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Sanmina: All About The Outlook (NASDAQ:SANM)
Seeking Alpha· 2026-02-01 07:10
Core Insights - The acquisition of ZT Systems has significantly benefited Sanmina, resulting in a doubling of its shares within a specific timeframe [1]. Group 1: Company Performance - Sanmina's shares have doubled since the acquisition of ZT Systems, indicating a successful integration and positive market response [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" provides insights into major corporate events such as earnings reports, M&A, and IPOs, aiming to identify actionable investment opportunities [1].
Sanmina: All About The Outlook
Seeking Alpha· 2026-02-01 07:10
Core Insights - The acquisition of ZT Systems has significantly benefited Sanmina, resulting in the company's shares doubling in value over a specific timeframe [1]. Group 1: Company Performance - Sanmina's acquisition of ZT Systems is highlighted as a successful strategic move, leading to substantial growth in share value [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as earnings reports, M&A, and IPOs [1].
港交所正在处理中的IPO项目 415宗 (截至2026年1月30日)
Sou Hu Cai Jing· 2026-01-31 14:39
| 首次公開招股申請(於2026年1月30日) | | | | | | --- | --- | --- | --- | --- | | 主板 | | GEM | 真他 (1) | 總數 | | A. 處理之上市申請數目(2026年截至本報告日止)(2)(3) | 459 | 7 | 8 | 474 | | (4) | | 1 | . | | | 1. 於2025年12月31日未處理完畢的現有申請及重 | 364 | 6 | 1 | 371 | | 新申請 | | | | | | 2.2026年受理之新申請 (5) | વેર | 1 | 7 | 103 | | 總計 | 459 | 7 | 8 | 474 | | 於2026年1月30日的申請狀況(2) | | | | | | 1.已上市(6) | 12 | 1 | 6 | 19 | | 2. 已獲上市委員會批准,待上市 | 26 | 0 | 1 | 27 | | 3. 處理中 | 408 | 6 | 1 | 415 | | 4.其他(申請的處理期限已過(7、申請被拒(8)、 | 13 | 0 | 0 | 13 | | 被發回申請(8)(9)或自行撤回申請) ...
Eager for an OpenAI or Anthropic IPO? Then Trump's Fed pick is good news.
MarketWatch· 2026-01-31 12:30
Core Viewpoint - Kevin Warsh endorses President Trump's push for lower interest rates, which may serve as a catalyst for significant initial public offerings (IPOs) in the artificial intelligence sector [1] Group 1: Interest Rates and Economic Impact - Lower interest rates are expected to stimulate economic activity, potentially leading to increased investments in technology and innovation [1] - The support from Warsh for lower rates aligns with broader economic strategies that could benefit the AI industry [1] Group 2: Artificial Intelligence IPOs - The anticipated lower interest rates could create a favorable environment for blockbuster AI IPOs, attracting more investors to the sector [1] - Companies in the AI space may leverage this opportunity to go public, capitalizing on the heightened interest and investment potential [1]
百菲乳业IPO终止!2024年净利润3亿,超过90%的生鲜乳依靠外购
梧桐树下V· 2026-01-31 03:34
Core Viewpoint - The IPO application of Guangxi Baifei Dairy Co., Ltd. has been terminated due to the withdrawal of the application by the company and its sponsor, Guorong Securities [1] Company Overview - The company was established in December 2017 and transformed into a joint-stock company in December 2019. It was listed on the New Third Board on June 28, 2024, with a registered capital of 165.502 million yuan. The controlling shareholder, Guangxi Baifei Investment Co., Ltd., holds 87.97% of the shares, with Wu Shouyun as the chairman and general manager [2] - The company operates 22 subsidiaries, one associate company, and three branches, employing 1,062 people as of the end of 2024 [2] Industry Position - The company is recognized as a key leading enterprise in agricultural industrialization, primarily engaged in the research, production, and sales of dairy products and milk-containing beverages. Its product range includes sterilized milk, modified milk, fermented milk, pasteurized milk, and milk-containing beverages [3] - As of the end of 2023, there were 654 large-scale dairy enterprises in China, with the company’s total assets, revenue, and profit significantly exceeding the average of its peers, being 2.37 times, 2.94 times, and 6.94 times higher than the averages, respectively [3] Financial Performance - The company reported revenues of 780.80 million yuan, 1.075 billion yuan, and 1.422 billion yuan for the years 2022, 2023, and 2024, respectively. The net profit after deducting non-recurring gains and losses was 117.10 million yuan, 227.15 million yuan, and 299.65 million yuan for the same years [5] - In the first half of 2025, the company achieved a revenue of 721.78 million yuan, an increase of 11.82% year-on-year, but the net profit after deducting non-recurring gains and losses decreased by 15.70% [5][7] Supply Chain Dependency - Over 90% of the fresh milk used by the company is sourced externally, with the procurement amount accounting for more than 50% of the total raw material costs. In 2022, the company relied entirely on external sources for fresh milk [9] - The main suppliers of fresh milk in 2024 included Ningxia Xingyuanda and its affiliates, as well as the Qingtongxia City Youyi Dairy Cattle Breeding Cooperative [10] IPO Fundraising Plans - The company planned to raise 496.78 million yuan through its IPO, which was intended for the construction of a smart dairy farm, marketing network development, and brand promotion projects [14][16]
Iron Dome Acquisition I(IDACU) - Prospectus
2026-01-30 22:20
As filed with the Securities and Exchange Commission on January 30, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- | | (State or other juris ...
