Core Viewpoint - The upcoming earnings season for 2025 is anticipated to present investment opportunities, particularly in blue chip stocks that are expected to provide stability and potential upside as companies report their results in early 2026 [1] Group 1: Keppel DC REIT - Keppel DC REIT operates data centres across Asia, Australia, and Europe, with 72% of its revenue generated from Singapore in H1 2025 [3] - The REIT's financial performance has shown significant growth, with gross revenue increasing by 34.4%, net property income by 37.8%, and distribution per unit by 12.8% in H1 2025 [4] - The REIT is expected to benefit from falling interest rates, which have been reduced to a range of 3.5% to 3.75% by the US Federal Reserve, potentially lowering finance costs and increasing distributions to investors [4][5] - The increasing adoption of AI is anticipated to drive demand for data centres, further benefiting Keppel DC REIT [6] - Keppel DC REIT has the lowest gearing among its peers, with an aggregate leverage of 29.8%, providing it with more capacity for growth and resilience against economic disturbances [6][7] Group 2: Singapore Telecommunications (SingTel) - SingTel, Singapore's leading telecommunications provider, has shown positive financial momentum, with group revenue increasing by 1.9% and underlying net profit by 16.7% in H1 FY2026 [9] - The company is in discussions for a S$5 billion bank loan to acquire ST Telemedia Global Data Centres, enhancing its digital infrastructure [10] - Analysts expect SingTel's average revenue per user to stabilize in Singapore, grow in India, and strengthen in Australia, leading to a potential re-rating of its forward EV/EBITDA ratio from 5x to 7x [11] Group 3: Sembcorp Industries Ltd - Sembcorp is acquiring Alinta Energy for S$4.8 billion, which is expected to be immediately accretive to earnings, increasing adjusted EBITDA by 36% and net profit by 14% [12] - The acquisition will raise Sembcorp's net debt by 74%, but the stock is currently trading at a trailing PE ratio of 10.6, significantly lower than the regional median of 24x [13][14] - Positive analyst coverage following the Alinta acquisition has led to an upgrade to 'outperform' with a target price of S$7.04, while management expects to maintain dividends [16]

在直播间里，主播们卖力吆喝，限时秒杀、独家优惠轮番上阵，让人忍不住"剁手"。然而，激情消费 后，收到的商品却可能是"图片仅供参考"的买家秀：材质不符、功能缺失、甚至是三无产品。更让人头 疼的是，联系商家售后，往往遭遇拖延、推诿，甚至已读不回。 二、第三方投诉平台：洞察商家口碑的"信息窗口" 当问题发生时，我们当然需要知道如何维权。但有没有一种方法，可以在消费之前就帮助我们擦亮眼 睛，避开那些投诉率高、服务差的商家或平台呢？答案是肯定的。今天，我们就来聊聊如何利用公开的 投诉信息，为你的网络购物之旅提前"排雷"。 一、官方投诉渠道：坚实的后盾，但侧重事后处理 在讨论如何"事前避坑"之前，我们首先要了解，当权益受损时，国家为我们提供了哪些权威的维权途 径。这些渠道是消费者权益的基石，处理结果具有法律或行政效力。 这些官方平台是解决问题的重要途径，但其机制更多是在问题发生后介入处理。那么，我们能否在付款 前，就获取一些关于商家信誉的"预警信息"呢？ 除了官方渠道，互联网上还活跃着一些公益性、市场化的第三方消费投诉服务平台。它们的一个重要功 能，就是积累了海量的消费者投诉数据，并且这些记录通常是公开的。这恰恰为我们提 ...

Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Group 1: Company Earnings Estimates - James River Group Holdings, Ltd. (JRVR) has seen a 10.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Calix, Inc. (CALX) has experienced a 15.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Materialise NV (MTLS) has seen a significant 33.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - America Movil (AMX) has had a 7.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Norwood Financial Corp. (NWFL) has experienced a 16.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," rather than traditional strategies of buying low and waiting for recovery [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks can lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Lumen (LUMN) Stock Analysis - LUMN has shown a price increase of 1.6% over the past four weeks, indicating growing investor interest [4] - The stock has gained 55.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - LUMN has a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - LUMN is trading at a Price-to-Sales ratio of 0.70, indicating it is reasonably valued at 70 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides LUMN, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, which may present additional investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]

Core Insights - Small-cap stocks present lucrative investment opportunities due to frequent mispricings from lack of analyst coverage, but their growth is often hindered by subscale operations [1] Group 1: Liberty Broadband (LBRDK) - Liberty Broadband operates in the U.S. providing high-speed internet, cable television, and telecommunications services with a market cap of $7.2 billion [3] - The stock is currently trading at $50.38 per share, reflecting a high valuation of 40.9x forward EV-to-EBITDA, raising caution for potential investors [5] Group 2: European Wax Center (EWCZ) - European Wax Center is a beauty and waxing salon chain with a market cap of $160 million, specializing in professional wax services and skincare products [6] - The stock price of $3.69 indicates a valuation ratio of 6.9x forward P/E, suggesting investors should reconsider its inclusion in their portfolios [8] Group 3: Apogee (APOG) - Apogee, with a market cap of $743.6 million, is involved in architectural products and services, including high-performance glass for commercial buildings [9] - The company has experienced a 1.3% annual revenue decline over the last two years, indicating postponed customer purchases [10] - Revenue growth of 3.1% over the same period was slower than peers, and negative free cash flow raises concerns about investment returns [11] - Disappointing same-store sales and flat estimated sales for the next 12 months suggest weak demand [12] - Earnings per share have contracted by 8.7% annually over the last two years, which may negatively impact stock prices [13]

