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Smartkarma Newswire

Nestle (Malaysia) (NESZ) Earnings Soar: 2Q Net Income Hits 112.1M Ringgit, Boosting EPS by 20%

By | Earnings Alerts
  • Nestle Malaysia reported a net income of 112.1 million ringgit for the second quarter.
  • This net income represents a 20% increase compared to the same quarter last year.
  • The company achieved a revenue of 1.67 billion ringgit, marking a 9.5% increase year-over-year.
  • Earnings per share (EPS) rose to 47.81 sen from 39.91 sen in the previous year.
  • Market analysts have mixed views with 2 buy ratings, 10 hold ratings, and 2 sell ratings.

A look at Nestle (Malaysia) Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to the Smartkarma Smart Scores, Nestle (Malaysia) shows a promising long-term outlook based on its overall scores. The company scored a 2 in Value, indicating that it has potential for growth at a reasonable price. With a Dividend score of 3, investors can expect a moderate dividend payout from Nestle (Malaysia). Furthermore, the company scored a 3 in Growth, Resilience, and Momentum, indicating steady growth potential, strong resilience in uncertain market conditions, and positive market momentum.

Nestle (Malaysia) Berhad, an investment holding company, is involved in marketing and selling a variety of products including powdered milk, drinks, instant coffee, and noodles. Additionally, the company manufactures culinary and chocolate-based food products, provides packaging services, and trades flavoring ingredients. With a balanced mix of scores across different factors, Nestle (Malaysia) appears to be well-positioned for long-term success in the market.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Hyundai Motor (005380) Earnings: 2Q Operating Profit Surpasses Estimates with Strong Sales Performance

By | Earnings Alerts
  • Hyundai Motor‘s operating profit for the second quarter was 3.60 trillion won.
  • This figure surpassed analyst estimates, which were projected at 3.5 trillion won.
  • The company’s net profit reached 3.00 trillion won, slightly below the estimated 3.14 trillion won.
  • Sales for Hyundai Motor in the second quarter totaled 48.29 trillion won.
  • This sales performance exceeded expectations, with estimates at 46.73 trillion won.
  • Investment consensus reflects confidence in Hyundai Motor, with 31 analysts recommending a buy, 2 holding, and 0 selling the stock.

Hyundai Motor on Smartkarma

Analysts on Smartkarma are providing valuable insights into Hyundai Motor Group’s recent $21 billion investment in the US. Douglas Kim highlights the concern that Hyundai may need external capital for its US ventures in the coming years. Despite the financial considerations, Hyundai Motor (005380 KS) is seen as undervalued, trading at a low P/E ratio of 4.7x in 2025 and 4.5x in 20026.

Meanwhile, Sanghyun Park discusses Korea’s first Alternative Trading System (ATS) launching on March 4, pointing out potential arbitrage trading opportunities. The introduction of the ATS could impact institutional flows and create new opportunities for traders due to execution speed differences and the potential lack of market makers leading to bid-ask spread widening in the market.


A look at Hyundai Motor Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth5
Resilience3
Momentum3
OVERALL SMART SCORE4.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Hyundai Motor Company’s long-term outlook appears promising based on the Smartkarma Smart Scores analysis. The company has received top marks in Value, Dividend, and Growth categories, indicating strong fundamentals and growth potential. Hyundai Motor‘s commitment to providing value to investors, a solid dividend policy, and a robust growth strategy bode well for its future performance.

While scoring slightly lower in Resilience and Momentum, Hyundai Motor‘s overall outlook remains positive. The company’s focus on innovation, adapting to changing market conditions, and maintaining steady growth momentum positions it well for long-term success in the competitive automotive industry. With a diversified business model encompassing passenger cars, trucks, commercial vehicles, and financial services, Hyundai Motor is well-positioned to navigate future challenges and capitalize on opportunities for sustained growth.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Alinma Bank (ALINMA) Earnings: 2Q Profit Aligns with Estimates at 1.57 Billion Riyals, Boosted by 11% Growth

