机构：中银国际 研究员：Lawrence LAU/Rainey DAI Further decline in revenue / earnings at well services segment. COSL's earnings grew 16% QoQ to RMB1.25bn in 3Q25. Margin improvement and lower effective tax rate were the key growth drivers. We expect its earnings to drop 17% QoQ in 4Q25 as it is likely to book more costs in 4Q of a year. We increase our 2025-27 earnings forecast by 8-10% mainly to reflect the decline in effective tax rate. We reiterate our BUY calls and raise our target price for its H shares to HK$9.70 ...

机构：中金公司 研究员：Yan CHEN/Hanxiao WU four expense items fell 13% YoY to Rmb2.12bn, and its expense ratio dropped 0.1ppt YoY to 10.6%. We believe that the decline in cement sales volume might be much smaller than the decline in expenses, and that the firm's expenses per tonne declined YoY in 3Q25. 4) Capex increased marginally. In 1-3Q25, cumulative net operating cash flow rose 7% YoY to Rmb11.1bn, cumulative capex reached Rmb6.5bn, and free cash flow remained abundant at Rmb4.6bn. Trends to watch We suggest keep ...

Group 1 - Visa Inc. has launched a scam disruption initiative this year [1] - The adoption of Visa's "Tap to Phone" technology has significantly increased [1] - Visa has presented its vision for artificial intelligence (AI) in commerce [1] - The company has expanded its capabilities in the digital currency space [1]

True to its name, Vanguard stands on the vanguard of the exchange traded fund (ETF) revolution. ...

Core Viewpoint - The article discusses a buy-the-dip opportunity for Canadian National Railway (CNI) amid significant tariff uncertainties affecting its stock performance [1]. Group 1: Company Analysis - Canadian National Railway (CNI) has faced stock price declines due to tariff uncertainties, which have raised concerns about its future performance [1]. - The investment philosophy emphasizes identifying undervalued companies with strong growth potential, focusing on long-term value and disciplined research [1]. Group 2: Investment Strategy - The strategy involves leveraging deep industry insights and rigorous analysis to uncover investment opportunities that can deliver strong returns [1]. - The company aims to provide actionable investment ideas that withstand the test of time, highlighting risks that may impact the investment thesis [1].

Key Points Investors should always consider valuations before making investment decisions. The stocks listed here have risen by more than 300% in just the past 12 months. Excitement around these businesses has sent them to absurdly high valuations. 10 stocks we like better than Palantir Technologies › If you ignore a stock's valuation when you make a decision to buy it, you could be adding some significant risk to your portfolio. Valuations matter significantly, as buying at inflated prices could ...

Core Viewpoint - Stride, Inc. is under investigation for potential violations of federal securities laws due to misleading statements about its performance and customer demand, which may have contributed to a significant drop in its stock price [1][2][4]. Company Performance - Stride, an education technology company, claimed to experience "record demand" for its products and services during the relevant period, asserting that customers were choosing its platform in increasing numbers [2]. - However, the company faced backlash due to unpopular platform changes that led to poor customer experiences, resulting in a loss of students [3]. Stock Performance - On October 28, 2025, Stride announced that its growth rate did not meet expectations due to poorly executed upgrades, which created a "poor customer experience" and led to higher withdrawal rates and lower conversion rates [4]. - This announcement resulted in a dramatic decline in Stride's stock price, dropping from $153.53 per share to $70.05 per share, a decrease of over 54% [5]. Legal Implications - Bleichmar Fonti & Auld LLP is investigating Stride for potential securities fraud, encouraging affected investors to seek legal options [1][6].

There are a lot of qualities we might look for in a life partner: trustworthiness, shared values and possibly a sense of humor. One that might not come to mind is whether you have a similar money mindset. But it’s an important factor to consider. “There is no more important decision that you can make in your life than who you choose as a life partner,” Ray Dalio, founder of Bridgewater Associates, wrote in a recent post on Reddit. (1) Must Read Indeed, Dalio said that if he had to choose between meaning ...

Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - The author, Leo Nelissen, focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] - The analysis particularly highlights dividend growth opportunities as a key area of interest for investors [1] Group 2 - The article includes a disclosure of beneficial long positions in several companies, indicating a vested interest in the performance of ODFL, CSL, LB, TPL, RTX, GE, NOC, LHX, UNP, CP, and QXO [2] - It clarifies that the opinions expressed are solely those of the author and not influenced by any compensation from the companies mentioned [2] - The article also notes that past performance is not indicative of future results, emphasizing the need for individual assessment of investment suitability [3]

A business-friendly regulatory environment is helping companies like Robinhood thrive.Robinhood (HOOD +6.49%) stock is soaring in 2025, as the deregulatory environment and soaring asset prices are working in its favor.*Stock prices used were the afternoon prices of Oct. 28, 2025. The video was published on Oct. 30, 2025. ...