Shein 再被传去香港上市。 据媒体报道，Shein 正在筹备转向香港上市，并准备在未来几周向港交所提交招股说明书，上市计 划预计在年内完成。目前港交所和 Shein 都没有回复媒体置评。 从 2020 年传出上市计划至今，Shein 上市传闻的报道从未停止。其上市经历了内部搁置、重启， 到纽约上市被拒，到英敦上市再不顺，现在又转来了香港。在关税变动的巨大不确定下，Shein 上 市的波折大概不会就此停歇。 星舰在第九次试飞中解体。 昨天，SpaceX 进行 "星舰" 第九次试飞任务。一级火箭在发射几分钟后与星舰分离，并返回地球， 但在下降过程中，控制中心与助推器失去联系，据推测它坠入大海，而非按计划进行受控溅落。 发射约半小时后，SpaceX 表示，飞行团队失去了对 "星舰" 的姿态控制，导致飞船在回到大气层途 中发生翻转，在返回地球途中发生了 "非计划内的解体"。 A 股高管去年年薪最高 4180 万元，多名董事长涨薪超 500 万。 Stellantis 美洲区 COO 安东尼奥·菲洛萨将接替唐唯实，出任集团 CEO。 安东尼奥·菲洛萨（Antonio Filosa）将于今年 6 月 23 日起担任 ...

Group 1 - The implementation of the "Law of the People's Republic of China on Promoting the Development of the Private Economy" on May 20 marks a significant policy shift aimed at enhancing the growth of private enterprises [1] - The core issue causing financing difficulties for private enterprises is insufficient financial transparency, which can be addressed through collaboration among enterprises, financial institutions, and regulatory bodies [1] - Enterprises are encouraged to improve financial management systems and enhance information disclosure quality by engaging professional auditing firms [1] Group 2 - Data governance is highlighted as a means for private enterprises to unlock asset value, with a focus on establishing standardized data collection and management systems [2] - The concept of "new productive forces" is introduced, emphasizing the need for a comprehensive innovation system that integrates data, technology, and talent for the growth of private enterprises [2] - Companies planning to go public in Hong Kong should understand their market fit, align governance structures with Hong Kong standards, and assess compliance with regulatory requirements [2] Group 3 - Deloitte China, established in 1981, is a well-recognized professional services firm with significant influence in the industry, operating in 29 cities with over 350 partners and 7,000 employees [3] - The firm offers a range of services including auditing, tax, consulting, valuation, and engineering management, aiming to support clients in achieving sustainable and responsible growth [3]

Core Insights - Booz Allen Hamilton Holding Corp. (BAH) reported mixed fourth-quarter fiscal 2025 results, with earnings exceeding estimates while revenues fell short [1][2] Financial Performance - Adjusted earnings per share were $1.61, surpassing the Zacks Consensus Estimate by 1.3% and increasing 21.1% year-over-year [2] - Revenues totaled $2.3 billion, missing the consensus estimate by 1.5% but showing a year-over-year increase of 7.3% [2] - Excluding billable expenses, revenues were $2.05 billion, reflecting a 6.2% year-over-year growth [2] Backlog and Book-to-Bill Ratio - Total backlog increased by 14.8% year-over-year to $37 billion, although it fell short of the estimated $38.7 billion [3] - Funded backlog rose 5.6% to $4.4 billion, missing the anticipated $4.9 billion, while unfunded backlog increased by 4.9% to $8.8 billion, also below the estimate of $9.8 billion [3] - Priced options grew by 21.9% to $23.8 billion, slightly missing the expectation of $23.9 billion [4] - The book-to-bill ratio improved to 1.39 from 1.22 in the previous year [4] EBITDA and Margins - Adjusted EBITDA reached $1.32 billion, an 11.9% increase from the prior year, aligning with estimates [5] - The adjusted EBITDA margin remained flat at 11% year-over-year [5] Balance Sheet and Cash Flow - Cash and cash equivalents at the end of the quarter were $885 million, up from $554 million in the previous quarter [6] - Long-term debt increased by 16.9% year-over-year to $3.9 billion [6] - The company generated $218 million in net cash from operating activities, with capital expenditures of $1.2 billion and free cash flow of $911 million [6] Fiscal 2026 Outlook - For fiscal 2026, BAH anticipates revenues between $12 billion and $12.5 billion, with expected growth of 0-4% [7] - Adjusted EPS is projected to be between $700 million and $800 million, with capital expenditures around $110 million [7]

