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Wynn Resorts: Strong Buy On Macau And Vegas Growth
Seeking Alpha· 2025-06-26 07:12
Core Viewpoint - Wynn Resorts, Limited is initiated with a Strong Buy rating and a price target of $187, focusing on its luxury integrated resorts in Macau, Las Vegas, and Boston, which provide industry-leading gaming, hospitality, and entertainment [1] Company Overview - Wynn Resorts, Limited engages in the design, development, and operation of luxury integrated resorts [1] - The company operates in key markets including Macau, Las Vegas, and Boston [1] Research Methodology - Moretus Research employs a structured, repeatable framework to identify companies with durable business models and mispriced cash flow potential [1] - The research combines rigorous fundamental analysis with a judgment-driven process, focusing on comparability, simplicity, and relevance [1] - The coverage tends to favor underappreciated companies undergoing structural change or temporary dislocation, aiming for asymmetric returns [1] Investment Philosophy - Moretus Research emphasizes a deep respect for capital, discipline, and long-term compounding [1] - The goal is to raise the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Century Casinos (CNTY) Earnings Call Presentation
2025-06-26 07:06
April 5, 2024 - Cape Girardeau, MO PRESENTATION INVESTOR Peter Hoetzinger, Co CEO & President Lyle Randolph, Vice President of Operations & General Manager FORWARD - LOOKING STATEMENTS This presentation may contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Private Securities Litigation Reform Act of 1995. Century Casinos, Inc. (together with its subsidi ...
电力设备行业深度报告:固态电池设备关键环节,前中段引领突破
Wanlian Securities· 2025-06-26 07:05
固态电池设备关键环节,前中段引领突破 [Table_ReportType] ——电力设备行业深度报告[Table_ReportDate] [行业核心观点: Table_Summary] 与传统液态锂电池相比,固态电池具备高安全性,高能量密度的关键 优势,是锂电池产业升级的重要方向。当前,在国家政策支持、企业 布局加速的推动下,固态电池正在进入快速发展阶段,产业化转折点 即将到来,未来市场空间广阔。固态电池设备是锂电池产业链上游环 节,在量产进程中有望率先受益。 投资要点: 常规锂电设备:前段中段设备价值占比高,涂布、卷绕机为核心设备。 从工序流程来看,锂电生产工艺主要分为三个环节,分别为前段制片环 节、中段装配环节以及后段测试环节。从细分环节市场规模结构分布来 看,我国锂电设备前段、中段、后段设备市场占比分别为 44.05%、 35.71%、20.24%,前段设备市场占比最高,其次为中段设备。细分来看, 前段设备中,涂布机价值最大,占前段设备的 75%左右;中段关键设备 为卷绕机,其价值占比达到 70%。 3282 ⚫ 固态电池设备:与常规锂电设备区别集中在前段和中段。 ⚫ (1)前段设备:干法电极有望应用, ...
德国DAX30指数开盘上涨0.47%。英国富时100指数开盘下跌0.13%。法国CAC40指数开盘上涨0.38%。欧洲斯托克50指数开盘上涨0.32%。
news flash· 2025-06-26 07:05
法国CAC40指数开盘上涨0.38%。 欧洲斯托克50指数开盘上涨0.32%。 德国DAX30指数开盘上涨0.47%。 英国富时100指数开盘下跌0.13%。 ...
欧洲股市开盘集体上涨
news flash· 2025-06-26 07:05
欧洲股市开盘集体上涨,德国DAX30指数上涨0.47%,法国CAC40指数上涨0.38%,英国富时100指数下 跌0.13%,欧洲斯托克50指数上涨0.32%,西班牙IBEX35指数上涨0.21%,意大利富时MIB指数上涨 0.39%。 ...
上证指数收报3448.45点,跌0.22%。深证成指收报10343.48点,跌0.48%。创业板指收报2114.43点,跌0.66%。沪深300收报3946.02点,跌0.35%。科创50收报989.97点,跌0.57%。中证500收报5838.25点,跌0.41%。中证1000收报6247.79点,跌0.45%。
news flash· 2025-06-26 07:05
Market Performance - The Shanghai Composite Index closed at 3448.45 points, down 0.22% [1] - The Shenzhen Component Index closed at 10343.48 points, down 0.48% [1] - The ChiNext Index closed at 2114.43 points, down 0.66% [1] - The CSI 300 Index closed at 3946.02 points, down 0.35% [1] - The STAR 50 Index closed at 989.97 points, down 0.57% [1] - The CSI 500 Index closed at 5838.25 points, down 0.41% [1] - The CSI 1000 Index closed at 6247.79 points, down 0.45% [1]
期货收评:商品大面积上涨,焦煤、多晶硅大涨超3%,工业硅、沪镍、20号胶、橡胶涨幅超2%
news flash· 2025-06-26 07:05
涨跌都能赚钱,马上0元开户抓住大行情机会>>> 市场情绪较好,商品大面积上涨,焦煤、多晶硅大涨超3%,工业硅、沪镍、20号胶、橡胶涨幅超2%。 农产品表现弱势,菜粕、豆粕大跌超2%。 | 名称 | 现价 | 涨幅(结)1 | | --- | --- | --- | | 焦煤2509 | 819.5 | +3.60% | | 多昌硅2508 | 31715 | +3.46% | | 工业硅2509 | 7720 | +2.66% | | 20号胶2508 | 12145 | +2.58% | | 治緯2507 | 120700 | +2.34% | | 橡胶2509 | 14040 | +2.11% | | 沪锡2507 | 267270 | +1.95% | | 焦炭2509 | 1395.5 | +1.86% | | 纯碱2509 | 1180 | +1.72% | | 際碱2509 | 2311 | +1.72% | | 沪银2508 | 8796 | +1.70% | | 氧化铝2509 | 2948 | +1.45% | | 原木2507 | 818.0 | +1.43% | | LPG2508 | ...
