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Marine Products (MPX) Earnings Call Presentation
2025-06-25 13:16
CORPORATE OVERVIEW April 2025 MARINE PRODUCTS CORPORATION FORWARD LOOKING STATEMENTS NON-GAAP DISCLOSURE Certain statements and information included in this press release constitute "forward- looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include statements that look forward in time or express management's beliefs, expectations, hopes or strategies. In particular, such statements include, without limitation: our plans to begin ...
Enhanced Capital Announces Release of 2024 Community Impact Report
Prnewswire· 2025-06-25 12:05
NEW YORK, June 25, 2025 /PRNewswire/ -- Enhanced Capital, a private credit investment manager founded in 1999, released its 2024 Community Impact Report.The report highlights Enhanced Capital's achievements over the year, through the firm's focus areas: Project Finance and Small Business Lending."Over the past 25 years, we have remained committed to providing innovative financing solutions to the lower middle market and aligning private capital with public initiatives," said Michael Korengold, President and ...
供应增加预期高悬 沪锌继续负重而行?
Wen Hua Cai Jing· 2025-06-25 09:36
由于全球锌矿产量增加较为确定,市场对于锌价走势的预期普遍偏空,叠加贸易争端一度激化拖累,今 年以来沪锌重心震荡下移。不过前期冶炼厂利润不足且二季度检修较多,国内精炼锌产量并未出现大幅 增加一幕,社会库存持续低位,现实表现不算弱势,可以看到期价几次触及21600一线附近后都有反 弹。然而进入6月份冶炼厂产量将有明显提升,沪锌会继续向下寻找支撑吗? 贸易争端整体缓和 地缘风险扰动增加 4月美国超预期的对等关税落地,叠加其他国家纷纷反制,工业品一度重挫,不过美国对外关税政策显 然是雷声大雨点小,历经谈判过后对多国的关税税率都出现明显下调,市场情绪随之缓和。当前时间仍 处于美国关税缓冲期当中,目前市场仍在衡量关税对于美国经济的冲击,由于对关税政策可能推高通胀 的担忧存在,美联储6月议息会议传递偏鹰态度,后续仍需关注关税缓冲期过后特朗普政府的态度变化 和年内美联储降息节奏。 最近中东地缘政治局势一度紧张,一定程度推升市场避险情绪,原油系和贵金属都出现剧烈波动,对其 余金属的影响相对有限,但对锌市则带来两个方面的担忧。一方面,近几年伊朗锌矿对华都有出口, 2024年全年进口量在8万吨附近,占国内总进口的2%附近,冲突的加 ...
Who Owns Our Wealth? The hidden past and urgent future of money | Felix Oldenburg | TEDxBerlin
TEDx Talks· 2025-06-24 16:57
One morning over breakfast, my children asked me, "Dad, are we rich? Does this happen to you?" It might. You know, it's a powerful question and a surprisingly difficult one to answer. I looked at our breakfast table and I said, "Well, there are just enough bread rolls for everyone. We have enough." But that's not the same as being rich.Imagine someone puts more bread rolls in front of your door than you can eat every day. The richest 1% would need a shovel. And the billionaires, they need a truck every day. ...
BSX Raises 2025 Financial Outlook: What's Backing It?
