜指数和较好的股票评级组合可以较好地预测业绩超预期的可能性 [5] 历史业绩表现 - 公司最近一个季度的业绩超出预期5.56% [7] - 过去4个季度公司均超出了共识每股收益预期 [7] 总结 - 业绩超预期并不一定意味着股价上涨,也可能因其他因素而下跌 [8] - 但选择预计将超预期的股票仍然可以提高投资成功的概率 [8] - 公司本次业绩有望超预期,但投资者仍需关注其他因素 [8]

文章核心观点 - 公司AES在过去两个季度中连续超出市场预期,平均超出30.90% [1][2] - 公司最近一个季度的每股收益为0.38美元,超出市场预期0.36美元,超出5.56% [1] - 公司上一个季度的每股收益为0.50美元,超出市场预期0.32美元,超出56.25% [1] 根据相关目录分别进行总结 盈利预测和实际表现 - 公司最近的盈利预测一直在上调,这是一个良好的信号 [2] - 公司目前的盈利预期偏差(Earnings ESP)为正值,这表明公司有可能再次超出预期 [2][3] - 根据研究,具有正的盈利预期偏差和中性评级(Zacks Rank 3)的股票,约有70%的概率会超出预期 [2]

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its di ...

ARLINGTON, Va., Oct. 1, 2024 /PRNewswire/ -- The AES Corporation (NYSE: AES) will host a conference call on Friday, November 1, 2024 at 9:00 a.m. Eastern Time (ET) to review its third quarter 2024 financial results.The call will include prepared remarks and a question and answer session.  It will be open to the media and the public in a listen-only mode by telephone and webcast.  Interested parties may listen to the teleconference by dialing 1-833-470-1428 at least ten minutes before the start of the call.  ...

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its di ...

The Utilities sector has been on a tear in 2024, ranking as the second-best performing sector, just after Information Technology. With many companies now trading at valuations above their recent historical averages, finding opportunities at attractive prices hasDr. Joseph Jones, professor at The University of Southern Mississippi, has over fifteen years of experience studying the market. He focuses on portfolio construction from a dividend growth investor's perspective. The opinions and insights expressed i ...

Utilities benefit from various favorable factors, such as new electric rates, customer additions, cost management and the implementation of energy-efficiency programs. Also, the ongoing investments to improve the resiliency of electric infrastructure against extreme weather conditions and the ongoing transition to cost-effective, renewable energy sources to produce electricity aid the power industry.Regardless of economic cycles, there is a relatively constant demand for the services offered by utilities, w ...

ARLINGTON, Va. and MONTRÉAL, Sept. 17, 2024 /PRNewswire/ -- The AES Corporation (NYSE: AES) today announced that it reached an agreement to sell a 30% indirect equity interest in AES Ohio to CDPQ, a global investment group, for approximately US$546 million, with closing expected in the first half of 2025.This agreement expands upon AES' existing partnership with CDPQ at AES Indiana and creates a similar ownership structure for the two utilities, with no change in management or operational control of AES Ohi ...

华尔街股市上周表现 - 上周华尔街股市大幅上涨标普500和纳斯达克取得年度最佳周涨幅纳斯达克涨超5% 标普500涨4% 道琼斯涨2% 美国半导体股上周上涨[1] 利率削减预期上升 - 美联储降息预期上升市场预期美联储下周降息50个基点的概率从2024年9月12日的15%上升到49% 金融时报和华尔街日报的报道以及前纽约联储主席的言论推动了这种预期转变[2] 国债收益率下降 - 2024年9月13日10年期国债收益率从9月9日的3.70%下降到3.66% 国债收益率波动反映市场对美联储降息幅度的不确定性[3] 上周获胜股票 - 博通(AVGO)上周上涨20.8% 过去四个季度平均盈利惊喜为3.28%[3][4] - 华纳兄弟探索公司(WBD)上周上涨17.1% 虽过去四个季度未实现正平均盈利惊喜但因与特许通讯公司的交易股价周五上涨[4] - 超微电脑(SMCI)上周上涨16.4% 过去四个季度平均盈利惊喜为0.60%[4][5] - 维斯塔(VST)上周上涨14.2% 虽过去四个季度未实现正平均盈利惊喜但因核电站执照延期和电力市场价格飙升股价周五上涨[5] - AES公司(AES)上周上涨14.2% 过去四个季度平均盈利惊喜为19.18%[5][6]

The September syndrome is already visible in U.S. stock markets. September is known to be the worst-performing month for Wall Street. This year, too, the situation remains challenging. Major stock indexes suffered significant losses in the first week of this month. However, last week, was the best for these indexes in 2024. Wall Street is currently riding on high expectations of the beginning of the interest rate cut regime by the Fed in the September FOMC meeting scheduled next week. The existing range of ...