Group 1 - Sony Group Corporation is currently considered one of the best foreign stocks to buy, with a price target adjustment from JPY5,100 to JPY4,250 while maintaining a Buy rating [1][3] - The company reported strong Q3 FY2025 earnings, with operating profit increasing by approximately 22% year-on-year to ¥515 billion and net income growing by 11% to ¥377.3 billion [4][5] - Revenue for the quarter was ¥3.71 trillion, reflecting a year-on-year increase of around 1% and slightly exceeding forecasts [4][5] Group 2 - Key segments such as Imaging & Sensing Solutions, Music, and Game & Network Services showed standout performances, contributing to the overall revenue growth [3][5] - Management attributed the earnings beat to growth in software and digital services, alongside higher image sensor sales, while the Sony Pictures Entertainment division experienced a decline in revenue and operating income [5][6] - Following the positive results, management raised its revenue forecast to approximately ¥12.30 trillion and operating profit to about ¥1.54 trillion, along with an increase in annual net profit guidance to around ¥1.13 trillion [6]

Core Insights - Grab Holdings Limited (NASDAQ:GRAB) is currently considered one of the best foreign stocks to buy, showcasing strong financial performance in Q4 FY2025 with a revenue of $906 million, marking a 19% year-over-year increase [1] Financial Performance - For Q4 FY2025, Grab reported a profit of $153 million, a significant increase from $11 million in the same quarter the previous year. Adjusted EBITDA for the quarter was $148 million, reflecting a 54% increase year-over-year [2] - For the full fiscal year, Grab's revenue rose approximately 20% year-over-year to around $3.37 billion. The company achieved a profit of $200 million, reversing a loss of $158 million from FY2024, and adjusted EBITDA for the year increased to $500 million, up about 60% year-over-year [2] Shareholder Returns and Future Guidance - Due to its strong performance, Grab's Board has authorized a share repurchase program of up to $500 million. The company has also provided guidance for fiscal 2026, projecting revenue between $4.04 billion and $4.10 billion, with adjusted EBITDA expected to be between $700 million and $720 million [3] Strategic Partnerships - On February 4, Grab was appointed as the exclusive distributor of Hesai Technology's lidar products across Southeast Asia. This partnership entails Grab managing sales, customer support, and marketing for Hesai's lidar sensors in the region [4] Company Overview - Grab Holdings Limited is a Singaporean company that operates Southeast Asia's leading superapp, which offers services including ride-hailing, food delivery, digital payments, and financial services across multiple countries in the region [5]

Quick Read Invesco S&P 500 GARP ETF (SPGP) returned 9.5% in the past year versus 14.4% for the S&P 500. Invesco’s top holdings are Royal Caribbean at 2.49% and NVIDIA at 2.44%. Invesco’s cyclical positioning underperformed as consumer sentiment weakened through 2024 and into 2025. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. If you want exposure to growing companies without paying the premium va ...

Core Viewpoint - Invesco S&P 500 GARP ETF (SPGP) has underperformed the S&P 500 over the past year, returning 9.5% compared to the S&P 500's 14.4%, primarily due to weakening consumer sentiment affecting discretionary spending and travel demand [1] Group 1: Fund Strategy and Holdings - SPGP targets companies within the S&P 500 that exhibit revenue and earnings growth while maintaining reasonable price multiples, appealing to investors who prioritize growth without excessive valuations [1] - The fund has $2.4 billion in assets, with a significant allocation of 24.8% in financials, benefiting from rising interest rates and increased lending activity [1] - Key holdings include Royal Caribbean at 2.49% and NVIDIA at 2.44%, reflecting confidence in the travel recovery and AI infrastructure buildout, respectively [1] Group 2: Performance Analysis - SPGP's performance has lagged behind the broader market, with a 60% gain over five years compared to SPDR S&P 500 ETF Trust's 77% return, indicating the need for economic tailwinds to outperform [1] - The fund's cyclical positioning has been tested, as it relies on economic expansion and consumer spending, which has been weak [1] Group 3: Investment Considerations - SPGP is best suited for investors seeking growth exposure with valuation discipline, but it carries concentration risk, with the top 25 holdings representing approximately 40% of assets [1] - The fund does not include defensive sectors, leaving it vulnerable during economic slowdowns, and offers a minimal dividend yield of 0.65% [1]

