S&P Global ( SPGI ) stock is a Strong Buy as per my assessment. The reason behind the rating is S&P Global’s engineered shift from an information provider to the structural interoperability layer of theAnalyst’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 next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin ...

S&P Global ( SPGI ) stock is a Strong Buy as per my assessment. The reason behind the rating is S&P Global’s engineered shift from an information provider to the structural interoperability layer of theAnalyst’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 next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin ...

自步入1月下旬以来，资本市场乱象遭受严打。先是证监会出手，严惩"大V"金永荣操纵证券市场，后 有雪球跟进连发三份专项整治公告，封禁平台内诸多大V。 1月29日，知识星球同样发布了发布《关于开展涉资本金融市场违规内容专项治理的公告》。据悉，知 识星球将在五方面重点整治涉及资本市场的内容乱象。 知识星球重点整治5大内容 1月29日，知识星球发布《关于开展涉资本金融市场违规内容专项治理的公告》称，为积极响应并贯彻 落实2026年中国证监会系统工作会议精神及国家网信办"涉资本市场网上虚假不实信息专项整治"行动要 求，巩固经济回升向好态势，严厉打击各类扰乱市场秩序、侵害投资者权益的违规行为，知识星球即日 起启动专项治理行动。 或虚假理财。 从知识星球发布的公告来看，整治重点的方向包括五大类： 1、严厉打击恶意"唱衰"及歪曲国家经济政策行为。严禁恶意编造、传播"经济崩盘"、"政策失效"等恐 慌性言论；严禁对国家宏观经济政策进行断章取义、歪曲解读，或通过极端言论博取流量、诱导付费。 2、 深度清查"非法经济学家"及无资质违规课程。针对冒用"经济学家""首席分析师"等头衔开办星球、 售卖课程的行为进行资格复核。严禁无相关金融 ...

What happened According to a Securities and Exchange Commission (SEC) filing dated Jan. 26, 2026, Berkeley reported acquiring 17,382 shares of Morningstar (NASDAQ:MORN) during the fourth quarter. The estimated transaction value was $3.78 million, calculated using the average share price for the quarter. At quarter-end, the value of the new position was $3.78 million, reflecting both the purchase and subsequent price changes. What else to know This was a new position for Berkeley, accounting for 1.2% of ...

Financial Data and Key Metrics Changes - In Q4 2025, the company achieved organic revenue growth of over 10%, adjusted EBITDA growth of over 13%, and adjusted EPS growth of almost 12% for the quarter and nearly 14% for the full year [6][7] - The total run rate reached over $3.3 billion, growing 13%, with total asset-based fees (ABF) run rate of $852 million, growing 26%, and recurring subscription run rate of over $2.4 billion, growing over 9% [8][9] - The company has delivered 11 consecutive years of double-digit adjusted EPS growth [7] Business Line Data and Key Metrics Changes - In the Index segment, Q4 was the best quarter ever for new recurring subscription sales, with a growth rate of 18% [9] - Analytics posted the second-best Q4 on record for new subscription sales, with subscription run rate growth of over 8% [19] - Private Capital Solutions saw recurring sales growth of 86%, supported by innovative new products [9][20] - Sustainability and climate new subscription sales were lower than last year's levels, particularly in the Americas [10] Market Data and Key Metrics Changes - Total ETF and non-ETF AUM linked to MSCI indices reached approximately $7 trillion, driven by record inflows into clients' ETF products linked to MSCI indices, especially in Europe [9] - Equity ETFs linked to MSCI indexes captured a record $67 billion of inflows during Q4, totaling $204 billion for the full year [17] Company Strategy and Development Direction - The company is focused on leveraging AI to enhance its capabilities across various product lines, including analytics and custom index creation [11][35] - MSCI aims to have a fully integrated company where each product line benefits from and contributes to every other product line, amplifying financial growth [23][24] - The company is committed to delivering long-term targets of low double-digit revenue growth and adjusted EBITDA growth of low to mid-teens [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on favorable long-term secular trends and the momentum across product lines and client segments [6][11] - The company is seeing significant opportunities in high-growth client segments, particularly among hedge funds and wealth managers [11][13] - There is optimism regarding the recovery of ESG-related sales in Europe, although challenges remain in the Americas [70] Other Important Information - The company repurchased nearly $958 million of its shares in Q4 at an average price of about $560 per share, reflecting strong conviction in its prospects [7] - Baer Pettit, the president, announced his retirement, effective March 1, which may impact future leadership dynamics [25][26] Q&A Session Summary Question: AI Adoption and Growth Impact - Management highlighted that AI has been integrated into various operations and products, enhancing efficiency and client service [31][35] Question: International Flows and Sales Opportunities - Management confirmed that there has been a significant uptick in activity in Europe and EMEA, with subscription run rates now higher than in the Americas [42][43] Question: Private Assets and Trends - The company noted strong sales in Private Capital Solutions, driven by new offerings and increased client interest [48][49] Question: Free Cash Flow Dynamics - Management discussed the impact of higher cash taxes and interest expenses on free cash flow, while projecting strong double-digit collection growth [54][56] Question: ESG Market Recovery - Management indicated that recovery in Europe is underway, albeit slower than desired, while challenges persist in the U.S. market [67][70]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【文/羽扇观金工作室】 券商行业并购整合浪潮持续推进之际，湘财股份与大智慧这场"券商+金融科技"的跨界联姻正迎来关键 的业绩验证期。 日前，两家公司近期相继披露的2025年度经营数据，反差却很鲜明：作为存续主体的湘财证券交出了一 份颇为亮眼的成绩单，全年净利润达5.53亿元，同比飙升逾157%，营业收入亦突破19亿元关口；而即 将被吸收合并的大智慧，尽管亏损幅度较上年有所收窄，仍难以摆脱数千万元的亏损泥潭，扣非后净利 润预计亏损最高可达8500万元。 截图来自 大智慧公告 这场始于2025年初的资本运作，承载着双方优势互补、协同共赢的愿景——湘财证券看中大智慧在金融 信息服务领域积累的流量资源与技术底蕴，而大智慧则寄望借助券商牌照重塑盈利能力。 然而，从业务结构到盈利质量，从治理整合到战略协同，这桩交易面临的考验远比表面看起来更为复 杂。目前，该重组方案已进入上交所审核的关键阶段，最终能否顺利落地仍悬而未决。在行业马太效应 日益加剧的背景下，这场并购重组能否真正激发"1+1>2"的化学反应，正考验着湘财股份的整合智慧与 战略定力。 营收 ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are t ...

