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Accenture Set to Report Q3 Earnings: Here's What You Should Know
ZACKS· 2025-06-17 16:31
Core Insights - Accenture plc (ACN) is set to release its third-quarter fiscal 2025 results on June 20, with expectations of a revenue increase of 4.5% year-over-year to $17.2 billion and an EPS rise of 5.1% to $3.29 [1][8] Revenue Expectations - The Zacks Consensus Estimate for Consulting revenues is $8.7 billion, reflecting a 2.4% year-over-year growth [2] - Managed Services segment revenues are estimated at $8.5 billion, indicating a 6.1% increase from the previous year [2] - Products segment revenues are projected to be $5.2 billion, showing a 4.5% rise from the year-ago level [3] - Health & Public Services segment revenues are expected to reach $3.7 billion, suggesting a 5.7% increase [3] - Financial Services revenues are anticipated to be $3 billion, implying a 5.3% rise [3] - Communications, Media & Technology segment revenues are estimated to rise 2.6% to $2.8 billion [4] - Resources segment revenues are projected at $2.4 billion, indicating 1.8% year-over-year growth [4] Geographical Revenue Projections - Revenues from the Americas are expected to increase 4.8% to $8.7 billion [5] - EMEA region revenues are pegged at $6 billion, suggesting a 4.4% rise [5] - Asia Pacific revenues are anticipated to grow 1.9% to $2.4 billion [5] Earnings Prediction - The model predicts an earnings beat for ACN, with an Earnings ESP of +1.22% and a Zacks Rank of 3 (Hold) [6]
All You Need to Know About Alithya (ALYAF) Rating Upgrade to Buy
ZACKS· 2025-06-16 17:01
Core Viewpoint - Alithya Group (ALYAF) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive outlook for the company's stock price [1][3]. Earnings Estimates and Stock Price Movement - Changes in a company's future earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4]. - Institutional investors utilize earnings estimates to calculate the fair value of a company's shares, leading to significant stock price movements based on their buying or selling actions [4]. Alithya's Earnings Outlook - The recent upgrade for Alithya signifies an improvement in the company's underlying business, which is expected to drive the stock price higher as investors respond positively to this trend [5]. - Alithya is projected to earn $0.13 per share for the fiscal year ending March 2026, with no year-over-year change, but the Zacks Consensus Estimate has increased by 81.5% over the past three months [8]. Zacks Rank System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - Alithya's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].
德勤调查:逾4成家族办公室正推动技术战略 以促进数字化转型
Zhi Tong Cai Jing· 2025-06-16 07:52
家族办公室的优先要务是利用技术来支持其安全与风险控制流程,其中65%表示其中等程度或广泛地使 用相关技术,其次是利用技术支持其投资营运(49%)、税务和财富规划(35%),以及客户管理活动 (28%)。 家族办公室最常采用的技术类型是云端应用与服务,87%使用其进行数据存储及SaaS(软件即服务)。虚 拟会议工具(82%)及移动通信应用(71%)紧随其后,以支持远程协作。此外,61%实施身份识别与访问管 理以保护系统及数据,亦有50%使用内部应用程序与服务。 德勤民营企业与私人客户服务香港主管合伙人刘明扬表示,尽管家族办公室领域持续扩展,但在数字化 转型方面的关注度较为不足。约七成的家族办公室坦言,他们在经营现代企业所需的营运技术方面存在 投资不足或有限的情况,正是其在报告中观察到家族办公室对技术愈发重视的原因。随着愈来愈多的家 族办公室采用技术来提升财富管理、风险控制及客户关系管理,未来竞争力将取决于其能否有效融合创 新,同时保持慎密性与个性化服务。 德勤民营企业与私人客户服务发布《家族办公室洞察系列—家族办公室的数字化转型》,指全球家族办 公室正在加快数字化转型,以适应现今市场环境下对财富管理需求的变化。 ...
本周外盘看点丨美联储领衔“央行超级周”,中东局势如何搅动全球市场?
