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Deutsche Bank has downgraded Alfen to "sell" from "hold" due to reduced investments by grid operators, which are impacting substation demand. The bank anticipates limited near-term growth for Alfen and notes that increased competition in the charging segment may further erode profitability. Among 11 analysts covering Alfen, seven recommend a "hold," while four suggest "strong sell" or "sell."
Kraft Heinz anticipates low- to mid-single-digit sales growth over the next three years, below its previous target, while its stock is seen as undervalued at a 49% discount to its fair value of $53. Occidental Petroleum, despite lacking an economic moat, is positioned to earn its cost of capital, with shares trading 26% below a $59 fair value estimate. Ally Financial is focusing on retail auto lending, expecting improved credit quality and profitability, while Amazon's first-quarter results showed strong revenue growth, with shares trading 12% below a $240 fair value estimate. Constellation Brands, with a wide economic moat, reported 2% sales growth and an 11% rise in adjusted earnings per share, driven by efficiency gains in its beer segment.
Servotech Renewable Power Systems' shares surged 4.5% following news of Errol Musk's upcoming visit to India to tour the company's manufacturing facility. His recent appointment to the Global Advisory Board is expected to enhance Servotech's global expansion efforts and support its ambitious 'Vision 2027' roadmap. Additionally, the company secured a ₹15 crore rooftop solar order from Indian Railways, further boosting its business momentum.
Chevron is set to face Exxon in arbitration over Hess' stake in the Stabroek oilfield, while the company recently acquired nearly 5% of Hess' shares, bolstering its growth outlook. With a strong dividend yield and a resilient business model, Chevron is positioned for continued cash flow growth and investment in lower-carbon energy solutions.
China and the U.S. are engaged in a silent trade war, exacerbated by tariffs and competition in the electric vehicle (EV) market. Following a controversial retweet by Elon Musk regarding a Chinese EV's aerodynamics, the Chinese manufacturer Avatr has invited him to witness their wind-tunnel tests. As both nations navigate this complex landscape, the outcome of their trade tensions remains uncertain.
Caterpillar Inc., the leading manufacturer of mining and construction equipment, has seen improved earnings forecasts following a de-escalation in the trade war, according to UBS. The company generates 94.7% of its net sales from machinery and engines, with financial services accounting for 5.3%. Geographically, North America leads with 53.1% of sales, followed by Europe/Africa/Middle East (19%), Asia/Pacific (17.6%), and Latin America (10.3%).
UBS has upgraded Caterpillar's stock from Sell to Neutral, raising the price target from $272 to $357 due to improved trade negotiations with China, which have lessened risks to earnings. Despite this, concerns remain about ongoing uncertainties affecting demand. Analysts project an average target price of $363.60, indicating a potential upside, while GuruFocus estimates a fair value of $307.22, suggesting a downside from the current price of $349.81.
UBS has upgraded Caterpillar Inc. to a Neutral rating with a price target of $357. The company is the leading global producer of mining and construction equipment, with net sales primarily from machinery and motors (94.7%), while financial services account for 5.3%. Geographically, sales are strongest in North America (53.1%), followed by Europe/Africa/Middle East (19%), Asia/Pacific (17.6%), and Latin America (10.3%).
Caterpillar (CAT) has received an upgraded rating from UBS, moving from Sell to Neutral, with a new price target of $357, up from $272. Analysts forecast an average target price of $363.60, indicating a potential upside of 3.94% from the current price of $349.81. In its latest earnings report, Caterpillar reported a 10% revenue decline to $14.2 billion but achieved record organic backlog growth of $5 billion and returned over $4 billion to shareholders. Despite challenges in various sectors, particularly Construction Industries, the company maintained a strong balance sheet and saw a 13% increase in Energy & Transportation sales driven by power generation demand.
Deutsche Bank Research has reduced its target price for Thyssenkrupp Nucera from €14 to €12 while maintaining a "buy" rating. Analyst Michael Kuhn noted that the company is performing well operationally, but is currently lacking order momentum.
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Deutsche Bank downgrades Alfen to sell amid reduced grid investment outlook
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