DOGE's Scrutiny of Government Spending Could Impact Contractors
DOGE The Department of Government Efficiency (DOGE), spearheaded by Elon Musk, is making waves in its pursuit of reduced government spending and streamlined operations. While the department claims significant savings, its increased scrutiny of expenditures is likely to have ripple effects, particularly for government contractors. DOGE's focus on cost reduction means government spending will face heightened scrutiny. This increased oversight could lead to delays in new tender awards. The department's efforts to thoroughly examine contracts and ensure value for taxpayer money may strain resources, potentially leading to manpower shortages and a slower award process. Companies heavily reliant on government contracts, such as consulting giants like $Accent
Soros Investment Tracker 2024Q4 position change: Increased position in Accenture PLC by 108,943 shares, the number of shares held increased 143.63% compared to the previous period and now represents 1.63% of the total position.
I opened $ACN VERTICAL 250214 PUT 340.0/PUT 335.0$ ,In the daily chart, the price looks to have reach its bottom at $345 and moving up. So, I have decided to open this bull put spread, with short call at $340, a $5 safety margin from the support level of $345.
随着2024年接近尾声,美国银行表示有一批股票过于具有吸引力,不容忽视。该投行公布了一系列“必持有”的公司,预计2025年将迎来上涨。CNBC Pro梳理了美国银行的研究报告,找出了具有上涨潜力且被给予“买入”评级的股票,包括Samsara(IOT)、BlackRock(BLK)、TaskUs(TASK)、TKO Group Holdings(TKO)和Accenture(ACN)。TaskUs美银指出,这家外包公司正在全方位表现出色。分析师Cassie Chan本周早些时候将该股评级从“中性”上调至“买入”,理由是风险回报比非常有吸引力。“我们认为TaskUs在数字客户体验领域拥有首屈一指的竞争地位,”她最近写道。11月初,该公司公布了非常强劲的第三季度财报,营收和利润均超出预期。然而,美国银行对TaskUs下一季度的财报更为看好。“鉴于近期股价表现不佳,我们认为第四季度财报可能成为正面催化剂,并预计TaskUs将超出预期,同时提供超出市场预期的2025财年9%收入增长指引,”Chan表示。她还补充说,该公司的利润率仍然是“行业领先”的。该股在2024年已上涨41%。TKO Group Holdings分析师Jessica Reif Ehrlich表示,这家体育与媒体娱乐公司的股价尽管今年已上涨近74%,但仍有很大的上涨空间。TKO旗下拥有世界摔跤娱乐(WWE)和终极格斗冠军赛(UFC)。“我们认为,这在很大程度上得益于体育版权的基本强劲表现,这仍然是TKO基本面和投资者情绪的关键推动力,”她写道。Reif Ehrlich还认为,随着UFC与合作伙伴ESPN展开版权续约谈判,公司处于有利地位。她表示,UFC拥有“全球快速增长的体育项目中最顶尖的推广团队”。“TKO对ESPN作为UFC品牌的合作伙伴和推广方表示满意,”她补充道。投资银行本周将目标价从每股140美元上调至16
I opened $ACN VERTICAL 240927 CALL 360.0/CALL 355.0$ ,In the daily chart, the price is near its recent high and the stochastic is at the overbought region. Therefore, I think a short term pull back might happen and hence I have decided to enter this trade.
Soros Investment Tracker 2024Q2 position change: Increased position in Accenture PLC by 102,349 shares, the number of shares held increased 104.59% compared to the previous period and now represents 1.87% of the total position.