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Paysafe: Sale Of Assets, Transformation Efforts, Stock Repurchases, And Undervalued
Seeking Alpha· 2025-06-17 05:18
Paysafe Limited (NYSE: PSFE ) recently sold a significant amount of assets, which could enhance future financial statements. Besides, the company is investing a large amount of money in transformation efforts. In my view, these efforts will most likely bring FCF marginBased in Europe, I am an independent investor with more than a decade of experience. I research cash flow statements and unlevered free cash flow figures. My articles may include a number of assumptions about the future free cash flow of compa ...
Wolters Kluwer acquires online healthcare courseware provider IntelliLearn
Globenewswire· 2025-05-30 12:00
PRESS RELEASE Wolters Kluwer acquires online healthcare courseware provider IntelliLearn Waltham — May 30, 2025 — Wolters Kluwer Health today announced it has acquired IntelliLearn Pty Ltd., a provider of online courseware solutions for nursing schools in Australia and the U.S. IntelliLearn will become part of Wolters Kluwer’s Health, Learning, Research & Practice (HLRP) business, a leader in nursing education and practice solutions. “We’re pleased to be adding the IntelliLearn solutions to our Lippincott s ...
重走扩张路线:阿里“复兴”进展到哪了?
3 6 Ke· 2025-05-27 09:30
其一,2022年之后阿里进入了以优化效率为主的系列改革(ROIC为主要锚定指标),这是扩大投资的前置条件; 其二,2025财年阿里资本支持大幅攀升,其驱动力不仅仅来自于对未来的押注,亦是前一阶段业务和资本配置优化后的结果,这也是资本市场所期待 的; 其三,全站推广让淘天找到增长新抓手,扩张要依托于效率的改善速度。 2023年以来,"复兴"开始逐渐成为市场与舆论对阿里的主要叙事。简单来说,通过激烈的人事和业务变动,阿里经营重点在由"求量"到"求质"转移, 加之近期下重注在AI领域,市场对企业的信心也开始恢复(2025年阿里股价从最低80港币上下,一度上涨至150港币)。 2025年Q1(2025财年Q4)财报发布后,阿里股价出现了较大幅度的回调,主要理由集中在:总营收和资本开支低于市场预期,一些人对阿里"复 兴"的进度和成色产生了怀疑。 那么到底阿里2025年Q1财报如何,企业"复兴"进展如何呢?本文核心观点: 扩张的前提条件:ROIC重回双位数 2023新财年开启时,蔡崇信曾表示:阿里的运营 ROIC(投资资本回报率,用于评估公司是否通过其投资创造价值)为一位数,集团的目标是将其提 升到两位数。 在财务分析中 ...