Data also demonstrate significantly lower rates of postoperative reflux and decreased incidence of de novo gastroesophageal reflux disease (GERD) without affecting total weight loss at 1-year*, and shorter average hospital length of stay (LOS) associated with use of the Titan SGS™ Stapler compared with multi-fire staplers1 WAYNE, Pa., May 13, 2025 (GLOBE NEWSWIRE) -- Teleflex Incorporated (NYSE: TFX), a leading global provider of medical technologies, today announced the publication of a new retrospective a ...

5月13日下午，中国平安2024年年度股东大会上，中国平安管理层回应投资者关于发债融资的提问时表 示，平安根据市场情况进行债务融资，计划在境内一次或分多次发行本金不超（含）500亿元人民币债券 融资工具，包括但不限于资本补充债券、金融债券、公司债券及其他监管机构许可发行的境内人民币债券 融资工具。 在低利率环境中，此举有助于提升集团未来的资本灵活性，也有助于提升资本回报ROE。 中国平安董事长马明哲对此补充，管理层珍惜股东每一分钱，希望资本可以发挥最大的价值。金融、医疗行业 的发展前景很好，资本规划需要兼顾不同时期，管理层也希望在资本的筹集和使用方面可以兼顾各方面意见。 巴基斯坦， 重大突发！ 刚刚！普京，重大宣布！ 华尔街大举出手，什么信号？ 集体大涨！两大利好，重磅来袭！ 责编：罗晓霞 校对：祝甜婷 百万用户都在看 美国六大州，突然出手！贝森特发声，涉及对华关税 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

以下文章来源于长线是金11 ，作者长线是金11 长线是金11 . 记录本人的投资心得，希望能对大家有所帮助 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： ：长线是金11 来源：雪球 前些天，写关于公牛集团的年报评析文章时，有位网友提出公牛集团的成长性比过去下降了不 少，这可能会导致估值体系重新构建，当前的21倍PE值仍存在着一定下调要求。 关于这一观点，我的看法是不要仅盯着当下的增长数据（2024年年报公牛的营收增长7.24%，扣 非净利润增长1.04%；2025年一季度营收增长3.14%，扣非净利润增长4.56%），也应看到上市以 来公牛高达28.17%的ROE均值。 西班牙著名投资人帕拉梅斯在《长期投资》一书中，给估值划分了三道门槛： 3、而对于少数护城河坚固且极为优秀的公司，可以适当将出价提升至15-20倍PE。 何为极为优秀的公司呢？有一个最简单的特征，就是这些公司均拥有极高的长期股权回报率，即 长期高ROE值。例如国内壁垒深厚、最顶级的好公司茅台、美的、腾讯基本都是如此，ROE长期 都保持在20%之上。（茅台在30%以上） 公牛大概也可以属于此列，该公 ...

截至2025年4月30日，A股上市公司2024年年报披露季正式收官。在5411 家上市公司中，5403家已揭晓年度"成绩单"：全年营收总额达71.92万亿元，同比 微降0.9%；归母净利润总额5.21万亿元，同比下滑2.3%。值得关注的是，实现盈利的企业占比降至75%，较前三年的88%、82%、80%持续走低，市场整 体盈利承压特征显著。 中欧国际工商学院会计学教授陈世敏及助教宋希允从——ROE（净资产收益率）、现金流和成长性这三个核心问题出发，告诉你怎么从一家上市公司的年 报中看出企业价值的玄机。 =2024 ■2023 | 家用电器 | 8.2% | 9.8% | 6.1% | 6.7% | 0.75 | 0.75 | 1.85 | 1.83 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 有色金属 | 7.9% | 8.3% | 4.3% | 4.4% | 0.71 | 0.74 | 1.92 | 1.87 | | 食品饮料 | 7.8% | 8.7% | 7.7% | 8.4% | 0.62 | 0.64 | 1.48 | 1.4 ...

Sally Beauty Holdings, Inc. (SBH) announced mixed results for the second quarter of fiscal 2025. Earnings improved year over year and surpassed the Zacks Consensus Estimate, while revenues declined from the prior-year quarter and fell short of the consensus mark. The revenue shortfall was primarily due to ongoing macroeconomic challenges. In response, management lowered its full-year outlook to better reflect current business conditions.SBH’s Q2 Performance: Key Metrics & InsightsSally Beauty’s adjusted ear ...

