Macro Technology – Tech Com Forces Wed, 23 Nov 2022 15:05:02 +0000 en-US hourly 1 Macro Technology – Tech Com Forces 32 32 RBC Capital Markets says Canadian tech companies expect strong demand despite macro uncertainty Wed, 23 Nov 2022 15:05:02 +0000

Newswires MT 2022


Analysts recommendations on ALTUS GROUP LIMITED

2022 sales 737M
Net income 2022 16.7M
12.4 million
12.4 million
Net debt 2022 239M
PER 2022 ratio 141x
2022 return 1.18%
Capitalization 2,304 million
1,719 million
1,719 million
EV / Sales 2022 3.45x
EV / Sales 2023 3.16x
# of employees 2,700
Floating 98.6%


Duration :

Period :

Altus Group Limited Technical Analysis Chart |  MarketScreener

Trends in Technical Analysis ALTUS GROUP LIMITED

Short term Middle term Long term
Tendencies Bullish Neutral Neutral

Evolution of the income statement


To buy

Medium consensus SURPASS
Number of analysts 8
Last closing price $50.86
Average target price $64.00
Average Spread / Target 25.8%

Incentive compensation in financial services is expected to decline in 2022 Thu, 17 Nov 2022 17:18:56 +0000

Compensation consultant Johnson Associates predicts a sharp decline in year-end incentive compensation across the financial services industry.

Incentive compensation for traditional asset management has fallen significantly following the decline in stocks and bonds in 2022. Compared to 2021, the company expects bonuses to fall by around 20-25% this year.

The pressure on the asset management segment is evidenced by a decline in assets under management due to market sell-offs, outflows in active equity strategies, a remarkable level of correlation between bond and equity markets, all both down sharply in the wake of interest rate hikes and the development of alternative and technology platforms.

In the alternative investment sector, private equity and hedge fund incentive compensation fell as exits put pressure on hedge funds, large private equity funds fell slightly and fundraising and private equity and venture capital deals have slowed significantly from a rapid pace in 2021, the company reports.

Bonuses are expected to fall by 15% to 20% in hedge funds, the company wrote, although this may not be the case for all hedge funds. The outperformance of macro-strategy hedge funds in 2022 has led Johnson Associates to predict that incentive compensation for macro-strategies will increase by 10% to 20% from 2021.

In investment and commercial banking, incentives are down as profits have fallen from 2021 levels. Drastic declines in valuations have caused a pause in new IPOs and led to increased provisions for losses on receivables. Through 2023, hiring slowdowns and workforce reductions loom, as geopolitical, inflationary and recessionary risks persist.

Company management and staff will see their bonuses drop by 20-30% from 2021, the report said, due to mixed performance across business lines and falling profits.

In 2022, there is only one bright spot for incentive compensation: sales and trades, especially fixed income securities. Members of this segment can expect a 15-20% increase over last year as market volatility has led to increased customer activity.

The biggest year-over-year change in incentive compensation is for underwriters in investment banking, executive and staff positions, and those in asset management.

“Most Wall Street professionals will be quite disappointed and surprised when they receive their year-end bonuses,” Alan Johnson, managing director of Johnson Associates, said in a statement.

Across financial services, base salaries increased by 4% to 5% for the second consecutive year in 2022 .

Johnson Associates warned that an uncertain future environment looms, and the report states that “2022 year-end compensation decisions should consider a two-year lagsmany companies are reducing their hiring plans and some [will conduct] layoffs as business results decline and cost-cutting pressures increase.

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Tags: Alan Johnson, Asset Management, compensation, financial services, Hedge Fund, Investment Banking, Johnson Associates, Private Equity, Wall Street Bonuses, Year-End Bonuses

In-depth Study of Continuous Emissions Monitoring Systems Market Explores Huge Growth in Future Fri, 11 Nov 2022 07:04:37 +0000

Continuous Emissions Monitoring Systems Market

This most recent research report forecasts that by 2032, the growth of the Continuous Emissions Monitoring Systems Market will have reached a healthy CAGR. Over the next 10 years, the Continuous Emissions Monitoring System Market will witness an astonishing increase in CAGR in terms of sales from 2021. In this study, 2021 has been considered as the base year, 2022 is considered as the the year of estimation and 2023 to 2032. as the forecast period to estimate the market size for Continuous Emission Monitoring Systems.

This research report showcases all major systems and innovations which have recently been utilized across the global industry in the global Continuous Emission Monitoring Systems Market. Market prices are calculated from the point of view of the strong consumer, taking into account the main suppliers and the market economies concerned. This research study also analyzes the business growth status and potential market trends globally. Further, the global market segmentation by type, region and application is thoroughly and intensively studied and the market profile and associated outlook disclosed. Major public users fund market volumes and asset development is supported by private users. Likewise, data from major market players has been extensively presented in the research study.

