I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Group 1 - Gold prices and stocks are experiencing a downward trend, with the Dow Jones index recently hitting a new high [1][2] - Embraer, a Brazilian jet maker, is highlighted for its "unprecedented" backlog and has cleared a buy point after overcoming tariff-related turbulence [1][4] - The stock of Embraer has a Composite Rating of 92 out of 99 and is ranked 28th in its industry group [1][4] Group 2 - The Dow Jones index rallied more than 200 points, indicating strong market performance despite declines in gold and AI energy sectors [2][4] - Netflix's stock has declined following disappointing earnings results, contrasting with the overall market rally [2] - Companies like Walmart, Amazon, and Boeing are noted for their potential buy points, while Tesla stock is also showing interest in entry points [4]

Retail & Blockchain Integration - Bealls 在美国 660+ 家门店实现亚秒级加密货币交易 [1] Industry Trend - 传统零售拥抱区块链技术 [1]

Market Overview - Youth sports in the United States represents a $40 billion market annually [1] - Spending per child in youth sports has increased by 46% since 2019 [1] - The youth sports market is four times the size of the domestic box office [1] Dick's Sporting Goods Strategy - Dick's Sporting Goods is focusing on its "House of Sport" concept as its future strategy [2] - The "House of Sport" concept aims to innovate and disrupt Dick's Sporting Goods' existing business model [2] - "House of Sport" stores are significantly larger, typically 120,000 to 150,000 square feet, and often two stories [3] - These stores feature sports cages, fields, golf simulators, climbing walls, and premium brands [3] - Mall developers are actively seeking Dick's Sporting Goods to fill vacant department store spaces [4][5] Financial Performance & Expansion - A typical "House of Sport" generates approximately $35 million in sales [5] - "House of Sport" achieves an approximate 20% EBIT margin due to favorable lease terms [5] - Dick's Sporting Goods plans to operate approximately 35 "House of Sport" locations by the end of the current year and aims to reach up to 100 by 2027 [6]

Core Points - Turning Point Brands, Inc. (TPB) will host a conference call to discuss its Q3 2025 results on November 5, 2025, at 8:30 a.m. Eastern [1] - The company has declared a regular quarterly dividend of $0.075 per common share, payable on October 10, 2025, to shareholders of record on September 19, 2025 [5] Company Overview - Turning Point Brands, Inc. is a manufacturer, marketer, and distributor of branded consumer products, including alternative smoking accessories and consumables with active ingredients [2] - The company's product portfolio includes well-known brands such as Zig-Zag®, Stoker's®, FRE®, and ALP®, available in over 220,000 retail outlets across North America [2]

Group 1: Urban Outfitters, Inc. (URBN) - Urban Outfitters is a consumer products retailer and wholesaler with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 5.9% over the last 60 days [1] - The company has a PEG ratio of 1.05 compared to the industry average of 1.69 and possesses a Growth Score of B [1] Group 2: Micron Technology, Inc. (MU) - Micron Technology is a memory and storage products company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 27.1% over the last 60 days [2] - The company has a PEG ratio of 0.44 compared to the industry average of 1.40 and possesses a Growth Score of A [2] Group 3: Western Digital Corporation (WDC) - Western Digital is a data storage devices and solutions company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 1.9% over the last 60 days [3] - The company has a PEG ratio of 0.95 compared to the industry average of 2.27 and possesses a Growth Score of B [3]

Group 1 - Walmart is pausing hiring of candidates requiring H-1B worker visas, being the ninth largest corporate recipient of H-1Bs in America for fiscal 2025 [1] - Walmart's spokesperson stated the company is committed to hiring the best talent while being thoughtful about its H-1B hiring approach [2] - Barclays is raising guidance and announcing a £500 million share buyback, with its stock increasing by 4.5% [2] Group 2 - Western Alliance reported a more than 27% year-over-year increase in profits, with stock up by 2.8% despite an alleged fraud incident [3] - LVMH is exploring the sale of its 50% stake in Fenty Beauty, co-owned with Rihanna [3] - Microsoft CEO Satya Nadella's pay for fiscal 2025 increased by 22% to over $96 million, including more than $84 million in stock awards [4]

Company Developments - DraftKings (NASDAQ: DKNG) has entered the prediction market industry through the acquisition of Railbird Technologies, a CFTC-licensed exchange, marking a strategic expansion beyond sports betting [3] - The company plans to launch a new mobile app, DraftKings Predictions, allowing users to trade on real-world outcomes across multiple exchanges [4] Industry Trends - Netflix (NFLX) is collaborating with Mattel (NASDAQ: MAT) and Hasbro (NASDAQ: HAS) to produce merchandise for the K-Pop Demon Hunters franchise, which includes toys, games, and collectibles [4][5] - The merchandise will be available at retail starting spring 2026, coinciding with the 2026 holiday season [6] Market Reactions - DraftKings shares rose by 5.4% in premarket trading following the announcement of its acquisition [3] - Mattel's shares closed 2.45% higher despite reporting an earnings and revenue miss, while Hasbro's shares experienced a slight decline of 0.5% in premarket trading [7]

Company Developments - DraftKings (NASDAQ: DKNG) has entered the prediction market industry through the acquisition of Railbird Technologies, a CFTC-licensed exchange, marking a strategic expansion beyond sports betting [3] - The company plans to launch a new mobile app, DraftKings Predictions, allowing users to trade on real-world outcomes across multiple exchanges [4] Industry Trends - Netflix (NFLX) is collaborating with Mattel (NASDAQ: MAT) and Hasbro (NASDAQ: HAS) to develop merchandise for the K-Pop Demon Hunters franchise, which includes toys, games, and collectibles [4][5] - The merchandise rollout is set to begin in spring 2026 and will feature products inspired by popular K-Pop groups [6] Market Reactions - DraftKings shares rose by 5.4% in premarket trading following the announcement of its acquisition [3] - Mattel's shares closed 2.45% higher despite reporting an earnings and revenue miss, while Hasbro's shares experienced a slight decline in premarket trading [7]