Robinhood Markets Inc. (NASDAQ:HOOD) is one of the best upside stocks to invest in right now On February 11, Barclays lowered its price target on Robinhood to $124 from $159 while keeping an Overweight rating. This sentiment was posted following a Q4 2025 earnings report that missed revenue expectations. Despite the company’s focus on ambitious long-term goals, Barclays expects a recent slowdown in net new asset growth to impact the stock, which fell 12% in morning trading. The firm attributed the weaker ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Viewpoint - The stock price of Zhiyuan Technology, known as the "first stock of large models" in Hong Kong, surged over 138.68% within five trading days, indicating strong market interest and momentum for AI-related companies [2][3] Group 1: IPO Developments - Zhiyuan Technology has updated its A-share IPO guidance report, adding Guotai Junan Securities as a new advisor alongside CICC, enhancing its advisory team [3][5] - The company previously withdrew its IPO guidance submitted in April 2025 and is now aiming for a listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board [5][6] - The rapid re-initiation of A-share IPO guidance reflects Zhiyuan's commitment to establishing a dual capital platform ("A+H") [7] Group 2: Competitive Landscape - The competition among leading securities firms for IPO services in the AI sector is intensifying, with a focus on both speed and quality of submissions [3][12] - Guotai Junan Securities has a strong track record, having participated in 19 IPO projects on the Sci-Tech Innovation Board over the past three years, making it the top firm in terms of project count [8] - In contrast, CICC has been involved in 12 projects during the same period, highlighting the competitive dynamics between these top-tier firms [9] Group 3: Market Trends - The current environment allows unprofitable "hard tech" companies, including AI firms, to pursue IPOs, but the complexity of their technologies and business models leads to more rigorous scrutiny during the application process [14] - The collaboration between CICC and Guotai Junan Securities in past projects, such as the successful IPO of SMIC, showcases their established partnership in the hard tech sector [11][10]

今天分享的是：2026年金融趋势报告 报告共计：22页 德勤《2026年金融趋势报告》基于对1326位全球年营收超10亿美元企业的财务领袖调研及9位财务高管访谈，梳理出影响2026年财务职能 发展的五大核心趋势，揭示了财务领袖角色从传统财务管理向企业战略核心的转型，以及技术赋能对财务职能的重塑，同时指出行业面 临的人才、技术落地等挑战。 报告指出，应对不确定性成为财务工作首要重点，供应链扰动、经济与监管风险叠加，财务领袖需通过高级情景规划、敏捷治理模型及 AI驱动洞察，同时兼顾成本优化与增长投资，沃尔玛等企业已实现情景规划的日常化与AI化升级。其二，财务领袖的战略属性显著增 强，57%的受访者成为企业战略制定核心参与者，这类领袖更积极布局云技术与AI，在成本优化、AI价值落地与智能体集成上的推进速 度远超战略支持型财务团队，惠普企业等企业借助技术实现财务从管家到战略领导者的转变。 财务主导的精细化成本管理成为价值驱动关键，36%的财务领袖主导企业成本管理，这类团队更易达成降本目标，其核心手段包括云部 署、AI技术应用及专属成本管理团队搭建，ABB集团通过定制化盈利指标将成本纪律融入企业文化。而AI落地虽成行业 ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased SLM Corporation securities between July 25, 2025, and August 14, 2025, of the upcoming lead plaintiff deadline on February 17, 2026, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought SLM securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by February 17, 2026 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in this area [4]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company, and has consistently ranked highly in terms of settlements since 2013 [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, SLM Corporation made false or misleading statements regarding its financial health, specifically concerning early-stage delinquencies and the effectiveness of its loss mitigation programs [5]. - It is claimed that these misrepresentations led to a materially false impression of SLM's business operations and prospects, resulting in investor damages when the truth was revealed [5].

Core Viewpoint - Fold Holdings, Inc. is set to hold its 2026 annual meeting of shareholders on May 19, 2026, at 12:00 p.m. Eastern Time, which will be conducted virtually [1]. Group 1 - The record date for determining shareholders entitled to notice and to vote at the annual meeting is March 24, 2026, at the close of business [2]. - Fold is the first publicly traded bitcoin financial services company, facilitating the earning, saving, and spending of bitcoin for individuals and businesses [3]. - The company is focused on integrating bitcoin into everyday financial experiences through innovative products like the Fold App, Fold Bitcoin Gift Card™, and Fold Debit Card™ [3].