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Core Insights - PTC Inc. has launched Arena Supply Chain Intelligence (SCI), an AI-driven solution that enhances its Arena PLM and QMS offerings by providing real-time component risk monitoring and smarter sourcing decisions from the product design phase [1][9]. Group 1: Product Features and Benefits - Arena SCI continuously monitors electronic components across bills of materials, identifying risks from changing supply conditions and suggesting alternative parts to mitigate issues before they escalate [2]. - The solution is powered by Accuris, which provides comprehensive and up-to-date electronic component data, allowing professionals to balance performance, cost, and availability in their component portfolios [3]. - Companies like Universal Audio are already benefiting from Arena SCI, reflecting a trend where development teams face pressure to innovate quickly amid challenging sourcing conditions [4]. Group 2: Strategic Positioning and Market Impact - Arena SCI is part of PTC's broader strategy to transform product development through cloud-native solutions, integrating seamlessly with Onshape, PTC's CAD and PDM platform, to enhance cross-functional collaboration [5]. - Since its acquisition by PTC, Arena has accelerated its product roadmap with over 16 major releases and expanded into new global markets, gaining trust from nearly 1,500 manufacturers [7]. - Tools like Arena SCI not only help mitigate risks but also enable companies to seize opportunities in a competitive marketplace as global supply chains evolve [8]. Group 3: Financial Considerations - PTC's frequent acquisitions have increased integration risks and impacted its balance sheet, with goodwill and acquired intangible assets totaling approximately $4.3 billion, representing about 70% of total assets [8]. - As of March 31, 2025, PTC's total debt was $1.39 billion, with a debt-to-capital ratio of 0.29, higher than the industry average of 0.19, indicating elevated financial risk [10].

Today’s boom-and-bust cycles in commodities are shorter and more extreme. What has changed? https://t.co/n063oAMbOr ...

We initiate on NextEra (NYSE: NYSE: NEE ) with a Strong Buy, and $94 price target. NextEra Energy, Inc. is an electric generator and deliverer operating across North America, balancing one of the nation’s largest regulated utilities with a high-growth renewables platform. Beneath theMoretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to ide ...

在北京花乡旧车市场，盛夏的热浪与新能源车专区的冷清形成鲜明对比。燃油汽车展区前来看车的消费 者不在少数，而一旁的新能源汽车展位前，却鲜少有人光顾。车商李先生守着几辆贴着"急售"标签的电 动车发愁。"去年38万元收的顶配车，现在挂18万元无人问津，"他指着玻璃窗上一指厚的灰尘道："买 家怕电池随时报废，我们怕车子烂在手里。" 这一幕正是当下新能源二手车市场的缩影。中国汽车流通协会最新发布的数据显示，今年4月份，新能 源二手车市场渗透率为8.8%，而同期的新能源新车的市场渗透率为47.34%。新旧新能源汽车市场销售 冰火两重天的背后，凸显消费者对新能源二手车信心的缺失。 在笔者看来，消费者对电池衰减的焦虑、技术迭代过快以及检测认证体系的缺失已成为钳制新能源二手 车市场良性发展的关键所在。更深层的市场矛盾根源，实则是产业狂飙突进与配套体系脱节。 国务院印发的《推动大规模设备更新和消费品以旧换新行动方案》明确提出，2027年二手车交易量较 2023年增长45%的目标。二手车交易量的提升，新能源车型无疑扮演着重要角色。今年6月24日，商务 部办公厅发布的《关于组织开展2025年千县万镇新能源汽车消费季活动的通知》中提出 ...

Core Viewpoint - Hilton Worldwide Holdings Inc. (HLT) is currently in the 17th phase of the 18-phase Adhishthana Cycle, indicating a potential bearish move before a final rally occurs [1] Guna Triads and Their Implications - Phases 14, 15, and 16 form the Guna Triads, which are critical in determining the nature of Phase 18 [2] - Phases 14 and 15 exhibited mild bullish strength (Satoguna) with rallies of approximately 23% and 26% respectively, while Phase 16 experienced a severe bearish energy (Tamoguna), resulting in a decline of nearly 28% [4] - A strong Tamoguna in Phase 16 suggests that Phase 18 will likely start with a significant bearish "death move" [4] Outlook for Phase 18 - HLT is in Phase 17, characterized as a no-action phase with low conviction, lasting until November 9, 2025 [5] - Following the transition to Phase 18 on November 10, 2025, a bearish "death move" is anticipated to occur between November 10, 2025, and May 10, 2026, potentially leading to a sharp correction [6] Investor Takeaway - Despite a long-term bullish structure, the near-term outlook for HLT remains weak due to the strong Tamoguna and the inertia of Phase 17, suggesting a breakdown is more likely than a breakout in the coming months [8] - Investors are advised to remain on the sidelines until the completion of the death move in Phase 18, with a more favorable risk-reward setup expected after May 2026 [8]

