CAPEX popularity and CAPEX trends

RESOURCES capex has hit a record $261bn, up 34pc on last year, with most of the cash being splashed on LNG.

Investors should welcome the trenchcoat maker’s planned capex on floorspace, bigger flagship stores and, critically, digital innovation

Needham & Co.'s Edwin Mok this morning cut his rating on shares of Applied Materials (AMAT) from Buy to Hold ahead of the company's fiscal Q2 report on Thursday, after the bell, writing that the entire capital equipment industry for semiconductors is seeing a broad deceleration. "Since the beginning of the year, we have warned investors th...

Brazilian iron ore miner MMX (Bovespa: MMXM3) revised up the capex for its Serra Azul iron ore complex in Minas Gerais state by 20% due to the need to buy more equipment, the construction of a pipelin...

Screen identifies profitable companies that are both ramping up their capex and improving their balance sheets

Naveen Jindal-led JSPL will invest over Rs.10,000 crore in 2012-13 to part-fund its Rs.2 lakh crore capex plan that aims to ramp up its steel making capacity to 18 million tonnes in five years.

SEOUL (Reuters) - Samsung Electronics Co posted a record $4.7 billion quarterly operating profit, driven by booming smartphone sales, and will spend $22 billion this year to boost production of chips and flat screens to pull further ahead of smaller rivals.

Schlumberger earnings rose nicely in the latest quarter and North American revenue was strong, but management offered language in its earnings report Friday that was “code for throttling back on spending, at a minimum, if warranted,” say analysts at Simmons & Co. Shares of Schlumberger (SLB) rose nearly 2%, or $1.34, to $74.20, after the [...]

SAN FRANCISCO (Reuters) - Intel Corp sharply increased its capital expenditure budget for 2012 in a bid to catch up in tablets and smartphones and to extend its lead in corporate data centers.

The latest: Share price tracks sales growth, and AAPL hits $600 in 2013 Morgan Stanley's Katy Huberty believes Apple's (AAPL) revenue most closely tracks how much it spends on new equipment (in MBA terms, CapEx ex-retail stores). Her chart looks like this: Source: Morgan Stanley By that formula, Apple's revenues will hit $183 billion by the end of fiscal 2012. Asymco's Horace Dediu has drilled ...

AUSTRALIAN shares closed marginally higher after fresh domestic economic data boosted sentiment, while there was opportunistic buying in industrial stocks.

TREASURER Wayne Swan believes the latest capital expenditure figures are a resounding vote of confidence in the Australian economy.