Articles by Daniel Marsh
Australian Bond Yields Surge Past 5.2% as Market Signals Conflict
Australia's 10-year government bond yield jumped above 5.2% on September 7, driven by global inflation concerns and term premium, while market pricing for an RBA hike remains partial.
AMC Global Media Surges 31% But Faces Analyst Skepticism
AMC Global Media (AMCX) shares are up 31% YTD, but Wall Street targets average $9.75, implying 22% downside. Netflix deal boosts estimates, yet operating declines persist.
DraftKings' Alberta Launch: 8 Weeks In, Financial Impact Still Unclear
DraftKings' Alberta launch is eight weeks old, but revenue data is still missing. The stock has fallen 9.2% since the July 13 launch, and the company's 2026 outlook remains unchanged.
Turkish Airlines July Load Factor Hits 86.5%, But Fuel Costs Cloud Outlook
Turkish Airlines (THYAO) reported an 86.5% load factor for July, up 1 point year-over-year, but first-half EBITDAR margin plunged to 12.8% from 20.2% as fuel costs soared.
AMC's Delivery Push: Old News, Unanswered Questions
AMC's home-delivery service for popcorn is years old, yet the company still doesn't disclose sales or profits from it. Investors need more transparency.
H&M's Barcelona Hub Aims to Bridge Inventory and Demand Gap
H&M's new Barcelona production office unites design, buying, and supplier teams to improve product speed, addressing a key operational weakness without altering its earnings outlook.
Woolworths, Coles Face Supplier Anger Amid Opaque Contract Details
Woolworths and Coles are under fire from farmers over sourcing changes, but the financial impact remains unclear as contract values stay undisclosed.
Netflix Greenlights Third Inbetweeners Film, Financial Terms Under Wraps
Netflix (NFLX) has started production on The Inbetweeners 3 in the UK, reuniting the original cast, but has not disclosed budget or release date.
EDPR Shares Climb 2.2% as Investors Eye Pending Brazil Deal Closure
EDP Renewables (EDPR) rose 2.2% on Monday, yet remains 8.45% below its 52-week high. The pending Brazil disposal, expected to close in Q4, is crucial for debt reduction and earnings growth.
Home Depot's Labor Day Hours Vary Across Canada; U.S. Markets Closed
Home Depot's Canadian stores have differing Labor Day hours: Toronto and Montreal are closed, while Vancouver and Calgary remain open. U.S. markets are closed for the holiday, with HD stock at $321.05.
KOSPI Nears 7,000 as Chip Stocks Fuel Late Surge
South Korea's KOSPI surged 4.61% to 6,995.39, just shy of 7,000, powered by chip giants Samsung and SK hynix. Late buying from foreign and institutional investors drove the rally, though market breadth remains narrow.