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TylerD 🧙‍♂️· 2025-06-27 18:35
NBA Top Shot Moments still moving for 5 figuresThis Lebron James S1 Cosmic just sold for $16,100 this morning https://t.co/T6rfeNcO4Z ...
The Kansas City Royals, Boulevard Brewing Co. Send ‘The Best Baseball and Beer on Earth’ Into Space
Globenewswire· 2025-06-23 17:41
Core Insights - The Kansas City Royals and Boulevard Brewing Co. have launched a unique initiative by sending a baseball and a can of Space Camper Cosmic IPA into space, highlighting their commitment to STEM education and community engagement [1][3][5] Group 1: Initiative Details - The launch involved sending the items to the edge of Earth's atmosphere using a high-altitude weather balloon, which was successfully recovered later in Carrollton, Missouri [2] - The initiative is part of a broader effort to support STEM initiatives, with donations made to organizations like Girls Who Code and the Cosmosphere International SciEd Center & Space Museum [3][5] Group 2: Brand and Product Highlights - Boulevard's Space Camper IPA has seen significant growth since its launch, characterized as an easy-drinking beer with tropical fruit flavors, making it a fitting choice for the space initiative [3] - Boulevard Brewing Company is recognized as the largest specialty brewer in the Midwest, with a mission to produce fresh and flavorful beers [12] Group 3: Community Engagement and Sustainability - The Royals and Boulevard have committed to planting 425 trees for each home run over 425 feet during the 2025 season, with over 2,000 trees already committed [5] - A new immersive bar called the "Space Station" has been created at Kauffman Stadium to enhance fan experience and promote the Space Camper brand [6] Group 4: Upcoming Events - Space Camper Day is scheduled for June 27, featuring giveaways and a grand opening for the Space Station, aimed at celebrating the partnership and engaging fans [7]
高盛:金蝶_AI 助手 2.0 赋能财务、差旅、人力资源、知识人工智能;盈利能力提升仍是关注重点;买入
Goldman Sachs· 2025-06-23 02:10
18 June 2025 | 12:37AM HKT Kingdee (0268.HK): AI agent 2.0 to empower financial/ travel/ HR/ knowledge AI; profitability improvement remains key focus; Buy We reiterate our Buy rating on Kingdee on release of Cosmic Agent 2.0 platform, which has features covering financial, travel, recruiting etc., which is empowered by multiple AI foundation models. We expect the company to continue expanding agents to AI sales, AI operations, AI decision-making etc., and enable AI agents to provide customized experiences ...
2025美国最富有的女性名人
3 6 Ke· 2025-06-17 12:05
Core Insights - The celebrity entrepreneurship boom is cooling down, but top female stars in the film, television, and music industries continue to generate significant income despite economic downturns [2] - The threshold for inclusion in Forbes' list of America's richest self-made women has increased, with the minimum net worth rising from $300 million last year to $350 million this year [3] Group 1: Wealth Trends - Sixteen celebrities made it to the Forbes list, with a total wealth of $14.1 billion, up from $13.3 billion last year, largely due to Selena Gomez's new entry with a net worth of approximately $700 million [3] - The beauty market is experiencing a downturn, impacting the wealth of several female celebrities, including Rihanna, whose net worth decreased by nearly 30% due to poor sales performance of her beauty brand [5][10] Group 2: Business Ventures - Selena Gomez launched her beauty brand Rare Beauty in September 2020, which reported revenues of $367 million by 2023 [4] - Rihanna's lingerie brand Savage x Fenty was valued at $1 billion in early 2021, but has faced challenges, including the departure of its CEO [4][10] - Reese Witherspoon's production company Hello Sunshine was sold for an estimated $900 million, but its current valuation is projected to be less than one-third of that amount by 2025 [5][26] Group 3: Individual Celebrity Performance - Taylor Swift's wealth increased by $300 million to $1.6 billion, driven by her record-breaking Eras Tour, which grossed over $2 billion [6][13] - Kim Kardashian's net worth remains stable at $1.7 billion, with her shapewear brand Skims launching a collaboration with Nike [10] - Judy Sheindlin's wealth grew by 4% to $580 million, thanks to her ongoing successful television program [20]
Kingdee (0268.HK)_ 1Q25 ARR +20% YoY with outperformance by large clients; Enterprise AI in expansion; Buy
2025-05-06 02:29
Summary of Kingdee (0268.HK) Conference Call Company Overview - **Company**: Kingdee International Software Group Company Limited (0268.HK) - **Industry**: Enterprise Software and Cloud Solutions Key Points and Arguments 1. **Annual Recurring Revenue (ARR) Growth**: Kingdee's ARR increased by 20% year-over-year to Rmb3.56 billion at the end of Q1 2025, compared to Rmb3.43 billion at the end of 2024, driven by a strong Net Dollar Retention Rate (NDR) of 108% for large-scale enterprise cloud clients [2][5][8] 2. **Large Client Performance**: The company expects large clients to contribute significantly to growth, with contract values growing by 52% year-over-year to Rmb2.1 billion by the end of 2024, particularly for contracts valued over Rmb10 million [2][8] 3. **AI Integration**: Kingdee has launched the Cosmic GPT platform and is integrating AI features into its cloud platform, which is expected to lower costs and enhance AI adoption among enterprise clients [2][9] 4. **Enterprise AI Development**: The company has completed integration with DeepSeek AI models and is developing various AI functions to improve operational efficiency and decision-making for enterprise clients [9] 5. **Earnings Revisions**: Kingdee revised its earnings forecasts downward by 25% for 2024, 22% for 2025, and 20% for 2026, primarily due to lower revenues from traditional ERP software as spending shifts towards cloud and AI solutions [9][10] 6. **Revenue Growth Expectations**: Despite the revisions, Kingdee anticipates revenue growth of 14% in 2025 and 23% in 2026, supported by the growth of large-scale enterprise cloud services [9] 7. **Target Price and Valuation**: The target price is set at HK$15.75, based on a blend of DCF and P/S methodologies, with a revised 2026E P/S ratio of 5.3x [11][17] 8. **Valuation Metrics**: The new target price implies a P/S of 7.2x for 2025E and 5.9x for 2026E, which is below the stock's historical average, indicating an attractive valuation [11][12] 9. **Risks**: Key risks include weaker-than-expected demand for ERP digitization, slower product development, and rising labor costs [18][19] Additional Important Information - **Management Focus**: Kingdee is concentrating on standardized solutions and quality projects to achieve higher ROI for clients [8] - **Market Position**: The company is positioned to help clients transition from global competitors' platforms, enhancing its competitive edge in the market [8] - **Financial Metrics**: The company expects to see improvements in operating margins and net income over the forecast period, with a projected revenue CAGR of 23% from 2025 to 2027 [10][12] This summary encapsulates the essential insights from the conference call regarding Kingdee's performance, strategic initiatives, and market outlook.
金蝶国际(00268) - 2024 H2 - 业绩电话会
2025-03-18 11:36
Kingdee International Software Group Company (00268) H2 2024 Earnings Call March 18, 2025 07:36 AM ET Moderator And analyst to Jonas for the Kinti International twenty twenty four Annual Results Announcement. First of all, please allow me to introduce the management team with SKT A. There, Chairman of the Board and CEO, Mr. Robert Xu President, Mr. Jason Zhang Executive Director and CFO, Mr. Linbo Vice President and the General Manager of the R and D Center, Mr. Liu Zhong Wen General Manager of the IR, Mr. ...