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This research report also highlights leading industry players in the global Continuous Emission Monitoring Systems market providing details such as company profiles, product specifications, product price, cost and willingness to share, availability and communication of data. The feasibility of existing investment programs is checked and the full results of the analysis are discussed. This research also presents key statistics on the recent business situation, with tables and figures helping to report on the global market, and perhaps a key source of guidance & direction. Also, it lists upstream raw materials and downstream demand analysis. comprehensively. Continuous Emissions Monitoring Systems Market Research Report Includes Leading Players ABB, Gasmet Technologies Inc., Ecotech, Horiba, Rosemount, Siemens, Thermo Fisher Scientific, Teledyne LeCroy, Honeywell, Ametek, Emerson Electric, OPSIS, Durag Group, Altech Environnement, Testo AG, Aeroqual, Macro Technology Instruments, CEM Solutions, Norditech , and American Ecotech…

The market segment study covers market size, market sub-segments, upstream price & cost situation and business climate. The study also examines factors affecting industry growth and the concept of trade channels. The analysis begins with a description of the supply chain framework and shows the upstream one. Further, the study analyzes the market size and forecast across different geographies, categories, and end-use segments and provides an overview of market competition and key company profiles, along with a price review. of the market and the characteristics of the sales channel. The Continuous Emissions Monitoring Systems market is segmented into By Type (Mining Monitoring System, Field Monitoring System, and Telemetry System), By Application (Waste Incineration, Petroleum Refining, Chemicals, Building Materials, Pharmaceuticals, and Others)
Regional analysis

Major regions covered in the study include North America, Europe, Asia-Pacific, Middle East and Africa and South America. During the forecast era, the North American region is expected to experience significant growth and have the highest CAGR. Expansion in the region may be due to growing demand and favorable legislation in the United States.

In terms of pages, the Continuous Emission Monitoring Systems Market research report is extensive offering unique data, facts, important statistics with tables and figures, trends and competitive landscape details of this specialized market.

During the forecast period, increasing investments from major players, especially in Japan, will contribute to the development of the region. By 2032, demand will be further driven by booming Japanese industry. Government support for ongoing manufacturing projects in the region will provide an opportunistic line for regional demand. The ever-increasing demand from customers will drive the growth of the industry over the forecast period.

Primary data: Primary market research is a type of research that involves acquiring information from target industries, either through a third party or directly from customers.

Secondary data: Secondary market research is a survey strategy in which a company relies on publicly available data to learn more about its customers and target markets.

Market valuation and forecasting methodology: Market research fills the gap between a good or service and its target market or customer. Market research information helps a manufacturer or service provider develop a product or service plan that meets the specific needs of the target market.

Quantitative market research: Quantitative market research is a method of collecting data about the target market and consumers that can be quantified.

Qualitative market research: Qualitative market research is a way of collecting qualitative data about target markets through the use of instruments and procedures such as focus groups and interviews.

Product development and innovation: Detailed information on upcoming technologies, product launches as well as research and development activities in the global market.

Market penetration: In-depth information about the product portfolios of leading market players in the global predictive maintenance market.

Market Diversification: Exhaustive details about the new product design, development, untapped geography as well as investments in the predictive maintenance market.

Consequences of COVID-19

As it is difficult for companies to plan or make crucial business decisions in these turbulent and unpredictable times, industries are all trying to overcome them. The COVID-19 outbreak has wreaked havoc on the manufacturing and construction industries in several ways, including commodity supply and prices, worker availability, and project completion times. Raw material shortages and supply chain disruptions have had an effect on the industry.

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Key questions answered by this report

(1) What are the growth opportunities for new entrants in the Continuous Emission Monitoring Systems Industry?

(2) Which are the key players operating in the Continuous Emissions Monitoring Systems Market?

(3) What are the key strategies that participants are likely to adopt to increase their share in the Continuous Emission Monitoring Systems industry?

(4) What is the competitive situation in the Continuous Emission Monitoring Systems Market?

(5) What are the emerging trends that may be influencing the growth of the Continuous Emission Monitoring Systems market?

(6) Which product type segment will have a high CAGR in the future?

(7) Which application segment will capture a good share in the continuous emission monitoring system industry?

(8) Which region is lucrative for manufacturers?

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Singapore care platform Homage strives to meet demand for care as Asia ages Tue, 08 Nov 2022 21:52:27 +0000

As Asian populations age, Tribute CEO Gillian Tee is expanding the digital platform’s pool of carers, nurses and doctors to meet growing demand.

gillian t-shirt was 10 when the elderly nanny who helped raise her died of cancer. This experience and a close bond with her grandmother made Tee aware of the day-to-day help needed by many older people and the difficulties families face in finding skilled care. More than two decades later, she co-founded Singapore-based Homage, which today claims to have the largest pool of caregivers in the city-state that families can hire through an app.

“I think most people in healthcare startups start in the industry because they have had personal experiences,” the 40-year-old CEO says via video. The Computer Science graduate (University of Melbourne) got her first taste of running a business after earning an MBA from Columbia University. In 2012, she co-founded New York-based ticket booking platform Rocketrip. A few years later, she returned to Singapore to be closer to her family, where she saw an opportunity to marry digital technology with home care services. “I really believed in the concept of doing well by doing good,” she says of her decision to start Homage with co-founders Lily Phang and Tong Duong, who have since left the company.

Since launching in 2016, Homage has grown to 15,000 part-time and full-time caregivers, expanded to Malaysia and Australia, and raised more than $45 million in funding from investors including Sheares Healthcare Group, owned by Singapore state fund Temasek, and South East Asia. Golden Gate Ventures concentrated.

The company’s move to Malaysia in 2018 helped boost revenue by 170% to 1.8 million Singapore dollars ($1.3 million) in 2020, while losses narrowed to 4.8 million Singapore dollars compared to 5.8 million Singapore dollars, according to the latest figures available. Tee says sales have more than tripled in the past year and international revenue has increased eightfold over the past 18 months, following the company’s expansion into Australia in 2021.

