Core Viewpoint - New Technology (01063) reported a significant turnaround in its financial performance for the first half of 2025, achieving a profit of 25.167 million HKD, a 46.3% year-on-year increase, compared to a loss of 38.798 million HKD in the same period last year [1] Financial Performance - Revenue for the period reached 25.167 million HKD, marking a 46.3% increase year-on-year [1] - Profit attributable to shareholders was 21.393 million HKD, a recovery from the previous year's loss of 38.798 million HKD [1] - Basic earnings per share were reported at 1.39 HKD cents [1] Business Segments - The trading of computer-related components, apparel, and beauty products continued to significantly contribute to revenue [1] - The company maintains an optimistic outlook for these business segments and plans to seize more market opportunities as they arise [1] - Sales and marketing of electronic devices and related products remain a crucial source of income for the group [1] - The financial sector, including securities brokerage, placement and underwriting, as well as lending activities, also contributed to the group's revenue during this period [1]

Core Viewpoint - New Technology (01063) reported a significant increase in revenue and a turnaround in profit for the first half of 2025, indicating strong business performance and optimistic market outlook [1] Financial Performance - Revenue reached HKD 25.167 million, representing a year-on-year growth of 46.3% [1] - The company recorded a profit attributable to shareholders of HKD 21.393 million, a substantial improvement from a loss of HKD 38.798 million in the same period last year [1] - Basic earnings per share were HKD 0.0139 [1] Business Segments - Sales of computer-related components, apparel, and beauty products significantly contributed to revenue, with the company maintaining an optimistic outlook for these segments and planning to seize more market opportunities [1] - Sales and marketing of electronic devices and related products remain a crucial source of income for the group [1] - The financial sector, including securities brokerage, placement and underwriting, as well as lending services, also contributed to the group's revenue during this period [1]

Group 1 - The core focus of the company is on the research and development of oral insulin products, as well as the trade of beauty instruments and products [1] - The company aims to acquire commercially viable pharmaceutical products [1] - The company was formerly known as United Gene Technology Group and is now listed on the Hong Kong Stock Exchange under stock code 399 [1] Group 2 - As of the 2024 annual report, the company reported total revenue of 1.9296 million and a net loss of 319 million [2]

8月21日，领航医药生物科技(00399)盘中下跌7.69%，截至10:26，报0.42元/股，成交598.47万元。 领航医药及生物科技有限公司专注于口服胰岛素产品的研发以及美容仪器和美容产品的贸易，并致力于 收购具商业潜力的医药产品。公司前身为联合基因科技集团，现已在香港联交所主板上市（股份号 399）。 作者：行情君 截至2024年年报，领航医药生物科技营业总收入192.96万元、净利润-3.19亿元。 本文源自：金融界 ...

Group 1 - The stock of Cross-Border E-Commerce Co., Ltd. increased by 5.26% on August 21, reaching a price of 5.8 yuan per share, with a trading volume of 7.25 billion yuan and a turnover rate of 9.2%, resulting in a total market capitalization of 90.37 billion yuan [1] - The company specializes in cross-border e-commerce, supplying various 3C electronic products, clothing, cosmetics, and other branded products to global customers, covering over 200 countries and regions including the USA, Canada, UK, Germany, Russia, France, and Spain [1] Group 2 - As of June 30, the number of shareholders for Cross-Border E-Commerce was 247,300, with an average of 5,648 circulating shares per person [2] - For the period from January to March 2025, the company reported a revenue of 1.254 billion yuan, a year-on-year decrease of 1.78%, while the net profit attributable to shareholders was -3.8866 million yuan, an increase of 77.67% year-on-year [2]

Core Viewpoint - ZeLi Holdings (02209) has issued a positive profit forecast, expecting a net profit of approximately $14.075 million in the first half of 2025, representing a year-on-year increase of 26.7% due to increased revenue and gross profit [1] Financial Performance - The unaudited consolidated revenue for the reporting period is expected to be around $244 million, an increase of approximately 49.3% compared to the previous period, driven by sales growth in beauty products from YesStyle and AsianBeautyWholesale [1] - The growth in sales is attributed to enhanced marketing efforts by YesStyle to promote beauty products and the expansion of AsianBeautyWholesale to serve more B2B customers through both online and offline channels [1] Strategic Initiatives - To support the rapid growth of the B2B segment, the company has established an ABW office in South Korea with a sales team of over 15 people and set up a B2B warehouse covering approximately 147,000 square feet [1] - The company has also strengthened its marketing teams in Hong Kong and Berlin to enhance B2C marketing efforts and expanded its B2B sales team in Hong Kong to grow its talent pool [1]

