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Sodexo S.A. (SDXAY) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-12-17 08:59
Group 1 - The Annual Shareholders' Meeting is being held at La Seine Musicale, with key company executives present, including the CEO and CFO [1][2] - The meeting is chaired by the Chairwoman of the Board of Directors, Sophie Bellon, who has opened the session [2] - Scrutineers for the meeting have been appointed, representing the holding company and a mutual fund for Sodexo employees [2] Group 2 - Audit firms Ernst & Young and KPMG are present to share their reports during the meeting [3]
Semiconductor industry most concerned by tariffs, trade policy: KPMG
Yahoo Finance· 2025-12-16 10:29
This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Leaders in the semiconductor manufacturing industry have a new chief concern: Tariffs and trade policy now rank as their top issue, surpassing talent and labor, according to the 21st annual Global Semiconductor Outlook by advisory firm KPMG. About 54% of leaders are focused on geographically diversifying their supply chains, per initial res ...
SK Capital Partners supports Swixx BioPharma’s global expansion
Yahoo Finance· 2025-12-16 10:12
US-based private investment company SK Capital Partners’ affiliate has agreed to invest in Swixx BioPharma to support the latter’s next stage of growth and international expansion. The investment values Swixx at more than €1.5bn ($1.76bn). Swixx operates as a commercialisation platform for pharma companies, focusing on markets where those companies have chosen not to enter or have exited. The company’s mission is to provide access to essential medications in hard-to-reach and underserved regions. Swix ...
McKinsey layoffs show white-collar job cuts are spreading
Yahoo Finance· 2025-12-15 13:16
McKinsey & Co., the business strategy consulting firm that has long advised CEOs and Fortune 500s on how to “streamline” their workforces, is now preparing to cut its own workforce. The company is planning deep cuts across its non-client-facing staff, Bloomberg reports, as much as 10% of headcount within some areas, a move that could eliminate several thousand jobs over the next 18 to 24 months. The job cuts come at a moment of simultaneous growth and contraction for the consulting industry. After a mul ...
在Polymarket上押注“OpenAI发布新模型” 市场质疑存在“内部人交易”
Hua Er Jie Jian Wen· 2025-12-15 01:57
12月11日OpenAI发布GPT-5.2前一周,数个Polymarket账户押注该公司将在12月13日前发布新的大语言 模型。产品发布后,其中四个账户共获利超过1.3万美元。同样在上周,一个Polymarket账户通过准确 押注谷歌2025年搜索数据,单日获利超过100万美元。这些异常表现的账户被怀疑由公司内部人员操 作。 这一现象正推动企业政策变革。KPMG合伙人Conway Dodge表示,过去六个月与企业客户讨论是否将 预测市场纳入内幕交易政策的对话数量至少翻了一番。Robinhood已在一年多前更新政策覆盖预测市 场,Coinbase数月前扩展政策"禁止包括高管在内的员工参与预测市场"。OpenAI和Anthropic则表示,其 政策明确限制员工利用机密信息谋取个人利益,包括在预测网站下注。 预测市场的快速增长加剧了监管紧迫性。据加密数据提供商Artemis Analytics数据,Kalshi过去六个月交 易量激增约五倍,最近七天日均交易量达1.83亿美元。Polymarket日均交易量则跃升超过六倍至1.97亿 美元。 可疑交易模式引发关注 部分账户展现出的"先见之明"成为怀疑焦点。这些用户反复 ...