Di Yi Cai Jing Zi Xun· 2025-06-15 02:12
上周国际市场风云变幻,中美在伦敦举行经贸磋商机制首次会议,中东局势升温震动市场。 市场方面,美股全线下挫,道指周跌1.32%,纳指周跌0.63%,标普500指数周跌0.39%。欧洲三大股指 涨跌互现,英国富时100指数周涨0.14%,德国DAX 30指数周跌3.24%,法国CAC 40指数周跌1.54%。 本周看点颇多,美联储、日本央行、瑞士央行、英国央行将召开议息会议,除了瑞士央行外,其他三家 央行料按兵不动。对于美联储而言,投资者将关注未来降息时机的任何信号,不过通货紧缩加剧了对瑞 士央行负利率的猜测,日本央行可能会将加息预期推迟到2026年,英国下调利率的时间窗口或指向三季 度末。 同时,地缘政治因素再掀波澜,外界关注以色列与伊朗之间的冲突将如何影响中东局势。 美联储是否释放降息信号 美联储本周将召开议息会议,预计联邦基金利率将继续维持在目前的4.25%~4.50%区间。 市场焦点将集中在何时可以降息的任何信号上。5月消费者物价指数(CPI)和生产者价格指数(PPI) 低于预期,提振了宽松预期,货币市场预计美联储有望从9月恢复降息。花旗银行表示,市场一度低估 了降息的风险。随着核心通胀放缓,失业救济申请 ...
正略咨询助力山东铁路投资控股集团有限公司“十五五”发展规划
Group 1 - Shandong Railway Investment Holding Group (Shandong Iron Investment Group) collaborates with Zhenglue Consulting to develop the "14th Five-Year" (2026-2030) overall strategic plan, focusing on innovation-driven development and high-quality growth [1] - The group, established with a registered capital of 48.68 billion yuan, is a large state-owned enterprise approved by the Shandong Provincial Government, specializing in railway investment, construction, operation, and management [1] - As of now, Shandong province has a high-speed railway operating mileage of 3,047 kilometers, ranking first in the country [1] Group 2 - Shandong Iron Investment Group emphasizes its mission of "leading and taking responsibility," focusing on "main business + scientific innovation" to enhance quality and efficiency while ensuring stable development [2] - The group aims to create a comprehensive railway development entity that leads in operational scale, development quality, industry influence, and technological innovation [2] Group 3 - Zhenglue Consulting has extensive experience in the "big transportation" sector, having served over half of the provincial transportation investment groups in China, including Shandong Highway Group and Guangdong Provincial Transportation Group [3] - The consulting firm provides strategic planning, organizational control, human resources, brand marketing, financial management, and digital transformation services to various industries [4]
普华永道:人工智能提升生产力 香港相关职位需求不断增长
智通财经网· 2025-06-13 06:15
智通财经APP获悉,普华永道《2025年全球人工智能就业晴雨表》报告发现,人工智能赋能企业的潜力 已开始凸显,几乎所有涉及人工智能应用的职位数量都在增加,高度可自动化的职位也与部分人的预期 相反。在香港,虽然2024年新增职缺数量较前两年减少,人工智能技能相关的职缺比例反为上升,由 1.6%同比上升至1.9%。 普华永道全球首席商务官Carol Stubbings表示,人工智能赋能企业的潜力已开始凸显,而公司仍处于转 型的初期阶段。随着企业逐步推广代理式人工智能,观察到技术与文化的恰当融合能够带来巨大的新机 遇,重新构想组织的运作方式并创造价值。 近年来,受人工智能影响较少的职位数量增长强劲;同时,受人工智能影响较多的职位数量亦保持稳 健。在受人工智能影响较多的职业中,工作职位可进一步细分为"自动化"职位和"增强型"职位。2019至 2024年间,这两类职位在所分析的每个行业中均呈增长趋势,其中增强型职位的增长速度通常更快。 在香港,资讯及通讯产业是新增职缺中增长最为稳定的行业,从2021年的6.4%上升至2024年的7.2%; 同期,其他行业对人工智能技能的需求保持相对稳定。 同时,香港各行各业都呈现一个普 ...
