海丰国际(01308)发布公告，其已议决向于2026年1月12日(星期一)(即厘定股东收取特别股息的权利的记 录日期)营业时间结束时名列本公司股东名册的本公司股东宣派及派付特别股息每股本公司普通股0.7港 元(相当于0.09美元)。预期特别股息将于2026年1月15日(星期四)分派。 ...

本文源自：金融界AI电报 彼岸控股(02885.HK)发布公告，经考虑本公司的财务及现金流状况，以及回报本公司股东在严峻经济环 境下的持续支持，提升投资者对本公司的信心及本公司股息政策所载的因素，董事会议决宣派特别股息 每股本公司普通股7.00港仙。本公司亦确保有足够资金应付日常经营开支。特别股息将于2026年1月19 日(星期一)派付予于2026年1月7日(星期三)营业时间结束时名列本公司股东名册的本公司股东。 ...

Core Viewpoint - Costco is expected to report earnings after the market close, with shares under pressure, having hit a 52-week low and down nearly 5% year-to-date. The anticipated adjusted EPS is $4.26 on revenues of approximately $67.33 billion, reflecting an 8% year-over-year increase [1][3]. Financial Performance - Analysts expect Costco to maintain strong performance despite recent stock declines, with the holiday quarter typically being robust for the company. The expected EPS of $4.26 and revenue of $67.33 billion indicate growth compared to the previous year [3][4]. - November comp sales growth was reported at 8%, with U.S. comp sales up 7%, Canada up 7%, and international markets up 11.4%. This growth suggests that consumer spending remains strong at Costco [5][6]. Market Sentiment - There is a slightly bullish sentiment among analysts, with 11 upward revisions to EPS estimates in the last three months compared to seven downward revisions, indicating confidence in Costco's upcoming earnings report [10][11]. - Despite the positive outlook, concerns exist regarding the company's stock performance, which is the worst in over two decades, leading to speculation that a special dividend may be suspended due to ongoing legal issues and stock performance [8][9]. Consumer Behavior - Consumers are reportedly continuing to shop at Costco, seeking lower prices even amid tighter budgets. This trend is expected to support Costco's sales during the holiday season [4][11]. - The company has a high membership renewal rate of 90%, indicating strong brand loyalty among its customers, which could serve as a catalyst for future growth if membership fees are increased [14].

Core Viewpoint - Costco's stock price has experienced significant pressure, declining from a peak of $1,073 in February to the current price of $887, representing a 17% decrease [1] Summary by Relevant Sections - **Stock Performance** - The stock has dropped by 10.1% over the last 12 months, indicating underperformance compared to market expectations [1]

Core Insights - Costco Wholesale Corporation (COST) demonstrated consistent growth in comparable sales for November, despite external challenges such as consumer spending concerns, a government shutdown, and reduced SNAP payments [2] Financial Performance - Net sales for November reached $23.64 billion, reflecting an 8.1% increase year over year [2] - Comparable sales increased by 6.9%, indicating strong performance in the retail sector [2]

格隆汇12月1日｜上周五(11月28日)收涨0.8%的淡水河谷(VALE.US)今日美股盘前续涨1.03%报12.74美 元。消息面上，淡水河谷宣布，得益于今年强劲的运营表现和铁矿石价格高企，将向股东支付特别股 息。公司上周四发布公告，该公司董事会批准在明年1月和3月分批支付每股3.58雷亚尔的特别股息。总 计153亿雷亚尔(约合29亿美元)的派发总额将大致相当于该公司第三季度的净利润。 淡水河谷首席财务官马塞洛·巴奇(Marcelo Bacci)10月下旬曾向投资者透露，鉴于铁矿石价格持续维持在 每吨100美元上方，淡水河谷很可能宣布特别股息。他在季度业绩说明会上表示，运营表现正创造非常 良好的现金流状况，这一情况优于年初预期。(格隆汇) 来源：格隆汇APP ...