Group 1: Company Overview - Booz Allen Hamilton Holding Corporation (BAH) is set to report its fourth-quarter fiscal 2025 results on May 23, before the market opens, and has a strong earnings surprise history, surpassing the Zacks Consensus Estimate in three of the past four quarters with an average surprise of 6.7% [1] Group 2: Revenue Expectations - The consensus estimate for BAH's revenues in the upcoming quarter is $3.02 billion, reflecting an 8.9% growth compared to the same quarter last year, driven by strong service demand, headcount growth, and higher billable expenses [2] Group 3: Earnings Per Share (EPS) Expectations - The consensus estimate for EPS in the upcoming quarter is $1.59, indicating a 19.4% increase from the year-ago quarter, likely due to strong operating performance [3] Group 4: Earnings Prediction Model - The current model does not predict a definitive earnings beat for BAH, as it has an Earnings ESP of +1.42% and a Zacks Rank of 4 (Sell), which does not align with the conditions that typically increase the odds of an earnings beat [4]

据英国金融时报：德勤英国高级合伙人Richard Houston表示，德勤咨询部门的员工将无法获得全额奖 金，平均奖金将减少20%，合伙人的薪酬也将受到影响。 ...

Core Viewpoint - 中金企信国际咨询 is a professional consulting firm dedicated to providing industry market share certification, product certification, domestic production rate certification, credit investigation reports, and feasibility studies for strategic decision-making [1][2]. Group 1: Company Overview - 中金企信国际咨询 has completed over 150,000 consulting projects, including more than 25,000 customized/special investigation projects, 42,000 feasibility studies and business plans, and 83,000 industry research reports [1]. - The firm provides third-party certification services to over 23,000 enterprises across various fields, enhancing their market competitiveness and brand image [1][2]. Group 2: Services Offered - The company specializes in preparing feasibility reports and business plans that comply with the requirements set by the National Development and Reform Commission, supporting project initiation, investment decisions, and risk assessments [2]. - Customized services are provided through a self-built database and a professional research team, leveraging official and third-party data resources to offer tailored solutions for clients [2]. Group 3: Importance of Certifications - The domestic production rate certification is crucial for reflecting a company's overall strength and product technology level, significantly impacting brand value, market trust, and investment attraction [2]. - These certifications are applicable in various scenarios, including bidding, project applications, and business collaborations, enhancing the reliability and safety assessment of products [2].

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Stantec (STN) came out with quarterly earnings of $0.81 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.53%. A quarter ago, it was expected that this engineering firm would post earnings of $0.69 per share when it actually produced earnings of $0.79, delivering a surprise of 14.49%.Over the last four quarters, the company h ...

Group 1 - The core viewpoint is that China's vast market potential and key position in the global supply chain attract significant foreign investment, with many foreign companies expressing confidence in the Chinese market [1][2] - China's steady economic growth helps ensure stable supply of various products and services, benefiting the smooth operation of global supply chains [1] - The trend of "going to China" is becoming a consensus among multinational companies, with foreign direct investment returns in China averaging about 9% over the past five years, ranking among the highest globally [1] Group 2 - As China accelerates technological innovation and economic restructuring, foreign investment is increasingly characterized by high-end and service-oriented developments, with high-tech manufacturing and productive services becoming key areas for foreign inflows [1] - Foreign companies are establishing R&D centers in China, indicating a positive trend in technological innovation collaboration [1] - Chinese companies are advancing towards high-end development, and multinational enterprises are encouraged to better integrate into China's technological innovation wave and share opportunities in the large Chinese market [1]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Huron Consulting (HURN) - Huron Consulting currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - HURN shares have increased by 9.86% over the past week, outperforming the Zacks Consulting Services industry, which rose by 1.97% [5] - Over the last quarter, HURN shares rose by 17.05%, and over the past year, they have surged by 71.84%, while the S&P 500 experienced declines of -5.82% and gains of 9.94%, respectively [6] - The average 20-day trading volume for HURN is 236,109 shares, indicating a bullish trend when combined with rising stock prices [7] Earnings Outlook - In the past two months, three earnings estimates for HURN have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $7.15 to $7.39 [9] - For the next fiscal year, three estimates have also moved higher, reflecting positive sentiment regarding the company's earnings potential [9] Conclusion - Given the strong performance metrics and positive earnings outlook, HURN is identified as a solid momentum pick and is recommended for consideration in the near term [11]