Investor Presentation NYSE: IDT Third Quarter Fiscal 2025 June 2025 ForwýrĀ-Looking Stýtāmānts All statements in this presentation that are not purely about historical facts, including, but not limited to, those in which we use the words "believe," "anticipate," "expect," "plan," "intend," "estimate, "target" and similar expressions, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our current judgment ...

得益于此，金鸿顺的重组计划自推出以来就备受外界关注。但如今，随着计划终止，金鸿顺重组吸 纳"马达新贵"梦碎。《每日经济新闻》记者梳理注意到，这已是近五年来金鸿顺第四次在重组、并购事 项上折戟。 收购"马达新贵"计划告吹 金鸿顺于2017年上市，主要从事汽车车身和底盘冲压零部件及其相关模具的开发、生产与销售。受行业 影响，自2019年至今，公司扣非净利润已连续六年亏损。 在2024年11月披露的交易预案中，金鸿顺曾提及公司传统主业面临的困境：近年来，受到汽车电动化、 网联化、智能化的冲击，传统乘用车行业景气度下滑，导致市场需求的下降以及行业竞争的加剧。同 时，新能源汽车的快速发展也在不断推动汽车产业转型升级，国内汽车行业竞争进入"白热化"，整车价 格下降趋势不断传导至上游产业。国内汽车零部件生产企业已进入规模整合的阶段，行业竞争激烈，盈 利空间受限。 每经记者｜黄海 每经编辑｜魏官红 金鸿顺的重组计划又告吹了。 6月30日晚间，金鸿顺（603922.SH，股价18.42元，市值33.01亿元）公告称，因"交易各方对本次重大资 产重组交易方案进行了多次协商，但各方未能就交易最终方案达成一致"，经公司充分审慎研究及 ...

Company Overview - Mueller Water Products, Inc. (MWA) is experiencing significant attention from investors due to high implied volatility in its options market, particularly the Aug 15, 2025 $15.00 Call option [1] - The company currently holds a Zacks Rank 3 (Hold) in the Steel - Pipe and Tube industry, which is positioned in the top 39% of the Zacks Industry Rank [3] Analyst Sentiment - Over the past 60 days, no analysts have increased their earnings estimates for the current quarter, while two analysts have lowered their estimates, resulting in a decrease in the Zacks Consensus Estimate from earnings of 36 cents per share to 34 cents [3] Options Market Insights - The high implied volatility suggests that options traders are anticipating a significant price movement for Mueller Water Products shares, indicating potential upcoming events that could lead to a major rally or sell-off [2][4] - Seasoned options traders often seek to sell premium on options with high implied volatility, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4]

孙宇晨借壳的SRM涨10.68%，Bakkt涨10.63%，MFH涨9.97%，RVYL涨9.88%，CIFR涨8.80%，美国直 接上市的Galaxy Digital涨8.36%，网红券商Robinhood涨近7%，BTC Digital涨6.10%，Circle涨6.08%， Robinhood涨5%。此前，美国财长贝森特称稳定币立法可能在7月中旬完成。 ...

