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SKF: Swedish Special Situation
Seeking Alpha· 2025-07-12 14:09
Core Insights - The article discusses potential investment opportunities in SKFRY, indicating a possible long position within the next 72 hours [1]. Group 1 - The analyst has no current stock or derivative positions in the companies mentioned but may initiate a beneficial long position in SKFRY [1]. - The article expresses the author's own opinions and is not influenced by external compensation [1]. - There is no business relationship with any company whose stock is mentioned in the article [1].
This Dividend ETF Is Near Its Highest Level Ever -- Is It Too Late to Invest in It?
The Motley Fool· 2025-07-12 13:33
Core Insights - The Vanguard International High Dividend Yield ETF (VYMI) has reached an all-time high and is up nearly 20% in the first half of 2025 [1] - The ETF tracks the FTSE All-World ex US High Dividend Yield index, focusing on international stocks that pay above-average dividends [5] - Despite being at a peak, the ETF remains an attractive investment option compared to U.S. high-dividend counterparts [9] ETF Performance and Composition - The ETF has a dividend yield of approximately 4.1% and a low expense ratio of 0.17% [5] - The portfolio consists of about 1,550 stocks, with 44% in European companies, 26% in developed Asia-Pacific markets, and 21% in emerging markets [6] - The top holdings include well-known companies such as Nestle, Novartis, Toyota, Shell, and Royal Bank of Canada [7] Valuation Metrics - The average P/E ratio of the ETF is 12.0, with an earnings growth rate of 13.7% over the past five years, resulting in a PEG ratio of 0.88 [10] - In comparison, the U.S.-focused Vanguard High Dividend Yield ETF (VYM) has a higher average P/E of 19.1 and a PEG ratio of 1.79 [10] Investment Outlook - The Vanguard International High Dividend Yield ETF is considered to have a significant valuation gap compared to U.S. high-dividend stocks, making it a potentially good value [11] - The ETF has been a top-performing investment in 2025, and there is confidence in adding to the investment at current prices [12]
X @The Motley Fool
The Motley Fool· 2025-07-12 13:07
Financial independence isn’t about yachts or private jets. It’s about waking up and doing whatever you want—every day.Save more. Spend less. Invest early. Freedom comes from the boring stuff. ...
X @Bloomberg
Bloomberg· 2025-07-12 12:40
Amazon's Prime Day sale helped boost online spending across all retailers in the US by 30%, according to Adobe, topping its estimate for 28% growth https://t.co/9cUphUr8bK ...
X @Ansem
Ansem 🧸💸· 2025-07-12 12:22
RT Mel Mattison (@MelMattison1)Let me explain further:In decades past, S&P was more or less a discounting mechanism for future cash flows used by the wealthy as an alternative to cash-flow producing opportunities available in private markets and elsewhere.That is no longer the case.The passage of MAGA accounts cements the S&P as a new pension scheme for the US. This transition began with the institution of the 401(k) and continues to this day.The S&P 500 is, in a very real sense, a new public good. It is ba ...
亚马逊云科技助力跨境物流企业AI应用降低10%成本
Sou Hu Cai Jing· 2025-07-12 11:30
关键字: [亚马逊云科技, 生成式AI, Walltag, 跨境物流企业, Ai应用场景, 智能助理, 物流成本降低, 业务流程优化] 导读 龚建是沃泰克公司的CTO,他在演讲中介绍了亚马逊云科技如何助力跨境物流企业应用AI技术降低成本。他分享了沃泰克公司的跨境物流解决方案,以及 如何利用亚马逊云科技的大模型能力实现智能助理、Type to SQL等AI应用场景,提高物流效率。他还介绍了一个具体案例,通过将AI技术应用于跨境电商 物流环节,实现了降低10%物流成本、5%人工成本、优化采购成本、降低业务风险成本等效果。总的来说,亚马逊云科技的AI技术为跨境物流企业带来了 显著的成本节约和效率提升。 演讲精华 以下是小编为您整理的本次演讲的精华。 根据视频标题"亚马逊云科技助力跨境物流企业AI应用降低10%成本"和视频字幕内容,我将以叙事风格详细阐述该视频的主要内容。确保包含所有关键信 息,并遵循要求获取亚马逊云科技服务相关术语、数据点、比例等内容。最后将给出简要总结。 标题:"亚马逊云科技助力跨境物流企业AI应用降低10%成本"的叙事详解 大家下午好,我是沃泰克CTO龚建。今天很高兴能够受亚马逊云科技的邀请,在 ...
X @The Economist
The Economist· 2025-07-12 10:40
The “triple lock” guarantee on pensions is costing the British government. To solve it, it has a choice, if an unpalatable one https://t.co/pD336tIEYJ ...
X @The Economist
The Economist· 2025-07-12 09:20
Peace between Armenia and Azerbaijan could lead to Armenia being integrated into the region’s “middle corridor” for trade and energy that links China and Central Asia to Europe, bypassing Russia.The effects of this would be felt widely https://t.co/mdyy9wSBU9 ...
银行业今年上半年共收到罚单2759张 罚没金额达7.89亿元
news flash· 2025-07-12 07:23
智通财经7月12日电,企业预警通数据显示,截至6月30日,银行业今年上半年共收到罚单2759张,罚没 金额达7.89亿元,其中农商行领罚最多,合计323张罚单,涉及金额共计2.22亿元罚款。总体来看,信贷 违规、内控漏洞及反洗钱问题仍是处罚重点,而银行业"全员营销"的现象也受到监管关注。在严监管的 政策导向下,罚单虽同比减少,但百万级的大额罚单频现。更有46名从业人员被终身禁业,可见监管 从"量"到"质"的升级,并进一步压实从业人员主体责任。 银行业今年上半年共收到罚单2759张 罚没金额达7.89亿元 ...
X @Avi Chawla
Avi Chawla· 2025-07-12 06:30
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Finally, a browser automation framework for Agents that actually works in production (open-source)!Typical browser automation tools like Selenium or Playwright require you to hard-code automation. These are brittle since one change in the website can disrupt the full workflow. https://t.co/chPbrXZoQP ...