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RACE

Ferrari's shares have declined due to misconceptions about its third-quarter performance, particularly regarding China, unit shipments, and non-recurring operations. The decline in shipments is attributed to an ERP transition, and the reduction in China is intentional. Ferrari's strong brand and management suggest a buying opportunity.

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December 05, 2024 | 9:00 pm

LLY

Eli Lilly and Company announced a $3 billion expansion of its manufacturing facility in Wisconsin, acquired earlier this year. This investment aims to boost production of diabetes and obesity medicines, meeting global demand.

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December 05, 2024 | 8:45 pm

VYX

NCR Voyix Corporation has been recognized as the largest global supplier of POS software for the eighth consecutive year, according to the Global POS Software 2024 study by RBR Data Services.

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December 05, 2024 | 8:30 pm

MA

Mastercard's stock has risen by 16.1% over the past six months, driven by diversified revenue streams and a strong core business. The shift to digital payments is expected to further support the company's performance.

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December 05, 2024 | 8:15 pm

UNH

UnitedHealth Group is focusing on value-based care and AI to improve efficiencies and patient outcomes. The company reported a 9% increase in third-quarter revenues, reaching $101 billion, driven by Optum Health and Optum Rx. Despite challenges like Medicare rate cuts and cyberattacks, UnitedHealth maintains its 2024 earnings outlook.

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December 05, 2024 | 8:00 pm

MKTX

MarketAxess (MKTX) is recommended for portfolio addition due to its growth potential driven by increased commission revenues, a diversified product portfolio, and a strong financial position.

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December 05, 2024 | 8:00 pm

ENB

Enbridge, a major player in North America's energy transport sector, has increased its dividend yield to 6.15%. Despite strong revenue and net income growth, concerns arise due to stagnant operating cash flow, questioning the company's growth pace. Enbridge has a C$27 billion project pipeline.

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December 05, 2024 | 8:00 pm

SNPS

Synopsys, Inc. is facing challenges with an overvalued stock despite revenue growth, weak guidance, and a pessimistic outlook for China's semiconductor industry. The acquisition of Ansys is seen as strategically favorable.

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December 05, 2024 | 7:45 pm

VLGEA

Village Super Market (VLGEA) reported a 10% year-over-year increase in Q1 EPS, driven by digital sales, pharmacy sales, and successful store remodels, contributing to a 4% revenue growth.

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December 05, 2024 | 7:30 pm

LEGN

Legend Biotech's CAR-T therapy, Carvykti, is experiencing significant sales growth. The company has a strong cash position and is expected to reduce losses as revenues increase. Analysts are optimistic, with multiple Buy ratings and price targets between $73-$94.

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December 05, 2024 | 7:30 pm