Core Insights - PayPoint Plc and International Distribution Services (IDS) have announced a strategic investment in Collect+, acquiring a 49% stake for £43.9 million, valuing Collect+ at £90 million [2][4] - The partnership aims to enhance Collect+'s growth and position as a leading out-of-home (OOH) store network in the UK, with plans to upgrade 500 sites to offer Royal Mail services and expand further over the next year [3][4] Financial Implications - PayPoint will propose a special dividend of 50.0 pence per share and a share consolidation of 12 for 13, subject to shareholder approval at a Special General Meeting on 17 October 2025 [5][11] - The transaction is expected to enhance earnings per share (EPS) in the first full year to March 2027, driven by the special dividend, share consolidation, and anticipated growth in Royal Mail service volumes through the Collect+ network [5][12] Operational Developments - Collect+ currently operates over 14,000 OOH locations in the UK, with nearly 8,000 offering Royal Mail services, and plans to roll out Royal Mail Shop branding across these sites starting in October [3][4] - The introduction of Royal Mail over-the-counter services and self-service kiosks is expected to improve customer convenience and expand service offerings [6][7] Shareholder Returns - The total return to shareholders for the current financial year is projected to exceed £90 million, combining the special dividend, ordinary dividend, and ongoing share buyback [6][8] - The special dividend is contingent upon shareholder approval and is expected to be paid on 31 October 2025, following the completion of the share consolidation [13][14]

Core Viewpoint - Morgan Stanley's recent report on Vale (VALE.US) highlights discussions with CFO Marcelo Bacci regarding shareholder returns, railway operations, iron ore product flexibility, copper business growth strategies, and challenges in the nickel segment [1][2]. Group 1: Financial Strategies and Shareholder Returns - The company may distribute a special dividend if net debt falls below $15 billion, with expectations for this to occur by December 2025 if iron ore prices remain high and operations are stable [2][3]. - Management is optimistic about the Brazilian railway concession, despite previous unsuccessful negotiations with the government, and is focused on maintaining control over railway assets until 2057 [2][3]. Group 2: Market Outlook and Product Strategy - The iron ore market is expected to tighten by 2026, with prices projected to remain above $90 per ton, prompting Vale to invest in a flexible product portfolio with an annual capacity of 360 million tons [2][3]. - The company plans to focus on supplying high-silica iron ore to the Chinese market and introducing new mid-grade products, which could generate additional revenue [3]. Group 3: Copper and Nickel Business Developments - The copper business aims to increase production to 700,000 tons per year, primarily relying on internal resources rather than acquisitions, with the Manara project aligning with this growth strategy [3]. - Although the nickel segment has seen cost reductions, it has not yet reached breakeven, and there are no plans for expansion in Canada, with a preference for developing multi-metal mines instead [3].

Core Viewpoint - Green Heart Group (00094.HK) announced a conditional sale agreement for assets worth NZD 134 million (approximately HKD 615 million) and plans to distribute a special dividend of HKD 0.01 per share, pending shareholder approval [1][2] Group 1: Sale Agreement Details - The sale agreement involves the sale of assets by the sellers, which are indirect wholly-owned subsidiaries of the company, to a buyer registered in New Zealand [1] - The assets include approximately 12,724 hectares of land in the Mangakahia Forest, along with buildings, trees, and other improvements, as well as carbon units and operational data related to the properties [2] - The buyer's ultimate beneficial owner is Stichting INGKA Foundation, a Dutch charity founded by Ingvar Kamprad [1] Group 2: Asset Description - Seller One will sell land in the Northland region, while Seller Two will sell land in the Gisborne region, both including trees and other improvements [2] - The assets also include all records and operational data related to the trees and properties [2] - Trading of the company's shares was suspended on September 1, 2025, and an application for resumption of trading was submitted for September 11, 2025 [2]

Core Viewpoint - RIMBACO (1953.HK) experienced a significant intraday increase of 107.69%, reaching a new high of 0.27 HKD since December 2022, despite low trading volume of less than 4 million HKD [1] Summary by Relevant Sections - **Stock Performance** - The stock price of RIMBACO surged by 107.69% to 0.27 HKD, marking the highest level since December 2022 [1] - Trading volume remained low, with less than 4 million HKD transacted [1] - **Dividend Announcement** - The company declared a special dividend of 3.7 HKD cents per share [1] - This special dividend is scheduled to be paid on September 15, 2023, to shareholders listed as of the close of business on September 4, 2023 [1]