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#sector read-across
Stock analysis posts tagged "sector read-across" from Openbook.
Babcock (BAB) Stock Analysis: Revenue Growth, Profit Margins and Valuation
A £15bn Royal Navy shipyard upgrade and defence spending at 2.7% of GDP give Babcock a demand signal. Its 8.2% margin is where the question sits.
Progressive Fundamental Analysis: PGR Revenue, Margins, Debt and Valuation
Progressive's August combined ratio deteriorated to 89.3 from 83.1 and net income fell 22% to $951m, while policies in force still grew 7% to 40.5 million.
Shell (SHEL): Brent Near 108 After Saudi Pipeline Shutdown
Saudi Arabia shut the pipeline that let its crude bypass Hormuz, and Brent traded near $108. Shell is at a record high, so how much is already priced?
Clarkson (CKN): Tanker Rates Near 1 Million a Day Drive Record H1
The Middle East to China tanker benchmark has doubled in a month. Clarkson clips a commission on every fixture, and its H1 profit rose 56% as a result.
DR Horton (DHI): Mortgage Rates Hit a 15 Month High Before the Fed
The 30-year fixed mortgage reached 6.76%, a 15-month high, with the Fed now debating a hike. For D.R. Horton the cost lands in margin, not in closings.
Copper's Squeeze Broke but the Price Held: Antofagasta's Read
The LME copper backwardation hit $550 a tonne, then collapsed in 48 hours. The price barely moved. What that split means for Antofagasta and LSE peers.