Articles by Daniel Marsh
Turkish Diesel at 90 Lira, Tax Hikes Could Push It Past 100
Turkish diesel prices have exceeded 90 lira per liter, and a scheduled tax increase could push them past 100 by January, adding to inflation pressures as the central bank considers rate cuts.
Boeing's F-15EX Milestone: $131B Ceiling vs. Tiny Funded Amount
Boeing moves first F-15EX to Kadena, but the $131B contract ceiling is not backlog; only $343,740 is funded. Stock closes at $212.25, up 0.81%.
Volkswagen Surges 6.5% on Overhaul Approval, But Profit Gap Looms
Volkswagen shares jumped 6.5% after its supervisory board unanimously backed a historic restructuring plan. The market cheered, but a €19.2 billion profit gap remains.
Angels' $4B Deal Puts Braves' Valuation in Perspective
A reported $4 billion price for the Angels aligns closely with Atlanta Braves Holdings' enterprise value, but the comparison is less bullish once debt and non-baseball assets are considered.
Teva Secures Full Investment-Grade Status; Refinancing Gains Ahead
Teva Pharmaceutical Industries (NYSE:TEVA) now holds investment-grade ratings from all three major agencies. The milestone, achieved without a stock rally, sets the stage for better refinancing terms.
Cemig's Sá Carvalho Renewal: A Small Step in a Big Concession Puzzle
Cemig's Sá Carvalho renewal covers just 4.4% of its concession exposure, leaving the fate of two larger plants unresolved.
Intel's $21B Surge Sparks Trillion-Dollar Valuation Debate
Intel's stock surged 4.5% on Friday, adding $21B in market cap. Analysts disagree wildly on its value, from $92 to $200 per share, putting a trillion-dollar market cap in question.
Fubo's Disney-Linked Valuation: What Investors Need to Know
FuboTV (FUBO) shares gained 9% last week, but the real story is Disney's 70% economic stake, which changes the valuation math. Fully converted equity is worth $1.23 billion.
AbbVie Completes $10.9B Apogee Buyout, Earnings Lift Delayed to 2032
AbbVie finalizes its $10.9B Apogee Therapeutics deal, with earnings accretion not expected until 2032. The acquisition tests investor patience as immunology sales fuel the wait.
AbbVie Completes $10.9B Apogee Buyout, Accretion Delayed to 2032
AbbVie closes its $10.9B Apogee acquisition, projecting EPS dilution until 2032, while strong Skyrizi and Rinvoq growth funds the long-term bet.
Honeywell Aerospace Chair Buys $998K in Stock After 27% Drop
Honeywell Aerospace chair Craig Arnold purchased $998,400 worth of HONA stock after a 27% decline, signaling insider confidence in a turnaround.
Cathay Pacific Extends Middle East Suspension; Fuel Costs Loom Larger
Cathay Pacific extends Middle East flight suspension to Nov 30, yet shares gain 0.6% as investors focus on rising fuel costs rather than route closures.