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Search resuls for: "Citi Research's"


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PepsiCo's top-line growth will take time: Analyst
  + stars: | 2024-10-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPepsiCo's top-line growth will take time: AnalystCiti Research's Filippo Falorni weighs in on PepsiCo's Q3 results, how it's providing value to its customers – and if "shrinkflation" plays any part in that.
Persons: Filippo Falorni Organizations: Citi
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCiti Research's Lucy Baldwin on FOMC meeting: Fed can finally focus attention on the labor marketLucy Baldwin, Citi Research global head, joins 'Closing Bell' to discuss the aftermath of the FOMC meeting where policymakers decided to leave interest rate unchanged.
Persons: Lucy Baldwin Organizations: Citi, Citi Research Locations: FOMC
Watch CNBC's full interview with Citi Research's Scott Chronert
  + stars: | 2024-07-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Citi Research's Scott ChronertScott Chronert, Citi Research head of U.S. equity strategy, joins 'Money Movers' to discuss macro outlooks, expectations for Fed rate cuts, and more.
Persons: Citi Research's Scott Chronert Scott Chronert Organizations: Citi Research's, Citi Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCiti Research's Stephen Trent on global outage impact on airlinesStephen Trent, Citi Research airline analyst, joins 'Power Lunch' to discuss the impact of CrowdStrike's IT outage on the airline industry and more.
Persons: Stephen Trent Organizations: Citi, Citi Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a lot of good news priced in the markets, says Citi Research's Drew PettitDrew Pettit, Citi Research U.S. equity strategist, joins 'Money Movers' to discuss markets, the economy, AI, fintech, and more.
Persons: Drew Pettit Drew Pettit Organizations: Citi, Citi Research
This old technology getting some fresh attention is a trend investors may not want to miss: Heat pumps. Heat pumps provide both air conditioning and heat — all in one device. Heat pumps could play a viable role in this regard," Muhedini said in a research note last week. The DOE also runs a Residential Cold Climate Heat Pump Technology Challenge , which is partnered with Trane, Carrier, and Johnson Controls, among other leading heat pump makers. In the chemicals sector, companies that produce more eco-friendly refrigerants for heat pumps could one day reap the benefits of recent legislation in the U.S. that will ban next year the production of heat pumps that use refrigerants with high levels of global warming potential.
Persons: hasn't, They're, William Thompson, Amantia, Muhedini, Thompson, Johnson, Jefferies, Stephen Volkmann, Trane, Andrew Kaplowitz, Deane Dray, Dray, Lennox, Owens, It's, they've, Nestle Organizations: UBS, McKinsey, Barclays, United Nations, UN, International Energy Agency, Johnson Controls, Carrier, Solutions, Citi, Wednesday, U.S . Department, DOE, Trane, RBC Capital, Johnson, Companies, Rockwell Automation, Honeywell International, Arkema, Unilever Locations: industrials, U.S, Paris, Trane, Monday's, Spain, Switzerland
Therefore, investors would be more incentivized to buy companies that have a strong record of dividend payments. The strategist expects more companies to add dividends payouts going forward, as firms begin to increasingly understand the appeal for investors. The stocks had to meet the following criteria: Buy-rated by Citi Research 3-year dividend per share with a compound annual growth rate above 5% Above median expected dividend growth Potential dividend per share upside Reasonable payout ratio Reasonable dividend yield One name on the list was Visa , which currently has a dividend yield of 0.7%, according to Citi Research. Semiconductor firm Lam Research also made the list, with a dividend yield of 0.9%. More than half of analysts covering the stock rate it a buy or strong buy and see a potential upside of nearly 6%.
Persons: Scott Chronert, Chronert, TD Cowen, Bryan Bergin, Riley, — CNBC's Michael Bloom Organizations: Federal Reserve, Citi, Fed, Citi Research's, Citi Research, Visa, LSEG, Mastercard, Semiconductor, Lam Research, Research Locations: Asia, Europe
Investors looking for artificial intelligence exposure outside of Nvidia directly were rewarded in Micron (MU) , up 70% in one year. I'll discuss a smart options trade from here following Micron's stock run and ahead of its earnings next week. As I believe there will be a lot of volatility in the months ahead inside of the high-flying artificial intelligence theme, I want to clearly define my risk in this bullish view I am expressing below. Although this would be a new all-time high for Micron, the narrative of "high tide, lifts all boats" has been applicable to anything and everything associated with artificial intelligence. DISCLOSURES: (Kilburg is long this call spread) THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY .
Organizations: Nvidia, Micron, Citi, MU
Berenberg increased its price target on Eli Lilly on the back of expected strong sales of its weight loss drug, Zepbound. The firm kept its $21 price target, saying shares are "ready to inflect" with hardware cost deflation and investment tax credit boosting growth. Danely's $820 price target on the buy-rated blockbuster chipmaker suggests 3.6% potential upside for shares since Monday's close. — Pia Singh 5:38 a.m.: Berenberg hikes Eli Lilly price target Eli Lilly has been on a tear this year, and Berenberg expects even more gains from here. Analyst Kerry Holford reiterated his buy rating on the stock and raised his price target to $850 from $680.
Persons: Berenberg, Eli Lilly, John Hodulik, Hodulik, — Pia Singh, Wells, Steven Cahall, Cahall, ROKU, Fred Imbert, BofA Evercore, James West, Christopher Danely, Danely, Goldman Sachs, Edward Jones, James Shanahan, Goldman, Marcus, Apiro Dounls, Sunoco, Kerry Holford, Holford, Zepbound Organizations: CNBC, pharma, Nvidia, Citi, Sunoco, NuStar Energy, Netflix, UBS, Vizio, CTV, ISI, BofA, BofA Evercore ISI, Bank of America, Micron Technology, NuStar, SUN Locations: Wells, Sunrun, Monday's
JPMorgan raised its outlook for emerging market hard-currency debt on Monday to "marketweight" from "underweight", saying the latest U.S. inflation data cemented a shift to the next phase in the cycle. In its 2023 outlook Morgan Stanley predicted emerging market hard-currency bonds could return more than 14% next year. Core CPI seems to be finally in," Citi Research's head of emerging market strategy Dirk Willer said in the bank's weekly strategy note. However, it might not be quite time for investors to dive into emerging market sovereign credit. JPMorgan's emerging market strategist Jonny Goulden said Federal Reserve hiking cycles were usually followed by a "wait" period before the onset of a U.S. recession, or possibly even an emerging markets financial crisis.
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