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New Strong Sell Stocks for September 5th
ZACKS· 2025-09-05 11:30
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Amrize Ltd (AMRZ)  focuses on building materials business principally in North America. The Zacks Consensus Estimate for its current year earnings has been revised 8.2% downward over the last 60 days.Hormel Foods (HRL) is a leading manufacturer as well as marketer of various meat and food products in the U.S. and international markets. The Zacks Consensus Estimate for its current year earnings has been revised almost 7.5% downward ove ...
兴业银行济南分行:政策精准滴灌 金融赋能科创
Qi Lu Wan Bao Wang· 2025-09-05 11:21
兴业银行济南分行相关负责人表示,此次科技再贷款的成功落地,是该行践行"金融活水精准润企"理念 的生动实践。未来,该行将持续深化与结构性货币政策工具的协同,聚焦地方科创企业发展需求,以更 专业的服务、更精准的支持,为区域科技创新与经济高质量发展注入源源不断的"兴业力量"。 为将政策红利精准送达企业,兴业银行济南分行构建了"快速响应—专业对接—全程护航"的服务链条。 客户经理在获悉企业资金需求后,第一时间启动对接机制,联动专业服务团队组建专项工作组,全程跟 进贷款申请全流程。从政策解读到材料梳理,从流程优化到审批推进,工作组提供"一对一"贴心指导, 及时解答企业疑问,确保每一个环节高效衔接,最终实现1000万元流动资金贷款的快速落地。 政策筑基:科技再贷款成为科创企业"强心剂"。科技创新再贷款作为人民银行专为支持科技企业创新升 级打造的结构性货币政策工具,历经多轮优化升级后,已形成以"科技创新和技术改造再贷款"为核心的 支持体系。其通过低成本资金引导、精准名单化管理及财金政策协同发力,为科技自立自强铺设了高效 的金融"快车道",成为破解科创企业融资难题、激发创新活力的关键支撑。这一政策工具的核心价值在 于,既通过 ...
Martin Marietta Materials (MLM) 2025 Capital Markets Day Transcript
2025-09-03 14:02
Martin Marietta Materials (MLM) 2025 Capital Markets Day September 03, 2025 09:00 AM ET Company ParticipantsJacklyn Rooker - VP - IRC. Howard Nye - CEO, President & Chair of the BoardOliver Brooks - President - East DivisionKirk Light - President - Southwest DivisionBill Pedrazek - President - Central DivisionChris Samborski - President - West & Specialties DivisionsTrey Grooms - Managing DirectorKathryn Thompson - Founding Partner & CEOMichael Dudas - PartnerAdam Seiden - Director, Equity Research - Machin ...
北新建材-价格上涨趋势得到确认;仍处于扩张模式;买入
2025-09-03 01:22
2 September 2025 | 10:45PM HKT Beijing New Building Materials (000786.SZ): NDR takeaways: Positive pricing trend reaffirmed; still in an expansionary mode; Buy We hosted BNBM's management team for a HK NDR on Sep 2. Key takeaways include: 1) ASP improvement has been seen across all major products in Aug; 2) gypsum board market landscape has deteriorated with new supply coming on and BNBM's strategy in response is to dominate the premium segment while adopting a dynamic pricing strategy in the commodity segm ...
Dueling Insider Moves: Heavy Buying Here, Big Selling There
MarketBeat· 2025-09-02 21:46
Group 1: Resideo Technologies (REZI) - Resideo Technologies has seen a significant increase in its stock price, rising approximately 47% since July 15, with insider buying indicating confidence in the company [2] - Major shareholder CD&R Channel Holdings II, L.P. has purchased around $179 million worth of Resideo shares since July 25, while insider selling during the same period was only $4 million [2] - The potential for Resideo to be acquired at a higher valuation is suggested by the success of CD&R's other investment, Foundation Building Materials, which was sold for $8.8 billion after being taken private for $1.4 billion [3][4] Group 2: AppLovin (APP) - AppLovin has experienced a remarkable stock performance, with shares up nearly 48% in 2025 and 444% over the past 52 weeks, closing near $479, just 7% below its all-time high [6] - CEO Adam Foroughi sold over $74 million worth of AppLovin shares in August, with the majority of these sales being discretionary rather than part of a predetermined plan, which raises concerns among investors [7][8] - Despite the insider selling, Foroughi still holds over 10% of AppLovin's equity, indicating long-term bullish sentiment, but the consensus price target suggests shares are fairly valued at around $478 [9]
Simpson Manufacturing (SSD) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-09-02 17:01
Core Viewpoint - Simpson Manufacturing (SSD) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, suggesting that upward revisions in earnings estimates can lead to higher stock prices [4][6]. - The recent upgrade reflects an improvement in Simpson Manufacturing's underlying business, which should encourage investors to drive the stock price higher [5]. Earnings Estimate Revisions - For the fiscal year ending December 2025, Simpson Manufacturing is expected to earn $8.22 per share, with no year-over-year change anticipated [8]. - Over the past three months, the Zacks Consensus Estimate for Simpson Manufacturing has increased by 1.5%, indicating a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks based on earnings estimates, with only the top 20% of stocks receiving a "Strong Buy" or "Buy" rating, highlighting their potential for market-beating returns [9][10]. - Simpson Manufacturing's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a favorable outlook for near-term stock performance [10].
AI in 60s: Daniel Zapatta from Cemex
LlamaIndex· 2025-09-01 14:05
I'm Daniel. I'm a senior data scientist at Seix, a global building material company, one of the largest rhythmics producers in the world. We use AI to improve our maintenance, supply chain optimization, smart operations, health and safety, and for commercial efforts, we use it to help our salespeople improve their engagement with our customers.Since we started using Lama Cloud, our datestion process uh moved from taking around 3 weeks up to less than a day. It's a reality. We are seeing real results, insigh ...
Invitation to Martin Marietta’s Capital Markets Day on September 3, 2025
Globenewswire· 2025-08-27 20:15
RALEIGH, N.C., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (Martin Marietta or the Company), a leading national supplier of aggregates and heavy building materials, invites investors and analysts to the live broadcast of Martin Marietta’s Capital Markets Day on Wednesday, September 3, 2025, beginning at 9:00 a.m. Eastern Time. Ward Nye, Chair, President and Chief Executive Officer, joined by other members of the Company’s leadership team, will discuss Martin Marietta’s stra ...
How Cemex Builds with LlamaIndex to Transform Operations, Supply Chain, and Customer Experience
LlamaIndex· 2025-08-25 17:55
Since we started using Llama Cloud, our data ingestion process uh moved from taking around 3 weeks up to less than a day. My name is Daniel Garcia Zapata. I'm a senior data scientist at Se, a global building material company, one of the largest rhythmics producers in the world.We use AI to improve our maintenance, supply chain optimization, smart operations, health and safety, and for commercial efforts, we use it to uh help our salespeople improve uh their engagement with our customers. We didn't have a st ...
Smith-Midland Rental Business Is Impressive, And Price Is Fair Even If Not Opportunistic
Seeking Alpha· 2025-08-25 14:43
The results were very good, with growing revenues, basically entirely driven by the rental of highway barriers. This business also shows significantly higher gross margins than that business, and impressive operating cost leverage, withLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companie ...