S&P Global ( SPGI ) may seem to some to be a high-quality business and an obvious buy in certain circumstances, but to me, it is not so obvious. There are some uncertainties, such as AI, competition, and regulation, and for thisEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to ...

《指南》规定了金融信息服务数据分类分级规则。金融信息服务数据可按照业务属性进行分类。一级分 类分为业务数据、用户数据和企业数据3类，进一步细分为二级分类9类、三级分类66类。 其中，业务数据可细分为金融市场数据、宏观经济数据、行业指标数据、组织机构数据、资讯报告数据 5类（二级分类），进一步细分为股票数据、债券数据、基金数据、理财数据、外汇数据、商品数据等 52类（三级分类）。用户数据分为个人用户数据和机构用户数据2类（二级分类），个人用户数据包括 基本信息、交易数据、生物特征识别信息3类（三级分类），机构用户数据包括基本信息、交易数据2类 （三级分类）。企业数据分为经营管理数据和系统运维数据2类（二级分类）。 ● 本报记者 杨洁 为规范金融信息服务数据处理活动，提升金融信息服务的数据安全水平，国家互联网信息办公室会同有 关部门组织起草了《金融信息服务数据分类分级指南（征求意见稿）》，于1月24日向社会公开征求意 见。 《指南》表示，根据金融信息服务数据在经济社会发展中的重要程度和敏感程度，以及一旦遭到泄露、 篡改、损毁或者非法获取、非法使用、非法共享，对国家安全、经济运行、社会秩序、公共利益、组织 权益、个 ...

1月20日晚，同花顺（300033.SZ）发布2025年业绩预告。 公告显示，2025年，同花顺归母净利润为27.35亿元至32.82亿元，比上年同期增长50%至80%。扣除非 经常性损益后的净利润为26.47亿元至31.77亿元，比上年同期增长50%至80%。 二级市场上，截至1月21日午间休盘，同花顺股价涨至365.07元/股，涨幅2.01%。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东的 | 盈利: 273,490.01 万元 - 328, 188. 01 万元 | 盈利:182,326.67 万元 | | 净利润 | 比上年同期增长:50%-80% | | | 扣除非经常性损益后的 | 盈利:264,734.45 万元-317,681.33 万元 | 盈利:176,489.63 万元 | | 净利润 | 比上年同期增长:50%-80% | | 来源：同花顺 南都·湾财社记者注意到，2019年和2020年，同花顺归母净利润增速曾分别高达41.6%和92.5%。2021- 2024年，同花顺归母净利润同比增速分别为10.86%、-11.51%、 ...