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17.06.26 - 15:00
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"Radical Earnings Cut": JPMorgan Sounds Alarm After BMW′s Forecast Shock (ZeroHedge)
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"Radical Earnings Cut": JPMorgan Sounds Alarm After BMW's Forecast Shock
BMW shares cratered in Germany after the automaker warned investors it would slash its 2026 margin guidance to as low as 1%, down from a prior estimate of as high as 6%, amid weakening demand in China, Middle East-related pressures, rising energy costs, and a deteriorating consumer backdrop hitting sales and profitability.
BMW now expects its pretax profit to fall sharply this year, versus a prior expectation of a moderate decline, and for deliveries in the auto segment to slide, compared with a previous expectation of flat performance.
Here's the new forecast for the year:
Sees automotive Ebit margin 1% to 3%, saw 4% to 6%, estimate 4.9% (Bloomberg Consensus)
Sees Automotive return on capital employed 1% to 5%, saw 6% to 10%
JPMorgan analyst Jose Asumendi called the downgrade a major "wake-up call for the auto industry" and warned that the German luxury automaker must address its compact-seg...
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22.05.26 - 08:06
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AI Capex Drives Memory Demand and Asia Tech Outlook (Bloomberg)
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Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities. (Source: Bloomberg)...
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20.05.26 - 11:00
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China′s stocks have upside room as liquidity and earnings grow, JPMorgan says (SCMP)
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Chinese stocks have potential upside this year, as liquidity remains supportive and expectations about earnings growth have improved, according to JPMorgan Chase, the biggest bank in the US by market capitalisation.
Overseas investors have unwound their underweight positions on China's yuan-denominated shares, and margin trading was at a reasonable level to prop up the market, said Erin Zhang, an equity strategist at JPMorgan, at a briefing in Shanghai on Wednesday. The companies on the MSCI......
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18.05.26 - 18:01
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Strong Earnings Offsetting Inflation Concerns: Sundar (Bloomberg)
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Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says strong earnings are offsetting inflation concerns and AI demand is still outstripping supply. She speaks to Bloomberg's Matt Miller on 'Open Interest.' (Source: Bloomberg)...
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