By | Earnings Alerts
  • Alinma Bank‘s second quarter profit rose to 1.57 billion riyals, marking an 11% increase year-over-year, meeting the estimate of 1.56 billion riyals.
  • Operating income reached 2.95 billion riyals, up 7.3% from the previous year, aligning with estimates.
  • Impairments were reduced by 14% year-over-year to 281.3 million riyals, better than the estimated 347.2 million riyals.
  • Pretax profit increased by 11% year-over-year to 1.75 billion riyals, slightly below the expected 1.77 billion riyals.
  • Total assets grew by 14% to 297.22 billion riyals, surpassing the estimate of 273.35 billion riyals.
  • Investments rose 11% year-over-year, amounting to 51.64 billion riyals.
  • Net loans saw a 15% increase, reaching 218.60 billion riyals, which exceeded the forecasted 215.97 billion riyals.
  • Total deposits climbed 12% year-over-year to 229.94 billion riyals, compared to an estimate of 225.75 billion riyals.
  • The bank announced a dividend of 0.30 riyal per share for the second quarter.
  • An increase in net income from financing and investment activities, fee income, and other operational areas contributed to the bank’s performance, despite lower exchange income.
  • Market analysts have rated Alinma Bank with 10 buys, 9 holds, and no sells.

A look at Alinma Bank Smart Scores

FactorScoreMagnitude
Value4
Dividend4
Growth4
Resilience4
Momentum3
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts are optimistic about the long-term prospects of Alinma Bank, a Shariah law-compliant commercial Islamic bank. Smartkarma Smart Scores indicate positive outlook across multiple key factors. Alinma Bank scores high in Value, Dividend, Growth, and Resilience with scores of 4 out of 5. This suggests that the company is well-positioned in terms of its financial health, growth potential, and ability to withstand market challenges.

While Alinma Bank‘s Momentum score is slightly lower at 3, overall, the company’s strong performance in Value, Dividend, Growth, and Resilience bodes well for its future growth and stability. Investors may see Alinma Bank as a solid investment opportunity based on these favorable Smart Scores across various important factors.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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BNP Paribas (BNP) Earnings: 2Q FICC Sales & Trading Revenue Surpasses Estimates with Strong Performance

By | Earnings Alerts
  • BNP Paribas reported a net income of €3.26 billion for Q2, which is a 4% decrease year-on-year but above the estimate of €3.13 billion.
  • Total revenue for the quarter was €12.58 billion, a 2.5% increase year-on-year, slightly surpassing the expected €12.54 billion.
  • Corporate and Institutional Banking (CIB) revenue reached €4.68 billion, a 4% rise compared to the previous year and exceeding the estimate of €4.61 billion.
  • Global Markets revenue was reported at €2.39 billion, beating the estimated €2.26 billion.
  • The Fixed Income, Currencies, and Commodities (FICC) sales and trading revenue surged by 27% year-on-year to €1.41 billion, outperforming the estimated €1.2 billion.
  • Equity and Prime Services revenue declined by 15% to €980 million, below the forecast of €1.06 billion.
  • Commercial, Personal Banking & Services revenue increased slightly by 0.4% to €6.63 billion, aligning closely with the estimate of €6.61 billion.
  • Investment & Protection Services revenue was up by 4.4% year-on-year to €1.53 billion, almost matching the estimate of €1.54 billion.
  • The Common Equity Tier 1 ratio stood at 12.5%, meeting expectations.
  • Pre-tax income rose by 3.1% year-on-year to €4.56 billion, above the estimate of €4.49 billion.
  • Provisions for loan losses rose by 18% year-on-year to €884 million, surpassing the expected €864.3 million.
  • The cost to income ratio improved to 57.5%, better than the estimated 58.9%.
  • Non-interest expenses increased slightly by 0.8% to €7.23 billion, under the forecast of €7.37 billion.
  • BNP Paribas projects a return on tangible equity of 11.5% for the year, with net income expected to exceed €12.2 billion, higher than the estimate of €11.95 billion.
  • For 2026, the bank forecasts a return on tangible equity of 12%.
  • The company plans to pay an interim dividend of €2.59 in cash on September 30, 2025.

