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📢 ASML NV Hold (Jefferies & Company Inc.) 01.06.2026 | Analyse - Finanzen.net

🔗 https://news.google.com/rss/articles/CBMihAFBVV95cUxNRTY4ZW9wZ0pfNzVLNmtjSTIzSnhlVkM4RExaenRrU21weGgtdC1HN0VMM21kNXRrSjhocS1VeUNYaVhVYkstM3p1SW9yeUdEeTJYOWFXbWFiaVdCMnE0cS1DRjJvTXphOF9aVUFPY1AtbXNJc0Z3eG5RSDVmX0l3NVBQc1Y?oc=5

#Asml #Hold #Jefferies #Company #GlobalFeed #News #DE

*Automatisch gepostet von Global Feed Bot*

Agi: Troppe tasse, in Cina si vendono meno preservativi

AGI - Troppe tasse, e così in Cina le vendite dei preservativi Durex vanno giù. Pechino ha infatti abolito un'esenzione fiscale in vigore da tempo su questi prodotti inasprendo contemporaneamente le restrizioni sulla loro commercializzazione.
Il Governo vuole in questo modo rilanciare una vasta campagna per favorire la natalità. Nel dettaglio, secondo le stime elaborate da Jefferies sulla base dei dati finanziari dell'azienda e riportati dal Financial Times, le vendite del marchio leader nel settore dei preservativi in Cina, di proprietà del gruppo di beni di consumo Reckitt, sono diminuite del 5% nel Paese durante il primo trimestre. Ciò ha segnato un drastico rallentamento rispetto alla crescita delle vendite dello scorso anno, che in Cina aveva superato addirittura il 40%.
Secondo gli analisti, l'inversione di tendenza è dovuta in gran parte alle nuove norme le quali hanno indotto la piattaforma di social commerce dominante in Cina, Douyin, di proprietà di ByteDance (la società madre di TikTok), a vietare la commercializzazione di preservativi tramite live streaming.
Effetti fiscali e aumento dei prezzi
Per di più, all'inizio dell'anno è stata abolita l'esenzione dall'IVA sui preservativi che era in vigore dal 1993. E così i contraccettivi sono ora soggetti a un'aliquota IVA del 13%. Durex potrebbe subire ulteriori pressioni a causa delle ripercussioni economiche della chiusura dello Stretto di Hormuz. La tensione nel Golfo ha già indotto la malese Karex, che produce circa un quinto dei preservativi mondiali, ad aumentare i prezzi fino al 30% a causa dell'impennata dei costi di produzione. E anche per la Durex sarà inevitabile rialzare i prezzi, scoraggiando così ulteriormente i consumi.
Crisi demografica in Cina
Vero che il Paese del Dragone sta vivendo una crisi demografica senza precedenti, dal momento che il tasso di natalità è sceso lo scorso anno ai minimi storici: 7,92 milioni di nascite, meno della metà rispetto al 2015.
Le politiche del Governo
Già da diversi anni il Governo ha abbandonato la politica del figlio unico invitando invece le coppie ad avere tre figli. Ad esempio lo scorso anno sono stati introdotti sussidi statali per i genitori di bambini piccoli, grazie ai quali le famiglie ricevono l'equivalente di 531 dollari all'anno per ogni figlio di età inferiore ai tre anni. E ora il Governo ha preso di 'mira' i contraccettivi.

Too many taxes, fewer condoms are sold in China.

AGI - Too many taxes, and so sales of Durex condoms are down in China. Beijing has indeed abolished a tax exemption that had been in place for some time on these products, simultaneously tightening restrictions on their marketing.
The Government wants to relaunch a wide campaign to encourage birth rates. In detail, according to estimates prepared by Jefferies based on the company’s financial data and reported by the Financial Times, sales of the leading brand in the condom sector in China, owned by the Reckitt consumer goods group, fell by 5% in the country during the first quarter. This marked a sharp slowdown compared to last year’s sales growth, which in China had even exceeded 40%.
According to analysts, the reversal of the trend is largely due to the new regulations, which have led the dominant social commerce platform in China, Douyin, owned by ByteDance (the parent company of TikTok), to ban the marketing of condoms via live streaming.
Tax effects and price increases
Furthermore, at the beginning of the year, the exemption from VAT on condoms, which had been in place since 1993, was abolished. And so contraceptives are now subject to a 13% VAT rate. Durex could face further pressure due to the economic repercussions of the closure of the Strait of Hormuz. The tension in the Gulf has already prompted Malaysian Karex, which produces about a fifth of the world’s condoms, to increase prices by up to 30% due to the surge in production costs. And for Durex, it will inevitably be necessary to raise prices, thus further discouraging consumption.
Demographic crisis in China
It is true that the Dragon Country is experiencing an unprecedented demographic crisis, as the birth rate has fallen last year to historic lows: 7.92 million births, less than half compared to 2015.
The Government’s policies
For several years the Government has abandoned the one-child policy, instead inviting couples to have three children. For example, last year, state subsidies were introduced for parents of young children, thanks to which families receive the equivalent of $531 per year for each child under the age of three. And now the Government has turned its attention to contraceptives.