Core Insights - Crocs Inc. is positioned for growth in the casual footwear market, despite its stock being down nearly 10% year-to-date and trading at a discount [3] - The company is one of the most profitable in the retail footwear space, with a strong focus on maintaining pricing power and brand image [4][12] Market Growth Potential - The casual footwear market is forecasted to grow at a compounded annual growth rate (CAGR) of 7.4% through 2030, with clogs specifically expected to grow at 11.4% CAGR [7] - Crocs defines its total addressable market (TAM) across three segments, all projected to grow globally through 2030 [5] Market Share and Expansion - Crocs has increased its global market share from 0.3% in 2018 to 1.0% in 2024, focusing on "Tier 1 Markets" such as the U.S., Western Europe, India, China, Japan, and South Korea [8] - The company aims to expand its direct-to-consumer (DTC) sales, which have grown from 45.1% of total revenue in 2022 to 49.7% in 2024 [10] Sales and Profitability - Crocs brand unit sales nearly doubled from 67 million in 2019 to 127 million in 2024, with the average selling price (ASP) increasing from $18 to $26 [13] - The company's revenue grew from $1.2 billion in 2019 to $3.3 billion in 2024, demonstrating strong sales growth [13] Financial Performance - Crocs has achieved a 14% annual growth in revenue and a 15% growth in net operating profit after tax (NOPAT) since 2006 [19] - The NOPAT margin improved from 4% in 2014 to 21% in the trailing twelve months (TTM), with return on invested capital (ROIC) rising from 5% to 22% over the same period [20] Shareholder Returns - The company has repurchased $2.1 billion in shares since 2019, representing 37% of its market cap, and has a remaining authorization of $1.3 billion for further repurchases [24][26] - If share repurchases continue at the same rate as 2024, it could represent 8.6% of the current market cap [25] Challenges and Strategic Focus - Crocs has withdrawn its full-year 2025 guidance due to uncertainties related to tariffs but has identified $50 million in potential savings to offset costs [30] - The company prioritizes maintaining margins over increasing sales volume, which supports a strong brand image [31] Valuation Insights - The current price implies that the market expects Crocs' NOPAT to decline by 20%, which may be overly pessimistic given the company's historical growth rates [33] - Scenarios suggest that shares could rise by over 20% even if tariffs impact margins, indicating potential upside in the stock price [36]

Group 1 - The stock price of Mobile Finance (MFI) increased by 10.35% on June 30, closing at $5.65 per share, with a total market capitalization of $74.87 million [1] - For the fiscal year ending December 31, 2024, Mobile Finance reported total revenue of HKD 26.0853 million, a year-on-year decrease of 18.38%, and a net profit attributable to shareholders of HKD -20.211 million, a significant decline of 404.89% [1] Group 2 - Mobile Finance International Limited is a holding company registered in the British Virgin Islands, primarily operating through its domestic subsidiary, Mobile Finance (m-FINANCE) [2] - The company has three subsidiaries in Hong Kong, focusing on the development and sales of financial trading solutions, serving clients across Hong Kong, mainland China, and Southeast Asia [2] - m-FINANCE has nearly 20 years of industry experience, providing trading platform solutions for brokers and institutional clients, including services such as mF trading platform, bridging and plugins, CRM systems, ECN systems, liquidity solutions, and social trading applications [2]

6月29日，广州地铁十号线、十二号线正式开通初期运营。佳都科技作为广州地铁的重要生态合作伙伴 和智慧地铁整体解决方案服务企业，承担了广州地铁十号线、十二号线的公专通信系统、站台门、售检 票系统、综合监控、乘客信息系统、智能环控、设备监控系统、智能客服等融合智慧车站的多系统智能 化系统集成，自研的核心智能终端产品、智慧数字平台、智能化解决方案等多项创新产品全面落地应 用，圆满完成广州地铁十号线首通段、十二号线东西段全线开通初期运营交付，为广州地铁的数字化转 型提供了坚实支撑。 佳都科技以智能化、数字化为核心，切实提升了十号线、十二号线的安全性、效率、乘客体验和运维水 平，为"轨道上的大湾区"建设提智增效。未来，佳都科技将继续携手广州地铁，打造更多安全、便利、 智慧的数智化示范线路，共绘大湾区交通发展的新篇章。 为满足新线路智慧运营、乘客服务、安全运维和智慧应急要求，佳都科技自主研发的智慧运营管控平 台，为十号线、十二号线安装智能的"车站大脑"，深度整合集成了20多个不同厂商、不同协议的子系 统，数据融合、跨设备协同，通过统一平台"一键联动"，实现一键开关站、视频巡检、客流预警、运营 调度、应急预案、运维助手等场 ...

