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Yield Hunting Part 27: Secure Above 8% Yield With Great Elm Capital's Baby Bonds
Seeking Alpha· 2025-07-12 15:30
Group 1 - The article discusses the performance of business development companies (BDCs), noting that while many have seen a decline in value, some stronger players have remained stable and continue to offer attractive yields [1] - The focus is on short-duration, high-yield investments, highlighting the potential for mispriced preferred stocks and baby bonds [1] - The service mentioned includes features such as frequent investment picks, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] Group 2 - The article emphasizes the importance of active investor participation and the availability of a chat room for discussions among sophisticated traders and investors [1] - It mentions that the analyst has a beneficial long position in the shares of GECCI, indicating a personal investment interest [1]
Ontex announces details for its Q2 & H1 2025 results publication
Globenewswire· 2025-07-11 06:00
Company Overview - Ontex Group NV is a leading international developer and producer of personal care products, including baby care, feminine care, and adult care products [5] - The company employs approximately 5,500 people and operates plants and offices in 12 countries, distributing innovative products in around 100 countries [5] - Ontex is headquartered in Aalst, Belgium, and is listed on Euronext Brussels as a constituent of the Bel Mid index [5] Upcoming Financial Results - Ontex will announce its second quarter and first half year results for 2025 on July 31, 2025, at 07:00 CEST / 06:00 BST [1] - A webcast for investors and analysts will be held on the same day at 12:00 CEST / 11:00 BST [1] - A replay of the webcast will be available shortly after the live presentation and will remain accessible for one year [1] Investor Relations - Professional investors and financial analysts wishing to participate in the Q&A session at the end of the call must contact investor relations prior to the publication date [2] - Consensus figures for the upcoming results are available on Ontex's investor website, based on equity analyst projections [3]
鲁股观察 | 61.26亿元!杰瑞股份又斩获海外大单!
Xin Lang Cai Jing· 2025-07-11 03:55
Core Viewpoint - Jerry Holdings has won a significant project in Algeria worth approximately 6.126 billion yuan, marking an expansion of its oil and gas engineering services in North Africa, aligning with its strategic focus on the Middle East and North Africa [1][2][4]. Group 1: Project Details - The project awarded to Jerry Holdings involves the EPC realization of the Rhourde Nouss Boosting Project, located in the Illizi province of Algeria, with a total value of about 8.50 billion USD [2]. - The project aims to enhance the production efficiency and gas processing capacity of the Rhourde Nouss gas field by constructing a gas booster station and upgrading the gas collection pipeline network [2][3]. Group 2: Previous Contracts - Earlier in February, Jerry Holdings signed a contract with ADNOC Onshore for an estimated total amount of approximately 9.2 billion USD (about 65.55 billion yuan) for digital transformation projects in the Bab, Bu Hasa, and South East blocks [4][6]. - The ADNOC Onshore operates in a significant oil field area and has a strong financial standing, indicating a robust partnership for Jerry Holdings [6]. Group 3: Financial Performance - Jerry Holdings reported a substantial increase in revenue and net profit for Q1 2025, with revenues of 2.687 billion yuan and a net profit of 466 million yuan, reflecting year-on-year growth of 26.07% and 24.04% respectively [10]. - The company’s overseas business has shown significant results, with 45.20% of its revenue coming from international markets in 2024 [8]. Group 4: Strategic Expansion - To further its business in the Middle East and North Africa, Jerry Holdings has made preparations, including a recent decision to invest 12 million USD in its Middle Eastern subsidiary to establish a high-end oil and gas equipment manufacturing base in Dubai [7]. - The Middle East is identified as a key strategic market for Jerry Holdings, with a comprehensive business layout and significant revenue generation potential [7].
硅谷最贵华人诞生!上交校友庞若鸣薪酬飙破2亿美元,碾压余家辉、库克
创业邦· 2025-07-11 03:17
这次,最高薪酬纪录被刷新,从1亿美金直接飙升至超2亿美金! 他便是——庞若鸣,前苹果AI/ML基础模型团队负责人。 来源丨 新智元(ID:AI_era) 编辑丨桃子 余家辉之外,硅谷一夜之间,又诞生了一位华人AI巨星。 公开资料显示,庞若鸣本科毕业于上交大,主攻计算机科学。随后,他在南加州大学、普林斯顿大学 完成了硕博学位。 值得一提的是,他高中曾就读于上海市重点中学——向明中学。 这个薪酬,是苹果给不起的。毕竟,CEO库克的年薪也才7460万美元。 这个华人学者究竟有着什么样的魅力,能够让小扎亲自下场挖人,并开出如此巨薪? 上交大毕业,掌舵苹果大模型团队 毕业后,庞若鸣便加入了谷歌,担任了15年的首席软件工程师。 在谷歌期间,他曾参与了Bigtable索引结构化搜索与ZipIt项目,这项成果最终被谷歌内部1000+项目 采用。 随后,他又联手Abhishek Parmar、Zhifeng Chen于2012年联合创立了谷歌全球一致性授权系统 Zanzibar。 2014-2017年间,作为唯一负责人,庞若鸣带领团队将该系统可靠性提升至99.999%。 2017年之后,他又转战「大脑应用研究」,领导了Goog ...
