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New Strong Sell Stocks for June 30th
ZACKS· 2025-06-30 11:05
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Aegon Ltd. (AEG) is an insurance, pensions and asset management services company. The Zacks Consensus Estimate for its current year earnings has been revised 4.9% downward over the last 60 days.Apogee Enterprises, Inc. (APOG) is a glass and metal products and services company. The Zacks Consensus Estimate for its current year earnings has been revised nearly 8% downward over the last 60 days.Assertio Holdings, Inc. (ASRT) is a special ...
W W Grainger (GWW) 2019 Earnings Call Presentation
2025-06-30 11:01
W.W. Grainger, Inc. 2 • Leading distributor of MRO products for businesses • Founded in 1927; more than 90 years of service • 2018 revenues of $11.2 billion • More than 3 million active customers, average customer invoice ~$300 • eCommerce leadership: • Grainger is ranked 11th largest eCommerce retailer in North America by Internet Retailer • First commerce-enabled website in the industry (1996) • Online-only businesses for small customers (MonotaRO 2000; Zoro 2010) • 69% of orders originated through digita ...
Labcorp Upgraded To A Buy As Portfolio Grows And Leverage Stays Low
Seeking Alpha· 2025-06-30 10:58
Albert Anthony is the pen name of a Croatian-American business author who is a media contributor on investor platform Seeking Alpha, where he has over +1K followers, & also writes for platforms like Investing dot com and is launching a book on Amazon in 2025 called Financial Markets: The Next Generation. Calling himself part of the new generation of analysts in the financial markets, he comes from a non-traditional financial background having been an analyst in the IT sector for several Fortune 500 companie ...
中机认检(301508) - 301508中机认检投资者关系管理信息20250630
2025-06-30 10:58
Group 1: Market Development Strategies - The company is building an integrated service capability of "Certification, Inspection, Research, and Service" to provide comprehensive solutions including "design verification + product certification + system certification + inspection and testing" [2][3] - The company has established a localized service platform "1+M+N" across over 20 provinces and cities, focusing on various product types including traditional, new energy, and intelligent connected products [2] - A two-tier market development system is in place, employing differentiated marketing strategies to target influential enterprises and enhance customer loyalty through high-quality services [3] Group 2: Drone Equipment Testing Capabilities - As of 2022, the company has obtained drone testing qualifications, covering aspects such as basic flight performance, autonomous flight, maintainability, safety, high-altitude performance, environmental adaptability, and electromagnetic compatibility [3] - New investments include the establishment of an intelligent emergency equipment testing industrial park, which will feature laboratories for extreme environment simulation, software chip and information security, intelligent drone testing, and emergency rescue equipment [3] Group 3: Integrated Service Understanding - The "Integrated Certification, Inspection, Research, and Service" model focuses on combining certification and inspection resources to meet diverse market demands, enhancing service efficiency and market competitiveness [3] - This collaborative model allows for dual development from existing customer resources, facilitating deeper integration of services and expanding into value-added services such as standard formulation and technical consulting [3]
Zscaler Announces Proposed Offering of $1.5 Billion of Convertible Senior Notes Due 2028
Globenewswire· 2025-06-30 10:58
Core Viewpoint - Zscaler, Inc. plans to offer $1.5 billion in convertible senior notes due 2028, with an option for initial purchasers to buy an additional $225 million, subject to market conditions [1][2]. Group 1: Offering Details - The notes will be senior unsecured obligations, maturing on July 15, 2028, and will accrue interest payable semiannually [2]. - The notes can be converted into cash, shares of Zscaler's common stock, or a combination of both at the company's discretion [2]. - The specific terms, including interest rate and conversion rate, will be determined at the time of pricing [2]. Group 2: Use of Proceeds - A portion of the net proceeds will be used to cover costs associated with capped call transactions, while the remainder will be allocated for general corporate purposes, including working capital and potential acquisitions [3]. Group 3: Capped Call Transactions - Zscaler expects to enter into capped call transactions to mitigate potential dilution of its common stock upon conversion of the notes [4]. - These transactions will cover the number of shares underlying the notes and are subject to anti-dilution adjustments [4]. - If the initial purchasers exercise their option for additional notes, Zscaler will enter into further capped call transactions [4]. Group 4: Market Impact - The option counterparties may engage in purchasing Zscaler's common stock or derivatives, which could influence the market price of the stock and the notes [5][6]. - This activity may affect the conversion ability of noteholders and the value of shares received upon conversion [6]. Group 5: Regulatory Compliance - The notes will be offered to qualified institutional buyers under Rule 144A of the Securities Act, and neither the notes nor the shares have been registered under the Securities Act [7].
春风动力(603129):两轮四轮齐布局 受益出海正当时
Xin Lang Cai Jing· 2025-06-30 10:57
公司为全地形车、摩托车领域的龙头企业,公司专注于大排量水冷动力技术这一核心竞争力,自主研发 了国内第一款650cc 大排量街车、国内第一款800cc 大排量全地形越野车等产品,2005 年开始全球化布 局,目前公司布局全球产能,已有泰国、墨西哥工厂,公司摩托车、四轮车产品表现良好,尤其二轮车 外销持续贡献较高增速,此外公司以独立品牌极核切入高端电动自行车领域,实现快速增长。2024 年 公司营收体量达到150.38 亿元。 新兴市场国家主导了二轮车的消费需求。全球摩托车市场主要品牌为日系、印度等摩托车品牌,而东南 亚及印度地区是全球最大的摩托车消费市场之一, 印尼、越南、泰国是核心市场,保有量分别高达7000 万、4500万和2400 万辆左右。 投资建议:公司产品矩阵系列完善,国内国外/两轮四轮齐布局,综合预计公司2025-2027 归母净利润 18.06、22.10、26.58 亿元,对应当前18x/15x/12x PE,给予推荐评级。 风险提示:关税波动风险,汇率波动风险,大排量需求提升不及预期 摩托车业务的成长逻辑主要为外销和大排量增长。公司在国内玩乐类大排量摩托车细分市场建立了显著 的竞争优势,在2 ...
