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23.02.26 - 08:30
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Research: Jefferies Upgrades HKEX to Buy, Raises TP for BEA/ BOCHK (AAStocks)
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Jefferies was constructive about the outlook for Hong Kong financial stocks this year, propelled by an active IPO market, structural cross-border capital flows, and the initial recovery of the residential property market. Jefferies foresaw that future Federal Reserve policies may lead to HIBOR normalization, predicting that the ......
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21.02.26 - 09:24
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2 US stocks to consider buying as the market sell-off continues (Fool)
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Institutional analysts at Jefferies have issued two new Buy recommendations for investors to take advantage of short-term weakness in some US stocks.
The post 2 US stocks to consider buying as the market sell-off continues appeared first on The Motley Fool UK....
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20.02.26 - 11:30
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Infosys-Anthropic collaboration: A game-changer for IT sector? (Times of India)
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Contrary to initial fears, India's IT services sector is poised to benefit from AI advancements, a Jefferies report suggests. Instead of job losses, companies are seeing increased demand for customized AI solutions built on proprietary data. This shift widens the industry's market, potentially easing economic concerns and boosting valuations....
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20.02.26 - 10:15
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Aktuelle Aktien-Empfehlungen: Thyssenkrupp, Jost Werke, Air Liquide & Co. (Sharedeals)
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In einem weiterhin volatilen Börsenumfeld rücken jetzt konkrete Analysteneinschätzungen wieder stärker in den Fokus vieler Investoren. Für eine Auswahl europäischer Standardwerte liegen am Freitag klare Kaufempfehlungen mit definierten Kurszielen vor, die das Chancen-Risikoprofil dieser Titel differenziert beleuchten. Thyssenkrupp-Aktie Die Investmentbank Jefferies hat bei Thyssenkrupp die Stimmung deutlich aufgehellt: Nach einer Phase relativer Underperformance und Kursrückgängen […]
The post Aktuelle Aktien-Empfehlungen: Thyssenkrupp, Jost Werke, Air Liquide & Co. first appeared on sharedeals.de....
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18.02.26 - 09:48
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UK Inflation Falls to Lowest Level Since March 2025 (Bloomberg)
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UK inflation dropped to a 10-month low, the Office for National Statistics said Wednesday, bolstering the case for an interest-rate cut when the Bank of England meets next month. Jefferies economist Modupe Adegbembo, speaking on Bloomberg Television, forecasts 75 basis points of rate reductions in 2026. "We think growth is weaker than expected," she says. "The second factor is that we think looking at the labor market, the labor market conditions are not doing well right now." (Source: Bloomberg)...
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18.02.26 - 08:21
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Bayer: Durchbruch in der Causa Glyphosat? Risiken bleiben... (Der Aktionaer)
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Monsanto, zu Bayer gehörend, hat einen milliardenschweren Sammelvergleich zur Beilegung aktueller und künftiger Klagen zu Roundup geschlossen. Die News hievten die Aktie der Leverkusener am Dienstag auf ein neues Mehrjahreshoch. Die Analysten von Jefferies dämpfen hingegen etwas die Euphorie und verweisen auf verbleibende Risiken....
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