Homage, which was on this year’s 100 to watch list, has also branched out beyond care delivery to include services such as telemedicine, drug delivery and the sale of medical products. Tee is now focused on the challenge of meeting the demand for care as Asia ages. In Singapore, government figures show that the number of people aged 65 or over made up almost 17% of its resident population in 2022.

The demand for skilled caregivers is growing steadily, not just in Singapore, but across the Asia-Pacific region, which is home to some of the oldest and aging populations in the world. In the next decade, the region will have 60% of the world’s population over the age of 65 and will also have 250 million diabetics, according to Vikram Kapur, partner and head of healthcare for Asia-Pacific at the consultancy. Bath in Singapore. “Health care in this part of the world is really at a tipping point,” Kapur says.

In Singapore and Malaysia, where the elderly are mainly cared for by family members, home helpers, attendants in nursing homes or people under contract with physical agencies, the digital platform d’Homage provides a niche decentralized service in an increasingly technological environment. – advised region. A report released this year by Bain found that more people in Southeast Asia have started using digital health tools due to limited access to in-person appointments during the pandemic. As with online food delivery and fintech, many continue to use digital healthcare because of its convenience, the report adds. “Consumer expectations are changing a lot,” says Kapur. “For food delivery and other services, you have almost immediate access. But there is frustration with health care.

Homage tries to solve this problem by allowing families to hire part-time and full-time caregivers for periods ranging from one hour to flexible prepaid plans of up to 200 hours that it offers at published rates. Its app has over 15,000 downloads on the Google Play Store and the company claims to have provided over 1 million hours of customer service. Compared to Singapore’s Doctor Anywhere, a popular telemedicine app with over a million downloads in Southeast Asia that promises a video consultation with a doctor in less than five minutes, Homage says it can arrange such appointments. virtual sessions in 30 minutes, as well as home visits in one day. She sends medics within two days.

“During the pandemic, we found that many stroke patients needed telemedicine services,” says Tee. “So we have [telemedicine], which is an auxiliary because it contributes to the well-being of patients. Homage’s decision to sell medical and healthcare products such as blood pressure monitors is also intended to fill a need. “We will always focus [on] the care recipient,” she says. “For example, what does a stroke patient need? We will always look for what can be a better solution for the patient.

“I really believed in the concept of doing well by doing good.”

Gillian Tee, CEO of Tribute

Tee has also been busy raising capital. There was an undisclosed “double-digit” Series B round in January 2020, led by EV Growth, a joint venture between Southeast Asia-focused East Ventures, YJ Capital (a subsidiary of Z Holdings, backed by SoftBank, now part of its capital arm Z Venture Capital) and SMDV, backed by conglomerate Sinar Mas of the billionaire Widjaja family in Indonesia. This followed a $4.15 million Series A funding round in 2018, led by Golden Gate Ventures and HealthXCapital.

In September last year, the company closed a $30 million Series C funding round, led by Temasek’s Sheares Healthcare, which invests in and provides healthcare services in Asia. Homage says the funds will be used to expand its platform and double its overseas operations in Malaysia and Australia, which are its key growth drivers. However, Homage may encounter speed bumps. In late October, a Homage spokesperson said the company was “making some key strategic changes in response to the macro environment”, later adding that the changes were tied to its Australian expansion plans. When asked to clarify, the spokesperson did not respond.

To keep Homage on a growth trajectory, Tee must overcome the new challenges of an uncertain economic environment and recruit healthcare professionals relatively quickly from a shrinking talent pool. “We’re not doubling nursing schools every year,” she says. “So [supply] is linear, but the demand is growing exponentially due to the aging of the population.

The shortage of carers for the elderly is particularly acute in Australia, Homage’s newest market. “The pandemic has intensified burnout and reduced retention rates,” said Sharon Hakkennes, vice president analyst at Gartner. “Clinicians are leaving the profession. Australia’s aged care sector could face a shortage of at least 110,000 workers over the next decade, according to a 2021 report by Australia’s Committee for Economic Development, a non-profit organization .

Hakkennes says digital technologies such as the Homage platform can help alleviate the shortage by allowing medical professionals to access and treat patients more efficiently. “[Digital technology] going to enable scale,” she said. “And when we’re struggling with the clinical workforce, that’s going to be important.” As well as enabling aged care facilities to tap into an “approved pool of certified healthcare professionals”, Homage claims on its Australian website that its platform enables users from diverse backgrounds to access caregivers who can speak 93 languages, including sign language.

Meanwhile, Tee is doing all she can to entice medical professionals to join her company’s platform. In March 2020, Homage partnered with Singapore-based insurance technology company Gigacover to provide healthcare benefits to all of its healthcare professionals and their dependents. A month later, Homage launched a fund to provide them with financial support during the height of the pandemic. “Our healthcare professionals are our primary customers — they’re our care recipients, if you want to put it that way,” Tee says. “We should take care of them. Why? So that they can take care of other people.


MORE FORBESForbes Asia 100 to Watch 2022MORE FORBESSpotlight: Hong Kong’s Ampd Energy is expanding globally to make construction sites greenerMORE FORBESKorean home cleaning app Miso wants to become the Amazon of home services ]]> Ad Technology Market 2022 | Size estimates and projections, market Wed, 02 Nov 2022 10:35:52 +0000

Pune, Nov. 02, 2022 (GLOBE NEWSWIRE) — The latest Ad Technology Market The 2022 research report provides detailed information about the market overview, modern trends, demand and recent developments affecting the growth of the market over the coming year. Ad Tech Market report also covers new business development, price, revenue, gross margin, market size, share, potential growth and upcoming market strategy followed by key players. This report also gives knowledge of the major company profiles in the market. The report focuses on the Ad Tech market size, segment size (mainly covering product type, application, and geography), competitor landscape, recent status and development trends. Additionally, Ad Tech market forecast by regions, type and application, with sales and revenue, from 2022 to 2027. The report also covers the market landscape and its growth prospects over the next few years. Finally, the feasibility of new investment projects is assessed and general research conclusions are offered.

