I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Builders FirstSource (BLDR) shares rallied 8.8% in the last trading session to close at $126.91. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 10.5% gain over the past four weeks. Shares of this Texas-based supplier of building materials, manufactured components and construction services are likely to have trended upward due to favorable long-term fundamentals backing up its prospects. The company’s consist ...

Financial Data and Key Metrics Changes - Consolidated revenues for Q3 2025 were $610.8 million, an increase of 1.2% from $603.3 million in Q3 2024 [6][12] - Consolidated operating income decreased to $48.2 million from $48.5 million, a decline of 0.6% [12] - Net income increased to $39.7 million or $2.13 per diluted share, up from $38.1 million or $2.03 per diluted share [12] - Consolidated adjusted EBITDA increased to $85.8 million from $84.8 million, reflecting a 1.2% growth [12] - Effective tax rate increased to 25.7% compared to 22.9% in the prior year [12] Business Line Data and Key Metrics Changes - Core Laundry operations revenues were $533.2 million, an increase of 0.9% from the previous year [13] - Core Laundry organic growth was 1.1%, adjusting for acquisitions and currency fluctuations [14] - Specialty Garments segment revenues increased to $47.8 million from $47.6 million, a growth of 0.5% [15] - First Aid segment revenues increased to $29.8 million from $27.3 million, reflecting a 9% growth [17] Market Data and Key Metrics Changes - Customer retention improved compared to Q3 2024, although there was some softness in customer wearer levels [8] - Direct sales revenues were lower compared to the same quarter last year, impacting overall growth [9][66] Company Strategy and Development Direction - The company is focused on enhancing customer experience and operational execution through investments in people, technology, and infrastructure [5][10] - The ongoing ERP project is expected to drive long-term benefits, with current costs being capitalized rather than expensed [41][42] - The company aims to improve strategic pricing, procurement sourcing, and inventory management [10] Management's Comments on Operating Environment and Future Outlook - Management noted a cautious mood among existing customers regarding investments, particularly in manufacturing sectors [21] - The pricing environment remains challenging, with potential future impacts from tariffs on vendor costs [24][45] - The company maintains its annual revenue guidance between $2.422 billion and $2.432 billion, while increasing diluted earnings per share guidance to $7.6 to $8 [18] Other Important Information - The company incurred approximately $5.7 million in advisory and legal costs during the quarter, with some related to prior strategic discussions [17][58] - Cash, cash equivalents, and short-term investments totaled $211.9 million, with no long-term debt [17] Q&A Session Summary Question: Can you unpack organic growth further? - Management characterized the existing customer base as cautious, with some targeted reductions in employment levels impacting growth [21][22] Question: Can you provide insight into pricing dynamics? - Management noted a fluid situation regarding pricing, with companies recovering from high inflation and potential tariff impacts [24][25] Question: How is the new sales environment today? - Management indicated that new sales have shown incremental positive momentum compared to six months ago, but not dramatically different [31] Question: What is the status of key initiatives and cost reductions? - Key initiative costs are primarily related to the ongoing ERP implementation, which is progressing well [40][41] Question: What impact are tariffs expected to have on costs? - Management explained that tariffs could impact garment sourcing costs, but the situation remains fluid [45][47] Question: How are labor costs currently? - Labor costs are stable, with improvements in execution and efficiency noted [55] Question: Can you clarify the strategic advisory and legal expenses? - The costs were related to prior strategic discussions and an ongoing legal matter, with an increased reserve built for the latter [58]

Financial Data and Key Metrics Changes - The company reported annual revenue exceeding $6 billion, representing a 33% year-over-year increase [19] - Direct-to-consumer (DTC) profitability improved by $1.2 billion in the last year [19] Business Line Data and Key Metrics Changes - The content strategy focused on fewer, larger original series has proven successful, leading to the addition of 10 million incremental subscribers and double-digit growth in watch time [18] - The company achieved significant growth in its streaming service, Paramount Plus, which is expected to reach domestic profitability this year [15][19] Market Data and Key Metrics Changes - The company has not observed any material impact from recent macroeconomic trends, although there is increased pressure in the lower side of the advertising market [21][23] - The company maintains a strong position with a large addressable footprint combining streaming and linear services, which is attractive to advertisers [22] Company Strategy and Development Direction - The company is committed to investing in world-class content and fostering a creative culture to drive shareholder value [27] - The strategy emphasizes the importance of hit-driven content rather than volume, which has been validated by recent performance metrics [17][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position, citing a strong slate of hits and a robust lineup of live events and sports [22][23] - The company believes that the current pressures in the advertising market will balance out over time, reinforcing its optimistic outlook [23] Other Important Information - The company settled a lawsuit with the President, which was driven by the desire to avoid the costs and risks associated with prolonged legal battles [13][14] Q&A Session Summary Question: What drove the company's decision to settle the lawsuit with the President? - The company settled to avoid high legal costs, risks of adverse judgments, and disruptions to business operations [13][14] Question: Can you share more about the drivers of improvement in B2C and confidence in reaching domestic profitability? - The content strategy focusing on fewer, bigger original series has driven significant growth, with 10 million new subscribers and improved profitability [15][18][19] Question: What is the update on recent advertising trends? - The company has not seen material impacts from macroeconomic trends, although there is pressure in the lower advertising market [21][22][23] Question: How does content drive value across the company? - Content investments enhance engagement across streaming, linear, and theatrical platforms, benefiting multiple revenue streams [24][25]

7月2日，云南白药连续4个交易日下跌，区间累计跌幅-1.33%。云南白药集团股份有限公司创制于1902 年,是业内公认中华老字号最具有创新力的代表。 财报显示，易方达基金旗下易方达沪深300医药ETF为云南白药前十大股东，今年一季度减持。今年以 来收益率2.19%，同类排名1717(总3321)。 | 阶段底帽 学反派 田 | 年反派 宙 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -0.22% | -1.26% | -0.11% | 4.87% | 2.19% | | 同米平均6 | 1.88% | 4.37% | 2.39% | 5.29% | 5.29% | | 沪深300 | -0.41% | 2.69% | 1.53% | 3.23% | 0.22% | | 跟踪标的� | -0.22% | -1.44% | -0.85% | 4.23% | 1.55% | | 同类排名 3 | | | 2485 3826 3723 3792 2618 3585 1798 332 ...