青岛进入“峰会时间”,敞开怀抱邀跨国公司共谋合作新局
Qi Lu Wan Bao· 2025-06-13 03:49
Group 1 - The sixth Qingdao Summit for Multinational Company Leaders will be held from June 18 to 20, 2025, with the theme "Multinational Companies and China - Linking the World for Win-Win Cooperation" [1] - Qingdao aims to highlight the role of multinational companies, enhance foreign openness, boost consumption efficiency, and ensure the implementation of summit outcomes [3] - The summit will include an International City Partners Dialogue, inviting representatives from multinational companies to discuss cooperation in supply chain, global trade, and investment opportunities [3][4] Group 2 - A series of forums will be held, including the China-Arab Economic and Trade Cooperation High-Quality Development Forum, which will feature over 80 leading companies from Arab countries to explore investment and trade cooperation [4] - The Overseas Fund Investment Cooperation Forum will create an international cooperation platform to attract more financial investments [4] - Qingdao is promoting itself as a coastal tourism city and will host a "Consumption Week" to showcase local products and culture [5]
英国政府预算削减幅度即将公布 英债收益率周二大幅下行
Xin Hua Cai Jing· 2025-06-10 13:45
新华财经北京6月10日电市场密切关注着英国政府即将公布的预算削减幅度,当地时间周二(6月10日) 午后,投资者大举买入英债,除3 月期短债外,其余期限品种英债收益率全线大幅下行,1年期英债和 10年期英债收益率一度下跌逾10BPs。 截至新华财经21:20分发稿时,除3个月期英债外,其余期限品种英债收益率延续下行态势,其中1年期 英债收益率9.7BPs至3.78%, 2年期英债收益率跌9.1BPs至3.914%,10年期英债收益率跌9BPs至 4.543%,30年期英债收益率跌7.8BPs至5.249%。 据英国当地媒体报道,监管警务、保障性住房、环境和地方政府的部门面临资金紧张,英国财政大臣雷 切尔·里夫斯和多位政府部长在最近几周进行了多次谈判,他们希望从财政部获得更大的预算。 英国首相的官方发言人周一表示,有关支出审查的谈判终于结束了。 市场仍在对周二上午发布的就业报告做出反应,该报告显示英国劳动力市场持续疲软——失业率上升, 工资增长低于预期。安信集团(AXA)的G7经济学家加布里埃拉·狄更斯称这是一次"鸽派"的发布,重 申了她的观点,即英国央行将在今年年底前将利率从目前的4.25%下调至3.75%。 ...
长期深耕ESG,安永智能问答2.0破题企业绿色出海新挑战
Di Yi Cai Jing· 2025-06-09 12:07
2025年上海国际碳中和博览会上,"绿色出海"成为热点议题。 企业在海外拓展业务时,应重点关注哪些ESG(环境、社会和公司治理)关键要素?如何制定绿色出海战略?如何更有效地解答上述困惑? 记者在安永展台找到了答案。 "企业出海必须跨越ESG合规与绿色战略两大关键门槛。其核心建议是密切关注国际主流ESG标准(如ISSB、GRI、欧盟CBAM),并把握三大要点:供应 链全生命周期管理、将ESG深度融入业务运营、推动技术与金融创新协同。"安永大中华区在碳博会上全新升级发布的"安永智能问答2.0"如是回答。 据了解,安永智能问答2.0版本是AI赋能可持续发展的突破性探索,未来将持续发挥行业创新源动力,以更全面、智能的服务赋能企业突破瓶颈,助力应对 可持续发展挑战,把握绿色转型机遇,在"人工智能+"行动指引下,融合技术与行业需求,为经济社会可持续发展贡献力量。 更精准、更智能的ESG指引 在全球绿色转型与数字经济深度交织的浪潮中,ESG理念已成为企业可持续发展的核心指引。 安永智能问答2.0系统此次升级,全面梳理了ESG领域的先进方法论,构建了动态更新的专业知识图谱,涵盖碳足迹、碳减排、碳中和等核心场景。该系统 所提建 ...
安永智能问答2.0重磅发布:开启智能问答新纪元
Cai Jing Wang· 2025-06-06 08:46
此外,安永智能问答2.0能够实现更智能的交互体验,在语音与可视化方面实现双突破。用户可以通过语音与AI进行自 然对话,轻松获取所需信息,创新推出的"知识卡片"功能,可以将复杂的问答场景和数据可视化,帮助用户更直观地 理解信息。另外,2.0版本还新增了"碳算小助手"功能,该功能可以帮助用户解码衣、食、住、行等全方位的个人碳足 迹数据,为用户提供个性化的低碳生活建议。 2.0版智能问答突破了传统的咨询服务模式,深入探索"文本—图像—语音"的协同工作机制,通过精心设计的结构化技 术方案,显著提升了信息传达效率。2.0版本可以根据不同业务场景的需求,以多样化的交互模式,运用语音合成技 术、专业报告制作经验,为AI赋能专业顾问能力,重塑业务体验。 2025年6月6日,安永在第三届国际碳中和博览会现场重磅发布全新升级的"安永智能问答2.0"。在2025年4月发布安永 智能问答1.0版后,安永大中华区继续推出全新升级的2.0版本,在智能问答领域上再次实现新突破。作为安永在人工 智能问答结合专业知识领域的最新实践成果,2.0版本在知识领域、交互体验、业务赋能等方面实现了全面升级,引领 智能问答体验的新趋势。 安永大中华区业务 ...