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Market analysis and overview: Global ad tech market

With industry-standard analytical accuracy and high data integrity, the report brilliantly attempts to unveil major opportunities available in the global Ad Technology market to help players gain a strong position in the market. Buyers of the report can access verified and reliable market forecasts, including those regarding the overall size of the global Ad Tech market in terms of revenue.

Ad Tech Market 2022 offers a comprehensive overview of the crucial industry elements and elements such as drivers, restraints, past and present current trends, watch scenarios and technological growth. The report also focuses on global major major industry players of Global Ad Tech market providing information such as company profiles, product picture and specification, price, cost, revenue and contact information. This report focuses on Ad Tech Market trends, volume and value at global level, regional level and company level. From a global perspective, this report represents overall Ad Tech market size by analyzing historical data and future prospect.

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The list of major key players listed in the Ad Technology Market report are as follows:

  • Google
  • Facebook
  • Oracle
  • Criteo
  • Mobvista
  • iClick Interactive Asia Group Ltd
  • magnite
  • Verizon
  • MediaMath
  • Amazon
  • Adobe
  • brightcove
  • The trading post
  • Selling power
  • International earthquake

Overall, the report proves to be an effective tool that players can utilize to gain a competitive edge over their competitors and ensure sustainable success in the global Ad Technology Market. All conclusions, data and information provided in the report are validated and revalidated using reliable sources. The analysts authoring the report have adopted a unique and industry-leading research and analytical approach for an in-depth study of the global Ad Technology market.

Advertising Technology Market Segment By Type:

  • web-based
  • Cloud-based
  • On the site

Advertising Technology Market Segment By Application:

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Geographically, this report is segmented into several key regions, with Ad Tech sales, revenue, market share and growth rate in these regions, from 2017 to 2027, covering

  • North America
  • Europe
  • Asia Pacific
  • South America
  • Middle East and Africa

Key highlights of the Ad Technology Market report:

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Detailed TOC of Global Ad-Tech Market Report 2022

1 Ad Technology Market Overview

1.1 Product Overview and Scope of Ad Tech Market
1.2 Advertising Technology Market Segment by Type
1.2.1 Global Advertising Technology Market Sales Volume and CAGR Comparison by Type (2017-2027)
1.3 Global Advertising Technology Market Segment by Application
1.3.1 Ad Tech Market Consumption (Sales Volume) Comparison by Application (2017-2027)
1.4 Global Ad-Tech Market, by Region (2017-2027)
1.4.1 Global Advertising Technology Market Size (Revenue) and CAGR Comparison by Regions (2017-2027)
1.4.2 United States Ad-Tech Market Status and Outlook (2017-2027)
1.4.3 Europe Ad-Tech Market Status and Outlook (2017-2027)
1.4.4 China Ad-Tech Market Status and Prospect (2017-2027)
1.4.5 Japan Ad-Tech Market Status and Outlook (2017-2027)
1.4.6 India Ad-Tech Market Status and Prospect (2017-2027)
1.4.7 Southeast Asia Ad-Tech Market Status and Prospect (2017-2027)
1.4.8 Latin America Advertising Technology Market Status and Outlook (2017-2027)
1.4.9 Middle East & Africa Advertising Technology Market Status and Outlook (2017-2027)
1.5 Global Advertising Technology Market Size (2017-2027)
1.5.1 Global Advertising Technology Market Revenue Status and Prospect (2017-2027)
1.5.2 Global Advertising Technology Market Sales Volume Status and Outlook (2017-2027)
1.6 Global Macroeconomic Analysis
1.7 The impact of the Russian-Ukrainian war on the ad technology market

2 Industry Outlook

2.1 Technology Status and Trends of Advertising Technology Industry
2.2 Barriers to entry into the industry
2.2.1 Analysis of financial barriers
2.2.2 Analysis of technical barriers
2.2.3 Talent Barrier Analysis
2.2.4 Brand Barrier Analysis
2.3 Analysis of Ad Technology Market Drivers
2.4 Analysis of Ad Technology Market Challenges
2.5 Emerging market trends
2.6 Analysis of consumer preferences
2.7 Development Trends of Advertising Technology Industry under COVID-19 Outbreak
2.7.1 Global COVID-19 Status Overview
2.7.2 Influence of COVID-19 Outbreak on Ad Tech Industry Development

3 Global Ad Tech Market Landscape by Player


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		3 exceptionally low-risk stocks that can turn $400,000 into $1 million by 2030
		Sun, 30 Oct 2022 09:21:00 +0000


Investing in 2022 is like opening the box of an IKEA piece of furniture: the instruction manual has no words and you have to guess what to do next thanks to the images provided. Since the start of the year, all three major indexes have plunged into a bear market, and a number of metrics and indicators suggest that the market as a whole could go down further.

While not exactly a rosy forecast, it does represent an incredible opportunity. No matter how poorly major stock indices have performed throughout history, steep declines have always been offset by bull market rebounds. This means that the current bear market is the perfect time to put silver to work.

Image source: Getty Images.

