- Japan finmin Kato:
- Aware of rising interest rates, will continue to engage with bond market participants and manage debt policies appropriately
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China tech stocks surge 3.6% on self-reliance focus; defense up 5%. Watch tariff talks!
Bitcoin ($111k, +2% wk) pulls back from $126k peak. Spot ETF outflows & derivatives surge signal caution. Watch $113k cost basis for support.
PAY lags S&P 500, down 1.1% in 6 mos. Strong 31% rev & 111% EPS growth vs. 45.1x fwd P/E.
McKesson lags S&P 500 returns (15.1% vs 22.9%), but EPS growth (18.3%) & scale impress. At 19.9x forward P/E, is it a buy?
Elastic ($87.16) lags S&P 500 returns, with slowing revenue growth & negative margins. Valuation reasonable, but risks loom.
Ready Capital stock down 29.2% to $3.13. EPS fell 17.4% annually, TBVPS down -16.4%. Analysts see huge downside despite cheap 0.3x P/B.
Peloton's 19.4% 6-mo return lags S&P 500. Negative margins & falling FCF signal caution. 751x forward P/E too rich.
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