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高盛:亚太数据中心-概念化人工智能对数据中心的影响
Goldman Sachs· 2025-06-15 16:03
12 June 2025 | 8:12PM SGT Asia Pacific Data Centers Conceptualising the impact of AI on data centers; Buy Goodman, KDC, Keppel, NextDC, DigiCo Technology development impacts real estate through: (i) driving demand and improving fundamentals, (ii) asset valuation uplift, and (iii) share price re-rating from both earnings growth and multiple expansion. To determine the impact of AI on data centers, we analyse the effect that e-commerce had on logistics during Covid. We believe that we are early in the data ce ...
Millicom (Tigo) Strengthens South American Leadership with USD 380 Million Acquisition of Telefónica Ecuador
Globenewswire· 2025-06-13 21:54
Millicom (Tigo) Strengthens South American Leadership with USD 380 Million Acquisition of Telefónica Ecuador Key Highlights: The acquisition reinforces Millicom’s strategic position and operating scale in Latin America, strengthening its platform for long-term regional growth.The acquisition also enhances Millicom’s geographic diversification, with the addition of Ecuador — a stable, dollarized economy with a supportive macroeconomic outlook — strengthening overall cash flow resilience.Ecuador’s telecom sec ...
Does Solid Infrastructure Demand Support TPC's Project Visibility?
ZACKS· 2025-06-13 17:46
Key Takeaways TPC secured $2B in Q1 awards, pushing its backlog to a record $19.4B, up 94% year over year. Strong infrastructure demand from the public and commercial sectors fuels robust project opportunities. TPC raised 2025 earnings guidance amid sustained performance and more than $500M in Q2 new awards.Tutor Perini Corporation (TPC) is capitalizing on the surge in infrastructure demand emerging across various sectors. With a broad portfolio of construction and civil projects, the company is well-alig ...
The seismic shift transforming how the U.S. Army operates, buys weapons and prepares for future wars
CNBC Television· 2025-06-13 17:22
As the US Army rings in its 250th birthday this weekend, a seismic shift is underway for how the service operates, how it buys weapons, and how it prepares for the future of war. I recently traveled to the Army's top military official to Fort Johnson in the Joint Readiness Training Cent's Box. It's a massive combat training site in the Louisiana Wilderness to see how that shift is taking shape.In western Louisiana, this transformation and contact brigade is training for the battlefield. An all-new military ...
UiPath Stock Appears Undervalued Based on Forward P/S Ratio
ZACKS· 2025-06-13 17:06
Key Takeaways PATH trades at a 4.37x forward P/S, below 5.68x of the industry average, suggesting relative undervaluation. Strong recurring revenues, global expansion and AI integrations support PATH's enterprise momentum. PATH's valuation trails peers like NOW and PEGA, despite faster growth and a focused automation strategy.UiPath Inc. (PATH) appears attractively valued compared with its industry peers based on the forward 12-month price-to-sales (P/S) ratio. Currently trading at 4.37x, PATH’s valuation ...
Airbus Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Other Innovation Programs
GlobeNewswire News Room· 2025-06-13 12:33
Dublin, June 13, 2025 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Airbus SE - 2025" company profile has been added to ResearchAndMarkets.com's offering. The report provides insights into Airbus's tech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, investments and acquisitions. Airbus SE (Airbus) is one of the world's leading manufacturers of large commercial aircraft, helicopters, drones, manned and unmanned military air syst ...
中国电建: 中国电力建设股份有限公司2024年度环境、社会、管治报告(英文版)
Zheng Quan Zhi Xing· 2025-06-13 09:42
| Report Descriptions | | Contents | | --- | --- | --- | | This is the 13th Environmental, Social and Governance Report issued by Power Construction Corporation of China Ltd. | | | | (stock code: 601669, abbreviation: POWERCHINA) since 2012. This report is an annual report which covers the period from | | | | January 1, 2024 to December 31, 2024 unless otherwise specified. The last annual report was issued in April 2024. | | About Us | | 01 Future Prospect 87 | | ESG | | Management 05 Appendix 89 | | | | Re ...
PLDT(PHI) - 2025 Q1 - Earnings Call Presentation
2025-06-13 09:09
Presentations Page (IR website) 1Q2025 Analysts Briefing Financial Highlights Solid EBITDA and strategic investments underpin resilient core results | | 1Q25 | 1Q24 | Change | % Change | | --- | --- | --- | --- | --- | | Service Revenues [net of interconnection costs] | 49.0bn | 48.7bn | +0.3bn | 1% | | Cash Opex, Subsidies, Provisions (ex-MRP) | 21.1bn | 21.4bn | -0.3bn | -1% | | EBITDA (ex-MRP) | 27.9bn 52% margin | 27.3bn 52% margin | +0.6bn | +2% | | Depreciation & Amortization | 13.1bn | 11.7bn | +1.4b ...
【读财报】上市银行数字金融透视:数字化转型多样化,工行、农行、建行、中行信息科技投入超200亿元
Xin Hua Cai Jing· 2025-06-12 23:14
编者按: 新华财经北京6月13日电 42家A股上市银行2024年年报披露收官,新华财经和面包财经研究员根据上市银行年报等公开信息,对上市银行 信息科技投入及手机银行用户相关数据进行了梳理。 国家金融监管总局发布的《关于银行业保险业做好金融"五篇大文章"的指导意见》提出,金融机构要加快数字金融发展步伐,赋能数字 经济发展。聚焦金融业数字化转型,推动金融机构和金融基础设施优化组织架构,运用数字化渠道和技术创新金融产品、优化服务流 程、加强风险管理,提升金融服务质效。 本篇为上市银行"五篇大文章"透视系列之数字金融篇。 信息科技投入规模方面,截至2024年末,国有银行中,工行、农行、建行、中行投入均超200亿元。股份制银行中,招商银行、中信银行 的信息科技投入超过100亿元。营收占比方面,中信银行、沪农商行的信息科技投入比例超过5%。科研人员方面,上海银行的科研人员 的总员工占比达11.45%,沪农商行、交通银行的科研人员占总员工比例超过9%。 国有银行中,工行、建行、农行的2024年末手机银行用户数超过5亿户。股份制银行中,平安银行手机银行用户数达1.74亿户,浦发银 行、光大银行、兴业银行均超过5000万户。城 ...
Nano Dimension Reports First Quarter 2025 Financial Results
Globenewswire· 2025-06-12 20:05
Core Business Revenue of $14.4 Million, 8% Higher Year-Over-Year Conference Call Today at 4:30 PM EDT WALTHAM, Mass., June 12, 2025 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension” or the “Company”), a leader in Digital Manufacturing solutions, today announced its financial results for the first quarter ended March 31, 2025. The following information does not reflect the results or impact of Desktop Metal, Inc. (“Desktop Metal”) or Markforged Holding Corporation (“Markforged”) unless ...