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Pfizer (PFE) FY Conference Transcript
2025-06-09 13:00
Pfizer (PFE) FY Conference June 09, 2025 08:00 AM ET Speaker0 Great. Good morning, everyone, and welcome to our forty sixth Annual Global Healthcare Conference. My name is Assad Heather. I'm The U. S. Pharma Analyst here at Goldman Sachs. And we are very privileged to have Albert Bula with us to kick up this conference. Albert's the CEO of Pfizer. Albert, thank you for being with us. Speaker1 Great pleasure. Speaker0 Albert, we have about thirty five minutes, so I wanna start with a big picture question for ...
摩根士丹利:韩国改革复兴-结构性改革的下一步
摩根· 2025-06-09 05:29
Investment Rating - The report indicates a potential growth estimate for Korea below 2.0% from 2026 onwards, highlighting the urgency for structural reforms [5][26]. Core Insights - Korea is facing significant demographic challenges, with a fertility rate that fell to 0.75 in 2024, the lowest in the world, and a projected halving of the workforce by 2065 [7][9]. - The new government's commitment to structural reform is emphasized, with a focus on long-term solutions rather than short-term fixes [7][26]. - The pension reform legislated for the first time in 18 years aims to improve the financial sustainability of the pension fund in response to a rapidly aging population [26][32]. Summary by Sections Demographic Trends - Korea's total population began to decline in 2025 due to the fastest dropping fertility rate globally [9]. - The fertility rate has shown a slight rebound in 2024, providing a window of opportunity to support critical age groups [15][16]. Economic Reforms - The new government under President JM Lee is prioritizing economic recovery and addressing low birth rates as key agenda items [59]. - Labor market reforms are necessary to address dualism, gender wage gaps, and strict working hour regulations [71]. Pension and Consumption - The income replacement ratio is forecasted to fall to 40% by 2028, which is below the OECD recommended level [32][34]. - As aging accelerates, the number of pension recipients is expected to outpace contributors by 2047, impacting household consumption [44][45]. Capital Market Reforms - The government plans to mitigate the "Korea discount" through capital market and governance reforms, including changes to corporate transactional rules [72][74]. - The Commercial Code amendment bill is on a fast track for approval, aiming to enhance corporate governance and shareholder returns [78][79].
2 Marijuana Stocks For Future Gains 2025
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-06-07 12:53
Group 1 - The marijuana sector is currently experiencing a downturn in trading, with companies facing challenges in market performance impacting their stock prices [1][2] - Federal reform and the rescheduling of cannabis are seen as crucial for the industry's growth and for creating a safer investment environment [2][3] - Companies are strategizing and remaining patient, with optimism for future gains keeping investors engaged despite current market conditions [3] Group 2 - Greenlane Holdings, Inc. focuses on the development and distribution of cannabis accessories and vape devices across multiple regions including the U.S., Canada, Europe, and Latin America [4][6] - The company renewed its distribution agreement with PAX, which enhances its portfolio and strengthens its market position in the growing cannabis vaporizer market [7] - Jushi Holdings Inc. is a vertically integrated cannabis company involved in cultivation, processing, retail, and distribution for both medical and adult-use markets in the U.S. [9]
周红波主持召开市委金融委员会全体会议
Nan Jing Ri Bao· 2025-06-06 01:51
会议强调,要深刻把握金融工作的政治性、人民性,坚持党对金融工作的全面领导,加强金融系统 党的建设,以钉钉子精神抓好党中央决策部署和省委工作要求落地落实。 人民银行江苏省分行、江苏金融监管局、江苏证监局有关负责同志到会指导。 6月5日,市委金融委员会召开全体会议,深入学习贯彻习近平总书记关于金融工作的重要论述, 落实中央和省委部署要求,研究全市金融工作。市委书记、市委金融委员会主任周红波主持会议并讲 话,市长、市委金融委员会主任陈之常作具体部署。 会议听取了市委金融委员会组建以来工作情况,讨论了今年《工作要点》。会议指出,面对经济发 展内外部环境的深刻变化,要统筹防风险、强监管、促发展,坚持把服务实体经济作为根本宗旨,把防 控风险作为永恒主题,扎实做好金融"五篇大文章",切实抓好金融改革发展稳定各项任务,加快金融强 市建设,为扛起"挑大梁"的省会担当提供有力金融支撑。要着力增强金融产业的集聚力,以重要金融中 心建设为抓手,优化"一核两翼"金融产业空间布局,抓紧抓实金融改革重点任务,高标准建设科创金融 改革试验区,构建良好产业生态,加快金融开放步伐,更大力度集聚高端要素资源。要着力增强推动经 济回升向好的支撑力, ...
