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D-BOX Reports Record Full-Year Revenue and Profitability for Fiscal 2025
Globenewswire· 2025-06-10 22:00
Royalty-driven Model delivers Strong Margin Expansion and Cash Generation; Leadership Transition positions Company for Next Phase of GrowthAll dollar amounts are expressed in Canadian currency(1) Please refer to "non-IFRS and other financial performance measures" in this press release Fiscal 2025 Highlights Record total revenues of $42.8 million, up 8% vs. FY 2024Record royalties of $11 million, up 27% vs. FY 2024Adjusted EBITDA1 of $7.3 million, or 17% of total revenues, up 9 pts vs. FY 2024Net profit of $ ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: First Model Y seen in Austin testing as a Robotaxi https://t.co/Mzvxy7fY9U ...
X @Ashok Elluswamy
Ashok Elluswamy· 2025-06-10 17:00
Slowly slowly at first, then …Sawyer Merritt (@SawyerMerritt):BREAKING: First ever Tesla Model Y robotaxi with no-one in the drivers seat spotted testing on public roads in Austin, Texas!Tesla's new "Robotaxi" wordmark/logo is on the side of the vehicle. https://t.co/zq4ZmiMqDg ...
摩根大通:关键货币观点-所有美好事物终会结束
摩根· 2025-06-10 07:30
J P M O R G A N Global FX Strategy 06 June 2025 Key Currency Views All beautiful things must come to an end Figure 1: Growth is projected to decline in the US and several countries in 2025, but there are several winners as well: Antipodeans, NOK, EUR and JPY in DM and EMEA in EM J.P. Morgan economists' growth forecasts for 2025 vs. actual in 2024 See page 48 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a res ...
Robotaxi泡沫预警+“政治包袱”拖累 特斯拉(TSLA.US)遭华尔街两大机构降级
Zhi Tong Cai Jing· 2025-06-10 04:33
Baird的Ben Kallo在周一给客户的研究报告中表示:"马斯克与特朗普总统的近期冲突凸显了这位CEO政 治活动带来的关键人物风险。"他补充道,这种情况增添了"特斯拉前景的不确定性",并引发对品牌损 害的担忧,这种影响可能持续"直至出现销量持续增长的确凿证据"。 Argus分析师Bill Selesky认为,近期事态发展表明特斯拉股价正受"非基本面事件"驱动,而电动汽车税 收抵免政策的到期"可能进一步削弱市场对特斯拉新车的需求"。 特斯拉(TSLA.US)近日遭华尔街两家机构同时下调评级至"中性",这凸显出该公司面临的短期不确定 性,以及市场对其本周即将发布的自动驾驶出租车(Robotaxi)存在的"过高预期"。 Baird与Argus分析师撤销了对特斯拉的看涨评级,指出市场不稳定因素及马斯克与特朗普总统的公开争 执带来的声誉风险。 Kallo表示,Robotaxi业务"的推进难度将超出预期,其盈利能力很可能低于部分投资者过于乐观的预 估"。 此外,Kallo将2026年第二季度交付量预期从40.48万辆下调至37.7万辆,以反映电动汽车税收抵免政策 取消的影响。 虽然Kallo仍将特斯拉视为"核心长期持 ...
阿维塔重庆车展晒销量:累计卖了15万辆,平均售价超27万
Nan Fang Du Shi Bao· 2025-06-09 06:13
Group 1 - The core viewpoint is that Avita has achieved significant sales milestones and plans to expand its product offerings and market presence in the coming years [2][3] - Avita has sold over 150,000 vehicles with an average selling price exceeding 270,000 yuan, and aims to launch 17 new products within five years [2] - The company is backed by major stakeholders, including Changan Automobile and CATL, with Huawei providing smart driving technology [2] Group 2 - Avita has completed 36 OTA upgrades since the end of 2022, with a major upcoming upgrade focusing on user experience and introducing new features [2] - The brand has established over 700 sales channels covering 212 cities, achieving an 82% coverage rate in prefecture-level cities [2] - Avita plans to enter over 50 countries and regions this year, with a goal of establishing more than 160 sales channels [3]
绿谷医药阿尔茨海默症药物停产;全球首个PROTAC药物申报上市 | 医药早参
Mei Ri Jing Ji Xin Wen· 2025-06-08 23:59
丨2025年6月9日星期一丨 6月8日,安科生物发布的投资者关系活动记录表显示,公司曲妥珠单抗(商品名:安赛汀)处于市场快 速导入阶段,2024年度销售收入超过1亿元。该产品上市以来,销售总体呈现上升趋势,2025年1至5 月"安赛汀"的发货同比持续保持增长,预计2025年"安赛汀"会有较大幅度的同比增长。资料显示,"安 赛汀"是安科生物在抗肿瘤靶向药物领域布局的首款产品。 点评:安科生物的表态背后,是曲妥珠单抗(商品名:安赛汀)市场表现释放出的积极信号。作为公司 抗肿瘤靶向药物领域的首款产品,安赛汀的成功不仅为公司带来新的利润增长点,还提升了其在肿瘤治 疗领域的市场地位和品牌影响力,有望吸引更多投资者关注,推动公司整体估值提升,为后续研发和市 场拓展提供有力支撑。 NO.4 海王生物发布终止控制权变更公告 6月6日晚,海王生物发布了关于终止控制权变更及向特定对象发行股票事项公告。广新集团及丝纺集团 终止认购海王生物本次发行的股份。海王生物表示,上述事项终止后,公司仍会与有意向的国资主体针 对股权合作事宜展开积极洽谈,探讨未来通过优势资源整合、深化业务协同等方式,拓展新的发展空 间,为公司创造新机遇。 NO. ...