A look at BNP Paribas Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth4
Resilience3
Momentum5
OVERALL SMART SCORE4.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

BNP Paribas S.A., a renowned financial institution, seems to have a promising long-term outlook based on its Smartkarma Smart Scores. With strong scores in dividend and momentum, the company is set to reward its investors with attractive returns and consistent growth. Additionally, BNP Paribas scores well in the value and growth categories, indicating a solid foundation for future success in the banking sector.

Despite facing some challenges in resilience, BNP Paribas remains a robust player in the market, offering a wide range of banking and financial services across various regions. Its ability to adapt to changing market conditions and maintain a high level of momentum highlights its potential for continued success in the long run. Investors looking for a reliable and growth-oriented financial institution may find BNP Paribas a compelling choice for their portfolios.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Teck Resources (TECK/B) Earnings: 2Q Revenue Falls Short of Expectations with C$2.02 Billion

By | Earnings Alerts
  • Teck Resources reported second quarter revenues of C$2.02 billion, falling short of the estimated C$2.16 billion.
  • The company’s Adjusted EBITDA was C$722 million, slightly below the expected C$724.6 million.
  • Analyst recommendations for Teck Resources include 16 buys, 7 holds, and 1 sell.

A look at Teck Resources Smart Scores

FactorScoreMagnitude
Value4
Dividend2
Growth2
Resilience3
Momentum3
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Teck Resources Ltd. is a natural resource company with a solid outlook for the long term as indicated by its Smart Scores. With a high Value score of 4, Teck is seen as offering good value relative to its stock price. While its Dividend and Growth scores are moderate at 2 each, the company’s Resilience and Momentum scores of 3 each suggest stability and a positive trend in the market. Teck Resources’ diversified activities in mining, smelting, and refining various metals across North and South America position it well for sustained growth and resilience in the global market.

Strategically mining zinc, copper, molybdenum, gold, and metallurgical coal in key locations like the United States, Canada, Peru, and Chile, Teck Resources Ltd. is a robust player in the natural resource sector. The company’s production of refined metals and specialized metal products adds to its strength and market presence. With a strong focus on value, coupled with a resilient operational structure and positive market momentum, Teck Resources is poised for long-term success, making it an attractive investment option for those looking for stability and growth in their portfolio.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Interparfums SA (ITP) Earnings: FY Sales Forecast Falls Short Despite Strong North American Performance

By | Earnings Alerts
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  • Interparfums has adjusted its full-year sales forecast to €910 million, down from its previous prediction of €930-€935 million, with analyst estimates at €927.5 million.
  • First half of the year sales reached €446.9 million, marking a 5.8% increase year-over-year, slightly below the €449.5 million estimate.
  • Constant exchange rates for the first half boosted sales by 6.1%.
  • Second quarter sales were €211.4 million, a 0.7% increase from the previous year, yet just shy of the €212 million estimate.
  • North America revenue demonstrated strong growth with a 4.1% year-over-year increase, totaling €78.7 million.
  • In contrast, Asia’s revenue saw a significant decline, dropping 20% year-over-year to €26.5 million.
  • Western Europe’s revenues increased by 6.7% amounting to €39.8 million, while France experienced an 8.7% decrease, with revenues at €13.7 million.
  • Sales at constant exchange rates during the second quarter increased by 3.3%.
  • Interparfums notes a potential challenging outlook for the second half of the year despite the strong performance in North America, especially in the United States where sales were up by 15%.
  • Eastern Europe’s performance was positively influenced by the relaunch of Lacoste fragrances and the solid sales of Lanvin and Karl Lagerfeld fragrances.
  • The proposed U.S. tariffs increase to 30% from August 1, 2025, poses a risk to the company, which may require reassessment of its strategies in the fall.
  • Current market analyst recommendations for Interparfums include 5 buys, 4 holds, and 1 sell rating.

