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☆ Meta has a lot of work to do before its VR headset becomes mainstream: Jefferies' Brent Thill
  + stars: | 2023-06-01 | 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 EmailMeta has a lot of work to do before its VR headset becomes mainstream: Jefferies' Brent ThillBrent Thill, Jefferies equity research analyst, joins 'Squawk on the Street' to discuss what Meta's Quest 3 VR headset means for the company, the influence of AI on big tech names, and more.
Persons: Jefferies, Brent Thill Brent Thill Organizations: Meta, Jefferies
☆ Jefferies upgrades this multinational on continued growth in the aerospace sector
  + stars: | 2023-04-20 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
Jefferies thinks a storied multinational can benefit from strong growth in its aerospace segment. Jefferies posits that GE will grow its aerospace sector sales by 16% in 2023 to $30.2 billion. GE YTD mountain General Electric could continue to benefit from the growth of its aerospace segment, according to a Thursday note from Jefferies. "GE Aerospace will have a clearer story to tell following the GE Vernova spin in early 2024, which we believe is one of the better positioned stories to the aerospace ramp," Jefferies equity analyst Sheila Kahyaoglu wrote on Thursday. Aerospace margins could also grow to 20% by 2025, Kahyaoglu said, although operating expenses will continue to add pressure.
☆ The tech rally is a sector reallocation rather than demand acceleration: Jefferies' Brent Thill
  + stars: | 2023-03-17 | 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 EmailThe tech rally is a sector reallocation rather than demand acceleration: Jefferies' Brent ThillBrent Thill, Jefferies equity research analyst, joins 'Squawk on the Street' to discuss the potential for future downticks in tech demand, increasing moves towards portfolio reallocations, and more.
☆ 'Never been so cheap': Fund manager explains why he loves shipping stocks right now
  + stars: | 2022-12-28 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
There are a host of reasons to consider investing in shipping companies, according to Pure Value Metrics' Richard-Mark Dodds, who said many of the stocks had attractive entry points. It's in contrast to the bumper year of 2007, Dodds said, when ship owners mistakenly expanded their shipping fleets instead. Buy-rated shipping stocks CNBC Pro screened for stocks in the shipping sector that could offer opportunities to investors. Shipping fleet 'becoming more valuable' Meanwhile, Dodds pointed toward another trend that could boost earnings: a reluctance by shipping owners to buy new vessels over environmental concerns. "The [existing] shipping fleet is becoming more valuable as time goes by because fewer ships are being built."
☆ Exxon, Chevron to spend billions more on oil projects next year
  + stars: | 2022-12-08 | by ( Sabrina Valle | ) www.reuters.com   time to read: +3 min
The Biden administration has criticized oil companies for not raising their oil production to help lower prices to consumers. Exxon sees potential for $100 billion in surplus cash by 2027, assuming global oil prices of $60 per barrel. Chevron should generate about $34 billion in free cash flow next year, according to Jefferies equity research, twice its oil investments levels. U.S. and European producers have also been partially recovering project spending slashed during the pandemic. The five western majors posted record profits this year, and Exxon and Chevron shares have hit historical highs this quarter.
☆ Australia's Tyro Payments shares jump on takeover talks with Westpac, others
  + stars: | 2022-10-17 | by ( ) www.reuters.com   time to read: +2 min
Oct 18 (Reuters) - Australia's Tyro Payments Ltd (TYR.AX) confirmed on Tuesday it was in preliminary takeover talks with selected parties, including no.3 lender Westpac Banking Corp (WBC.AX), sending shares of the payment terminals firm up more than 5%. Tyro last month rejected a A$1.27 per share indicative offer from a private equity consortium led by Potentia Capital Management. Westpac on Tuesday separately confirmed the talks in a brief statement and said a potential deal would strengthen its small business proposition. "From a Tyro perspective, it's clear that Westpac would have significantly more synergies than the PE consortium. He said the logic of synergies from a deal for Tyro should also apply to Westpac's rivals National Australia Bank (NAB.AX) and Australia an New Zealand Banking Group (ANZ.AX).
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