Stocks like Bloomin’ Brands NASDAQ: BLMN, Flowers Foods NYSE: FLO, and Haverty Furniture Company NYSE: HVT are down in 2025 due to headwinds and growth struggles. However, the low share prices offer deep values relative to their historical norms, and high yields are in play. While risks are present, factors including payout ratios, cash flow, and balance sheet health offset them, making these stocks attractive for risk-tolerant dividend investors. Get HVT alerts:The most significant risk with each will be t ...

Financial Data and Key Metrics Changes - Synovus reported GAAP and adjusted earnings per share of $1.48, with adjusted earnings per share increasing 14% from the first quarter and 28% year over year [5] - Adjusted pre-provision net revenue rose 5% sequentially and grew 7% from the second quarter of 2024 [5] - Net interest margin expanded modestly, contributing to a 6% year-over-year net interest income growth in the second quarter [10][15] - Capital ratios improved, with the preliminary common equity Tier one ratio at 10.91%, the highest in the company's history [15][22] Business Line Data and Key Metrics Changes - Loan growth was strong and broad-based, with total loan production increasing 34% quarter over quarter and 60% year over year [11][12] - Specialty lending rose by $353 million sequentially, driven by growth in structured lending and restaurant services lending [11] - Core deposits declined by $788 million or 2% from the first quarter, primarily due to a drop in public funds and time deposits [12] Market Data and Key Metrics Changes - Synovus had the sixth highest Net Promoter Score among the largest 50 banks, with the largest year-over-year increase in this group [7] - Client surveys indicated general optimism for future business growth despite concerns regarding government fiscal and trade policy actions [7] Company Strategy and Development Direction - The company is focused on executing its 2025 strategic initiatives, including the accelerated hiring of relationship managers, with 12 new commercial bankers added in the second quarter [6][19] - Synovus aims to maintain a balanced approach to expense management while investing in areas that deliver long-term shareholder value [20] - The company expects to target loan growth rather than share repurchases, indicating a preference for deploying capital towards growth opportunities [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued loan growth, with pipelines expected to be 14% higher entering the third quarter [32] - The credit loss environment is anticipated to remain stable, with net charge-offs expected to be relatively stable compared to the first half of the year [21] - The company has raised its 2025 net interest income and noninterest revenue outlook while maintaining noninterest expense guidance [22] Other Important Information - The tax rate was approximately 21% in the second quarter, with expectations for the full year to be between 21-22% [22] - The company is actively monitoring economic uncertainties and adjusting its credit loss reserves accordingly [75] Q&A Session Summary Question: Can you talk about the change in sentiment from borrowers? - Management noted that loan growth was driven by hard work and a strong team, with production and pipelines up about 10% entering the second quarter [27][30] Question: What are your expectations for deposit growth? - Management indicated that the decline in deposits was strategic, leading to margin expansion, and they expect core deposit growth in the second half of the year [34][38] Question: How is the competitive landscape affecting pricing? - Management acknowledged ongoing competition for loans and deposits, with modest pricing pressure observed [42][44] Question: Can you elaborate on the decision to add to reserves? - The increase in reserves was driven by economic uncertainty, particularly changes in unemployment rates, despite improvements in the loan portfolio [72][74] Question: What is the outlook for capital allocation? - Management emphasized a preference for loan growth over share repurchases, maintaining a strong capital position [76][77]

金边自治港（PPAP）在2025年上半年的收入超过2200万美元，比去年同期增长了20%以上。同 时，集装箱运输量也增长了近30%。 该上市公司报告称，其2025年上半年的经营业绩显著增长，总收入达到约2209万美元，较 2024年 同期的约1832万美元增长21%。 （原标题：金边自治港2025年上半年营收增长20%） 收入明细显示，港口运营创造了 1827万美元的收入，同比增长22%，港务局服务创造了313 万美元 的收入，同比增长22%，其他服务创造了 6.8万美元的收入，同比下降16%。 2024年，PPAP的收入约为4100万美元，比2023年增长21%，集装箱吞吐量增长了近50万标准箱。 目前，PPAP 拥有七个码头：三个在金边，两个在干拉省，一个在波萝勉省，一个在特本克蒙省。 这些码头在农产品和重型货物的运输中发挥着至关重要的作用。 柬埔寨货运代理和供应链协会主席 Chea Chandara表示，柬埔寨农业产量和制成品的增长，以及对 进口商品的需求，导致今年上半年陆运、水运和空运活动明显增加，江河货物运输量也大幅增长。 吞吐量也呈现细分趋势。货物及燃料吞吐量达263.3万吨，同比增长16.8%， ...