SpaceX’s IPO could open the floodgates — and secondaries are booming in the meantime
Yahoo Finance· 2026-01-30 19:41
These companies are significant in our economy, and investors really want access to these companies. At the same time, there are shareholders and executives and founders who have been in them for a long time and want to start seeing some liquidity from their shares, which are a very high percentage of their net worth.No doubt. Private companies are staying private much longer now. Many of these businesses — including SpaceX and other companies that would be top 30 in the S&P 500 — would historically have go ...
乐欣户外1月31日香港启动招股 拟集资3.45亿港元
Xin Lang Cai Jing· 2026-01-30 15:35
观点网讯:1月30日,全球最大钓鱼装备制造商乐欣户外(股份代码:2720)宣布于1月31日至2月5日启 动招股,计划全球发售2820.5万股,其中10%为香港公开发售。每股定价12.25港元,每手500股,入场 费约6186.78港元,预计2月10日挂牌上市。 此次IPO拟集资约3.45亿港元,中金公司担任独家保荐人。 募资用途方面,约45%将用于品牌开发及推广,25%投入产品设计与全球创新中心建设,20%用于升级 生产设施及数字化能力,剩余10%作为营运资金。 免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。 据了解,乐欣户外2025年首八个月收入达4.60亿元(人民币),同比增长17.7%;税前利润7461.9万 元,同比增幅21.9%。按2024年收入计算,该公司全球及中国市场份额分别为23.1%与28.4%,居行业首 位。 此次IPO引入两家基石投资者,包括何浩男旗下的地平綫创投认购8000万港元,以及黄山德钧(由德清 县产业发展投资基金参与)认购5000万港元。 ...
2026: The Year of Mega-IPOs?
Yahoo Finance· 2026-01-30 14:32
Core Viewpoint - The 2026 IPO market is anticipated to experience significant activity, particularly with major companies in the AI and space sectors preparing to go public, including Rocket Lab, SpaceX, OpenAI, and Anthropic [1][7]. Company Updates - Rocket Lab faced a setback with a rupture in a stage one testing tank for its neutron rocket, which has not yet entered commercial operation, leading to a 5% drop in its shares [1][2]. - The company successfully launched its electron rocket, placing two satellites into orbit, but investor concerns remain focused on the neutron rocket's development delays [1][2]. - Rocket Lab's neutron rocket has experienced multiple delays since its initial announcement in 2021, with the latest expected launch now pushed to early 2026 [2]. Industry Trends - The space industry is gaining traction as an investment theme, driven by companies like Rocket Lab and competitors such as SpaceX [3]. - The IPO market is seeing a "perfect storm" due to the AI boom, favorable macroeconomic conditions, and a regulatory-friendly environment, which may lead to a surge in IPO activity in 2026 [7][8]. IPO Insights - Investors are advised to look for long-term financial results and trends when evaluating upcoming IPOs, rather than focusing solely on recent improvements [9][10]. - Companies like Klarna, which have a long operational history and consistent profitability, are viewed more favorably compared to newer, unproven companies in the IPO space [10]. IPOs on the Radar - Potential IPO candidates include Stripe, which is not in a rush to go public, and Plaid, which has shown significant revenue growth [14]. - Anduril, a defense technology company, is also being watched for a possible IPO, with a focus on autonomy and innovative technology [15]. - EquipmentShare, a construction equipment rental company, is set to go public soon, with a business model aimed at improving productivity in the construction industry [16][17].
鸿仕达北交所IPO过会,公司业绩可持续性等遭追问
Bei Jing Shang Bao· 2026-01-30 14:25
Group 1 - The core viewpoint of the article is that Kunshan Hongshida Intelligent Technology Co., Ltd. has successfully passed the IPO review on January 30, with plans to raise approximately 217 million yuan [1][1][1] - The company specializes in the research, production, and sales of intelligent automation equipment, flexible production lines, and related accessories and consumables [1][1][1] - The IPO application was accepted on June 25, 2025, indicating a timeline for the company's public offering [1][1][1] Group 2 - The listing committee requested that the company clarify the accuracy of revenue recognition based on contract terms, actual customer acceptance times, and payment timelines [1][1][1] - The committee also required the company to quantify its core competitive advantages compared to major competitors, considering its core technology iterations, actual applications, R&D expenses, and technological reserves [1][1][1] - This analysis is aimed at further explaining the sustainability of the company's performance [1][1][1]