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A look at Interparfums SA Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth4
Resilience4
Momentum2
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Interparfums SA, a company that specializes in creating and manufacturing branded perfumes under license, is positioned for a promising long-term outlook based on the Smartkarma Smart Scores. With a Growth score of 4 and a Resilience score of 4, the company is projected to experience strong growth potential and demonstrate resilience in challenging market conditions. This indicates that Interparfums SA is likely to expand its market presence and navigate economic uncertainties effectively over the long run.

Although the company’s Value and Momentum scores are moderate at 2 each, its Dividend score of 3 suggests a stable dividend performance. This combination of factors indicates a balanced approach to investing in Interparfums SA, with an emphasis on growth and resilience while also considering its dividend payout stability. Overall, the Smartkarma Smart Scores point towards a positive outlook for Interparfums SA as it continues to create perfumes for a variety of fashion sectors.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Banco De Sabadell SA (SAB) Earnings: Strong FY ROTE of 14.5%, Second Quarter Surpasses Expectations

By | Earnings Alerts
  • Sabadell projects a return on tangible equity (ROTE) of 14.5% for the fiscal year 2025, an improvement from approximately 14% previously observed.
  • The cost of risk is expected to be 0.35%, a decrease from about 0.4% previously observed.
  • Net interest income is projected to be €4.9 billion, with estimates slightly higher at €4.93 billion.
  • In the second quarter of 2025, Sabadell reported a net income of €486 million, which is a 0.6% increase year-over-year and above the estimated €439.8 million.
  • Net interest income for the second quarter was €1.21 billion, which is a 4.2% decrease year-over-year, meeting the estimates.
  • Net fee and commission income rose by 4.5% year-over-year to €350 million, surpassing the estimated €343.8 million.
  • Operating gross profit was €1.57 billion, a 2.7% decline year-over-year, marginally below the estimate of €1.58 billion.
  • Pretax profit increased by 5.4% year-over-year to €706 million, above the estimate of €648.9 million.
  • Provisions for non-performing loans (NPLs) fell by 32% year-over-year to €95 million, lower than the estimated €129.7 million.
  • The bad loans ratio improved to 2.47%, down from 3.21% a year ago, and better than the forecasted 2.64%.
  • The CET1 ratio fully-loaded increased slightly to 13.6% from 13.5% year-over-year.
  • Banco Sabadell’s Board has approved an interim cash dividend of €0.07 per share for 2025 earnings, to be distributed on 29 August 2025.
  • The bank anticipates a ROTE of 16% by 2027.
  • Sabadell expects total costs to flatten in 2025, contrary to a previous forecast of approximately 1% increase.
  • The outlook for low-single-digit growth in fees and commission is maintained for 2025.
  • Analyst recommendations include 12 buys and 8 holds, with no sells.

Banco De Sabadell SA on Smartkarma

Analyst coverage on Banco De Sabadell SA by Jesus Rodriguez Aguilar on Smartkarma indicates a mix of bullish and bearish sentiments. In the report titled “BBVA/Sabadell Update: TSB Sale Shifts Dynamics, Adds Dividend Optionality,” Rodriguez highlights the impact of TSB sale on Sabadell’s value, with a potential special dividend looming. Despite regulatory constraints, BBVA maintains its bid, while market activity suggests expectations of a bid bump or re-rating.

On the contrary, in the report “BBVA/Sabadell: Trading Above Terms After Government Imposes Integration Freeze,” Rodriguez expresses bearish views. Political resistance and integration restrictions pose challenges to BBVA’s hostile bid. Sabadell trading above the implied offer value indicates investor anticipation of a revised deal or potential collapse due to governmental interventions and political complexities.


A look at Banco De Sabadell SA Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth5
Resilience3
Momentum4
OVERALL SMART SCORE4.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Banco De Sabadell SA is projected to have a positive long-term outlook. With high scores in Dividend and Growth factors, the company is positioned well for potential future success. Additionally, its strong showing in Value and Momentum indicates favorable aspects in terms of investment attractiveness and market performance.