However, investors don’t have to buy volatile stocks to build wealth on Wall Street. There are a number of relatively safe stocks that have weathered downturns before and offer reasonable long-term growth potential without the violent price swings typically associated with high-growth stocks. The following are three exceptionally low-risk stocks that have the ability to turn an initial investment of $400,000 into $1 million, including dividends paid, by 2030.

Walgreen Boot Alliance

The first safe bet that offers low volatility and the potential to generate a total return, including dividends paid, of 150% by 2030 is the drugstore chain Walgreens Boot Alliance (NASDAQ: WBA).

Are things looking good for Walgreens right now? No. A slowdown in COVID-19 vaccinations has slightly slowed foot traffic in its stores. Perhaps more pressing, a stronger US dollar threatens to weigh on its potential for gains in foreign markets.

This makes some people on Wall Street wary of putting money to work in this drugstore giant. However, this is a narrow view for a company that is making all the right choices.

For years, Walgreens has embarked on a transformation aimed at making the business more efficient, driving organic growth and building customer loyalty. The initial report card for this conversion should result in an “A” grade.

In terms of operational efficiency, Walgreens has set a goal to reduce its annual operating expenses by $2 billion by the end of fiscal year 2022 (the company’s fiscal year ends August 31). ). Walgreens surpassed $2 billion in annual savings and successfully hit its goal one year ahead of schedule (fiscal 2021).

Of course, cutting costs only moves margins and the profit needle so far. What is much more attractive is where the company has deployed its capital. For example, it has increased its presence in online retail in the wake of the pandemic. Despite being a brick-and-mortar-dominated retail chain, Walgreens is experiencing sustained double-digit digital sales growth.

Additionally, Walgreens has partnered with and made a majority investment in VillageMD to open up to 1,000 full-service health clinics by 2027. They will be co-located in Walgreens stores in more than 30 U.S. markets.

At the end of August, 152 of these clinics were already open. Having a physician on staff broadens the treatment landscape of these clinics and provides an impetus for repeat visits.

One final note: Walgreens is distributing a 5.4% yield and has increased its base annual payment for 47 consecutive years. Valued at just seven times its fiscal 2022 earnings, Walgreens Boots Alliance appears to offer a very safe floor and a reasonably high ceiling.

York Water

Exceptionally low-risk stocks don’t have to be well-known to deliver triple-digit total returns. Water utility stock completely off the radar York Water (NASDAQ:YORW) is the perfect example of a safe bet that can make its shareholders much richer by 2030.

Even for the most diehard utility investors, York Water is probably a name few have heard of before. It is a small-cap company ($603 million market cap) that trades an average of around 63,000 shares per day. Specifically, it operates water and wastewater utilities in 51 municipalities spanning three counties in south-central Pennsylvania. But what York may lack in publicity it more than makes up for in its return of capital program, which I’ll get to in a moment.

The beauty of water utility stocks like York Water is that their operating cash flow is very predictable. For starters, landlords and tenants have little, if any, choice when it comes to choosing their water and wastewater service provider.

To follow up on this point, York is a regulated water utility. This means that the company cannot pass on rate increases without receiving approval from the Pennsylvania Public Utility Commission.

Although this may seem more complicated than beneficial, it is quite the opposite. With rates known in advance, York avoids exposure to potentially unpredictable wholesale prices. This predictability plays a key role in York setting aside capital for acquisitions and its dividend without having to worry about the negative impact of these expenses on earnings.

But the real star of York Water has been its dividend. Earlier this year, I called York “the greatest dividend-paying stock of all time” because no publicly traded company has paid a consecutive dividend for a longer period – 206 years (and counting).

While its 1.8% yield may be a bit pedestrian among utility stocks, the compounded annual total return of its stock plus dividend since 1999 would put investors on track for a 150% gain on an investment. initial $400,000 by 2030 (assuming its average returns for the past 23 years hold for another eight years).A person wearing a sterile full suit with gloves holding and carefully examining a microchip.

Image source: Getty Images.


The third exceptionally low-risk stock that can turn an initial investment of $400,000 into $1 million by 2030 is semiconductors. Intel (NASDAQ: INTC).

Naturally, a cursory glance at Intel’s stock chart on a yearly basis might make investors feel anything but “safe.” The combination of historically high inflation, ongoing global supply chain issues, a strengthening US dollar, growing fears of a recession and market share gains by the main rival Advanced micro-systems pushed Intel shares to their lowest point in more than eight years. While cyclical stocks like Intel won’t bounce back in a snap, they can offer competitive advantages and predictability that make them solid buys.

For example, on a macro basis, semiconductor stocks look poised to benefit from certain commodities and industries becoming more technology-focused. Everything from our home appliances to cars increasingly depends on semiconductor solutions. This provides a steady growth opportunity for what often amounts to multi-year economic expansions.

More specific to Intel, its data center segment is expected to become a cash cow this decade. Although Intel is best known for its personal computing (PC) processors, it’s the constant movement of enterprise data to the cloud that is expected to drive data center demand for years to come. Even with modest market share losses to AMD, Intel still holds the bulk of the PC, server and mobile CPU market share.

The CHIPS and Science Act, which President Joe Biden signed into law in August, presents another opportunity for Intel to get things done. Intel is spending $20 billion to bolster its foundry business and build two manufacturing plants in Ohio. The company could leverage subsidies given to the semiconductor industry through the CHIPS Act to build additional facilities in the United States.

At no time in Intel’s storied history has the company been valued so cheaply relative to its book value. When you add its 5.4% dividend yield, you have an extremely safe tech stock with what should be a solid floor below its current price.

