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Revenues

PSMMY

Persimmon PLC reports a 17% increase in housing demand but faces rising costs, which may be exacerbated by the Budget. The company plans to mitigate these costs through commercial controls and management actions.

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November 06, 2024 | 8:30 am

HAS

The article discusses taking profits in Hasbro due to concerns over its optimistic valuation and underperformance risks, despite a significant return over the past year. Hasbro's revenue has declined year-over-year, but operating profits have improved due to cost control measures.

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November 06, 2024 | 8:30 am

BBD

Banco Bradesco's 3Q24 results reveal challenges such as declining market share, increasing costs, and shrinking margins. Despite these issues, net income improved due to lower delinquencies. The bank's loan book grew 8% YoY, but it is losing share in key categories like personal loans, credit cards, and deposits.

Portfolio Pulse from

November 06, 2024 | 8:15 am

SNZZF

Senzime AB reported strong sales growth for January to September 2024, driven by accelerated sensor sales. The interim report is available on their website.

Portfolio Pulse from

November 06, 2024 | 8:00 am

HENKY

Henkel, a German chemical and consumer-goods company, reported higher sales and reaffirmed its guidance for the year. The company owns brands such as Persil and Schwarzkopf.

Portfolio Pulse from

November 06, 2024 | 7:45 am

NVO

Novo Nordisk's Wegovy weight-loss drug exceeded sales expectations in Q3, leading the company to narrow its full-year guidance.

Portfolio Pulse from

November 06, 2024 | 7:45 am

BZLYF

Lloyd's of London insurer Beazley estimates a net exposure of $125-175 million due to Hurricanes Helene and Milton, which caused significant damage in Florida.

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November 06, 2024 | 7:45 am

BTU

Peabody Energy reported a slight increase in revenue for 3Q24 compared to 3Q23, but experienced a drop in gross profit margin. The company maintains a strong financial position with low debt and significant cash reserves. The Centurion project in Australia is expected to significantly boost future revenue and profit.

Portfolio Pulse from

November 06, 2024 | 7:45 am

CPT

Camden Property Trust (CPT), a leading multifamily REIT, is poised to benefit from improving market fundamentals such as strong demand, rent growth, and reduced new construction, despite recent stock price declines due to market volatility.

Portfolio Pulse from

November 06, 2024 | 7:30 am