Core Insights - ATN International reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of a loss of $0.06 per share, marking an earnings surprise of +400.00% [1] - The company generated revenues of $183.17 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.42% and showing an increase from $178.45 million year-over-year [2] - The stock has underperformed the market, losing about 15.5% since the beginning of the year compared to the S&P 500's gain of 15.1% [3] Earnings Performance - Over the last four quarters, ATN International has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.02 on revenues of $183.1 million, and for the current fiscal year, it is -$0.36 on revenues of $726 million [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for understanding future stock movements [3][4] - The Zacks Rank for ATN International is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Wireless National industry, to which ATN International belongs, is currently in the bottom 35% of Zacks industries, which may impact the stock's performance [8]

Core Insights - The article discusses Andrew Ross Sorkin's new book "1929," which explores the events leading to the Great Crash of 1929 and its cultural impact on society [1][2][17] - The narrative highlights how the stock market dominated the culture of the time, with widespread participation from various social classes, including billionaires and everyday citizens [3][4][5] Group 1: Cultural Impact and Participation - The stock market was a central aspect of American culture in 1929, with significant involvement from the elite and the general public [3][4] - The book illustrates that many prominent figures, including Groucho Marx, were heavily affected by the market's downturn, showcasing the widespread nature of the crisis [4][14] - The optimism of the era was fueled by technological advancements, leading to a belief that capitalism could elevate everyone to millionaire status [5][6] Group 2: Key Figures and Their Roles - Charlie Mitchell, a significant figure in the financial landscape, promoted the idea of democratizing finance and was instrumental in the creation of modern credit systems [7][10] - Contrasting views emerged from various financial leaders, with some, like Charles Merrill, advising caution as early as 1928, while others believed the market was stable [9][11] - The book details the actions and decisions of influential figures during the crash, including Carter Glass, who warned against the practices that led to the financial collapse [10][12] Group 3: Market Dynamics and Policy Responses - The article emphasizes that the market's decline was not a singular event but a series of failures and poor policy decisions that followed the crash [13][16] - By the end of 1929, the stock market was only down 17%, indicating that the initial impact was not as severe as commonly perceived [13] - The lack of regulatory frameworks at the time, such as the absence of the SEC, contributed to the chaotic trading environment [15][16]

Core Viewpoint - Bouygues Telecom, Free-iliad Group, and Orange have expressed their commitment to pursuing their joint acquisition bid for a significant portion of Altice France's telecom activities, despite its rejection by Altice France [1][2]. Group Summaries Bouygues Telecom - Bouygues Telecom is a French digital communications operator with 27.1 million mobile customers and 5.3 million fixed customers, recognized as a leading operator for WiFi and fixed internet connections [7][8]. - The company aims to reduce its scope 1 and 2 carbon emissions by 29.4% and scope 3 emissions by 17.5% by 2027, with targets endorsed by the Science Based Targets initiative [8]. Free-iliad Group - The Free-iliad Group, a major European telecom player, generated €10.0 billion in revenues in 2024 and serves 51 million subscribers across its brands [6]. - In France, the Group operates as an integrated Fixed and Mobile Ultra-Fast Broadband operator with 23.1 million subscribers as of June 2025 [6]. Orange - Orange is a leading global telecommunications operator with a revenue of €40.3 billion in 2024 and serves 300 million customers worldwide [4]. - The Group operates in 26 countries and is a significant player in telecommunications services for multinational enterprises under the Orange Business brand [4].

Core Viewpoint - Bouygues Telecom, Free-iliad Group, and Orange have submitted a joint non-binding offer to acquire a significant portion of Altice's telecommunications activities in France, aiming to ensure service continuity for SFR customers in a mature market [1][2]. Group 1: Offer Details - The total enterprise value of the assets concerned in France is €17 billion, with an implied enterprise value for the entire Altice France exceeding €21 billion [2]. - The proposed distribution of the targeted activities is approximately 43% for Bouygues Telecom, 30% for Free-iliad Group, and 27% for Orange [2]. Group 2: Transaction Conditions - The submission of a confirmatory offer is contingent upon the seller's acceptance, completion of due diligence, and a financial and operational assessment that validates the assumptions of the indicative offer [3]. - The transaction will require prior consultation with employee representative bodies and must be approved by relevant regulatory authorities before completion [3]. Group 3: Transition Management - Any assets that cannot be immediately transferred will be managed by a joint company during a transition period, allowing for the gradual migration of customers, with reliance on Altice group employees [4]. Group 4: Business Segmentation - The B2B business will primarily be taken over by Bouygues Telecom and Free-iliad Group, while the B2C business will be shared among Bouygues Telecom, Free-iliad Group, and Orange [7]. - Other assets, including infrastructure and frequencies, will also be shared among the three operators, except for SFR's mobile network in less densely populated areas, which will be taken over by Bouygues Telecom [7].

Group 1 - The United Kingdom and the United States are set to sign a major technology agreement focusing on collaboration in artificial intelligence, semiconductors, telecommunications, and quantum computing [1] - Major tech executives, including Nvidia CEO Jensen Huang and OpenAI's Sam Altman, will accompany President Trump during his UK visit, highlighting the importance of tech leaders in U.S.-UK collaboration [1] - BlackRock plans to invest $700 million in British data centers, indicating a deepening involvement of U.S. investment firms in the UK market [2] Group 2 - U.S. companies like Anthropic and OpenAI are establishing offices in London, while UK-based firms such as DeepMind are investing in partnerships with U.S. companies [3] - Both the UK and the U.S. have published AI Action Plans this year to enhance cooperation between their tech industries, aiming to create more opportunities for businesses and consumers [4]