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Fortress Dividends: 2 Of The Best All-Weather Income Stocks Built To Last
Seeking Alpha· 2025-05-11 11:30
Group 1 - The article highlights a correlation between the percentage of the population that can swim and the level of GDP per capita, as indicated by OECD data [1] - It suggests that higher swimming proficiency within a population may contribute to economic prosperity [1] Group 2 - There is no relevant content regarding company or industry analysis in the provided documents [2][3]
Shopify: “关税利剑” 悬而未决,小商家最受伤?
海豚投研· 2025-05-10 07:22
2、MRR 增长逆势小幅提速: 反映订阅业务的 MRR(月重复性收入)指标本季末为$1.82 亿每月,与市场预期的 1.83 亿大体相当。同比增长 20.5%,相比上季度 有 1pct 的提速 ,增长趋势有所改善。 结合高频数据,1Q 公司的 App 下载量增速较上季度是有所放缓的,但 MRR 增长却逆势提升。可能是 公司的商户订阅产品结构向高端产品倾斜 ,或者公司在 先 前推广的免费试用活动有所调整 (例如减少了活动的推广范围)。 3、商家服务变现率走高:营收上,商家服务本季收入$17.4 亿,同比增长 28.9%,虽较上季降速 3.7%,但比市场预期高出约 2pct。 按商家服务收入/GMV 计算的 商家 服务变现率同比走高了 10.9bps 到 2.33%,高于预期的 2.29%。 结合管理层电话会中表示支付渗透率为 64%(没有提及具体小数位)同比提升 3.5pct,以及 PayPal 渠道支付确认口径变为 1P,公司推广的 Shop Pay 支付和线下 POS 支付等都 有利于支付渗透率的提升 (反应为 GPV 占 GMV 比重的提升),从而传导到变现率的提升上。 4、本季订阅服务收入则为$6.2 ...
为基因治疗装上“安全导航” 西电团队探索生物医药新赛道
Huan Qiu Wang Zi Xun· 2025-05-09 15:46
中新网西安5月9日电 (记者 阿琳娜)记者9日从西安电子科技大学获悉,该校生命科学技术学院邓宏章教 授团队以创新性非离子递送系统,成功破解"毒性-效率"死锁,为基因治疗装上"安全导航"。 据介绍,在生物医药技术迅猛发展的今天,mRNA疗法以其巨大的潜力和迅猛的发展速度成为医学领域 的焦点,mRNA技术正逐步重塑现代医疗的版图。然而,这一领域的核心挑战——如何安全高效地递送 mRNA至靶细胞始终是制约其临床转化的关键瓶颈。传统脂质纳米颗粒(LNP)依赖阳离子载体的递送系 统虽广泛应用,却伴随毒性高、稳定性差等难题,亟需一场技术革命。 mRNA作为携带负电荷的亲水性大分子,需借助载体穿越细胞膜的静电屏障并抵御RNA酶的快速降解。 传统LNP依赖阳离子脂质与mRNA的静电结合,虽能实现封装,却因电荷相互作用引发炎症反应和细胞 毒性,且存在靶向性差、体内表达周期短等缺陷。邓宏章团队另辟蹊径,通过人工智能筛选出硫脲基团 作为关键功能单元,构建基于氢键作用的非离子递送系统(TNP)。 与传统LNP不同,TNP通过硫脲基团与mRNA形成强氢键网络,实现无电荷依赖的高效负载。实验表 明,TNP不仅制备工艺简便,更具备多项突破 ...
国际工业+能源周报(05、05-05、09):美国计划全面改造空中交通管制系统,北约继续强化东翼防御能力
海通国际· 2025-05-09 13:25
[Table_Title] 研究报告 Research Report 9 May 2025 全球工业与能源 Global Industrial and Energy 国际工业+能源周报(05/05-05/09): 美国计划全面改造空中交通管制系统, 北约继续强化东翼防御能力 Global industrials + Energy Updates: The U.S. plans to comprehensively modernize the national air traffic control system, and NATO continues to strengthen its defense capabilities on the eastern flank | 杨斌 Bin Yang | 毛琼佩 Olivia Mao | 杨钰其 Yuqi Yang | 明悦馨 Ella Ming | | --- | --- | --- | --- | | bin.yang@htisec.com | olivia.qp.mao@htisec.com | yq.yang@htisec.com | ella.yx.mi ...
