Great Southern Bancorp (GSBC) FY 2025 Annual General Meeting May 07, 2025 11:00 AM ET Speaker0 Hello, and welcome to the Annual Meeting of Stockholders of Great Southern Bancorp, Inc. Please note that today's meeting is being recorded. During the meeting, we will have a question and answer session. You can submit questions or comments at any time by clicking on the message icon. It is now my pleasure to turn today's meeting over to Brian Teady with Great Southern. Brian, the floor is yours. Speaker1 Good mo ...

Voya Financial (VOYA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants Mei Ni Chu - VP - IRHeather Lavallee - CEO & Board MemberMichael Katz - EVP & CFORyan Krueger - Managing DirectorJay Kaduson - CEO - Workplace SolutionsThomas Gallagher - Senior Managing DirectorElyse Greenspan - Managing DirectorKenneth Lee - Vice PresidentMatt Toms - CEO - Voya Investment Management Conference Call Participants Joel Hurwitz - Lead AnalystWes Carmichael - Senior AnalystSuneet Kamath - Senior Research ...

Group 1 - The company achieved a turnaround in net profit for 2024, with a year-on-year increase in revenue of 16.68% to 104.92 billion yuan and a net profit of 9.23 billion yuan [1] - The improvement in profitability is attributed to the recovery in meat pig prices and better livestock production performance, with estimated comprehensive costs for pig farming in Q1 2025 around 12.6-12.8 yuan/kg, a decrease of nearly 0.8 yuan/kg from the previous quarter [1] - The company has a competitive advantage in pig farming, with selling prices approximately 0.5 yuan/kg higher than peers, leading to superior profitability per head [1] Group 2 - The company's financial situation is strong, with a debt-to-asset ratio of 51.45% as of Q1 2025, a decrease of 1.69 percentage points from the end of 2024, and cash reserves of 5.781 billion yuan, up 29.62% from the end of 2024 [2] - The company plans to expand production steadily, with a fixed asset investment of about 5 billion yuan in 2025, focusing on the construction and upgrading of pig farms, chicken farms, slaughterhouses, and egg-laying facilities [2] - In 2024, the company sold 30.1827 million pigs, a year-on-year increase of 14.93%, and 1.208 billion chickens, a growth of 2.09%, with sales targets for 2025 set at 33-35 million pigs and a growth of 5% or more for chicken sales [2]

导语：94岁的股神巴菲特开启了可能是最后一次的股东大会，从这场大会上，我们能学到什么？今天与 你一起探讨。 卓越的公司不会等待，而是会立刻采取行动，只要"方向大致正确"，就可以着手实施。 让 本期音频由科大讯飞提供的变声技术支持 5月3日，94岁的股神沃伦·巴菲特宣布卸任伯克希尔·哈撒韦CEO职务，并钦点62岁的格雷格·阿贝尔为继 任者。 这次股东大会上，巴菲特在贸易政策、巨额现金配置、全球投资布局等多个维度进行了深入探讨，看完 全程，很有收获。其中也有很多内容，无论是对创业者、普通人，都非常有启发。 今天结合我的思考，一并分享给你。 没有答案，只有行动点 巴菲特：在商业世界里，很多问题没有"答案"，只有"行动点"。今天的游戏规则和过去完全不同，因此 你每天醒来都要重新思考如何经营你的行业。 的确，很多问题，都是得不到答案的，怎么办？卓越的公司会"采取行动"。 什么意思呢？就是你不能做思想的巨人，行动的矮子。 我见过很多公司要做一件事情时，先做了大量的调查、大量的报告、大量方案，却很少有付诸于行动 的。之所以不行动，要么是受到企业内部过多的流程限制，要么是过于苛求完美，希望先做到完美，再 去完成。最后的结果就 ...

将投中网设为"星标⭐"，第一时间收获最新推送 巴菲特的最后一舞。 来源丨华尔街见闻 投资圈的年度盛会——伯克希尔-哈撒韦股东大会在5月2日拉开帷幕，北京时间2日周六晚9点进入大 会股东问答环节。 "股神"巴菲特再次全程参与，携他的CEO接班人——伯克希尔非保险业务的负责人阿贝尔（Greg Abel）以及保险业务负责人贾因（Ajit Jain）共同回答股东提问。 华尔街见闻总结的巴菲特股东大会要点如下： 1）关于贸易 "贸易不应成为武器 "，美国应寻求与他国进行贸易，做各自擅长的事。保护主义政策是一个"严重的 错误"。 2）关于美国 "财政政策是我在美国最担心的问题"，当政府采取不负责任的行动，货币的价值可能会"令人恐 惧"。 巴菲特暗示全力押注美国、支持美国例外论，称他最幸运的日子是出生在美国那天，美国是资本主义 的典范。 3) 关于日本 我们不会轻易在海外投资，除非我认为那是一个真正具备巨大潜力的机会。 打算继续持有日本商社的股票五六十年 。就算日本央行加息，他也不考虑抛售。 伯克希尔目前在日本的投资已达200亿美元，我甚至希望当初我们投资的是1000亿美元而不是200 亿。 4）关于美股 近期美股经历的" ...