Core Viewpoint - Snap-on Inc. (SNA) experienced a 3.4% decline in share price over the past month, primarily due to disappointing first-quarter 2025 results that missed revenue expectations and showed a year-over-year decline [1][3]. Financial Performance - In Q1 2025, Snap-on reported a 3.5% year-over-year decline in revenues, missing the Zacks Consensus Estimate, attributed to a 2.3% dip in organic sales and a $13.9 million negative impact from unfavorable foreign currency translation [3][4]. - The Tools Group segment, a significant revenue contributor, saw a 7.4% year-over-year sales decline, reflecting reduced U.S. operations and technician reluctance to finance purchases [6][8]. - The Commercial & Industrial Group also faced a 4.4% decline, impacted by decreased military-related demand and softness in the European hand tools market [6][8]. - Despite the overall decline, the Repair Systems & Information Group and Financial Services segment showed positive performance, with the former exceeding expectations due to rising demand from OEM dealerships and independent shops, and the latter achieving a 2.5% revenue increase [7][8]. Margin and Cost Control - Snap-on reported a gross margin expansion of 20 basis points year-over-year to 50.7%, despite a 3.1% decline in gross profit, indicating effective cost control and a favorable product mix [8]. Outlook and Estimates - Management maintains a cautiously optimistic outlook for 2025, focusing on resilience amid macroeconomic uncertainties and aiming to drive growth through established strategic initiatives [10]. - Following the soft Q1 performance, the Zacks Consensus Estimate for SNA's earnings per share has been revised downward by 0.8% for both 2025 and 2026, now projected at $18.76 and $20.04 per share, respectively [11].

Shares of Weyco Group, Inc. (WEYS) have gained 6.2% since the company reported its earnings for the quarter ended March 31, 2025. This compares to the S&P 500 index’s 0.2% decline over the same time frame. Over the past month, the stock has gained 10.2% compared with the S&P 500’s 4.4% growth, reflecting relative investor optimism toward the company despite macroeconomic pressures.Weyco reported first-quarter 2025 earnings per share of 57 cents, down from 69 cents in the first quarter of 2024, a decline of ...

indie Semiconductor, Inc. (NASDAQ: INDI ) is a U.S. semiconductor company that mainly produces for the automotive sector but also specializes in software solutions. During the current geopolitical problems, INDI has performed terribly. Nevertheless, the current release of tensionsMy main area of interest is algorithmic trading and trading strategies. However, I am also very interested in macroeconomic topics, especially since I lived and studied in Shanghai for half a year. That is why I plan to write about ...

基金分析报告 成长价值基金池 202505：偏配金融板块 2025 年 05 月 12 日 ➢ 买入具有竞争优势的优秀公司，价格合理即可，赚复利增长的钱。成长价值 策略判断内在价值的主要维度：优秀的商业模式和财务健壮性判断。优秀的商业 模式往往意味着持续较高的资产回报率，叠加良好的复利条件就能使得公司的资 产长期稳健增长，即所谓的长坡厚雪。财务健壮性判断则关注财务实力和财务造 假识别，以规避价值毁灭。本报告将优选市场当前的成长价值基金，以供对其有 配置需求的投资者参考。 ➢ 成长价值型基金池：兼具稳定性与进攻性。2015 年 2 月 2 日至 2025 年 5 月 8 日，基金池年化收益率为 15.74%，相对于偏股基金指数超额收益为 9.23%， 同时组合年化波动 20.98%，年化夏普达 0.75，在牛市行情中能够获取较高超额 收益，在市场下跌时也能较好控制回撤。 ➢ 超额收益主要源自选股，行业重仓周期和消费。选股能力为组合主要的超额 收益来源，行业配置和动态调整也有明显贡献。风格上，长期来看价值和成长属 性整体均不突出，新一期调仓中，组合持仓市值有所提高，整体呈现出更强的成 长性，以及高市场关注度、高盈 ...

Core Viewpoint - Media companies are facing significant economic uncertainty as they present their advertising pitches, with a focus on the impact of macroeconomic factors on spending [1][3][5] Group 1: Industry Challenges - Legacy entertainment giants like Comcast's NBCUniversal, Fox Corp., and Warner Bros. Discovery are competing for ad dollars amidst a landscape where Pay-TV subscribers are shifting to streaming options [2][4] - The media industry is grappling with high stakes due to inflation, regulatory uncertainty, and changing consumer sentiment, which are influencing marketing strategies [3][6] - Despite concerns, executives have not observed a significant pullback in ad spending, indicating some resilience in the market [6] Group 2: Advertising Strategies - Live sports remain a key focus during Upfronts, with executives highlighting the importance of live events and "must-see TV" in attracting advertisers [7] - Content that generates steady viewership, such as Warner Bros. Discovery's "The White Lotus," is emphasized as crucial for maintaining advertising interest [8] - Companies are adapting their advertising strategies to ensure product movement and effective customer engagement, regardless of economic conditions [9]