Core Viewpoint - ZeLi Holdings (02209) has issued a positive earnings forecast, expecting a net profit of approximately $14.075 million in the first half of 2025, representing a year-on-year increase of 26.7% due to increased revenue and gross profit [1] Financial Performance - The unaudited consolidated revenue for the reporting period is expected to be around $244 million, an increase of approximately 49.3% compared to the previous period, driven by sales growth in beauty products from YesStyle and AsianBeautyWholesale [1] - The growth in sales is attributed to enhanced marketing efforts by YesStyle and the expansion of AsianBeautyWholesale, which serves more B2B customers through both online and offline channels [1] Strategic Initiatives - To support the rapid growth of the B2B segment, the company has established an ABW office in South Korea with a sales team of over 15 people and set up a B2B warehouse covering approximately 147,000 square feet [1] - The company has also strengthened its marketing teams in Hong Kong and Berlin to enhance B2C marketing efforts and expanded its B2B sales team in Hong Kong to grow its talent pool [1]

Group 1 - European stock markets showed stability on a busy earnings day, with investors awaiting the Federal Reserve's policy decision [1] - The Stoxx Europe 600 index closed nearly flat, with L'Oréal rising 4.0% due to better-than-expected sales growth in North America [1] - The banking sector had mixed earnings results, with HSBC's disappointing quarterly profit leading to a 4.5% drop in its stock, while UBS rose 1.1% on better-than-expected earnings [1] - Automotive stocks led the decline, with Mercedes-Benz and Aston Martin Lagonda Global Holdings Plc falling after lowering their earnings outlook [1] - Disappointing earnings reports weakened the gains in European stocks for July, with the Stoxx 600 index currently about 2% lower than its historical high set in March [1] Group 2 - Adidas saw a 12% drop in stock price due to revenue growth falling short of expectations [3] - Danone's stock rose 7.4% as its sales exceeded expectations [3]

Core Insights - Spectrum Brands Holdings Inc. (SPB) is focusing on brand equity, digital channels, and innovations to ensure long-term success and demand resilience, particularly in pet care, home & garden, and grooming categories [1][3] Investment Strategy - The company is increasing brand-focused investments across its businesses, with a $3 million year-over-year increase in Q2 fiscal 2025 [3][10] - Certain marketing and advertising expenditures for the Home & Personal Care appliance business have been temporarily paused during the transition period [2][10] - SPB is actively seeking alternative supply sources outside of China to manage disruptions [2][10] Product Development and Innovation - Management emphasizes that innovation remains a strategic priority, with sustained investment in product development [3][4] - The company is targeting growth in a more sustainable, consumable pet category [3] Financial Performance - SPB's shares have decreased by 35.7% year to date, compared to a 9.5% drop in the industry [5] - The forward price-to-earnings ratio for SPB is 11.84X, slightly below the industry average of 11.87X [6] - The Zacks Consensus Estimate indicates an 8.4% year-over-year drop in fiscal 2025 earnings, while fiscal 2026 EPS is expected to grow by 29.5% [7]

Group 1 - Amazon's Prime Day is expected to generate record online sales of $23.8 billion from July 8 to 11, representing a 28.4% increase compared to last year [1] - Mobile shopping is projected to reach an all-time high, contributing $12.5 billion in sales, which accounts for 52.5% of total online sales [1] - Over 200 million Prime members participated in the event, with independent sellers selling over 200 million items, primarily from small and medium-sized enterprises [1] Group 2 - Amazon will offer millions of exclusive deals across more than 35 categories, including electronics, apparel, beauty, and home goods [2] - Historical data indicates that Amazon's stock price averages a 2% increase in the week following Prime Day, with a cumulative rise of over 4% in the six weeks after the event [2]