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The Economist· 2025-07-04 17:40
Britain’s prime minister has had a particularly brutal time in office of late. But what about his government’s first year as a whole? We deliver our verdict https://t.co/ZhTc0F3tDl ...
Stay Ahead of the Game With Helen of Troy (HELE) Q1 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2025-07-04 14:16
Core Viewpoint - Analysts expect Helen of Troy (HELE) to report quarterly earnings of $0.91 per share, reflecting an 8.1% year-over-year decline, with revenues projected at $399.33 million, down 4.2% from the previous year [1]. Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2]. - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating analysts' reassessment of their initial estimates [1]. Key Metrics - Analysts predict 'Net sales- Beauty & Wellness' will reach $220.42 million, indicating a year-over-year increase of 0.9% [4]. - 'Net sales- Home & Outdoor' is expected to be $178.91 million, suggesting a decline of 9.9% year over year [4]. - The consensus estimate for 'Adjusted operating income (non-GAAP)- Beauty & Wellness' is $20.55 million, down from $21.88 million in the same quarter last year [4]. - 'Adjusted operating income (non-GAAP)- Home & Outdoor' is projected at $22.84 million, compared to $21.07 million reported in the same quarter last year [5]. Stock Performance - Shares of Helen of Troy have returned +16.9% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [5]. - Despite recent performance, HELE holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance relative to the overall market in the near future [5].
Unveiling Conagra Brands (CAG) Q4 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2025-07-04 14:16
Core Viewpoint - Conagra Brands (CAG) is expected to report a decline in quarterly earnings and revenues, with analysts adjusting their estimates downward over the past month [1][2]. Financial Performance - Quarterly earnings are predicted to be $0.59 per share, a decrease of 3.3% year-over-year [1]. - Revenues are forecasted at $2.85 billion, reflecting a year-over-year decrease of 1.8% [1]. Analyst Revisions - The consensus EPS estimate has been adjusted downward by 2% over the past 30 days, indicating a reassessment by covering analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Sales Projections - 'Sales- Grocery & Snacks' are expected to reach $1.18 billion, showing a year-over-year increase of 0.7% [5]. - 'Sales- Foodservice' is forecasted at $282.84 million, indicating a decline of 2.9% from the prior year [5]. - 'Sales- International' is projected to be $228.22 million, reflecting a significant decrease of 14.5% year-over-year [5]. Operating Profit Estimates - 'Adjusted Operating Profit (loss)- Grocery & Snacks' is estimated at $256.07 million, slightly up from $255.40 million a year ago [8]. - 'Adjusted Operating Profit (loss)- Refrigerated & Frozen' is projected at $171.73 million, down from $189.70 million in the same quarter last year [8]. - 'Adjusted Operating Profit (loss)- Foodservice' is expected to be $38.03 million, down from $39.70 million year-over-year [9]. - 'Adjusted Operating Profit (loss)- International' is estimated at $29.74 million, slightly up from $28.90 million a year ago [9]. Stock Performance - Over the past month, shares of Conagra Brands have declined by 5.7%, contrasting with a 5.2% increase in the Zacks S&P 500 composite [10]. - Conagra Brands currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near future [10].
富士康研究院:硅光子学观点-基于 MicroLED 的芯片间光互连(C2C)
2025-07-04 03:04
Foxconn Research Institute:SiliconPhotonic Viewpoint_Optical Interconnection by MicroLED(C2C) Original Article by SemiVision Research (Foxconn, Nvidia ,Avicena LightBundle) MAY 04, 2025 ∙ PAID SEMI VISION 8 Share 16 At this year's #OFC25 conference and in recent discussions on optical interconnect technologies, optimizing the power efficiency, bandwidth, and transmission range of short-reach interconnects within data centers has become a core topic, driving the emergence of several innovative architectures. ...
摩根士丹利:中国房地产_主要开发商 6 月销售降幅如预期加深
摩根· 2025-07-04 01:35
CRIC preliminary sales data show that contracted sales of 30 major developers we track recorded a deeper decline in June, dropping 32% y-y on average. We expect their sales to stay sluggish in 3Q owing to weakened resident sentiment, reduced landbank, and reactive policy rollout. Developers posted deeper sales decline in June, as expected: The top 50 and top 100 developers' attributable sales recorded declines of 26% and 26% y-y (vs. -9% and -10% in May), widening the YTD sales decline to -11% and -11% y-y ...
TBLA Stock Rises 37% in 3 Months, Outperforms Industry: Time to Buy?
ZACKS· 2025-07-03 16:50
Key Takeaways TBLA stock has jumped 36.5% in 3 months, outperforming its industry, sector and the market. TBLA is expanding into display and commerce formats via its Realize platform to tap a $55B market. Revenues were $1.8B in 2024 and are expected to be $1.89B in 2025, with growing profit and strong cash flow.Shares of Taboola.com Ltd. (TBLA) have rallied 36.5% in the past three months, zooming past its industry, sector and the Zacks S&P 500 composite in the same time frame.TBLA is now trending above i ...
华安医药生物基金悲喜交加:收益率问鼎第一,但规模只有3577万元!
Sou Hu Cai Jing· 2025-07-03 13:20
这是一个喜悦与悲伤交织的时刻。 2025年上半年,华安医药生物股票型基金问鼎股票型基金的收益率第一名,其中,华安医药生物股票发起式A(022690.OF)收益率达到了66.42%;华安 医药生物股票发起式C(022691.OF)的收益率达到了66.07%。 | 序号 | 证券代码 | 证券名称 | 基金管理人简称 | 区间回报率 2025年上半年 | | 基金份额 2024-12-31 | 其金份额 2023-03-31 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 单位]% | | [单位 亿份 | [单位]亿份 | | 1 | 022690.OF | 华安医药生物股票发起式A | 华安基金 | | 66.44 | 0.1430 | 0.1447 | | 2 | 006603.OF | 嘉实互融精选股票A | 嘉实基金 | | 60.26 | 4.1359 | 3.9173 | | 3 | 020458.OF | 平安医药精选股票A | 平安甚金 | | 58.80 | 0.1131 | 0.5995 | | 4 | 009414 ...