巴菲特表示，在决定是否投资一家企业时，会先从资产负债表着手。"我花在查看资产负债表上的时间 比查看利润表的时间多。华尔街其实不太关注资产负债表，但我喜欢先查看过往8年或10年的资产负债 表，然后再查看利润表，因为有些东西在资产负债表上更难隐藏或作弊，"巴菲特补充道，"两者都无法 提供完整的答案"。(一财) ...

刚送别2024"最强盈利年"，五家A股上市险企2025年首季业绩呈现出两大关键词：分化+波动。 根据上市险企一季报数据，五家A股上市险企保险服务收入均增长，整体增长3.6%；合计实现归母净利润 841.76亿元，同比增长1.4%。 不过，各家险企盈利增速不一，有险企高增四成，但也有2家出现净利润减少。与此同时，2家险企出现 净资产下滑。 股市和债市波动遭遇新会计准则"放大"效应，使得险企利润和净资产波动加剧——这是险企自2023年执 行新会计准则以来，持续面临的现实情况。从今年一季度看，相关挑战仍在继续。在利率和股市快速变动 的市场环境下，险企资产负债匹配待进一步优化。 盈利业绩分化 从负债端来看，上市保险公司普遍实现了稳健增长。2025年一季报显示，五家A股上市险企实现保险服务 收入合计4098.71亿元，同比增长3.6%。其中，中国人保同比增长7.9%，新华保险同比增长5%，增速 居前。 但一季度净利润出现增减分化。其中，中国人保实现归母净利润128.49亿元，同比增长43.4%；中国人 寿实现归母净利润288.02亿元，同比增长39.5%；新华保险实现归母净利润58.82亿元，同比增长 19%。中国平安 ...

刚送别2024"最强盈利年"，五家A股上市险企2025年首季业绩呈现出两大关键词：分化+波动。 根据上市险企一季报数据，五家A股上市险企保险服务收入均增长，整体增长3.6%；合计实现归母净利润841.76亿 元，同比增长1.4%。 不过，各家险企盈利增速不一，有险企高增四成，但也有2家出现净利润减少。与此同时，2家险企出现净资产下 滑。 股市和债市波动遭遇新会计准则"放大"效应，使得险企利润和净资产波动加剧——这是险企自2023年执行新会计准 则以来，持续面临的现实情况。从今年一季度看，相关挑战仍在继续。在利率和股市快速变动的市场环境下，险企 资产负债匹配待进一步优化。 盈利业绩分化 财报显示，中国人寿一季度保险服务收入基本持平，但保险服务费用同比减少134.38亿元。华泰证券非银分析师李 健分析，中国人寿保险服务业绩快速修复，同比增长129%至255亿元，或与健康险赔付率改善以及利率上行对分红 险CSM（合同服务边际，代表寿险准备金当中尚未实现的未来利润）释放带来扰动有关。 总体来看，净利润下降的险企中，交易性金融资产公允价值变动对险企净利润表现影响较大。此外，中国平安还受 到并表导致的一次性短期影响，中国 ...

MGP Ingredients (MGPI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 note this event is being recorded. I would now like to turn the conference over to Amit Sharma, Vice President of Investor Relations. Please go ahead. Speaker1 Thank you. Good morning and welcome to MGP's first quarter earnings conference call. I'm Amit Sharma, Vice President of Investor Relations and joining me is Brendan Gahl, Interim President and Chief Executive Officer and Chief Financial Officer and Mark Davidson, Vice Pres ...

Core Insights - Hongmian Co., Ltd. (000523.SZ) reported a total operating revenue of 484 million yuan for Q1 2025, ranking 12th among disclosed peers, which represents a decrease of 54.62 million yuan or 10.14% year-on-year [1] - The net profit attributable to shareholders was 11.71 million yuan, ranking 11th among peers, down by 10.02 million yuan or 46.10% compared to the same period last year [1] - The net cash inflow from operating activities was 241 million yuan, ranking 4th among peers, an increase of 164 million yuan or 212.95% year-on-year [1] Financial Ratios - The latest debt-to-asset ratio is 39.26%, ranking 7th among peers, which is an increase of 1.89 percentage points from the previous quarter but a decrease of 14.03 percentage points year-on-year [3] - The latest gross profit margin is 12.66%, ranking 11th among peers, down by 0.26 percentage points from the previous quarter but up by 1.35 percentage points year-on-year, marking two consecutive years of increase [3] - The latest return on equity (ROE) is 0.62%, ranking 9th among peers, down by 0.91 percentage points year-on-year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.01 yuan, ranking 12th among peers, a decrease of 0.01 yuan or 45.76% year-on-year [3] - The latest total asset turnover ratio is 0.14 times, ranking 5th among peers, down by 0.02 times year-on-year, a decrease of 12.60% [3] - The latest inventory turnover ratio is 1.47 times, ranking 7th among peers, down by 1.34 times year-on-year, a decrease of 47.76% [3] Shareholder Structure - The number of shareholders is 47,500, with the top ten shareholders holding 1.182 billion shares, accounting for 64.38% of the total share capital [3] - The largest shareholder is Guangzhou Light Industry Trade Group Co., Ltd. with a holding ratio of 27.80% [3] - Other significant shareholders include Guangzhou Langqi Industrial Co., Ltd. with 14.35% and Industrial Asset Management Co., Ltd. with 5.45% [3]