Mercado Pago Applies for Banking License in Mexico
PYMNTS.com· 2024-09-26 08:15
Mercado Pago, the FinTech arm of MercadoLibre, reportedly applied for a banking license in Mexico earlier this month.The firm sent the application to the Mexican regulator, the National Banking and Securities Commission (CNBV), Reuters reported Wednesday (Sept. 25).Mercado Pago is the second-largest digital wallet in Mexico, offering credit and debit cards, international transfers, interest on funds stored in the digital wallet, and personal and small business loans, according to the report.With a banking l ...
Bad News For Dividend Investors Who Are Still In The Accumulation Phase
Seeking Alpha· 2024-09-26 08:08
As many of my followers have noticed it, I am a pure play dividend investor, where the selection criteria of individual securities are based on high initial yields, conservative cash flows and robust balance sheets. Plus, since my overall investment objective isRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in La ...
Time to Buy META Stock as it Near All-Time Highs?
ZACKS· 2024-09-26 08:01
文章核心观点 - Meta Platforms (META)股价今年已经上涨超过60%,创下576美元的历史新高 [1] - 分析师对Meta的前景保持乐观,给予公司"强烈买入"的评级 [5] - Meta在人工智能领域的创新和产品拓展为公司带来了新的发展机遇 [6][7] - Meta的股票估值相对于同行业大型科技公司而言仍具有吸引力 [8] 根据相关目录分别进行总结 财务表现 - Meta连续7个季度超越Zacks EPS预期,平均盈利惊喜率为12.61% [3] - 2022年第二季度,Meta的每股收益为5.16美元,同比增长60% [4] 分析师评级 - 45家券商中有39家给予Meta"强烈买入"的评级,平均评级为1.33 [5] 创新与产品拓展 - Meta正在加强人工智能技术的应用,其AI助手每月拥有近5亿用户 [6] - Meta正在扩展其商业AI解决方案,并推出新一代VR头显和AR眼镜 [7] 估值分析 - Meta当前的市盈率为26.3倍,略高于标普500指数的24.2倍 [8] - 但仍低于Meta过去10年的历史高位74.5倍 [8]
SoFi: Don't Give Up Now
Seeking Alpha· 2024-09-26 08:00
SoFi Technologies, Inc. (NASDAQ: SOFI ) has had several remarkable years since going public, yet the stock has traded flat to down the whole period. Investors tend to place too much emphasis on how a stock trades over theMark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates ...
Oaktree Specialty Lending: Excess Software Lending May Compound 'Value Trap' Risk
Seeking Alpha· 2024-09-26 07:48
Business Development Companies (BDCs) are popular among income-focused investors due to their high yields. BDCs allow investors to function similarly to a bank, usually lending to the less liquid middle-market corporate debt market, which often has high yields. Some BDCs use leverage to boostHarrison is a financial analyst who has been writing on Seeking Alpha since 2018 and has closely followed the market for over a decade. He has professional experience in the private equity, real estate, and economic res ...
Q3 Earnings Season: A Look Ahead
ZACKS· 2024-09-26 07:40