财报显示，财通基金旗下财通成长优选混合A进入南极电商前十大股东，且为今年一季度新进。今年以来收益率-17.75%，同类排名2153(总2163)。 | 阶段涨幅 | 李度涨幅 | 年度涨幅 | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 4.66% | 16.78% | 8.36% | -15.80% | -17.75% | | 同类平均6 | 2.05% | 3.96% | 2.55% | 5.5599 | 5.55% | | 沪深300 | -0.41% | 2.69% | 1.53% | 3.23% | 0.22% | | 同类排名 3 | 12 2197 | 20 2194 | 169 2183 | 2153 2163 | 2153 2163 | | 四分位排名 3 | | | | 图片来源:天天基金网 2025/7/2 | | | | 13.5% | | 13.5% | T. 1-1- | T. H. | 7月2日，南极电商连续4个交易日下跌，区间累计跌幅-2.01%。南 ...

被告九李胜于2017年8月23日进入原告九江天赐工作，与九江天赐签订了《劳动合同》《商业保密、竞 业限制协议》等，于2021年5月20日从九江天赐离职。其在九江天赐工作期间先后担任电池生产部工艺 技术总监、总工程师等职务。 为了获取非法利益，被告九李胜违反保密义务，伙同被告人七郑飞龙与被告一浙江永太科技股份有限公 司、被告三何人宝达成合作协议后，被告一至被告五将其通过收买的不正当手段非法获取的原告液体六 氟磷酸锂工艺技术资料运用于被告二邵武永太高新材料有限公司年产13.4万吨液体锂盐产业化项目中。 该项目由被告四王国超、被告五邵鸿鸣具体负责，并由被告十浙江美阳国际工程设计有限公司进行项目 产线设计，并由被告六上海桦置工程科技有限公司（该公司由郑飞龙、被告八姜存华与何人宝成立，实 控人为何人宝）承接项目部分。 对此，天赐材料提出七大诉讼请求： 7月2日晚间，"电解液一哥"天赐材料（002709.SZ）公告称，全资子公司九江天赐高新材料有限公司 （以下简称"九江天赐"）作为原告，就商业秘密侵权纠纷案件向江西省高级人民法院提起民事诉讼，涉 案金额预期经济损失8.87亿元及律师费115万元。 公告显示，涉案被告包括浙 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________ FORM 10-K __________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 0-5286 KEWAUNEE SCIENTIFIC CORPORATION (Exact name of reg ...

这位人士进一步说，在通信及数据中心业务方面，公司持续加大研发投入，全面拓展海外头部客户，凭 借领先的技术实力与卓越的产品品质，收获客户高度认可。港股发行上市有助于公司借助国际资本力 量，深化与客户在数据中心领域核心产品上的技术协同开发，加速产品迭代升级，提升客户黏性与合作 深度。 此前市场曾有消息称，立讯精密计划于2025年在香港上市，预计融资20亿至30亿美元（约合145亿至218 亿元人民币），目前已与多家投行磋商，即将委任承销商启动流程。若成功上市，立讯精密将成为继蓝 思科技（300433）、歌尔股份（002241）后，又一家登陆港股的"果链三巨头"成员，进一步拓宽国际融 资渠道。 在此次公告中，立讯精密暂未公布具体融资细节。立讯精密最新披露的公告显示，根据《深圳证券交易 所股票上市规则》、《境内企业境外发行证券和上市管理试行办法》等法律法规的要求，待具体方案确 定后，本次H股发行上市工作尚需提交公司董事会和股东会审议，并经中国证监会备案和香港联交所等 监管机构审核。本次H股发行上市能否通过审议、备案和审核程序并最终实施具有较大不确定性。公司 将依据相关法律法规的规定，根据本次H股发行上市的后续进展情况 ...

华夏时报记者 胡金华 上海报道 新一批的QDII额度再次"开闸"。 6月30日，国家外汇管理局（下称"外汇局"）披露最新一期QDII投资额度审批情况表，截至2025年6月 末，银行类、证券类、保险类、信托类等机构累计批准额度为1708.69亿美元，较去年5月9日的1677.89 亿美元增加30.8亿美元。 事实上，此次QDII额度扩容已有预告。6月18日召开的2025陆家嘴论坛上，中国人民银行副行长、外汇 局局长朱鹤新透露，近期将新发放一批QDII投资额度，有序满足境内主体境外投资合理需求。 值得关注的是，本轮新批复30.8亿美元额度的机构涵盖银行、保险、信托、证券、基金五类82家，其 中，基金公司共有44家，券商及券商资管有16家。各家机构获得的额度从1000万美元到5000万美元不 等。 "额度太少，一旦新产品获批估计秒光。高净值客户对于QDII的热情一直高涨，尤其是港股市场从上半 年开始赚钱效应明显，以前的QDII产品半年收益接近翻倍，接下来的投资主线肯定仍然聚焦香港资本 市场。"7月1日，上海一家获批的银行理财子公司渠道总监李蕊接受《华夏时报》记者采访时坦言。 82家机构瓜分新额度 "QDII额度扩容 ...