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Loosening capital requirements will lead to increased bank M&A, says RBC’s Gerard Cassidy
CNBC Television· 2025-06-26 21:44
Genius Act. We know all the things we're talking about. I think JP morgan's going to be right there.>> All right. For more on the strength in banks, I had a stress test in the start of earnings season. Let's bring in RBC Capital Markets.Co-Head of Global financials Research Gerard Cassidy. Gerard, great to see you. Are you expecting any surprises tomorrow.>> We're really not. I think tomorrow we should all expect is that the banks will all pass and flying colors like they have for a number of years of, you ...
Mid-America Apartment: Valuation Improves Enough For An Upgrade
Seeking Alpha· 2025-06-26 21:07
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.While that is one example only, in general, we see Sunbelt continuing to lag other regions in fundamentalsTrapping Value provides Covered Calls, and Preferred Stock Trader covers Fixed Income. The Covered Calls Portfolio ...
Nasdaq to Hold Second Quarter 2025 Investor Conference Call
Globenewswire· 2025-06-26 20:05
NEW YORK, June 26, 2025 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) has scheduled its second quarter 2025 financial results announcement. Who:Nasdaq’s CEO, CFO, and additional members of its senior management team What:Review Nasdaq’s second quarter 2025 financial results When:Thursday, July 24, 2025 Results Call: 8:00 AM Eastern Senior management will be available for questions from the investment community following prepared remarks. All participants can access the conference via webcast through ...
X @Unipcs (aka 'Bonk Guy') 🎒
RT Capital Flows (@Globalflows)Holding the BTC longWe print higher in my view https://t.co/VpMslzQLbK ...
Apollo's Zelter on Fed, Dollar US Exceptionalism
Bloomberg Television· 2025-06-26 19:14
Jim South to the president of Apollo Global Management. Jim, good morning. Good morning, Jonathan, and happy birthday, sir.It's good. Thank you very much. I appreciate it.We will spend too much time on the Federal Reserve, but I do want your reaction to this journal piece overnight. Well, I think I think that the president's already one, it's a great distraction of headlines. I personally don't think he's going to name anybody too early because right now he's in the catbird seat of blaming without accountab ...
Why military veterans make great CEOs
Yahoo Finance· 2025-06-26 19:00
Half the veterans coming back from World War II start doing small business. That's incredible. It's less than 5% of my generation of Iraq Afghanistan veterans.So, you know, I say those things because that's why I'm a venture capitalist that we've invested, my partners and I, we invested over $250 million in over 200 veteranowned companies. Uh, but we got to do more. We got to give opportunities for young Americans to believe in themselves, give them access to capital, teach them the ways to do great things, ...
Reed's (REED) Conference Transcript
2025-06-26 19:00
Summary of Reed's (REED) Conference Call - June 26, 2025 Company Overview - Reed's operates in the beverage industry, specifically focusing on ginger-based products such as ginger ale and ginger beer, as well as craft sodas under the Virgil's brand [4][6][25] - The company has a long-standing history since the 1980s and has expanded its product portfolio over the years [4][5] Core Points and Arguments Business Strategy and Product Innovation - The CEO expressed excitement about the company's direction and recent innovations, including a new functional beverage line launched in 2025 [3][15] - Reed's is focusing on expanding its product offerings in the flavored malt beverage (F&B) category, which is experiencing significant growth in the U.S. market [6][11] - The company is also introducing a zero-sugar ginger ale to align with consumer trends towards healthier options [10][11] Market Opportunities - There is a strong belief that the ginger beer and ginger ale segments have substantial growth potential, particularly in non-traditional channels such as convenience stores and dollar stores [9][10] - The company aims to enhance its distribution network, currently reaching 32,000 retail doors, with plans to expand further [16][17] Financial Performance and Strategic Initiatives - The company underwent a recapitalization in Q4 2024, which reduced debt and allowed for reinvestment in working capital [18][19] - The focus is on achieving profitable growth, with a target to reach breakeven and net profitability in the near future [20][21] - The management is closely monitoring sales velocity and channel expansion to drive top-line growth [21][24] Margin Improvement - Reed's is working on margin expansion, aiming to improve gross margins to the mid-30s percentage range, with aspirations to reach the high 30s or even 40% in the long term [24][25] Additional Important Insights - The company is committed to maintaining high-quality standards in its products, emphasizing the use of premium ingredients [25][26] - There is a strong focus on building brand strength and customer relationships, with plans to enhance marketing efforts for new products [30][32] - The management team is optimistic about the future, citing a clean balance sheet and a strong brand as key advantages [28][29] Conclusion - Reed's is positioned for growth in the beverage market, with a clear strategy focused on innovation, market expansion, and improving financial performance. The management is optimistic about capturing new opportunities while maintaining a commitment to product quality and customer satisfaction [27][33]
誉辰智能: 深圳市誉辰智能装备股份有限公司关于全资子公司完成增加注册资本工商变更登记的公告
Zheng Quan Zhi Xing· 2025-06-26 16:21
证券代码:688638 证券简称:誉辰智能 公告编号:2025-030 深圳市誉辰智能装备股份有限公司 关于全资子公司完成增加注册资本工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: ? 增资标的名称:中山市誉辰智能科技有限公司(以下简称"中山誉辰")。 ? 资金来源及增资金额:公司使用自有资金向中山誉辰增资人民币 2000 万元。 ? 根据《上海证券交易所科创板股票上市规则》《公司章程》的相关规定, 本次对中山誉辰增资事项在公司董事长决策权限范围内,无需报董事会及股东会 审议。 ? 本次增资事项不构成关联交易,亦不构成《上市公司重大资产重组管理 办法》规定的重大资产重组。 一、本次增资事项概述 为满足深圳市誉辰智能装备股份有限公司(以下简称"公司")全资子公司 中山誉辰经营发展及资金需求,公司使用自有资金对中山誉辰增资人民币 2000 万元。本次增资完成后,中山誉辰的注册资本由人民币 1000 万元增至人民币 3000 万元。 根据《上海证券交易所科创板股票上市规则》《公司章程》的相关 ...
Why Entergy Stock Deserves a Spot in Your Portfolio Right Now
ZACKS· 2025-06-26 14:51
Key Takeaways ETR plans to invest $37B by 2028 to upgrade grid infrastructure and expand renewable energy. Entergy's 2025 sales are expected to grow 5.6% year over year, with 9.5% long-term earnings growth. ETR shares have gained 52.3% in the past year, far outpacing the utility industry's 16.6% growth.Entergy Corporation (ETR) focuses on consistent investments in infrastructure upgrades to better serve its customers. The company is also steadily expanding its renewable generation portfolio. Given its str ...
US Economy: Jobless Claims Fall, 1Q GDP Revised to -0.5%
Bloomberg Television· 2025-06-26 14:22
Durable goods orders on a headline basis hasn't crossed yet, but ex transportation up half a percent. The capital goods orders not defense ex air, what we call core durables up 1.7% after falling 1.5% last month. So this is good news.Business is still spending. We will have to see what the breakdown is there. Here's jobless claims.They fall to 236,000 from 246,000 last month. Last week there were a lot of people who thought this may be a seasonal adjustment problem. That pushed claims up in recent weeks bec ...