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The Stock Market Is Sounding a Dire Warning for 2026 -- but Are Investors Paying Attention?
Yahoo Finance· 2025-12-20 11:26
The first comes courtesy of the S&P 500's Shiller Price-to-Earnings (P/E) Ratio, which is also referred to as the cyclically adjusted P/E Ratio, or CAPE Ratio. Whereas the traditional P/E ratio looks back on trailing 12-month earnings per share (EPS), the Shiller P/E is based on inflation-adjusted EPS over the trailing decade. Examining 10 years' worth of inflation-adjusted EPS history provides the closest thing to an apples-to-apples valuation comparison of Wall Street's most-followed stock index (the S&P ...
“情绪经济”崛起,上市公司加码布局新消费赛道
证券时报· 2025-12-20 02:51
Core Viewpoint - The article highlights the rapid growth of the "emotional economy" in China, particularly through new consumption trends such as pet services, experiential consumption, and emotional value-driven purchases, indicating a shift in consumer behavior towards valuing emotional experiences over mere material possession [3][4][10][20]. Group 1: Pet Economy - The pet economy is experiencing significant growth, with the market expected to exceed 811.4 billion yuan by 2025 and potentially surpass 1 trillion yuan shortly thereafter, driven by evolving consumer attitudes and diversified demand [7]. - The popularity of pet parks, such as the newly opened Hongshi Pet Park in Beijing, reflects the increasing demand for pet-related services, with daily visits reaching up to 100 pets and 200 visitors on weekends [6]. - The future growth of the pet economy is anticipated to focus on emotional services and high-end comprehensive services that cater to pets' psychological well-being and social needs [7][8]. Group 2: Emotional Consumption - Emotional consumption is on the rise, with various sectors like trendy toys, experiential consumption, and ticket economy gaining traction, indicating a broader trend towards valuing emotional experiences [10][11]. - The market for emotional economy is projected to reach 2.3 trillion yuan by 2024 and exceed 4.5 trillion yuan by 2029, showcasing its potential as a new engine for economic growth [18]. - Companies are increasingly adapting to this trend, with strategies focusing on enhancing consumer experiences and emotional value, as seen in the plans of companies like Juran Zhijia and Chenguang Co. [17][19]. Group 3: Policy and Market Trends - Recent consumer policies emphasize the importance of new consumption models, particularly those that cater to emotional and experiential needs, with a goal to develop multiple trillion-yuan consumption sectors by 2027 [19][20]. - Analysts note that the current policy environment is designed to stimulate new consumption by enhancing supply and creating new consumption scenarios, which aligns with the growing trend of emotional consumption [19].
WildBrain Ltd. (WILD:CA) Discusses Sale of Peanuts Stake to Sony and Strategic Refocus for Profitable Growth Prepared Remarks Transcript
Seeking Alpha· 2025-12-19 16:37
PresentationKathleen PersaudVice President of Investor Relations Good morning, and thank you, everyone, for joining us today for WildBrain Special Call to discuss our recently announced transaction with Sony. Joining me today are Josh Scherba, our President and CEO; and Nick Gawne, our CFO. Before we begin, please note that the matters discussed on this call include forward-looking statements within the meaning of applicable securities laws. These statements reflect WildBrain's current expectations regardin ...
TGE, Subsidiary of AMTD Digital, Announces Successful Pricing of First SPAC Listing
Prnewswire· 2025-12-19 14:28
PARIS and NEW YORK and LONDON, Dec. 19, 2025 /PRNewswire/ -- AMTD Group Inc. ("AMTD Group"), AMTD IDEA Group (NYSE: AMTD; SGX: HKB), AMTD Digital Inc. (NYSE: HKD) and The Generation Essentials Group ("TGE", NYSE: TGE; LSE: TGE), a subsidiary of AMTD Digital Inc., announce jointly that TGE has successfully listed the first SPAC it sponsors, TGE Value Creative Solutions Corp ("TGE Value Creative Solutions"), on the New York Stock Exchange (the "NYSE"). TGE Value Creative Solutions priced its initial public o ...
X @The Wall Street Journal
Sony is taking control of Snoopy and Charlie Brown, the latest Hollywood power play that leverages cartoon icons across the entertainment industry https://t.co/FP35SOxwV1 ...
Wall Street Breakfast Podcast: TikTok’s U.S. Survival Plan
Seeking Alpha· 2025-12-19 11:12
Getty Images Listen below or on the go via Apple Podcasts and Spotify TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28) This is an abridged transcript. TikTok CEO Shou Chew has announced that parent company ByteDance (BNDCE) has signed binding agreements to create a U.S. joint venture that will be majority-owned by American ...
Mercer China Unveils the Recipients of Its 2025 Star Employers Awards
Businesswire· 2025-12-19 03:27
Core Insights - Mercer, a business of Marsh McLennan, announced the recipients of the 2025 China Star Employers Awards at its Best Employers Summit [1] Group 1: Award Recipients - The recipients of the 2025 China Star Employers Awards include DBS Bank (China) Limited, Domino's Pizza (China), Ingersoll-Rand (China) Investment Company Limited, Shanghai Disney Resort, Starbucks China, and Universal Beijing [1]
X @Bloomberg
Bloomberg· 2025-12-19 01:48
Investment & Expansion - Sony's music and pictures units plan to invest approximately $460 million to acquire control of the company owning the Peanuts brand [1] - The acquisition aims to broaden the Tokyo-based group's content reach [1] Brand & Content - The target company houses the classic Peanuts brand, created by Charles M Schulz [1]
X @Bloomberg
Bloomberg· 2025-12-18 22:01
Who ends up with the assets of Warner Bros. is likely to impact the entertainment industry for decades to come. Here's what you need to know. https://t.co/R1XCGFHIAV ...
Warner Bros. Falls Below Netflix Offer as Bidding War Hopes Cool
Yahoo Finance· 2025-12-18 21:34
Core Viewpoint - The competitive landscape for Warner Bros. Discovery Inc. is shifting, with Netflix Inc. emerging as the frontrunner over Paramount Skydance Corp. in the bidding process for the company [1]. Group 1: Stock Performance - Warner Bros. shares fell by 2.1% to close at $27.61, which is below Netflix's offer of $27.75 per share in cash and stock [2]. - The stock had previously traded as high as $30, reflecting investor optimism about potential bidding increases from both Netflix and Paramount, but has since dropped nearly 8% [3]. Group 2: Bidding Offers - Netflix's offer includes $23.25 in cash and $4.50 in Netflix stock per share, with the stock portion subject to a "collar" that adjusts based on Netflix's stock price at the time of closing [5]. - Paramount's all-cash bid of $30 per share includes Warner Bros.'s cable networks, which Netflix's offer does not cover [6]. Group 3: Regulatory Concerns - Both Netflix and Paramount's offers are expected to face antitrust scrutiny, leading to potentially lengthy regulatory reviews [4]. - Paramount claims a better chance of regulatory approval, while Warner Bros. believes both offers will be treated equally by regulators [4]. Group 4: Valuation of Assets - The valuation of Warner Bros.'s cable TV networks, which would be spun off in the Netflix deal, is debated, with Paramount suggesting a value of $1 per share, while analysts estimate it could be closer to $4 [6].