July 10, 2025 05:33 PM GMT Meituan | Asia Pacific M Idea 2Q25 preview: lower long-term margins with near-term earnings pressure | What's Changed | | | | --- | --- | --- | | Meituan (3690.HK) | From | To | | Price Target | HK$160.00 | HK$150.00 | We estimate 2Q CLC OP at Rmb8bn, -48% YoY, with food delivery + Instashopping OP to decline Rmb8bn. We expect 3Q to mark the most intense competition, driving full-year CLC OP down to Rmb30bn. Stay OW; we prefer BABA > Meituan > JD. 2Q25: We estimate CLC revenue at ...

Legal Status - Cannabis legality in Europe is being discussed [1] Industry Focus - The report focuses on the European cannabis market [1]

Robotaxi 发展 - 特斯拉的 Robotaxi 梦想可能对公司及其所有者构成责任风险 [1] 潜在风险 - Robotaxi 的安全性和责任问题可能导致法律和财务风险 [1]

today. Um we filed for um $20 million in damages um against the Trump administration uh because of um the um um unconstitutional and unlawful arrest and all these um conditions that I was put under. It's clear to me it's it's it's either the 20 million or an official apology from the administration because ultimately my goal is not selfenrichment.I don't want this money just because I need I I need I need money. What I want is actually accountability. Real real accountability.So if President Trump apologize ...

VANCOUVER, British Columbia, July 10, 2025 (GLOBE NEWSWIRE) -- Rubicon Organics Inc. (TSXV: ROMJ) (OTCQX: ROMJF) (“Rubicon Organics” or the “Company”), a licensed producer focused on cultivating and selling organic certified and premium cannabis, is pleased to announce that it will hold its Annual General and Special Meeting (the “Meeting”) of shareholders at 10:00 AM PT on July 31, 2025 in person at the Terminal City Club, 837 West Hastings Street, Vancouver, British Columbia, V6C 1B6, for the following pu ...

Industry Overview - The insurance industry has encountered significant challenges in recent years, resulting in a hardening of the capital cycle that may shift towards sustainable profitability in 2024 [1] Company Focus - Aspen Insurance Holdings Limited (NYSE: AHL) has managed to navigate through these industry headwinds effectively [1]

The money. What will you use it for. Oh, we have big plans.The series series is great because it allows us to open up our biologics lab down the street, and the entire purpose of that is to prepare biologics formulations so medicines for flight in outer space. And the entire purpose of this is microgravity allows us to create new drug formulations that otherwise would be impossible to create on Earth. That's the whole purpose of BARDA.And so with this series funding, we're able to build out a large lab spac ...

RT Bloomberg Live (@BloombergLive)What does the future look like for the 1.5C climate goal? @BloombergLive Managing Editor for #BloombergGreen & Sustainability Events Meg Szabo takes us through the great climate action debate of ambition versus pragmatism ahead of Bloomberg Green Seattle next week.🌎https://t.co/dB2eBn5vr9 ...

The World’s Most Profitable Sports Teams 2025 https://t.co/j2TfHGQ7Uk https://t.co/j2TfHGQ7Uk ...

Core Insights - Disney presents a compelling investment opportunity for the second half of 2025, with shares gaining 9.3% year to date as multiple business transformation catalysts converge to drive sustained outperformance [1][7] Streaming Business Performance - Disney's direct-to-consumer transformation has achieved significant profitability, generating $336 million in operating income during fiscal Q2 2025, with Disney+ adding 1.4 million subscribers to reach a total of 126 million [2][9] - The launch of the ESPN streaming service in Fall 2025 is expected to create a new revenue stream from Disney's most profitable content, enhancing monetization capabilities [4] Strategic Partnerships and Content Strategy - Disney's partnership with ITV in the UK enhances subscriber value and market reach, allowing Disney+ customers access to premium ITV content while ITVX viewers can sample Disney+ offerings [3] - The content slate for the remainder of 2025 includes highly anticipated releases such as Zombies 4, Percy Jackson and the Olympians Season 2, and Marvel's Wonder Man series, focusing on quality over quantity to compete with Netflix [5] Theme Park Expansion - Disney's $60 billion capital investment program over 10 years represents the largest theme park expansion in its history, with a projected mid-teens return on invested capital and capacity increases of 20-25% by 2027 [11][14] - The expansion includes significant projects like the new Villains Land and Cars-themed Frontierland replacement, addressing demand-supply imbalances and maintaining premium pricing power [12] Financial Performance - In fiscal Q2 2025, Disney reported revenues of $23.6 billion (+7% YoY) and adjusted EPS of $1.45 (+20% YoY), prompting management to raise full-year guidance to $5.75 EPS, indicating 16% growth [14][16] - The experiences segment revenues reached $8.9 billion (+6% YoY), demonstrating resilience in pricing power despite macroeconomic pressures [15] Valuation and Competitive Position - Disney trades at a forward P/E of approximately 19.38x, below the Zacks Media Conglomerates industry average of 21.06x, indicating a potentially undervalued investment opportunity [18] - The company's unmatched IP portfolio across Disney, Pixar, Marvel, Star Wars, and National Geographic creates sustainable competitive advantages, allowing for cross-platform monetization [21] Conclusion - Disney is positioned for sustained outperformance as multiple catalysts converge, making it an attractive buy for investors in the second half of 2025 [22]