Zeta Global offers a compelling value opportunity as it executes well against ambitious FY28 revenue and EBITDA targets. ZETA's growth in scaled customers and sales reps is outpacing its three-year plan, signaling strong operational momentum and potential M&A appeal. Despite robust performance, ZETA trades at a discount to peers, with multiple paths for share appreciation through standalone execution or acquisition.
S&P Global remains undervalued amid AI-driven market pessimism, despite strong fundamentals and resilient revenue growth across key business segments. AI is unlikely to replace SPGI's core businesses, as human judgment, reputation, and regulatory barriers maintain the company's dominance in ratings and indices. AI can serve as a growth catalyst for SPGI by enhancing operational efficiency, not as a disruptive threat to its business model or client trust.
The yellow metal's rally took a pause as a peace deal between Israel and Hamas begins to take shape.
Over $100 billion in life insurance coverage held by seniors lapses every year in the U.S., creating a massive, overlooked market inefficiency. Abacus Global Management (NASDAQ: ABL) monetizes these unused assets, typically paying 7× surrender value and earning at least 20% spreads in resale. The company combines 90%+ revenue growth, >50% EBITDA margins, and 22% annualized ROIC, yet trades at only 7–8× expected 2025 earnings.
Apollo Go's expanding footprint may mark the start of BIDU's next structural growth cycle in high-margin mobility.
S&P Global is upgraded to "Buy" after a 15% selloff, creating a favorable risk/reward setup for investors. SPGI's Ratings and Indices segments are expected to outperform, with guidance upgrades and strong market conditions supporting potential earnings beats. The Market Intelligence segment remains a concern due to weak margins and industry headwinds, but its impact is offset by core segment strength.
Banco Santander is a global bank undergoing digital transformation, with strong fundamentals and a fair valuation, making SAN stock a buy. SAN's efficiency initiatives, including cloud migration and CRM integration, are improving profitability and supporting growth across its diversified global operations. Despite macroeconomic and competitive risks, SAN's digital transition and scale position it well.
AMZN's bold global push is paying off, with overseas sales soaring and new tech, AI and video ads driving stronger margins.
VettaFi, a differentiated index provider with modern distribution solutions and a subsidiary of TMX Group, announced today the acquisition of a suite of three indices from Range Fund Holdings and North Shore Indices, including the Range Nuclear Renaissance Index (NUKZ).
Global Medical REIT remains a Buy, offering a solid business and attractive ~8.9% yield even after a significant dividend cut. GMRE's near-term catalysts include likely debt refinancing, potential rate cuts, and a $50M share buyback program to boost shareholder value. The company reaffirmed 2025 AFFO guidance and stands to benefit significantly from lower interest rates, supporting future dividend growth.
Global Partners preferred stock's 9.2% dividend remains safe, backed by strong business momentum and resilient cash flow. GLP operates 1,700 fueling stations, benefiting from economies of scale and a defensive business model, supporting its steady performance and dividend safety. Recent Fed policy shifts and lower interest rates increase the likelihood that GLP will call its preferred shares in 2026, reducing yield to maturity.
Daiichi Sankyo Company, Limited (OTCPK:DSKYF) Q2 2024 Earnings Conference Call October 31, 2024 2:30 AM ET Company Participants Hiroyuki Okuzawa - Representative Director, President & Chief Operating Officer Ken Takeshita - Global Head of Research & Development Koji Ogawa - Head of Global Corporate Planning & Management, Chief Financial Officer Conference Call Participants Hidemaru Yamaguchi - Citigroup Kazuki Hashiguchi - Daiwa Securities Seiji Wakao - JPMorgan Securities Shinichiro Muraoka - Morgan Stanley MUFG Kasumi Haruta - UBS Hiroshi Wada - SMBC Koichi Mamegano - BofA Global Research Miki Sogi - Bernstein Michael Nedelcovych - TD Cowen Tony Ren - Macquarie Hiroyuki Okuzawa This is Okuzawa. Thank you for taking time out of your busy schedule to attend Daiichi Sankyo's Financial Results Presentation today.