【导读】宝信软件董事长夏雪松辞职，田国兵被提名为新董事候选人 | 姓名 | 离任 | 离任 | 原定任 | 离任 | 是否继续 在上市公 | 具体职 | 是否存 在未履 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 期到期 | | 司及其控 | 务(如适 | 行完毕 | | | 职务 | 时间 | | 原因 | | | | | | | | 日 | | 股子公司 | 用) | 的公开 | | | | | | | 任职 | | 承诺 | | 夏雪松 | 董事长、 | 2025 年 | 2025 年 | 工作 | 否 | 不适用 | 是* | | | 董事、战 | 6 月 | 8月 | 变动 | | | | | | 略 委 员 | 27 日 | 1日 | | | | | | | 会主任 | | | | | | | 公司官网显示，夏雪松于1970年12月出生，拥有中南财经大学税收专业本科学位和中欧国际工商学院 EMBA学位。他曾任宝信软件财务总监兼财务部经理、财务总监兼董事会秘书、副总经理兼财务总监、党 委书记、总经理；离任前担任宝信软件党委书 ...

近日，技象科技战略合作伙伴广州合觅科技有限公司（以下简称"合觅科技"）的控股股东广州好莱客创意家居股份有限公司（股票代码：603898，以下简 称"好莱客"）通过北京产权交易所，以公开摘牌方式成功受让技象科技11.5523%股权。 此次合作亦是技象科技以其全国产化、全栈自主的物联网通信系统，深度赋能智能家居行业的关键里程碑，将为技象科技开辟全新的增长空间。未来，技 象科技将与好莱客、合觅科技携手共进，持续深化合作，不断探索创新，共同推动智能家居及物联网产业的高质量发展，为行业带来更多惊喜与突破，为 用户创造更美好的智能生活体验。 （文章来源：广州日报） 此次引入好莱客的战略入股，是技象科技首次引入上市公司产业方为直接股东，战略意义重大。同时也将显著强化技象科技与合觅科技之间的战略协同效 应，三方将携手探索智能家居场景下的创新应用，加速新技术与新产品的研发及落地进程，共同为智能家居行业的未来发展开辟新航道。 技象科技产品体系 技象科技与合觅科技将围绕TPUNB无线窄带物联网通信技术在家居场景的创新应用展开深度协同。针对智能家居行业的通信需求，技象科技为其量身定 制全新一代的智能家居组网系统：Ho-mesh，具备 ...

Core Insights - The Launch-HTN trial is the largest trial of an aldosterone synthase inhibitor for uncontrolled or treatment-resistant hypertension [1][2] - Lorundrostat 50 mg once daily showed significant reductions in systolic blood pressure, with a 16.9 mmHg reduction at Week 6 and a 19.0 mmHg reduction at Week 12 [1][5] - The trial demonstrated a favorable safety profile, with treatment-emergent adverse events being mostly mild and transient [1][6] Company Overview - Mineralys Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing treatments for hypertension, chronic kidney disease (CKD), and obstructive sleep apnea (OSA) driven by dysregulated aldosterone [1][11] - The company’s lead product candidate, lorundrostat, is a highly selective aldosterone synthase inhibitor designed to reduce aldosterone levels [10][11] Trial Details - The Launch-HTN trial was a global, randomized, double-blinded, placebo-controlled Phase 3 trial involving 1,083 participants who were on two to five antihypertensive medications [4] - The trial utilized automated office blood pressure measurements and allowed participants to continue their existing medications, reflecting real-world clinical practice [4] Efficacy Results - Lorundrostat demonstrated statistically significant mean reductions in automated office blood pressure, with a placebo-adjusted reduction of -9.1 mmHg at Week 6 and -11.7 mmHg at Week 12 [5] - The efficacy of lorundrostat was consistent across various demographics, including age, sex, race, body mass index, and baseline medication regimen [5] Safety Profile - The safety and tolerability profile of lorundrostat was favorable, with only a small percentage of participants experiencing elevated serum potassium levels [6][7] - There was no observed suppression of cortisol production, and serious adverse events leading to discontinuation were very low [7] Industry Context - Hypertension is a leading cause of cardiovascular disease, with less than 50% of patients achieving their blood pressure goals with current medications [8][9] - Dysregulated aldosterone levels contribute to hypertension in approximately 30% of hypertensive patients, highlighting the need for effective treatments like lorundrostat [9]