职工共建赋能幸福“蔬”果喜丰收
Zhong Guo Xin Wen Wang· 2025-06-26 06:57
近年来,兰州北线路车间充分利用车间周围的闲置土地资源,精心打造了一片近300平方米的小菜园和 果树园,逐渐成为全段38个小菜园示范样板之一。(资料图) 近日,走进兰州安宁区 沙井驿凤凰山下的兰州铁路局兰州西工务段自建小菜园,一幅生机勃勃的丰收画卷徐徐展开。王光辉 摄 兰州西工务段兰州北线路车间位于安宁区沙井驿黄河以北的凤凰山下,远离闹市。近年来,兰州北线路 车间充分利用车间周围的闲置土地资源,以改善职工生活、提升职工幸福感为目标,精心打造了一片近 300平方米的小菜园和果树园,逐渐成为全段38个小菜园示范样板之一,有力推动了一线职工自建果蔬 的发展,既为职工的业余生活增添了一抹亮丽色彩,也为职工"幸福餐桌"提供源源不断的绿色新鲜蔬 菜。 兰州北线路车间党总支书记张有奎介绍说,车间通过"集体规划+小分队管护+全员参与"的创新模式, 持续整合闲置土地,科学规划种植区域,翻新土壤,种植苹果树、枣树、杏树等树苗。今年春播期间, 车间全体职工集体劳作,栽种了西瓜、番茄、生菜等十几种蔬菜。同时,选拔6名有经验、有热情的职 工成立"劳作小分队",负责定期浇水、施肥、病虫害防治等日常管护工作,实现了从土地开垦到果蔬种 植的有 ...
民生一件事 | 生育津贴发放“提档加速” 这份“暖心礼”惠及万千家庭
Yang Shi Wang· 2025-06-26 06:57
央视网消息:生育津贴、俗称"产假工资",是对职业女性因生育休产假离开工作岗位期间给予的经济支持。国家医保局消息,截至6月12 日,全国12个省份和新疆生产建设兵团的所有统筹区,生育津贴可直接发放至个人,包括山西、内蒙古、黑龙江、上海、福建、山东、湖北、 海南、重庆、甘肃、青海、宁夏等。此外,云南将于7月底前在全省实现生育津贴直达个人,其他多数省份也已部分实现直接发放至个人。生 育津贴由谁出?个人大概能领多少呢?民生一件事,我们来详细了解。 截至2024年底,我国生育保险参保人数超2.5亿。过去,生育津贴的发放需要参保单位专管员,携带报销相关材料到业务经办窗口办理, 审核通过后统一发放至单位账户,再由单位下发至个人。职工通常需要大半年的时间才能收到生育津贴。而在实现生育津贴直发个人的地区, 参保女职工月子期间只需将资料拍照发给单位,单位从医保网申请生育津贴,完成上传资料后,参保职工就可以在家"坐等"生育津贴直接打到 自己的银行卡上,实现"不出月子即享生育津贴"。 津贴直发个人 方便的同时如何兼顾安全? 经办流程缩减,方便老百姓的同时,又该如何确保基金安全呢?我们来看湖南的实践探索。 "生育津贴"这笔钱既不是男方 ...
稀土高管集体消失,关键技术频繁出事,国家王牌面临新威胁!
Sou Hu Cai Jing· 2025-06-26 06:57
Core Insights - The resignation of Liao Chunsheng, the technical director of China Rare Earth Group, has raised alarms in the industry, as he possesses critical technology for rare earth extraction [1] - Over the past two years, 12 senior executives in the rare earth sector have mysteriously resigned, with five joining foreign competitors, indicating a potential loss of core technology [1][3] - A foreign entity has reportedly established a "research foundation" through a third country, luring away key technical personnel with high salaries and immigration incentives [3] Industry Impact - The true value of rare earths lies in their purification technology, with China supplying 87% of the market despite holding only 23% of global reserves [5] - Recent occurrences of similar product parameters in the U.S. and Europe suggest that foreign companies may be replicating China's advanced separation processes [5] - Defense experts warn that a 1% reduction in technological gap could increase defense costs by 2 billion [5] National Security Measures - In response to the crisis, China is implementing a blockchain traceability system for core process documents and a "technology passport" system for key personnel [6] - New technologies are being developed, including an AI system that triggers data deletion upon illegal disassembly and quantum encryption for secure data transmission [7] Global Competition - The U.S. Department of Energy is investing $1.8 billion in seabed rare earth extraction research, while Japan's Toyota plans to produce "rare earth-free motors" by 2027 [8] - An Australian laboratory claims to have achieved fully automated rare earth purification, reducing human dependency to zero [8] Technological Advancements - New extraction technologies in China have achieved a 99.995% yield rate for ion-type rare earths, with wastewater emissions reduced by 90% [9] - A facility in Jiangxi is recovering neodymium-iron-boron from discarded hard drives, achieving higher purity than raw ore extraction [9] - The "urban mining" base in Ganzhou is capable of extracting strategic resources from old mobile phones, meeting 15% of the annual military demand for rare earths [9]