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* Portfolio Advisor Returns as of September 30, 2022

Sean Williams holds positions at Intel and Walgreens Boots Alliance. The Motley Fool holds positions and recommends Advanced Micro Devices and Intel. The Motley Fool recommends the following options: January 2023 Long Calls at $57.50 on Intel, January 2025 Long Calls at $45 on Intel, January 2023 Short Calls at $57.50 on Intel, and January 2025 Short Calls at $45 on Intel. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

JPMorgan CEO: War in Ukraine and US-China tensions are bigger threat than recession Tue, 25 Oct 2022 11:31:00 +0000

Solomon said economic conditions will “tighten significantly from here” as the Fed has made clear it will hike to the interest rate path target. “When there is an economic scenario where inflation is priced in, it is very difficult to get out of it without a real economic slowdown,” he said at Saudi Arabia’s Future Investment Initiative conference in Riyadh.

Still, Dimon said he was more worried about geopolitics. “The most important thing is the geopolitics around Russia and Ukraine, America and China, Western world relations,” he said. “That would be much more concerning to me than whether there is a mild or mildly severe recession.”

This year’s event comes amid a growing dispute over an OPEC+ decision to cut oil production that risks causing lasting damage to political relations between the United States and Saudi Arabia, although Wall Street seems unfazed. JPMorgan’s Dimon and Goldman’s Solomon are among the US finance chiefs attending the conference – a showcase for Saudi Crown Prince Mohammed Bin Salman.

Dimon says Saudi Arabia and US will ‘get out of this’

JPMorgan CEO Dimon said he was confident the United States and Saudi Arabia would resolve their differences after OPEC+’s decision to cut 2 million barrels of oil a day sparked a dispute between the two countries.

American politics doesn’t have to be: “Everything our way,” he said. “What doesn’t help is that the press is doing huge business on things that aren’t huge.”

“Saudi Arabia and the United States have been allies for 75 years. I can’t imagine allies agreeing on everything and having no issues,” Dimon said. “They will get through this and I am confident that people on both sides are working and that these countries will remain allies in the future”

Mubadala CEO calls for investments in hydrocarbons

Mubadala Investment CEO Khaldoon Khalifa Al Mubarak said underinvestment in the energy sector has helped sow the seeds of the current crisis.

“Three years ago in this conference the word hydrocarbon was bad,” he said. “Many of the challenges we face today in energy supply are due to the lack of investment created by the inability of many financiers, investment institutions and energy companies to invest in critical supply chains. “

Solomon says we are going through a period of adjustments

Goldman CEO Solomon told the conference that the world is going through a period of adjustments, whether in technology or monetary policy.

“The innovation economy is alive and well. The advances that have been made on a whole host of fronts, from AI and quantum technology to medical and healthcare advances, will have a profound impact on the way we live,” he said. he declared.

“We are going through an adjustment after a very long time in the world – at least in terms of monetary policy – ​​functioning in a certain way.”

Ambani calls for continued investment in oil

“It is important to keep in mind that the transition from fossil fuels to renewable energy cannot and will not happen suddenly or in a short time. Even today, solar and wind energy represent only 10% of the world’s electricity production,” said Reliance Industries Ltd. Chairman Mukesh Ambani.

“Therefore, investment in oil and gas should not continue to decline,” he said. “If this happens, it will impact global growth, the global economy and ultimately people’s well-being.”

Solar Costs Will Continue to Rise for 5-7 Years, Says Acwa CEO

The price of solar energy will continue to rise for another five to seven years as inflation and rising interest rates drive up project costs, according to Acwa Power Co.

“Five years, I hope,” said Paddy Padmanathan, CEO of the Saudi renewable energy company, in an interview with Bloomberg TV. “Costs will increase. We see it. It’s immediate. Technology that drives down costs won’t happen as fast as inflation and interest rates drive up prices.

Printing money creating unhealthy finances: Dalio

Bridgewater Associates founder Ray Dalio said productivity was a big concern of his and that printing money led to overspending.

“We create unhealthy finances because we print a lot of money. We want to spend more money than we have,” he told the conference. Investing in productivity, in education and creating higher education that raises living standards is the way of the future, he said.

Dalio, who relinquished control of Bridgewater Associates last month, said he was not retired but in transition.

Saudi Arabia establishes carbon trading company

Coinciding with the summit, the kingdom’s $620 billion sovereign wealth fund said it had launched a voluntary carbon market company and planned to auction off a million tonnes of credits on Tuesday, arguing the country’s net zero goal.

“The company will offer advice and resources to support businesses and industry in the region as they play their part in the global transition to net zero, ensuring that carbon credit purchases go beyond significant reductions in emissions across value chains,” according to a statement. .

Earlier this month, the Public Investment Fund raised $3 billion with its first in-the-money bond sale which also marked its first foray into ethical finance.

The fund’s governor, Yasir Al Rumayyan, told the FII event on Tuesday that the cost of living, poverty and unemployment are significant issues in many countries. “We have to learn to manage crises and not be managed by crises,” he said, pointing to inflation and high interest rates as particular areas of concern. “It is no longer a question of micro or macro economics – we live in the age of geo-economics.”

Rabbi says he was barred from Saudi investment conference

An Israeli-American rabbi said he was barred from attending Saudi Arabia’s flagship investment conference in Riyadh on Tuesday despite securing an invitation from organizers.