投资要点： 资料来源：聚源，华源证券研究所，截至2025年07月17日 华源晨会精粹 20250717 固定收益 上半年 5.3%增长背后的"量升价缓"——2025 年 6 月及上半年经济数据 点评：25 年上半年经济运行稳健，但价格仍承压。从总量上来看，2025 年上半年， 中国经济在复杂多变的国内外环境中展现出强劲韧性，GDP 同比增长 5.3%。二季 度 GDP 同比增长 5.2%，环比增长 1.1%，延续了"稳中有进"的态势，其中消费对 经济增长贡献率为 52.3%，拉动 GDP 增长 2.7pct，服务消费和绿色消费成为核心驱 动力。但另一方面，25 年二季度 GDP 现价同比+3.9%，环比下降 0.7pct，名义与实 际 GDP 增速继续分化。从价格上来看，GDP 平减指数连续 9 个季度为负，25Q2 为-1.0%，CPI 四个月以来首次转正，6 月同比+0.1%，近四个月以来 PPI 持续下行 （同比-3.6%），或表明内需修复中消费端政策托底见效、生产端内生动力待强。从 具体数据上看：消费提质和出口韧性凸显双轮驱动共同支撑上半年经济稳步前行。 上半年经济"量升价缓"本质或是经济增长动能转换 ...

智通财经7月17日电，美国6月零售销售环比增长0.6%，预估为0.1%，前值为-0.9%。 ...

上交所公开信息显示，当日该股因日换手率达27.28%上榜，营业部席位合计净卖出1729.21万元。 君禾股份(603617)今日涨停，全天换手率27.28%，成交额8.75亿元，振幅12.61%。龙虎榜数据显示，营 业部席位合计净卖出1729.21万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.64亿元，其中，买入成交额为7316.27 万元，卖出成交额为9045.48万元，合计净卖出1729.21万元。 具体来看，今日上榜营业部中，第一大买入营业部为中信证券股份有限公司上海浦东新区东方路证券营 业部，买入金额为1592.58万元，第一大卖出营业部为开源证券股份有限公司西安西大街证券营业部， 卖出金额为3339.46万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司上海浦东新区东方路证券营业部 | 1592.58 | | | 买二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | 1562.86 | | | | 营业部 | | | ...

百事公司重申2025年 每股收益增长5%的指导目标。 ...

Economic Performance - In the first half of the year, China's GDP reached 66.05 trillion yuan, growing by 5.3% year-on-year, exceeding expectations and laying a solid foundation for achieving the annual target of around 5% [1][2] - The growth was primarily supported by a rebound in consumption and exports, despite a slowdown in investment, particularly in real estate [1][2] Policy Implications - The macroeconomic policy in the second half of the year needs to focus on enhancing effectiveness, particularly in fiscal support and consumption policies to stimulate demand [5][6] - The implementation of "anti-involution" policies and the resumption of state subsidies are expected to further support domestic consumption and investment [5][6] Export and Import Trends - In the first half of the year, exports increased by 7.2% while imports decreased by 2.7%, with strong performance in machinery, high-end equipment, and new energy products [7][8] - The export structure is shifting towards high-tech and high-value-added products, reflecting improvements in China's manufacturing capabilities [7][8] Future Outlook - The economic growth rate is expected to face downward pressure in the third and fourth quarters, but achieving the annual target remains relatively controllable due to a strong start [3][4] - The export growth is anticipated to maintain a moderate pace, with emerging markets continuing to drive trade growth [9]

通用电气航空公司首席执行官：我们仍然认为今年全球飞机起飞次数将实现低个位数的百分比增长。 ...

"尽管通胀有所缓和，部分地区金融状况开始企稳，但不确定性仍严重制约全球增长前 景，"Godongwana表示，"贸易壁垒增加、全球失衡持续以及新地缘政治风险令人担忧。" 特朗普政府此前威胁自8月1日起对包括南非在内的贸易伙伴加征关税(其中对南非关税高达30%)，此举 引发金融市场震荡。此外，这位美国总统还曾不实指控南非纵容针对白人阿非利卡农民的"种族灭绝"。 智通财经APP获悉，二十国集团(G20)财长及央行行长会议近日在德班东海岸豪华度假胜地举行，与会 各国正面临美国总统特朗普贸易政策带来的阴云。南非作为东道主呼吁G20发达经济体加强协作。 国际货币基金组织(IMF)4月已将2025年全球经济增长预期从1月预测的3.3%下调至2.8%。 为期两天的会议由南非财政部长Enoch Godongwana共同主持。他在开幕致辞中警告，多重逆风正威胁 全球经济。 本次会议是今年第三次G20财长会议。前两次会议均未能达成联合公报，主席总结文件显示各方存在重 大分歧。将于12月接任G20轮值主席国的美国，其代表始终反对有关气候融资和机构包容性的表述—— 而这正是南非议程的核心内容。 Godongwana称："我们肩负重振 ...