CoreCivic (CXW) Conference Transcript
2025-06-05 16:00
CoreCivic (CXW) Conference June 05, 2025 11:00 AM ET Speaker0 Good morning, and welcome to the Noble Capital Markets virtual equity conference. I am Joe Gomes, managing director and senior analyst at Noble Capital. Today, I have the pleasure of introducing CoreCivic Inc. Following the presentation, we have some time for q and a. CoreCivic is a diversified government solutions company with the scale and experience needed to solve tough government challenges in flexible cost effective ways. With us today from ...
Skyline Champion(SKY) - 2025 Q4 - Earnings Call Transcript
2025-05-27 13:30
Champion Homes (SKY) Q4 2025 Earnings Call May 27, 2025 08:30 AM ET Speaker0 Good morning. Welcome to the Champion Homes Fourth Quarter Fiscal twenty twenty five Earnings Call. My name is Sherry and I will be coordinating your call today. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I will now turn the call over to your host, Jason Blair, to begin. Jason, please go ahead. Speaker1 Good morning. Thank you for taking the time to join us f ...
兴业证券:供给侧改革、技术变革和海外变局是光伏行业当前关注的重点
智通财经网· 2025-05-27 01:42
智通财经APP获悉,兴业证券发布研报称,供给侧改革、技术变革和海外变局是光伏行业当前关注的重 点。行业经历2020-2023年大周期调整后,目前处于主链全行业亏现金流状态,部分环节二三线企业持 续亏损近两年,产业处于盈利周期底部。2025年3月以来受抢装潮影响,企业利润逐步向上修复,利润 的修复短期看价格,长期看需求。 兴业证券主要观点如下: 供给侧改革预期增强,光伏行业有望逐步复苏 行业经历2020-2023一轮大周期,目前处于主链全行业亏现金流状态,部分环节二三线企业持续亏损近 两年,产业处于盈利周期底部。2025年3月以来受抢装潮影响,企业利润逐步向上修复,利润的修复短 期看价格,长期看需求。自2024年10月18日,协会发布"反内卷"倡议以来,自律联盟、配额减产,新产 能投产限制等措施正在逐步推行,预计未来也将陆续会有渐进式政策推出,一方面控制产能无序增长、 防止内卷,另一方面解决装机痛点,扩大需求等方式进行产业链价格托底,目标是让行业回归至合理盈 利水平。2025年光伏行业政策的核心在于引导行业从"规模扩张"转向"质量优先",从供需两端推动行业 高质量发展,加强能耗控制,优化市场机制,提高技术创新, ...
哥斯达黎加因弗西翁火山研究
OECD· 2025-05-26 04:10
Revisiones de la OCDE sobre reforma regulatoria Estudio de la Ventanilla Única de Inversión de Costa Rica Inversión de Costa Rica Revisiones de la OCDE sobre reforma regulatoria Estudio de la Ventanilla Única de Revisiones de la OCDE sobre reforma regulatoria Estudio de la Ventanilla Única de Inversión de Costa Rica Tanto este documento, así como cualquier dato y cualquier mapa que se incluya en él, se entenderán sin perjuicio respecto al estatus o la soberanía de cualquier territorio, a la delimitación de ...
经合组织哈萨克斯坦公共治理扫描:迈向更敏捷、反应灵敏和有效的公共行政
OECD· 2025-05-26 04:10
OECD Public Governance Reviews OECD Public Governance Scan of Kazakhstan Toward a More Agile, Responsive and Effective Public Administration OECD Public Governance Scan of Kazakhstan Toward a More Agile, Responsive and Effective Public Administration OECD Public Governance Reviews OECD Public Governance Reviews OECD Public Governance Scan of Kazakhstan TOWARD A MORE AGILE, RESPONSIVE AND EFFECTIVE PUBLIC ADMINISTRATION This document, as well as any data and map included herein, are without prejudice to the ...
Why Fair Isaac Stock Was Blasted Again on Wednesday
The Motley Fool· 2025-05-21 22:44
Even by the standards of a lousy Wednesday for stocks in general, Fair Isaac (FICO -15.62%) was a standout in the wrong kind of way. For the second trading session in a row, the credit scoring specialist took a real blow to its stock price, which tumbled by almost 16% on the day. That percentage figure was 10 times the 1.6% decline of the S&P 500 (^GSPC -1.61%). Fair Isaac not fair?Investors who thought Fair Isaac stock would bounce back from its 8% drubbing on Tuesday were badly mistaken. That's because Bi ...