Rabbi Jacob Yisrael Herzog, who previously declared himself “chief rabbi of Saudi Arabia” after arriving on a tourist visa, said he received an invitation to the event from Future Investment Initiative CEO Richard Attias, and that he had an entry badge.

Organizers of the Future Investment Initiative, which runs until Thursday, said they were investigating the incident when contacted by Bloomberg

Focus on long-term opportunities in China: HKEX Head

Recent market volatility in Hong Kong was a reaction to investors’ questions about the future, but it’s important to “focus on the long-term opportunity” in China, said Nicolas Aguzin, CEO of Hong Kong Exchanges & Clearing Ltd. an interview with Bloomberg TV. It has been a “difficult year” for IPOs in Hong Kong, but the pipeline is “still good”, he said, with around 140 companies submitting applications.

The Saudi event will also host its largest Chinese delegation with more than 80 CEOs from the country attending.

Investcorp sees Europe emerging “stronger”

Investcorp, the Middle East’s largest alternative asset management firm, sees a “good opportunity” for Europe to emerge “stronger” from the energy crisis and wartime challenges it faces, said Executive Chairman Mohammed Alardhi in an interview with Bloomberg TV in Riyadh.

Alardhi also said “fundamentals are strong” in the US and that Investcorp will continue to invest in the UK for the long term.

Social media stocks slide amid Musk, Snap news Sat, 22 Oct 2022 06:46:00 +0000

Shares of social media companies fell after a slew of industry news, including a report that Elon Musk could cut 75% of Twitter’s workforce and Snap’s muted fourth-quarter outlook

Shares of social media companies fell after a slew of industry news, including a report that Elon Musk could cut 75% of Twitter’s workforce and Snap’s muted fourth-quarter outlook

Shares of social media companies fell on Friday after a slew of industry news that has investors worried, including a report that Elon Musk could cut nearly 75% of Twitter’s workforce and Snap’s lackluster outlook for the fourth trimester.

Musk told potential investors during his Twitter buyout that he planned to cut nearly 75% of Twitter’s 7,500 employees, leaving the company with a small team, according to a report published Thursday by The Washington Post.

Wedbush’s Dan Ives said in a client note that Twitter Inc. is expected to experience job cuts, but the reported figure may not be the best approach.

“Musk can’t carve his way to growth with Twitter and a ZIP code figure of 75% would be way too aggressive in our view,” he wrote.

A Delaware judge has given Musk and Twitter until October 28 to work out details of the proposed $44 billion deal. If not, there will be a trial in November.

Shares of Twitter fell $2.55, or nearly 5%, to close Friday at $49.89.

Elsewhere in the sector, shares of Snap Inc. fell more than 28% after the company behind Snapchat gave a lackluster fourth-quarter outlook and its third-quarter earnings missed Wall Street’s notice.

Snap reported third-quarter revenue of $1.13 billion, below the $1.15 billion expected by analysts polled by Zacks Investment Research.

While the Santa Monica, Calif.-based company said in a letter to investors that it was not providing an official outlook for the fourth quarter, it said it was highly likely that revenue growth from a year on year slows down over the period. Snap said its internal forecast was that year-over-year revenue growth would be roughly flat.

An analyst note from JPMorgan said Snap is seeing weaker demand due to macroeconomic pressures, platform policy changes and competition.

“We appreciate management’s efforts to control what they can – cut costs and double down on more resilient performance-based ads – but trends remain volatile and the macro backdrop is likely even more challenging in 2023,” the company said. note.

Added to this are concerns about how social media platforms are being used in the run-up to the midterm elections. While platforms like Twitter, TikTok, Facebook and YouTube say they have expanded their work to detect and stop harmful allegations that could suppress voting or even lead to violent confrontations, a review of some of the sites shows they always catching up. 2020, when then-President Donald Trump’s lies about the election he lost to Joe Biden helped fuel an insurrection on the US Capitol.

Shares of Meta Platforms Inc., Facebook’s parent company, fell 1.2%.

The flurry of news also weighed on other players in the industry, including Pinterest Inc., which ended down 6.4%.

MORNING BID-Earnings vs Rates | Nasdaq Wed, 19 Oct 2022 10:54:46 +0000

October 19 (Reuters)A preview of the day ahead in US and global markets by Mike Dolan.

Market tension is mounting between the surprising positivity still emerging from the current corporate earnings season and anxiety in interest rate markets and macroeconomic gloom.

A rebound from low to high of 6-8% in global equities .MIWD00000PUS and on Wall Street .SPX Over the past week – the third such rally since the start of last month – many investors have been wondering if the one-year funk in global assets is coming to an end and the pervasive pessimism is overdone.

Bulls were buoyed by third-quarter earnings forecasts from major U.S. banks, with rising net interest margins showing the flip side of rate angst and trading revenue boosted by market volatility.

But it is clearly more than the banks. Shares on Netflix NFLX.O climbed 14% after the bell on Tuesday night after the streaming giant said it had reversed customer losses that had hammered its stock this year and forecast more growth to come.

And in Europe, the region’s largest technology company, ASML ASML.AS jumped 6% on Wednesday after reporting better-than-expected sales and profits as well as record new bookings.

You’re here TSLA.O leads a newspaper loaded with US reports later Wednesday. US stock futures posted recent gains ahead of the open and European stocks were higher.

But earnings may only be a rear-view mirror for the economy, and the inflation and interest rate backdrop has shown few signs of improving in Western economies. US 10- and 30-year bond yields were now both above 4% this week for the first time in 12 years.

