新增至Zacks强力买入名单的股票 - Dundee Precious Metals (DPMLF) 是一家从事矿产收购、勘探、开发、开采及贵金属加工的公司 过去60天内其当年盈利的Zacks共识预期上调46.2% [1] - Eldorado Gold (EGO) 为巴西和土耳其拥有黄金资产的勘探及生产商 过去60天内当年盈利共识预期增长13% [2] - Afya (AFYA) 主营巴西医疗教育业务 过去60天内当年盈利共识预期提升8.8% [2] - Allison Transmission Holdings (ALSN) 生产中型/重型商用车及美军战术车辆全自动变速箱 过去60天内盈利共识预期上升6.5% [3] - Horace Mann Educators (HMN) 专注美国教育工作者市场的多线保险控股公司 过去60天内盈利共识预期增长5.5% [3] 盈利预期变动 - 贵金属板块中 Dundee Precious Metals盈利预期增幅最高达46.2% Eldorado Gold增幅13% [1][2] - 教育服务领域 Afya盈利预期增长8.8% [2] - 工业板块 Allison Transmission盈利预期上调6.5% [3] - 金融保险行业 Horace Mann Educators盈利预期提升5.5% [3]

Afya Limited (NASDAQ: AFYA ) released 1Q25 earnings in early May, with results approximately in line with expectations and with the seasonality of the business. That is, the company grew significantly thanks to the integration of a large acquisition (Unidompedro) last year andLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding ...

EXPERIENCE THE BEST IN MEDICINE INSTITUTIONAL PRESENTATION 1Q25 SAFE HARBOR This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which statements involve substantial risks and uncertainties. All statements other than statements of historical fact, could be deemed forward-looking, including risks and uncertainties related to statements about our competition; our ability to attract, upsell and retain students; our ability to increase ...

Afya (AFYA) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants None - ExecutiveVirgilio Deloy Gibbon - Chief Executive OfficerLuis Andre Blanco - Chief Financial OfficerLucca Generali Marquezini - Equity Research Associate Conference Call Participants Flavio Yoshida - Vice President - Equity Research AnalystMauricio Cepeda - AnalystMarcelo Santos - Equity Analyst None And our CFO, Luis Andre Blanco. During today's presentation, our executives will make forward looking statements. Forward lo ...

Afya (AFYA) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 And our CFO, Luis Andre Blanco. During today's presentation, our executives will make forward looking statements. Forward looking statements can be related to future events, future financial or operating performance, known and unknown risks, uncertainties, and other factors that may cause Afya's actual results to differ materially from those contemplated by these forward looking statements. Forward looking statements in this presentation in ...

Afya Limited Unaudited interim condensed consolidated financial statements March 31, 2025 Afya Limited Unaudited interim condensed consolidated statements of financial position As of March 31, 2025 and December 31, 2024 Unaudited interim condensed consolidated statements of changes in equity For the three-month periods ended March 31, 2025 and 2024 (In thousands of Brazilian reais) | | Notes | March 31, 2025 | December 31, 2024 | | --- | --- | --- | --- | | Assets | | (unaudited) | | | Current assets | | | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...

文章核心观点 - Afya本季度财报表现有优有劣，其股价短期走势取决于管理层财报电话会议评论，当前Zacks Rank显示其股票近期或跑输市场；牛津工业即将公布财报，预计业绩同比下滑 [1][3][6][9] Afya公司情况 盈利情况 - 本季度每股收益0.36美元，超Zacks共识预期0.34美元，与去年同期持平，盈利惊喜为5.88%；上一季度预期每股收益0.36美元，实际为0.32美元，盈利惊喜为 - 11.11% [1] - 过去四个季度，公司三次超共识每股收益预期 [2] 营收情况 - 截至2024年12月季度营收1.4528亿美元，超Zacks共识预期3.38%，低于去年同期的1.4735亿美元；过去四个季度，公司四次超共识营收预期 [2] 股价表现 - 自年初以来，Afya股价上涨约1.7%，而标准普尔500指数下跌 - 4.8% [3] 未来展望 - 公司股票短期价格走势取决于管理层财报电话会议评论 [3] - 公司盈利前景可帮助投资者判断股票走向，盈利预测修正趋势与短期股价走势强相关 [4][5] - 财报发布前，公司盈利预测修正趋势不利，当前Zacks Rank为5（强烈卖出），股票近期或跑输市场 [6] - 下一季度共识每股收益预期为0.46美元，营收预期为1.5288亿美元；本财年共识每股收益预期为1.55美元，营收预期为6.2424亿美元 [7] 行业情况 - Zacks行业排名中，学校行业目前处于250多个Zacks行业前17%，排名前50%的行业表现优于后50%超两倍 [8] 牛津工业公司情况 业绩预期 - 预计2025年1月季度每股收益1.28美元，同比变化 - 32.6%，过去30天该季度共识每股收益预期未变 [9] - 预计该季度营收3.857亿美元，较去年同期下降4.6% [10]

Afya (AFYA) Q4 2024 Earnings Call March 13, 2025 05:00 PM ET Company Participants Renata Couto - Investor Relations Executive ManagerVirgilio Deloy Gibbon - Chief Executive OfficerLuis Andre Blanco - Chief Financial OfficerAndre Salles - DirectorNone - ExecutiveJessica Mehler - Equity Research AssociateGustavo Miele - Vice President Equity ResearchLucas Dai Nagano - Equity Research AssociateLucca Generali Marquezini - Equity Research AssociateRenan Prata - AVP & Senior Associate - Equity Research Conference ...

Afya Limited Consolidated financial statements as of December 31, 2024 and 2023 and for the years ended December 31, 2024, 2023 and 2022 Report of Independent Registered Public Accounting Firm To the Shareholders and the Board of Directors of Afya Limited Opinion on the Financial Statements We have audited the accompanying consolidated statements of financial position of Afya Limited (the Company) as of December 31, 2024 and 2023, the related consolidated statements of income and comprehensive income, chang ...