ZACKS· 2025-06-24 13:30
Core Insights - Boston Scientific (BSX) has raised its full-year 2025 guidance for net sales growth to approximately 15-17% on a reported basis and nearly 12-14% on an organic basis, reflecting strong first-quarter results and ongoing momentum in key growth areas [1][8] - The company reported an organic sales growth of 18% in the first quarter, exceeding the guided range of 14-16%, with adjusted EPS at $0.75, a 34% year-over-year increase [2] - The Cardiology segment saw a significant sales increase of 31%, driven by products like WATCHMAN and AGENT drug-coated balloon, while the Electrophysiology business experienced a remarkable 145% year-over-year growth [3][8] Financial Performance - Full-year adjusted earnings per share are now expected to be in the range of $2.87-$2.94, up from the previous estimate of $2.80-$2.87 [1] - The company anticipates a $200 million tariff impact in 2025, primarily in the second half, but plans to offset this through organic sales growth and discretionary spending reductions [4] Competitive Landscape - Competitors like Edwards Lifesciences and Stryker have also adjusted their sales forecasts, with Edwards maintaining an 8-10% growth forecast and Stryker raising its guidance to 8.5-9.5% organic growth [5][6] - Boston Scientific's stock has outperformed the industry, gaining 33.4% over the past year compared to the industry's 8.8% growth [7] Valuation Metrics - Boston Scientific currently trades at a forward 12-month price-to-earnings ratio of 33.19X, which is above the industry average of 20.83X [9]
New York Times Bestselling Author and Leading Organizational Psychologist Adam Grant to Headline bbcon 2025 Tech Conference
Prnewswire· 2025-06-24 13:30
Conference Session Lineup Is Now Live with 100+ Inspiring Sessions for Social Impact ProfessionalsCHARLESTON, S.C., June 24, 2025 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the leading provider of software for powering social impact, today announced that Adam Grant will join the mainstage for a keynote conversation at bbcon 2025, Blackbaud's annual tech conference, taking place October 6-8 in Philadelphia. Adam Grant to headline Blackbaud's bbcon 2025 tech conference "We are honored to welcome Adam Gra ...
Cadiz to Participate in the 15th Annual ROTH London Conference
Prnewswire· 2025-06-24 13:15
LOS ANGELES, June 24, 2025 /PRNewswire/ -- Cadiz, Inc. (NASDAQ: CDZI / CDZIP) ("Cadiz," the "Company"), a California water solutions company, announced today that the Company will participate in the 15th Annual ROTH London Conference being held at the Four Seasons Hotel London at Park Lane in London, UK on June 25-26, 2025.Cadiz's Chairman and CEO Susan Kennedy will be participating in one-on-one meetings throughout the conference with institutional investors. To inquire about the conference, please contact ...
高盛:美国关税影响追踪 - 高频趋势或显示中国热潮消退
Goldman Sachs· 2025-06-24 02:28
23 June 2025 | 5:00AM EDT Americas Transportation: US Tariff Impact Tracker - High Frequency Trends Potentially Reveal Ebbing in China Surge US Tariff Impact Tracker – The directional uptick in inbound traffic from China to the US ebbed last week and in fact showed slight sequential downticks of -7% for vessels and -4% for TEU's, perhaps indicative that the China surge may be somewhat abbreviated or have less depth than some may have previously thought. That said, based on other data it is possible another ...
摩根士丹利:亚洲服装和鞋类供应链-管理不确定性 - 关税影响情景分析
摩根· 2025-06-24 02:27
June 22, 2025 09:01 PM GMT Asia – Apparel and Footwear Supply Chain | Asia Pacific Managing Uncertainties – Tariff Impact Scenario Analysis What's Changed | Makalot Industrial (1477.TW) | From | To | | --- | --- | --- | | Price Target | NT$310.00 | NT$250.00 | | Eclat Textile (1476.TW) | | | | Price Target | NT$640.00 | NT$550.00 | | Feng Tay (9910.TW) | | | | Price Target | NT$168.00 | NT$145.00 | | Lai Yih Footwear Co Ltd (6890.TW) | | | | Price Target | NT$320.00 | NT$270.00 | | Rating | Equal-weight | U ...
摩根大通:日本股票策略-七国集团峰会后日美关税谈判方向及 899 条款的影响
摩根· 2025-06-23 13:16
Equity Strategy Rie Nishihara AC (81-3) 6736-8629 rie.nishihara@jpmorgan.com J P M O R G A N Global Markets Strategy 20 June 2025 Japan Equity Strategy Direction of Japan-US tariff negotiations after G7 summit and impact of Section 899 Japanese and US tariff negotiators did not reach an agreement during the G7 meeting in Canada. However, negotiations appear to be moving forward and are not at a complete standstill, perhaps reflecting a strategic aspect of refraining from producing clear results before Japan ...