And the situation in Britain, the epicenter of recent fiscal policy and the earthquake in the bond market, remained volatile, with data showing that UK inflation rose back above 10% on last month, which corresponds to the highest reached in 40 years in July.

Late on Tuesday, the Bank of England dismissed reports of a further delay in the expected unwinding of its balance sheet and said it would effectively start selling some of its huge stockpile of UK government bonds next month. next – which pisses off investors as it also raises another giant interest rate. ascend.

The only consolation was that it would refrain from selling ultra-long bonds amid the recent pension fund boom and 30-year gilt yields fell to two-week lows as a result. The pound also retreated.

Meanwhile, the Financial Times reported that UK banks were prepared for a possible windfall tax as the government sought new sources of cash to shore up its finances.

Energy markets provided better news on the inflation front. Oil prices stabilized after Tuesday’s plunge as US President Joe Biden plans to release more of the strategic petroleum reserve. . The rolling year-on-year rise in Brent prices has now all but disappeared for the first time since January 2021.

Elsewhere, the Japanese yen continued to plunge to a 32-year low, ever closer to the psychologically important level of 150 to the dollar. Finance Minister Shunichi Suzuki reportedly said he was checking exchange rates “meticulously” and with more frequency and that yields on Japan’s 10-year government bonds exceeded the Bank of Japan’s policy range for the first time in four months before the BOJ meeting next week.

Key developments that should provide more direction to US markets later on Wednesday:

* US housing starts in September, Federal Reserve releases beige book on economic conditions. Inflation report for Canada in September

* Profits of American companies: Tesla, IBM, Northern Trust, M&T Bank, Procter & Gamble, Prologis, Lam Research, Equifax, PPG, Kinder Morgan, Abbott Laboratories, Travelers, Citizens Financial, Comerica, Nasdaq, Marketaxess, Baker Hughes, Elevance , Crown Castle.

* US Treasury Auctions 20-Year Bonds

* Minneapolis Fed President Neel Kashkari speaks in Minneapolis, Chicago Fed President Charles Evans speaks in Charlottesville

* Bank of England Deputy Governor Jon Cunliffe, BoE Executive Director for Markets Andrew Hauser, BoE Head of Monetary Policy Catherine Mann, BoE Deputy Governor for Prudential Regulation Sam Woods, Director Executive of the BoE’s Prudential Policy Directorate Vicky Saporta, External BoE Member of the Financial Policy Committee Carolyn Wilkins speaks in London

UK inflation rises again

Weakening investor sentiment

Bank of America chart on fund survey of cash holdings

(By Mike Dolan Editing by Susan Fenton and Peter Graff Twitter: @reutersMikeD)

((; +44 207 542 8488; Reuters Messaging:

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

IT costs avoid the challenge of profit degradation Sun, 16 Oct 2022 19:00:59 +0000

NEW DELHI : Most information technology (IT) services majors have continued to show resilience in the current environment, although macroeconomic headwinds were expected to remain strong. The September quarter performance of Infosys Ltd, Tata Consultancy Services Ltd (TCS) and HCL Technologies Ltd exceeded most analysts’ expectations.

Consistent currency growth remained strong, although the impact of currency headwinds continued. Deal wins and order flow remained healthy, improving business prospects in the second half of FY23 amid recession fears.

“So far, the IT sector has gotten off to a good start this quarterly season, with TCS, Infosys and HCL reporting results much better than Street’s estimates. All reported strong margin expansion, with solid growth in revenue,” said Aishvarya Dadheech, fund manager, Ambit Asset Management. Mid-cap companies like Mindtree and Cyient also reported much better numbers, Dadheech added.

Mitigating operational challenges and recovering margins remained key, which helped improve sentiment more than revenue growth, analysts said. Supply issues are being resolved.

The improvement in most companies’ margins in Q2 is attributed to cost optimization, currency depreciation and the normalization of outsourcing costs.

High attrition, which remains a major concern for investors, is showing signs of easing. With supply-side pressures easing, the average attrition reversal is visible in Q1-Q2 FY23, which will be a huge contributor to margin expansion in the coming quarters, a said Dadheech.

Analysts said the improvement in the attrition rate will be more visible in the future. The cost of replacements has also gone down. In fact, more employee additions by companies such as Infosys remain encouraging and add to the positive outlook, said Apurva Prasad, Institutional Research Analyst, HDFC Securities Ltd.

Overall, the orders won improved the outlook for the second half, where macroeconomic challenges are expected to have the most impact, analysts said. The factors that led to the earnings downgrade of late are also improving as pressure on margins eases, Prasad said. It is positive and may also help sectors achieve better valuation multiples over the next few days.

“The element of surprise was that HCL and Infosys raised their FY23 revenue guidance. This reflects optimism on growth despite concerns over potential fallout from the economic slowdown in the US and Europe. said Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Financial Services. “Overall, the IT majors’ second quarter results were better than street expectations on most metrics.”

Currency headwinds continued to have an impact, however. While the stronger dollar is positive for the sector, the weakening of European currencies such as the euro and the pound minimizes the benefits, at least partially, analysts say.

Currency tailwinds are provided by a stronger dollar despite weakening other currencies. Tailwinds in currencies provided a positive friction of 80 basis points, said Omkar Tanksale, senior research analyst at Axis Securities. More than 40% of industry revenues are denominated in dollars. However, the lower attrition rate remains a bigger advantage, Tanksale said, as labor costs contribute about 65% of costs.

Other positives, according to Tanksale, are that demand remains strong and even European regions have performed well. This speaks to the strength of the business structure of IT services companies, he added.

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