文章核心观点 - 2024年第三季度标普500指数公司的盈利预期已经大幅下调,这一负面修正趋势逆转了之前几个季度的有利发展[1] - 总体来看,标普500指数公司2024年第三季度的盈利预计将同比增长3.2%,收入增长4.5%[1] - 这一负面修正趋势不仅更加明显,而且更加广泛,14个行业中有12个行业的盈利预期下调,其中交通、航空航天、能源、基础材料、建筑、医疗和消费品行业下调幅度最大[2] - 科技行业预计将连续第5个季度实现两位数盈利增长,但剔除科技行业后,其他行业的盈利将持平[2] 银行业盈利展望 - 摩根大通和富国银行将于10月11日开启第三季度银行业财报季,这两家银行股票最近表现较差,分别下跌6.5%和8.1%,低于标普500指数1.5%的涨幅[3] - 部分原因是摩根大通对2025年全年净利息收入和费用的预期不乐观,贷款需求持续疲软是主要问题,即使美联储已经开始降息周期,未来几个季度的贷款需求前景仍不确定[3] - 银行业是一个对经济敏感的行业,应该能从降息环境中获益,包括贷款需求改善、存款和信贷质量趋势有利,以及投行业务增加[3] - 摩根大通2024年第三季度预计每股收益4.04美元,同比下降6.7%,收入增长3.4%至412.5亿美元[4][5] - 包括美国银行和富国银行在内的其他大型银行,第三季度的每股收益也预计同比下降,行业整体第三季度盈利预计同比下降16.6%,收入增长0.8%[5] 整体盈利展望 - 第三季度盈利预期的下调幅度大于前两个季度,这一负面修正趋势广泛存在于14个行业,只有科技和金融行业预期有所上调[8] - 未来几个季度,整体盈利增长预期将有所改善[9][10][11] - 今年整体盈利增长7.6%,主要来自于利润率改善,收入增长仅1.8%,剔除金融行业后收入增长为4.2%[11]
Zuckerberg Unveils Meta's Wearable Tech Plans for the Connected Economy
PYMNTS.com· 2024-09-26 07:37
On Wednesday (Sept. 25), the first of Meta’s two-day Meta Connect 2024 conference, Meta CEO Mark Zuckerberg unveiled an ambitious vision for the future of wearable technology.The event showcased significant innovations, particularly the highly anticipated Orion augmented reality (AR) glasses, which aim to redefine how users engage with digital content in their everyday lives.The Meta Quest 3S headset was also introduced, offering high-quality immersive experiences at an accessible price point. These advance ...
PayPal Business Account Holders Can Buy, Hold, Sell Crypto
PYMNTS.com· 2024-09-26 07:33
文章核心观点 - 公司现已允许美国商户(纽约州除外)直接从PayPal商业账户买入、持有和出售加密货币 [1] - 公司还允许PayPal商业账户持有者向外部区块链账户发送和接收支持的加密货币代币 [1] - 公司表示这些新功能是为了满足商户对加密货币功能的需求 [1] - 公司在2020年就已经允许消费者直接从PayPal和Venmo账户买入、持有和出售加密货币 [1] - 公司在2023年8月推出了名为PayPal USD (PYUSD)的美元挂钩稳定币 [2] - 公司表示将PYUSD推向索拉纳区块链,以提高稳定币的使用速度和降低成本,并为用户提供更多灵活性和控制权 [3]
American Eagle sues Amazon over alleged 'knock-offs' of Aerie products
CNBC· 2024-09-26 07:32
文章核心观点 - 美国鹰服饰公司指控亚马逊侵犯其Aerie品牌的商标权,声称亚马逊在搜索结果中使用了Aerie品牌的标识,误导消费者购买"劣质仿制品" [1][2] - 美国鹰服饰公司表示没有授权亚马逊销售其Aerie系列产品,包括瑜伽裤、内衣、休闲服等,并拒绝了亚马逊的请求,希望Aerie能保持自己的品牌形象和客户体验 [1] - 美国鹰服饰公司指出,在亚马逊网站上搜索Aerie产品,会出现仿冒品,包括运动衫和短裤等,并声称亚马逊在收到侵权通知后,仍然在销售贴有错误拼写的Aerie商标的产品 [2] 亚马逊的应对 - 亚马逊多年来一直面临类似的投诉,2016年鞋类品牌Birkenstock和戴姆勒公司都曾指控亚马逊销售假冒产品 [3] - 2019年,亚马逊在年报中警示投资者面临第三方卖家销售假冒产品的风险,并采取了一些措施来打击假冒产品,如成立专门团队、提起诉讼和推出保护商标的工具 [3] - 亚马逊表示禁止在其网站上销售假冒产品,但尚未就此事作出回应 [3] 美国鹰服饰公司的诉求 - 美国鹰服饰公司正在寻求禁令和经济赔偿,指控亚马逊侵犯其商标权 [4]
Dow, S&P Take a Break Ahead of Eventful Stock Market Thursday
ZACKS· 2024-09-26 07:26
Wednesday, September 25th, 2024Market trading cooled off today, a week after the Fed cut interest rates and sent a wave of good feeling through Wall Street. Today, market participants signaled the party’s over — or at least taking a disco nap.We’ve got the big Personal Consumption Expenditures (PCE) report on Friday, so investors will doubtless keep some powder dry ahead of that announcement. It’s the Fed’s preferred gauge of inflation, and further lackluster numbers may signal another 50 basis-point (bps) ...