在Polymarket上押注“OpenAI发布新模型”,市场质疑存在“内部人交易”
Hua Er Jie Jian Wen· 2025-12-15 00:34
预测市场正面临内部交易嫌疑的考验,据The Information报道,近期多个Polymarket账户在OpenAI和谷 歌发布重要产品前下注并获利,引发市场对这些平台是否被内部人利用的质疑,促使越来越多的科技公 司和金融机构将预测市场纳入内幕交易监管范围。 12月11日OpenAI发布GPT-5.2前一周,数个Polymarket账户押注该公司将在12月13日前发布新的大语言 模型。产品发布后,其中四个账户共获利超过1.3万美元。同样在上周,一个Polymarket账户通过准确 押注谷歌2025年搜索数据,单日获利超过100万美元。这些异常表现的账户被怀疑由公司内部人员操 作。 这一现象正推动企业政策变革。KPMG合伙人Conway Dodge表示,过去六个月与企业客户讨论是否将 预测市场纳入内幕交易政策的对话数量至少翻了一番。Robinhood已在一年多前更新政策覆盖预测市 场,Coinbase数月前扩展政策"禁止包括高管在内的员工参与预测市场"。OpenAI和Anthropic则表示,其 政策明确限制员工利用机密信息谋取个人利益,包括在预测网站下注。 预测市场的快速增长加剧了监管紧迫性。据加密数据提供 ...
Hong Kong set to keep its IPO crown in 2026 on mega deals and return of US capital: UBS
Yahoo Finance· 2025-12-11 09:30
Hong Kong's initial public offering (IPO) market is on track to maintain its status as the world's top fundraising venue next year, underpinned by a pipeline of mega deals and the return of US capital, according to UBS. The Swiss investment bank expects more than HK$300 billion (US$38.5 billion) to be raised from 150 to 200 IPOs in 2026, surpassing the roughly HK$270 billion raised this year, which vaulted the city back to No 1 globally. UBS also forecast that the city's benchmark Hang Seng Index could ...
Hong Kong's IPO juggernaut projected to raise up to US$45 billion in 2026: KPMG
Yahoo Finance· 2025-12-10 09:30
Hong Kong's initial public offering (IPO) market is expected to raise up to HK$350 billion (US$45 billion) next year, extending the momentum built this year on the back of mainland Chinese public firms and the technology sector. KPMG forecast on Wednesday that between 180 and 200 applications would drive the fundraising, representing a 28.7 per cent jump in total value and as much as a 100 per cent leap in deal numbers compared with this year. "We also expect 2026 to be a pivotal year for hi-tech listing ...
CNBC Fed Survey: 45% of respondents say the Fed should cut by 25 bps in December
Youtube· 2025-12-09 14:07
The latest CNBC Fed survey is out and Steve Leeman has the highlights on that. Steve, good morning. >> Hey, good morning, Becky. Respondents to the CNBC Fed survey showing or expecting a hawkish cut, that is a cut followed by a pause, but also showing deep divisions over whether the Fed should cut it all, likely reflecting the same split on the committee. Uh, take a look. 87% think the Fed will cut this week, but only 45% think the Fed should cut. That's a kind of historic uh uh differential there for our s ...
McKinsey’s CFO: Why finance chiefs shouldn’t hit pause on AI right now
Fortune· 2025-12-08 12:26
Core Insights - CFOs are increasingly using terms like "uncertainty" and "unprecedented" to describe the current economic landscape, reflecting a sense of fatigue with ongoing unpredictability [1] - The focus for CFOs is on taking actionable steps to build resilience in the face of uncertainty, rather than succumbing to inaction [1][2] - There is a significant shift in resource allocation towards technology functions within companies, although uncertainty remains regarding AI's full impact on financial performance [3][4] Financial Strategies - Key questions for CFOs include improving liquidity, operational efficiency, and determining essential versus non-essential investments [2] - Despite uncertainty, it is crucial for companies to review long-standing strategies and seize competitive opportunities, particularly in AI investments [2] - The recommended focus for AI efforts is 80% on productivity for growth and 20% on productivity for efficiency, emphasizing better time utilization rather than headcount reduction [5] Future Outlook - McKinsey's research suggests that by 2030, profound changes in work processes will necessitate a reorganization of value creation and activities [4] - Managing uncertainty effectively involves planning for both positive and negative scenarios, highlighting the importance of a cross-functional approach within the C-suite [6] - The global economic outlook indicates that AI-driven investments are supporting better-than-expected growth, despite underlying demand remaining soft [9]