#China #Durex #Beijing #Jefferies #theFinancialTimes #Reckitt #Douyin #ByteDance #TikTok #theStraitofHormuz #Malaysian #Karex #upto30% #Government

https://www.agi.it/economia/news/2026-05-30/preservativi-tasse-cina-37306539/

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📢 National Grid plc-Aktie (GB00BDR05C01): Jefferies-Rating, Kursplus und Investitionspläne im Fokus - AD HOC NEWS

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#National #Grid #Gb00bdr05c01 #Jefferies-rating...

RE: https://newsie.social/@ProPublica/116499559705163619

Too many people are focused solely on the #Midterms --- between now and then the damage that will be done will be catastrophic. We need people fighting TODAY and that means reps like #schumer and #jefferies and others who are not fighting and making a stand need to be go.

US Top News and Analysis | Buy these ‘income darlings’ to boost your portfolio, says Jefferies

AI generated summary, Read the full article for complete information.

Jefferies advises investors to offset recent market volatility—sparked by Middle‑East tensions and shifting macro‑economic expectations—by shifting toward “income darlings,” stocks that combine solid fundamentals with reliable dividend payouts and modest payout ratios. The firm’s screen looks for companies with average dividend yields around 4.3%, unstretched payout ratios below 90% and a track record of no dividend cuts in the past five years. Highlighted picks include Target (TGT), which trades at a 3.5% yield, boasts a 50‑year streak of dividend increases and a projected 8% upside to a $140 price target; CVS Health, offering a 3.47% yield and a $98 target implying roughly 28% upside as its cash flow and earnings improve; and Zions Bancorp, yielding 2.85% with a $70 target suggesting an 11% rise, supported by growth in loans, net interest income and fee revenue. Jefferies argues that these dividend‑focused stocks can act as ballast in a “dicey macroeconomic backdrop,” providing both income and potential capital appreciation.

Read more: https://www.cnbc.com/2026/04/21/buy-these-income-darlings-to-boost-your-portfolio-says-jefferies.html

#Jefferies #S&P500 #Target #CVSHealth

AI generated summary, Read the full article for complete information.

US Top News and Analysis | This beauty stock has been on fire over the past year. Jefferies sees even more upside

AI generated summary, Read the full article for complete information.

Ulta Beauty’s stock is poised for further gains after Jefferers upgraded the company to “buy” from “hold” and lifted its price target to $700 (up from $635), implying roughly a 26.5% upside from the latest close. The firm cited stronger revenue durability, a broader beauty backdrop and renewed makeup engagement, noting that Ulta’s new‑merchandise leadership has accelerated the addition of emerging makeup brands and shifted focus from merely filling gaps to launching trend‑driven products. With makeup accounting for about 38% of sales, analysts expect a makeup‑driven cycle to boost traffic, sales frequency, and margin mix, supporting higher‑quality revenue. The upgrade aligns with a consensus view—most analysts already rate Ulta as a buy—while the overall global beauty market is projected to grow about 5% annually through 2030, reinforcing confidence in Ulta’s differentiated strategy amid rising competition from online retailers.

Read more: https://www.cnbc.com/2026/04/20/this-beauty-stock-has-been-on-fire-over-the-past-year-jefferies-sees-even-more-upside.html

#Jefferies #UltaBeauty #SydneyWagner #McKinsey #Amazon #

AI generated summary, Read the full article for complete information.

#Schumer and #Jefferies need to stop being useless sacks of limp dicks

https://www.youtube.com/watch?v=j2LhwLMZRy8