Could Buying Tesla Stock Today Set You Up for Life?
The Motley Fool· 2025-06-08 22:23
Investment Thesis for Tesla - Tesla is primarily recognized as the leading electric vehicle (EV) company, but its valuation is driven more by its potential robotaxi service than by its current car sales [2][3] - Tesla's price-to-earnings multiple stands at 192, significantly higher than traditional automakers like Ford and General Motors, which have single-digit multiples [2] Robotaxi Business Potential - The valuation discrepancy arises from Tesla's ability to launch a robotaxi service, a venture that competitors like General Motors and Ford have abandoned [3][4] - Tesla's robotaxi and full self-driving (FSD) capabilities are expected to be major earnings drivers, with Ark Invest projecting a valuation of $2,600 per share by 2029, attributing 88% of the company's value to robotaxis [6][7] Financial Position - Tesla has a strong financial position with $37 billion in cash and equivalents and $7.5 billion in debt, resulting in a net cash position of $29.5 billion [12] - This financial strength allows Tesla to ramp up production and support its robotaxi initiative effectively [14] Market Leadership - Tesla's Model Y is the best-selling electric vehicle and the best-selling car globally, establishing it as a market leader in the growth area of the auto market [10] - Unlike typical speculative growth stocks, Tesla is not struggling for brand recognition or financial stability, which adds to its attractiveness as an investment [11] Speculative Nature - While Tesla is considered a speculative growth stock due to the pending launch of its robotaxi service, it possesses more certainty compared to most growth stocks [8][15] - The initial launch of the robotaxi service is scheduled for June 12 in Austin, but it will start on a small scale [8]
关注Protac自免赛道积极进展——行业周报
KAIYUAN SECURITIES· 2025-06-08 13:20
数据来源:聚源 -19% -10% 0% 10% 19% 29% 2024-06 2024-10 2025-02 医药生物 沪深300 相关研究报告 《重视Pharma估值重塑的机会—行业 周报》-2025.6.2 《经营拐点显现,动保业务有望贡献 较大业绩弹性,推荐国邦医药—行业 周报》-2025.5.25 医药生物 2025 年 06 月 08 日 投资评级:看好(维持) 行业走势图 《医药商业 2024 及 2025Q1 总结,关 注龙头企稳恢复 — 行 业 周 报 》 -2025.5.18 关注 Protac 自免赛道积极进展 ——行业周报 | 余汝意(分析师) | | 余克清(分析师) | | --- | --- | --- | | yuruyi@kysec.cn | | yukeqing@kysec.cn | | 证书编号:S0790523070002 | | 证书编号:S0790525010002 | |  关注 Protac | 自免赛道积极进展 | | 近期,Kymera 公司的 STAT6 degrader 分子 KT-621 的 1 期健康人数据读出。所 有≥50mg 的剂量组都实现了 ...
【太平洋研究院】6月第二周线上会议
远峰电子· 2025-06-08 12:20
01 主题: 万马科技公司汇报 时间:6月9日(周一)18:00 主讲: 曹佩 计算机首席分析师 参会密码: 238190 02 主 题: 稳定币监管落地,确立产业趋势 时间: 6月9日(周一)20 : 00 主讲: 郑磊 传媒首席分析师 参会密码: 361758 03 主 题: 宁沪高速报告解读 时间: 6月10日(周二)21 : 00 主讲: 程志峰 交运分析师 参会密码: 839740 04 主题: 毕得医药深度报告汇报 时间: 6月11日(周三)15 : 00 主讲: 周豫 医药首席分析师 张崴 医药分析师 参会密码: 733126 05 主题: 东华测试经营状况交流 时间: 6月11日(周三)15 : 30 嘉宾: 董秘 何总 传感器业务负责人 焦总 主持: 崔文娟 机械首席分析师 参会密码: 494081 06 主题: 特斯拉Robotaxi 的商业化时刻 时间: 6月12日(周四)20 : 00 主讲: 刘虹辰 汽车首席分析师 参会密码: 803369 07 主题: 行业配置模型回顾与更新系列(六) 时间: 6月13日(周五)21 : 00 主讲: 刘晓锋 金工首席分析师 参会密码: 10499 ...