Hedgeye Says Go Long Sea Limited, Short MercadoLibre in Pair Trade

Seeking AlphaSep 14 22:58

CITIC Research: Reassessing the Value of Large Banks from a Global Perspective

Since 2020, global Global Systemically Important Banks (G-SIBs) have demonstrated robust performance in capital markets. A breakdown reveals that enhanced profitability and increased share buybacks and dividends have been the primary drivers of the strong returns delivered by G-SIBs over the past decade. The return drivers for G-SIBs vary across regions: U.S. banks rely on profits and buybacks; European banks on dividends and cyclical reversal; Japanese banks on revaluation driven by interest rate normalization; while Chinese banks exhibit prominent dividend characteristics. Looking ahead, large domestic banks in China are entering a stage of high-quality development, with continuous optimization of their balance sheet expansion, profitability, capital management, and shareholder return models, offering substantial investment value.

CITIC Securities ResearchAug 26 14:23

3G Capital Partners Adds SNDK, INTC, Exits AMZN, ADI Among Q2 Moves

Seeking AlphaAug 15 05:10

Tiger Global Adds Cerebras, Exits Webull, Boosts Intel Stake, Among Top Q2 Trades

Seeking AlphaAug 15 02:39

Barclays Maintains Overweight on Sea, Raises Price Target to $156

Barclays analyst Jiong Shao maintains Sea (NYSE:SE) with a Overweight and raises the price target from $122 to $156.

BenzingaAug 13 22:30

Benchmark Maintains Buy on Sea, Raises Price Target to $175

Benchmark analyst Fawne Jiang maintains Sea (NYSE:SE) with a Buy and raises the price target from $140 to $175.

BenzingaAug 12 20:54