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20cm速递|科创创业ETF(588360)涨超1%,硬科技研发投入与并购活跃度受关注
Mei Ri Jing Ji Xin Wen· 2025-07-29 03:57
7月29日早盘,科创创业ETF(588360)涨超1%。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 没有股票账户的投资者可关注国泰中证科创创业50ETF发起联接C(013307),国泰中证科创创业 50ETF发起联接A(013306)。 东吴证券指出,科创板已成为国内"硬科技"企业的大本营,2024年全年研发投入总额达1680.06亿 元,同比增长6.4%,占营业收入比例中位数达12.67%,持续领跑A股各板块。在政策红利与长期资本加 持下,多项关键技术加速落地,涉及生物医药、新能源、半导体等多个产业。科创板通过分层管理、专 业机构参与和领域拓展,化解未盈利企业融资困境,引导资金精准投向硬科技。2025年开年以来,并购 活跃度持续攀升,新增披露73单交易均已完成,重大交易单数13起,接近2019年至2023年五年单数总 和。科创板配套规则指引下,股权激励、分红、回购形成良性循环,构建研发投入-盈利增 ...
MGC: A Sharper, Leaner S&P 500 Built For The Long Game
Seeking Alpha· 2025-07-25 13:17
Investing in the Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA: MGC ) is a question of how mega caps are poised to perform against the broader markets going ahead. Historically, mega caps have been known for lower risk, but in the past coupleI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice Pres ...
Keurig Dr Pepper(KDP) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:00
Keurig Dr Pepper (KDP) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Keurig Doctor Pepper's Earnings Call for the Second Quarter of twenty twenty five. This conference call is being recorded and there will be a question and answer session at the end of the call. I would now like to introduce Jane Gelfin, Senior Vice President, Finance at Keurig Doctor Pepper. Ms.Gelfin, please go ahead.Speaker1Thank you and hello everyon ...
Alliance Entertainment Appoints Amanda Gnecco as Chief Financial Officer
Globenewswire· 2025-07-23 12:30
PLANTATION, Fla., July 23, 2025 (GLOBE NEWSWIRE) -- Alliance Entertainment (Nasdaq: AENT) is pleased to announce the promotion of Amanda Gnecco to Chief Financial Officer (CFO), effective immediately. Amanda previously served as Chief Accounting Officer and her leadership has been instrumental in driving financial strategy with corporate objectives, optimizing reporting processes, compliance and operational excellence across the organization. She brings over a decade of financial leadership experience and h ...
Fiserv: Double-Digit EPS Growth At A 15x Multiple
Seeking Alpha· 2025-07-21 19:49
Core Insights - Triba Research aims to identify high-quality businesses capable of delivering sustainable, double-digit returns over the long term [1] - The firm's strategy emphasizes companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by skilled management teams [1] - Triba Research prioritizes long-term value creation while staying informed about the latest market developments [1]
Farmland Partners: Not Enough Discount To Net Asset Value
Seeking Alpha· 2025-07-17 19:43
Company Overview - Farmland Partners Inc. (NYSE: FPI) has significantly improved its financial figures since initiating a deleveraging process [1] - The company has successfully reduced interest expenses, leading to better financial health [1] - Revenues per acre have shown improvement, indicating enhanced operational efficiency [1] - The value of the company's land is steadily rising, contributing to overall asset appreciation [1] Investment Strategy - Triba Research aims to identify high-quality businesses capable of delivering sustainable, double-digit returns over the long term [2] - The firm's strategy emphasizes companies with strong competitive advantages, operating in growing markets, and maintaining low debt levels [2] - A skilled and aligned management team is a key focus for Triba Research in its investment evaluations [2] - The firm prioritizes long-term value creation while staying informed about the latest market developments [2]
UNFI Revises 2025 Guidance, Maintains Long-Term Growth Focus
ZACKS· 2025-07-17 14:42
Core Insights - United Natural Foods, Inc. (UNFI) has updated its fiscal 2025 financial outlook while maintaining confidence in its long-term strategic goals, reflecting strong performance in the first three quarters and the impact of a cyber incident in the fourth quarter [1][3][11] Financial Outlook - For fiscal 2025, UNFI anticipates net sales of $31.6-$31.8 billion, an increase of 2.3% over fiscal 2024, compared to the previous forecast of $31.3-$31.7 billion [3][10] - Adjusted EBITDA is now expected to be between $535 million and $565 million, slightly below the previous estimate of $550-$580 million, indicating a 6.2% growth over the prior year [3][10] - Adjusted EPS has been revised to 40-80 cents from the prior range of 70-90 cents, reflecting the temporary impact of the cyber incident [4] - Free cash flow is projected at approximately $200 million, up from the prior forecast of $150 million, showing a significant improvement from negative $92 million in fiscal 2024 [4][10] Cybersecurity Incident - UNFI faced a cybersecurity incident in the fourth quarter of fiscal 2025, which is expected to reduce net sales by about $350-$400 million and lower adjusted EBITDA by $40-$50 million [5] - The incident is anticipated to incur $20 million in incremental costs and about $5 million in remediation expenses, leading to a total estimated net loss of $50 million to $60 million, including tax impact [5] - Despite the disruption, primary ordering systems were restored within 10 days, and operations are now at normalized levels, with no material impact expected beyond fiscal 2025 [6] Strategic Initiatives - UNFI continues to focus on a partner-first strategy, improving efficiency, and accelerating multi-year growth plans despite recent challenges [2][11] - The company benefits from lean management practices, wholesale business realignment, and optimization of unprofitable operations, indicating a commitment to long-term value creation [7][11] - The natural and organic business segment is experiencing impressive growth due to increased consumer demand for healthier products, aligning with broader consumer trends [8]
Exxon Mobil: Fairly Valued, Poised For Renewed Growth
Seeking Alpha· 2025-07-16 09:28
After buying shares in Exxon Mobil (NYSE: XOM ) at around $52 back in 2021 and selling them back at $80, I couldn't help but cringe every time the stock went up and up on the back of my bull thesis backAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that ...
Evolution AB: Hard To Ignore At Current Prices
Seeking Alpha· 2025-07-15 15:20
Company Issues - Evolution AB is facing multiple challenges including strikes in Georgia, an investigation by the U.K. Gambling Commission, and unlicensed distribution of its products in Asia [1] Investment Strategy - Triba Research aims to identify high-quality businesses that can deliver sustainable, double-digit returns over the long term, focusing on companies with competitive advantages, low debt levels, and skilled management [2]
Kennametal Recognized as One of America's Best Midsize Companies by TIME
Prnewswire· 2025-07-10 20:05
Core Insights - Kennametal Inc. has been recognized as one of America's Best Midsize Companies for 2025 by TIME and Statista, highlighting its leadership in employee satisfaction and sustainability transparency [1][2] - The recognition reflects Kennametal's commitment to sustainable growth, an engaged workforce, and long-term value creation for stakeholders [2] - This accolade follows Kennametal's inclusion in TIME's World's Best Companies 2024 list, reinforcing its strong performance and values-driven culture [2] Company Overview - Kennametal has over 85 years of experience as an industrial technology leader, providing productivity solutions through materials science, tooling, and wear-resistant solutions [3] - The company serves various sectors including aerospace and defense, earthworks, energy, general engineering, and transportation, helping customers manufacture with precision and efficiency [3] - Kennametal employs approximately 8,400 individuals across nearly 100 countries and generated $2 billion in revenues in fiscal 2024 [3]