3) The cost of self-produced coal dropped notably, mainly due to cost reduction and adjustment of the use of special reserves. In 1H25, the unit sales cost of self-produced coal (excluding freight of Rmb58/t) fell Rmb32/t YoY to Rmb205/t. Specifically, material and labor costs per tonne of coal fell Rmb5.9 and Rmb6.1 YoY, and other costs per tonne fell Rmb25.3 YoY due to reduced use of safety and maintenance fees. 机构：中金公司 研究员：Yan CHEN Trends to watch Upbeat on earnings recovery in 2H25. As of August 22, the ...

The Hong Kong-listed shares of Chinese electric carmaker Nio surged as much as 14.84% Monday, extending its gains for the seventh consecutive session. NEW YORK, NY - SEPTEMBER 12: Logos for Chinese electric car company NIO are displayed at a trading post on the floor of the opening bell at the New York Stock Exchange (NYSE), September 12, 2018 in New York City. The Shanghai-based electric car company opened for trading at $6 per share. (Photo by Drew Angerer/Getty Images) The rally comes after the company u ...

Core Viewpoint - Viking Holdings (NYSE: VIK) has been previously rated as a hold due to concerns regarding the FY26 outlook, particularly in pricing trends and net yield growth [1] Company Analysis - The latest 2Q25 results have not been detailed in the provided content, but the previous concerns about pricing trends and net yield growth remain significant for the company's future performance [1] Investment Approach - The investment strategy discussed includes a combination of fundamental investing, technical investing, and momentum investing, indicating a diversified approach to capital management [1]

Core Viewpoint - A class action lawsuit has been filed against C3.ai, Inc. for allegedly misleading investors about the impact of its CEO's health on the company's business prospects [1][2]. Allegations - The complaint claims that during the class period, C3.ai did not disclose how the CEO's health affected the company's ability to close deals and that management was ineffective in mitigating this impact [2]. - It is alleged that C3.ai would struggle to achieve its profit and growth potential due to these undisclosed issues [2]. Financial Impact - On August 8, 2025, C3.ai announced disappointing preliminary financial results for Q1 of fiscal 2026 and reduced its revenue guidance for the full fiscal year 2026, attributing these issues to "the reorganization with new leadership" and the CEO's health problems [3]. - Following this announcement, C3.ai's stock price dropped from $22.13 per share on August 8, 2025, to $16.47 per share on August 11, 2025, marking a decline of over 25% [3]. Legal Proceedings - Shareholders interested in serving as lead plaintiffs must submit their papers to the court by October 21, 2025 [4]. - Participation in the case is not required to be eligible for recovery, allowing shareholders to remain absent class members if they choose [4]. Company Background - Robbins LLP, the firm leading the class action, has been focused on shareholder rights litigation since 2002, aiming to help shareholders recover losses and improve corporate governance [5].

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than solely relying on statistical studies [1] - The individual combines factor analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...

Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Group 1 - The Dividend Kings experienced a modest gain of 0.64% in July, underperforming compared to the SPDR S&P 500 ETF (SPY), which gained 2.30% [1]

Core Insights - Spotify plans to raise prices for its premium individual subscription in certain markets as part of its strategy to enhance profit margins and invest in new features aimed at reaching 1 billion users [1][3][4] Pricing Strategy - The monthly price for the premium individual subscription will increase from 10.99 euros ($12.93) to 11.99 euros ($14.05) in various regions including South Asia, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific [4] - The company views price adjustments as a necessary tool in its business strategy, indicating that such changes will be made when deemed appropriate [4] Financial Performance - Recent price increases, along with cost-cutting measures, contributed to Spotify achieving its first annual profit last year [4]

Meta will pay Alphabet $10 billion over six years for access to Google Cloud's infrastructure. The stocks of Google parent Alphabet (GOOGL 3.10%) (GOOG 2.98%) and Meta Platforms (META 2.04%) shot higher in Friday trading. Although most stocks rose because the Federal Reserve strongly hinted at a September cut in interest rates, another factor was likely the announcement of Meta's cloud deal with Google, as reported by The Information. Considering the $10 billion size of the deal, one has to assume it is cri ...