Group 1 - Bilibili has achieved profitability for three consecutive quarters since Q3 2024, indicating an acceleration in its commercialization efforts [1] - The platform has successfully initiated a positive feedback loop between commercialization and content innovation, necessitating a re-evaluation of its true marketing value as the internet user value dividend reaches its ceiling [3] - Bilibili's user base has aged slightly, with an average age of 26 in 2025, while still maintaining a youthful, highly engaged demographic capable of spending [5][8] Group 2 - The platform's mass-market evolution has not diluted its youth-oriented DNA, with students and young professionals continuing to inject new vitality into the community [6] - Bilibili's monthly active users had an average age of 26 as of April 2025, with 62.25% aged 16-35, and a growing presence of female users, who accounted for 44% of active users [8][9] - Content consumption in categories such as maternity and parenting rose 76% YoY, indicating a shift in user interests and engagement [10] Group 3 - Bilibili's content strategy includes a focus on Occupationally Generated Video (OGV) to build a robust IP matrix, enhancing brand value and monetization opportunities [16][17] - The platform has cultivated a range of niche, small-format shows that explore social issues and Gen Z lifestyles, achieving viral success through a combination of OGV, PUGC, and UGC [22] - Original Chinese animation has become a core focus, with 67% of ACG users actively consuming it, driving monetization through various channels [23][24] Group 4 - Bilibili has built a rich matrix of cultural IPs, fostering a strong sense of trust and identity among users, which enhances brand participation in its ecosystem [30] - The platform's connection of "Youthful Expression" with young users enables deep emotional value through companionship and shared growth, facilitating long-term user engagement [32] - Bilibili's community atmosphere amplifies user feedback, creating valuable opportunities for small and mid-sized brands to achieve strong conversion rates [34][35] Group 5 - Bilibili is redefining the future of "Youth Marketing" through a positive "Content - User - Commerce" cycle, evolving from a niche ACG community to a profitable content platform [37] - The platform serves as a cultural and emotional companion to youth cohorts, providing an irreplaceable space for brands to connect authentically with young audiences [38] - By leveraging content to engage young users, Bilibili is fueling a virtuous cycle that lays a long-term foundation for future growth [39]

Core Viewpoint - Becton Dickinson and Company (BDX) is currently in the 17th phase of the 18-phase Adhishthana Cycle, indicating continued underperformance and consolidation until early June 2027 [1] Group 1: Adhishthana Cycle Analysis - BDX started its Adhishthana Cycle positively but experienced a critical shift entering Phase 8, where the expected bullish Cakra formation broke down [2][4] - The breakdown of the Cakra in Phase 8 led to over 1,400 days of sideways consolidation, confirming the structural weakness [6] - The Guna Triads, which assess the potential for reaching the highest price point in Phase 18, showed BDX's triads to be among the weakest compared to peers, lacking the necessary bullish momentum [9][10] Group 2: Monthly Chart and Future Outlook - On the monthly chart, BDX is in the Sankhya Period of Phase 2, characterized by bearish pressure and range-bound behavior, expected to last until August 2, 2027 [13] - The combination of the structural breakdown, weak Guna Triads, and bearish monthly trends suggests that BDX is not positioned for recovery in the near term [14][15]

But here's the thing. Every prior cycle when Bitcoin closes two weekly candles below the 50week moving average, the cycle's over, right. It's over at that point.Okay. So, think about that, right. When that happens, I'm not saying use that as an indicator to figure out when to sell because by that point, you know, the bare market's already halfway over.Uh but you can see that when you get two weekly closes below that level, cycle's over. So this is the thing to watch for going into the third quarter this yea ...

June 19, 2025 10:21 AM GMT Hong Kong Property Residential turning after 7 years HK property prices are down 30% since their peak five years ago. With several drivers pointing towards a bottoming, investors could benefit from a long steady cycle ahead, with cycle low valuations, strong balance sheets and high dividend yields. We upgrade Henderson Land to OW. Key Takeaways HK home prices have fared well YTD: CCL has declined 1.5% YTD in 2025, less than our expectation of -5% in 1H25. This is driven by higher ...