Critical Metals Corp Publishes Compelling Deep Diamond Drill Results from Tanbreez Greenland
Globenewswire· 2025-05-09 12:30
Core Insights - Critical Metals Corp. has released historical deep diamond drill hole results from the Tanbreez Project in Greenland, indicating significant potential for high-grade rare earth elements (REE) and other critical minerals [1][9][40]. Drill Hole Results - Drill Hole DX-02 intersected high-grade rare earths averaging 4733ppm (0.47% TREO) with 28% heavy rare earth oxides (HREO) over a depth of 328m [6][14]. - Drill Hole D306-13 showed an average of 4211ppm (0.42% TREO) with 24% HREO over a depth of 195m [6][14]. - The average mineralization across the reported drill holes is approximately 0.45% TREO, containing an average of 26% HREO [24][15]. Resource Estimates - The current Mineral Resource Estimate (MRE) for the Tanbreez Project is approximately 45 million tonnes (MT) at 0.38% TREO, consisting of 19.5MT inferred and 25.4MT indicated resources [12][32]. - The company is planning resource drilling to extend and grow the existing MRE, targeting the Fjord and Hill Zone deposits [29][34]. Economic Potential - The Preliminary Economic Assessment for the Tanbreez Project indicates a Net Present Value (NPV) of approximately $2.8 billion to $3.6 billion and an Internal Rate of Return (IRR) of 180% before tax [9][39]. - The project is gaining significant interest from Western governments due to its strategic importance in the supply of critical minerals [9][40]. Future Plans - The company is preparing for a 2025 resource drilling program, with mobilization of crews to Greenland expected in mid-to-late June [29][36]. - The company is also re-assaying historical samples to confirm and reconcile assay results from previous drilling campaigns [36][37].
国际工业+能源周报(05、05-05、09):美国计划全面改造空中交通管制系统,北约继续强化东翼防御能力-20250509
[Table_Title] 研究报告 Research Report 9 May 2025 全球工业与能源 Global Industrial and Energy 国际工业+能源周报(05/05-05/09): 美国计划全面改造空中交通管制系统, 北约继续强化东翼防御能力 Global industrials + Energy Updates: The U.S. plans to comprehensively modernize the national air traffic control system, and NATO continues to strengthen its defense capabilities on the eastern flank | 杨斌 Bin Yang | 毛琼佩 Olivia Mao | 杨钰其 Yuqi Yang | 明悦馨 Ella Ming | | --- | --- | --- | --- | | bin.yang@htisec.com | olivia.qp.mao@htisec.com | yq.yang@htisec.com | ella.yx.mi ...
Profound(PROF) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Profound Medical (PROF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stephen Kilmer - Investor RelationsRashed Dewan - CFOMathieu Burtnyk - PresidentTom Tamberrino - Chief Commercial OfficerArun Menawat - Chairman & CEOBen Haynor - Managing DirectorJohn McAulay - AVPScott McAuley - Head of Research Conference Call Participants Michael Freeman - Equity Research Analyst - Healthcare Operator Good day, and thank you for standing by. Welcome to the Profound Medical First Quarter twenty tw ...
Profound(PROF) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Profound Medical (PROF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stephen Kilmer - Investor RelationsRashed Dewan - CFOMathieu Burtnyk - PresidentTom Tamberrino - Chief Commercial OfficerArun Menawat - Chairman & CEOBen Haynor - Managing DirectorJohn McAulay - AVPScott McAuley - Head of Research Conference Call Participants Michael Freeman - Equity Research Analyst - Healthcare Operator Good day, and thank you for standing by. Welcome to the Profound Medical First Quarter twenty tw ...
Natera(NTRA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Natera (NTRA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Mike Brophy - Chief Financial OfficerSteve Chapman - Chief Executive OfficerSolomon Moshkevich - President of Clinical DiagnosticsAlexey Aleshin - GM of Oncology and ECD & Chief Medical OfficerNoah Kava - Equity Research AssociateColleen Babington - Equity Research AssociatePuneet Souda - Senior MD Conference Call Participants Daniel Brennan - AnalystTejas Savant - Executive Director & Senior Healthcare Equity AnalystRachel Va ...
Natera(NTRA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:30
Natera (NTRA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Welcome to Natera's twenty twenty five First Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. Following management's prepared remarks, we will hold a Q and A session. As a reminder, this conference call is being recorded today, 05/08/2025. I would now like to turn the conference call over to Michael Brophy, Chief Financial Officer. Please go ahead. Speaker1 Thanks, operator. Good afterno ...