摩根士丹利:阿里巴巴-2026 财年第一季度业绩预览,投资增加带来盈利压力,下调目标价
摩根· 2025-07-11 01:05
July 9, 2025 12:10 PM GMT Alibaba Group Holding | Asia Pacific 1QF26 Preview: Earnings Pressure with Heightened Investments | What's Changed | | | | --- | --- | --- | | Alibaba Group Holding (BABA.N) | From | To | | Price Target | US$180.00 | US$150.00 | With estimate ~Rmb10bn in instant commerce investments and expect consolidated EBITA to fall 16% YoY (TTG + local services EBITA -20%) in F1Q with investments potentially peaking (~Rmb20bn) in F2Q. We forecast cloud revenue growth at 22% YoY. Reiterate OW a ...
Can Alibaba's Data Center Expansion Capture the Growing AI Market?
ZACKS· 2025-07-10 15:46
Core Insights - Alibaba is actively expanding its AI infrastructure to meet the growing demand for generative AI, positioning Alibaba Cloud as a key component of its long-term growth strategy [2][10] - In Q4 of fiscal 2025, Alibaba's Cloud Intelligence Group reported revenues of RMB 30.1 billion ($4.15 billion), marking an 18% year-over-year increase and contributing approximately 12.7% to total revenues [3] - The company has committed RMB 380 billion ($52.7 billion) over three years to enhance its global cloud infrastructure, with recent openings of data centers in Malaysia and plans for a facility in the Philippines by October 2025 [4][10] Infrastructure Expansion - Alibaba Cloud's global infrastructure will expand to 90 availability zones across 29 regions, following investments in Thailand, Mexico, and South Korea [5] - This expansion aims to meet the rising global demand for secure and scalable cloud solutions amid the rapid adoption of AI across various industries [5] Competitive Landscape - Alibaba Cloud faces significant competition from Amazon and Microsoft, both of which are increasing their investments in global infrastructure [6][7] - Amazon is expanding its AI-ready data centers across multiple regions, while Microsoft has opened new data center regions to cater to enterprise demand [6][7] Financial Performance - Alibaba's stock has increased by 22.5% year-to-date, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector, which grew by 6% and 4.1%, respectively [8] - The stock is currently trading at a forward 12-month Price/Earnings ratio of 9.76X, significantly lower than the industry's 24.59X, indicating a favorable valuation [12]
三英战吕布,我叫Labubu
Hu Xiu· 2025-07-10 03:22
亲爱的刘关张三位兄弟,你们好! 到今天了,世界已经发生了巨大的变化,新一代的用户是95后00后,他们是成长在物质极度丰富的环境 下的一批人,他们思考的很多问题,并不见得像60、70、80年代人一样。即便他们真的需要省钱,他们 也不会念你们的好,一个人省钱的内容是无法被传播和发布出来炫耀的,就连我们家的阿姨都会撸个全 妆,美颜开到最大发一个OOTD的朋友圈,因为这是一个花钱和炫耀的时代! 时间来到了2025年,没想到还能够见到互联网一代目下场的互殴大战,动用的资源惊人的可怕,但是这 场战斗最终的结果可能是三败俱伤。最终收获的人可能还是抖音、小红书、快手这样的更先进的移动互 联网平台,因为他们更加理解用户,能够拥有用户更多的时长,连你们大战互殴的内容也变成了他们的 内容流量,他们用很轻巧的方式去满足了用户的需求。今天中国互联网用户的核心需求就是要有陪伴的 感觉,而这些平台搭建了这样的一个桥梁,通过内容和其他用户的时间来帮助平台去维护和陪伴其他的 用户。新一代互联网平台通过算法巧妙地运用了每一个用户的时间,让时间在流转中产生价值,从而获 取了更多的"用户时间",也就是所谓的"流量",用户在这里交换着彼此的时间的同时 ...
瑞士批准用于新生儿的抗疟药上市
news flash· 2025-07-09 15:08
瑞士医药管理局8日宣布已批准瑞士诺华公司生产的新生儿抗疟疾药Riamet Baby(又称Coartem Baby)的 上市许可。这款专为体重2至5公斤新生儿研发的药物填补了疟疾治疗领域的关键空白,标志着全球抗疟 斗争迈出重要一步。据诺华公司官网介绍,这款药物可溶解于母乳中,并带有甜樱桃味,方便新生儿服 用。由于新生儿和幼儿的肝功能尚未成熟,对某些药物的代谢方式不同,因此现有疟疾治疗方法仅在至 少6个月大的儿童中进行了适当测试,较小的婴儿通常被排除在治疗试验之外。在Riamet Baby批准上市 前,还没有经批准用于体重低于4.5公斤新生儿的疟疾治疗方法,他们因此不得不接受针对年龄较大儿 童的制剂治疗,这可能会增加用药过量、毒性增加的风险。Riamet Baby填补了疟疾治疗领域的这一关 键空白。 瑞士医药管理局在当天发布的公报中指出,此次批准上市得到了8个非洲国家的药品监管机构的密切合 作,包括布基纳法索、科特迪瓦、肯尼亚、马拉维、莫桑比克、尼日利亚、乌干达和坦桑尼亚。世界卫 生组织全球疟疾规划参与了科学评估。 接下来申请方会将申报资料提交给上述国家的药品监管机构,药品监管机构在收到资料后90天内完成审 批, ...
Asia Broadband Stock Dividend Begins Distribution For July 10th Shareholders of Record
Globenewswire· 2025-07-09 12:00
In other mining operations news, the Company will be releasing an update next week regarding the Phase 2 production line processing equipment deliveries received several weeks ago from China and the status of the equipment integration into plant operations. Forward-Looking Statements are contained in this press release within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the Asia Broadband Inc.'s (the "Company") expected current beliefs about the Company' ...