If you enjoyed this analysis, consider subscribing to Green Growth Giants . With its focus on a high performing and dynamic nuclear energy portfolio, the service regularly updates subscribers on key stock related developments and also on the sector, among a number of other updates.On the face of it, 2025 wasn't a bad year for the Chinese EV manufacturer and brand NIO ( NIO ). After all, it saw a 17% price uptick. But seen in the context of the sector, the performanceLong Term Tips focuses on the generationa ...

（来源：名城苏州网） 牵引产业提质升级。汽车以旧换新中，新能源汽车占比近60%，带动新能源乘用车零售市场份额连续9 个月超过50%，其中11月份达59.4%。家电以旧换新中，一级能效(水效)产品占比超90%。通讯器材类商 品销售额连续11个月保持增长。 促进经济绿色转型。2025年，报废汽车回收量同比增长24.5%，实现循环利用钢材约960万吨、铜铝锂 等有色金属约130万吨，减少碳排放约2450万吨。 提高人民生活品质。自2024年9月政策全面实施以来，已累计发放直达消费者的补贴超4.8亿份，一大批 绿色、低碳、智能的新产品进入百姓生活。2025年，每卖出两辆家用新车，就有一辆享受了汽车以旧换 新补贴。老旧电动自行车淘汰更新量超过2024年的9倍，换新的电动自行车均具备符合现行国家标准的 产品合格证和CCC证书，安全性更好的铅酸电池车辆占比约90%。 2025年，以旧换新相关商品销售额超2.6万亿元，惠及超3.6亿人次。 具体来看，2025年，汽车以旧换新超1150万辆，家电以旧换新超1.29亿件，手机等数码产品购新超9100 万部，家装厨卫"焕新"超1.2亿件，电动自行车以旧换新超1250万辆。 支撑消费 ...

Group 1 - The world is focusing on reducing carbon emissions, creating significant opportunities in the green sector [1] - Green Growth Giants offers a model portfolio and actionable research to capitalize on the generational change in the green economy [1][2] - The S&P 500 experienced an 18% increase, which is particularly notable for 2025 after a challenging first quarter [2] Group 2 - Manika, a macroeconomist with over 20 years of experience, leads the investing group Green Growth Giants, which explores opportunities in the green economy [2]

Core Insights - Vistra Corp. (VST) has shown strong performance in 2024 and solid gains until H1 2025, driven by increasing interests in nuclear energy [1] - Despite the positive performance, VST's stock has declined by over 16% since the beginning of the year [1] - The green economy is experiencing significant growth, with a compound annual growth rate (CAGR) of approximately 14% over the past decade [1] Company Overview - Vistra Corp. is focusing on nuclear energy as part of its strategy to capitalize on the growing green economy [1] - The investment profile is managed by Manika Premsingh, a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1]

The luxury market might still be in a slump, but the S&P Global Luxury Index hasn't done badly at all this year. It's up by almost 15% YTD, in line with the rise seen for the S&P 500 (Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step furth ...

Core Viewpoint - Northern Graphite Corporation has successfully completed a non-brokered private placement financing, raising C$1,350,000 to support its Battery Anode Material facility and working capital needs [1][2]. Financing Details - The company issued 10,800,000 common shares at a price of C$0.125 per share, resulting in total gross proceeds of C$1,350,000 [1]. - This financing is part of a larger C$2,200,000 non-brokered private placement previously disclosed in September 2025 [1]. Use of Proceeds - Net proceeds from the private placement will be allocated towards the feasibility study for the planned Battery Anode Material facility in Baie-Comeau, Québec, as well as for working capital and corporate expenses [2]. Strategic Partnerships - The BMI Group, the lead investor in this financing, has shown confidence in Northern's assets and strategy, which supports the advancement of battery anode material processing capabilities in Canada and North America [2][3]. - A partnership between Northern and The BMI Group aims to evaluate the establishment of a BAM facility at a redeveloped former paper mill site in Baie-Comeau, which is expected to expedite market entry compared to greenfield alternatives [3]. Industry Context - Battery anode material is a critical component of lithium-ion batteries, produced by upgrading graphite mine concentrate to meet the specifications of electric vehicle battery manufacturers [4]. - Northern's Baie-Comeau project addresses a significant gap in North America's energy transition supply chain by providing domestic processing capacity for battery-grade anode material [4]. Company Overview - Northern Graphite is the only flake graphite producing company in North America, focusing on becoming a leader in producing natural graphite and upgrading it into high-value products essential for the green economy [7]. - The company operates the Lac des Iles mine in Quebec and owns the Bissett Creek project in Ontario and the Okanjande graphite mine in Namibia, all of which have "battery quality" graphite and are strategically located [8].

In September, I wrote an article on cruise operator Carnival Corporation & plc ( CCL ) titled "Carnival: Upside Rises After Results". This upside was determined from the company's robust earnings in Q2 2025, its upgrade outlook for the year, attractive market multiples, and potentialManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational oppo ...

Core Insights - Capgemini has developed an AI-powered career assistant to help young people in Brazil access green skills and sustainable job opportunities, supporting UNICEF's Green Rising initiative [1][3][4] - The AI tool aims to bridge the gap between the interest in green jobs (over 50% of youth) and the perceived lack of skills (44% feel equipped) [2][5] - The solution combines generative AI with knowledge graphs to provide personalized career guidance and training recommendations, achieving a near 80% success rate in matching users to relevant opportunities [4][7] Company Initiatives - The AI career assistant was developed as part of Capgemini's Global Data Science Challenge, which engaged nearly 1,500 employees across 40 countries [5][6] - The tool is designed to be open-source, allowing for broader adoption and impact beyond Brazil [3][4] - Capgemini's partnership with UNICEF, initiated in 2023, focuses on empowering youth through education, skills development, and climate action [3][9] Technology and Collaboration - The solution leverages AI models and tools provided by Capgemini's tech partners, AWS and Mistral AI, to enhance its capabilities [7] - The AI assistant acts as a digital career companion, conducting interviews to assess skills and aspirations, and identifying local training options [3][4] - The initiative reflects a commitment to using AI and data to address societal needs and create positive change [4][5]

Group 1 - The core viewpoint is that Royal Caribbean Cruises (RCL) has experienced a significant decline of 25% since the initiation of coverage in August, primarily due to stretched market valuations [1] Group 2 - The analyst has no current stock or derivative positions in RCL but may consider initiating a long position within the next 72 hours [3] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [3]

Group 1 - The core viewpoint is that Royal Caribbean Cruises (RCL) has experienced a significant decline of 25% since the initiation of coverage due to stretched market valuations [1] Group 2 - The analyst has a background in investment management, stock broking, and investment banking, with a focus on the green economy through the Long Term Tips profile and the Green Growth Giants investing group [2]