reports
Moody's Ratings affirms Micron's Baa3 senior unsecured ratings; outloo...
Moody's Ratings (Moody's) affirmed Micron Technology, Inc.'s (Micron) Baa3 senior unsecured ratings. The outlook is stable. The affirmation of the ratings reflects Moody's expectation that Micron's credit metrics, though currently weak, will steadily improve to levels in-line with the Baa3 rating ...
Micron Delivers Crucial LPCAMM2 with LPDDR5X Memory for the New AI-Rea...
Micron Delivers Crucial LPCAMM2 with LPDDR5X Memory for the New AI-Ready Lenovo ThinkPad P1 Gen 7 Workstation Groundbreaking upgradeable laptop memory form factor reduces power consumption while delivering 1.3 times faster performance over DDR5 SODIMM memory BOISE, Idaho, May 07, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced the availability of Crucial® LPCAMM2, the disruptive next-generation laptop memory form factor that features LPDDR5X mobile memory to level up laptop performance for professionals and creators. Consuming up to 58% less active power1 ...
- Pierre FerraguÊ
Costamare Inc. Sets the Date for Its First Quarter 2024 Results Releas...
Costamare Inc. Sets the Date for Its First Quarter 2024 Results Release, Conference Call and Webcast Earnings Release: Friday, May 10, 2024, Before Market OpensConference Call and Webcast: Friday, May 10, 2024, at 8:30 a.m. ET MONACO, May 07, 2024 (GLOBE NEWSWIRE) -- Costamare Inc. (NYSE:CMRE), announced today that it will release its results for the first quarter ended March 31, 2024 before the market opens in New York on Friday, May 10, 2024. Conference Call Details: On Friday, May 10, 2024 at 8:30 a.m. ET, Costamare’s management team will hold a conference call to discuss the finan...
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
GEO GEO GROUP INC. (THE)
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
QRVO QORVO INC.
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MGPI MGP INGREDIENTS INC.
MFA MFA FINANCIAL INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FHN FIRST HORIZON CORPORATION
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
CELH CELSIUS HOLDINGS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
GOSS GOSSAMER BIO
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ORIC INC.
TVTX ORIC PHARMACEUTICALS
PLTR TRAVERE THERAPEUTICS INC
DAWN PALANTIR TECHNOLOGIES
TDUP DAY ONE BIOPHARMACEUTICALS INC
MRVL THREDUP INC.
STX MARVELL TECHNOLOGY INC
HOWL SEAGATE TECHNOLOGY HLDGS PLC
PAY WEREWOLF THERAPEUTICS INC
GFS PAYMENTUS HLDGS INC
BROS GLOBALFOUNDRIES INC
DUTCH BROS INC
- Valens Research
MU - Valens Credit Report - 2024 04 29
Cash bond markets are slightly overstating credit risk with a YTW of 5.423% relative to an Intrinsic YTW of 4.903% and a CDS of 72bps relative to an Intrinsic CDS of 28bps. Meanwhile, Moody's is overstating MU's fundamental credit risk with its Baa3 credit rating, two notches below Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. As positives, management members are material owners of MU equity relative to their annual compens...
- Matthew Bryson
QRVO QORVO INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Jørgen Lian
Genco Shipping & Trading (Hold, TP: USD22.60) - Risk/reward deteriorat...
While we believe Genco remains a discounted entry into dry bulk exposure at a P/NAV of 0.77x, the recent share price rise and freight market strength have put more focus on the downside risks to our dry bulk sector outlook. Genco is set for a solid first half of the year on our estimates, but we find the risk/reward less attractive medium-term. Hence, we have downgraded to HOLD (BUY), but raised our target price to USD22.6 (22.5).
MKS Receives Samsung Electro-Mechanics (SEMCO) Supplier Excellence Awa...
MKS Receives Samsung Electro-Mechanics (SEMCO) Supplier Excellence Award to Demonstrate Global Competitiveness ANDOVER, Mass., May 06, 2024 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, has been recognized as an outstanding supplier by Samsung Electro-Mechanics (SEMCO), a world-class company that develops and produces major electronics components, for the development and trial production of new products with MKS’ Atotech team in Korea. "This recognition reflects the strong partnership and deep trust that has...
- Jørgen Lian
Dorian LPG (Hold, TP: USD43.00) - Solid outlook, but fair valuation
Solid US fundamentals with inventories c14% above the 5-year average have kept rates above USD50k/day, and with an outlook for a slowdown in VLGC deliveries, we see strong earnings potential for 2024. Hence, we see upside potential to the USD1.0 ‘irregular’ quarterly DPS and calculate a c14% run-rate earnings yield for the next four quarters on today’s FFAs and 1-year TC rates. Despite a solid market outlook, we find the valuation fair at a P/NAV of 1.15x. We reiterate our HOLD but have raised o...
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Bryson
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
DHT Holdings, Inc. to announce first quarter 2024 results on Tuesday, ...
DHT Holdings, Inc. to announce first quarter 2024 results on Tuesday, May 14, 2024. HAMILTON, BERMUDA, May 3, 2024 - DHT Holdings, Inc. (NYSE: DHT or the “Company”) will release its first quarter 2024 results after market close on Tuesday, May 14, 2024. The Company will host a conference call and webcast, which will include a slide presentation, at 8:00 a.m. EDT/14:00 CEST on Wednesday, May 15, 2024, to discuss the results for the quarter. To access the conference call the participants are required to register in advance of the conference using this link: Upon registering, each partici...
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
SHAK SHAKE SHACK INC. CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WLDN WILLDAN GROUP
WFC WELLS FARGO & COMPANY
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CYBR CYBERARK SOFTWARE LTD.
CROX CROCS INC.
AXTI AXT INC.
ARDX ARDELYX INC
WD WALKER & DUNLOP INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CELH CELSIUS HOLDINGS INC.
VTR VENTAS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
PEAK HEALTHPEAK PROPERTIES INC.
SMCI SUPER MICRO COMPUTER
RKT INC.
ABNB ROCKET COMPANIES
ELEV AIRBNB INC. CLASS A
LBPH ELEVATION ONCOLOGY
MRVL LONGBOARD PHARMACEUTICALS
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
COIN GLOBALFOUNDRIES INC
DBD COINBASE GLOBAL INC
NCR DIEBOLD NIXDORF INC
NCR NIGERIA
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INC
NCR NCR NIGERIA
- Matthew Bryson
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
Kirby Corp: 2 directors
A director at Kirby Corp sold 3,750 shares at 109.250USD and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
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