Banco De Sabadell SA, a commercial banking institution offering a range of services such as loans, private banking, and insurance, displays resilience despite a slightly lower score in this aspect. Operating across multiple regions globally, including Europe, the Americas, and Asia, Banco De Sabadell SA presents itself as a well-rounded and promising prospect for investors seeking a stable and growing financial entity.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Emirates NBD Bank PJSC (EMIRATES) Earnings: 2Q Results Surpass Expectations with Strong Operating Income Performance

By | Earnings Alerts
  • Emirates NBD’s second-quarter operating income reached 12.1 billion dirhams, surpassing the estimate of 11.68 billion dirhams.
  • Net income was 6.3 billion dirhams, beating the projection of 5.49 billion dirhams.
  • Impairments stood at 200 million dirhams.
  • Pretax profit amounted to 7.7 billion dirhams, exceeding the anticipated 6.82 billion dirhams.
  • Net interest income was slightly below estimates, at 8.4 billion dirhams compared to 8.71 billion dirhams expected.
  • Net fee and commission income increased by 15% year-over-year, totaling 2.01 billion dirhams.
  • Earnings per share (EPS) reached 0.98 dirhams, above the forecasted 0.85 dirhams.
  • The cost to income ratio improved to 29.7%, better than the predicted 30.6%.
  • Net interest margin dropped to 3.36%, lower than the expected 3.55%.
  • Total assets grew by 17% year-over-year to 1.09 trillion dirhams, surpassing the estimate of 1.05 trillion dirhams.
  • Total deposits increased by 18% year-over-year, amounting to 737 billion dirhams, above the estimate of 709.44 billion dirhams.
  • In the first half of the year, Dubai property transactions increased, though price growth is moderating.
  • Lending in Saudi Arabia has grown 27% year-to-date, with plans to open three more branches by the end of the year.
  • The net interest margin (NIM) decreased due to a 350 basis-point rate hike in Turkey and loan repricing following 100 basis-point US rate cuts.
  • NIMs are expected to finish 2025 within the 3.3-3.5% guidance range, considering second-half rate cuts and recovery of DenizBank margins.
  • The 2025 cost of risk guidance is lowered to 20-40 basis points due to “strong” recoveries, despite expected credit deterioration at DenizBank.
  • Guidance for non-performing loans has been revised to below 3%.
  • Loan growth guidance has been adjusted to low-double-digit growth.

A look at Emirates NBD Bank PJSC Smart Scores

FactorScoreMagnitude
Value4
Dividend2
Growth4
Resilience3
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Emirates NBD Bank PJSC, a prominent player in the banking sector, shows a promising long-term outlook based on the Smartkarma Smart Scores analysis. With solid scores in Value, Growth, Resilience, and Momentum, the company exhibits strengths across various key factors. A high score in Value indicates that Emirates NBD Bank PJSC is undervalued compared to its competitors, while a strong growth score suggests potential for expansion and development. Additionally, a robust momentum score reflects the company’s positive trend in performance. Although the dividend score is moderate, the overall outlook remains optimistic, positioning Emirates NBD Bank PJSC favorably for future growth and success.

Emirates NBD PJSC, specializing in banking and financial services, operates with a diversified business model that includes corporate and institutional, retail, and private banking services. As a leading player in the market with headquarters in Dubai, United Arab Emirates, the company also offers treasury services and Islamic banking products. The combination of these services, along with the favorable Smartkarma Smart Scores across key factors, suggests a bright future for Emirates NBD Bank PJSC in the long term, reinforcing its position as a resilient and forward-looking institution in the banking industry.

### Summary: Emirates NBD PJSC conducts banking and financial service activities. The Bank’s business segments include corporate and institutional, retail, and private banking. Emirates NBD also offers treasury services and Islamic banking products, with headquarters in Dubai, United Arab Emirates. ###


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Hyundai Glovis (086280) Earnings: 2Q Operating Profit Surpasses Estimates with 538.88 Billion Won

By | Earnings Alerts
  • Hyundai Glovis reported a higher-than-expected operating profit for the second quarter of 2025.
  • Operating profit stood at 538.88 billion won, surpassing the estimated 512.92 billion won.
  • The company achieved a net profit of 502.40 billion won, significantly above the estimated 366.08 billion won.
  • Sales met expectations, totalling 7.52 trillion won.
  • Analyst recommendations for Hyundai Glovis include 17 buy ratings, 1 hold, and 1 sell.