25.80亿元资金今日流出非银金融股
Zheng Quan Shi Bao Wang· 2025-06-30 10:56
沪指6月30日上涨0.59%,申万所属行业中,今日上涨的有28个,涨幅居前的行业为国防军工、传媒, 涨幅分别为4.35%、2.82%。跌幅居前的行业为非银金融、银行、交通运输,跌幅分别为0.77%、 0.34%、0.09%。非银金融行业位居今日跌幅榜首位。 资金面上看,两市主力资金全天净流出16.13亿元,今日有10个行业主力资金净流入,国防军工行业主 力资金净流入规模居首,该行业今日上涨4.35%,全天净流入资金33.15亿元,其次是传媒行业,日涨幅 为2.82%,净流入资金为14.41亿元。 | 601066 | 中信建投 | 0.08 | 0.16 | -355.47 | | --- | --- | --- | --- | --- | | 601878 | 浙商证券 | -0.27 | 0.86 | -336.25 | | 600053 | 九鼎投资 | -0.32 | 1.54 | -262.75 | | 002926 | 华西证券 | -1.65 | 2.13 | -176.06 | | 600599 | *ST熊猫 | 1.00 | 2.39 | -153.02 | | 000567 | 海德股份 ...
两市主力资金净流出16.13亿元,科创板资金净流入
Zheng Quan Shi Bao Wang· 2025-06-30 10:56
6月30日,沪指上涨0.59%,深成指上涨0.83%,创业板指上涨1.35%,沪深300指数上涨0.37%。可交易 A股中,上涨的有4056只,占比75.04%,下跌的1127只。 | 行业 | 日涨跌幅(%) | 资金流向(亿元) | 行业 | 日涨跌幅(%) | 资金流向(亿元) | | --- | --- | --- | --- | --- | --- | | 国防军工 | 4.35 | 33.15 | 建筑材料 | 0.45 | -1.68 | | 传媒 | 2.82 | 14.41 | 纺织服饰 | 1.41 | -1.88 | | 商贸零售 | 1.23 | 9.37 | 通信 | 1.90 | -2.05 | | 汽车 | 0.74 | 5.90 | 社会服务 | 0.83 | -2.44 | | 有色金属 | 0.11 | 5.71 | 建筑装饰 | 0.35 | -2.50 | | 电力设备 | 1.38 | 4.51 | 农林牧渔 | 0.38 | -2.51 | | 机械设备 | 1.20 | 2.82 | 交通运输 | -0.09 | -2.76 | | 公用事业 | 0.38 | 2 ...
上半年主动权益基金近八成飘红,北交所与医药主题霸榜
Di Yi Cai Jing· 2025-06-30 10:53
暂列业绩榜首的产品收益率达81.59% 随着6月最后一个交易日结束,A股市场将正式开启下半年征程。回顾上半年,市场结构性行情特征显 著,人形机器人、创新药、新消费、北交所等多个主题轮番表现,这也直接影响着公募基金"半程赛"的 成绩。 在二季度市场反弹的推动下,主动权益基金业绩迎来明显修复,近八成产品上半年斩获正收益,显著优 于去年同期的表现。其中,医疗保健、北交所赛道成为半年度最大赢家。截至上周五(27日),暂列业 绩榜首的中信建投北交所精选两年定开A年内收益率达到81.59%,以领先第二名超8个百分点的优势, 几乎提前锁定半程冠军。 在细分方向上,DeepSeek指数(8841905)、北证50指数表现尤为突出,上半年涨幅分别达到42.51%、 39.45%;创新药、人形机器人等指数同期也有20%以上的上涨。相比之下,煤炭板块、白酒指数等延续 调整态势,年内跌幅均超10%。 伴随市场赚钱效应显现,主动权益类基金整体业绩较去年同期明显提升。Wind数据显示,截至6月27 日,剔除年内新成立的产品,在有可比数据的4459只主动权益类基金(包括普通股票型、灵活配置型、 偏股混合型、平衡混合型,仅计算初始基金,下同 ...
全球首创!世科端粒成功研发出"去能激活"NK细胞口服营养补充剂填补世界空白
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-30 10:53
世科端粒编程实验室科研团队历经76周攻关,运用抑制NK细胞激活信号、增强抑制性信号、代谢重组 编程等技术,采用天然成分和补充剂相结合制成口服食用营养补充剂。该产品在动物实验基础上经45- 65岁共586人的临床试验取得成功,该补充剂在抗衰防癌和抵抗阿尔茨海默症等方面有显著的积极影 响。哈佛抗衰防癌研究中心临床实验数据显示,连续服用24周后,人体自源性NK细胞数量在原有基础 上增长17.5%-23.7%,平均增长率达到21.3%,通过结合生物标志物检测与个性化干预,实现精准免疫 调节。目前,世科端粒编程实验室和哈佛抗衰防癌研究中心己将"去能激活"Nk细胞的营养补充剂相关 科研成果申报国际发明专利进行保护。 在此背景下,"去能激活"NK细胞技术成为全球科研热点。"去能激活"NK细胞(Functional Modulation NK Cells)是指通过特定手段降低过度活跃或功能失调的NK细胞的活性,使其恢复免疫平衡。因为NK细胞 不足会增加癌症与病毒感染风险,而过度活跃又会引发免疫和组织损伤,所以维持其动态平衡至关重 要。相较于外源性NK细胞存在的细胞变异、病毒感染等风险。通过口服食用营养补充剂激活人体自源 性N ...