A look at Hyundai Glovis Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience4
Momentum4
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Hyundai Glovis, a company known for its domestic and international logistic services, has been given positive Smart Scores across various factors. With a Value score of 3, Dividend score of 4, Growth score of 4, Resilience score of 4, and Momentum score of 4, the overall outlook for Hyundai Glovis appears promising. The company is seen as having strong potential for growth and resilience, with momentum on its side for future performance.

Providing services such as domestic transportation, storage, packaging, vehicle logistic, and logistic consulting, Hyundai Glovis also engages in the automobile auction market for used vehicles. The favorable Smart Scores highlight the company’s solid foundation and potential for continued success in the long term, making it a company to watch in the logistics industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Delta Electronics Thailand (DELTA) Earnings: AI Demand Fuels Promising Outlook Despite Challenges

By | Earnings Alerts
  • Delta Thailand is anticipated to benefit from the rising demand in the AI sector.
  • Projected net income for Delta is 5.31 billion baht, with a revenue estimate of 44.5 billion baht and an EPS estimate of 0.40 baht.
  • Globlex Securities advises buying with a price target of 125 baht, highlighting Delta’s unique exposure to the global AI industry.
  • They believe Delta’s profit outlook has improved due to potential softening of US tariffs.
  • Bualuang Securities suggests a sell with a price target of 90 baht, despite positive feedback from US clients, which form a significant part of sales.
  • The company faced capacity limitations, especially in auto components, with use below 70%, contrasting with near 100% for data center parts.
  • Bualuang forecasts second-quarter profits in the range of 5.2 billion to 5.3 billion baht, affected by foreign exchange variations and legal costs from a patent dispute.
  • JPMorgan rates the company as overweight with a price target of 154 baht, citing strong growth prospects.
  • JPMorgan predicts revenue to expand by 9% this year and by 18% next year, driven by demand for power solutions and ongoing AI-related expenses, with earnings growth forecasted at 23% CAGR from 2025 to 2027.
  • Market consensus includes 3 buys, 2 holds, and 16 sells, with an average price target of 84.90 baht, reflecting a 40.4% downside from the current price.
  • Delta’s shares have appreciated by 55.7% over the past year, contrasting with a 6.3% decline in the SET Index.
  • The release of further information is expected on July 25.

Delta Electronics Thailand on Smartkarma



Analysts on Smartkarma have been closely monitoring Delta Electronics Thailand, particularly focusing on the impending changes in the SET50 Index. Brian Freitas highlights in his research that there will be four changes in the index, with implications for Delta Electronics Thailand. The capping changes for Delta are expected to result in significant passive selling in the stock.

Furthermore, Vincent Fernando, CFA, provides a comparison between Delta Electronics Thailand and Delta Electronics Taiwan, noting that the rally in Delta Thailand has created a valuation gap compared to Delta Taiwan. Despite recent price adjustments, Delta Thailand remains relatively expensive and overvalued. Vincent emphasizes that Delta Taiwan may offer a stronger and cheaper exposure to the group’s long-term growth themes.



A look at Delta Electronics Thailand Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth5
Resilience4
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Delta Electronics Thailand has a promising long-term outlook, according to the Smartkarma Smart Scores. With strong scores in Growth, Resilience, and Momentum, the company’s future prospects appear bright. The high Growth score indicates potential for expansion and development, while a robust Resilience score suggests the company’s ability to withstand market challenges. Additionally, a solid Momentum score reflects positive market sentiment and investor interest, contributing to a favorable outlook for Delta Electronics Thailand.

Delta Electronics Thailand, a company that designs and manufactures electronic equipment, particularly power systems for various industries, showcases a balanced performance across different factors. Although Value and Dividend scores are moderate, the company’s strengths in Growth, Resilience, and Momentum bode well for its overall outlook. As Delta Electronics Thailand continues to innovate and adapt to market demands, investors may find potential for long-term growth and stability in the company’s offerings.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
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  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars