Starbucks isn't giving up on its China dream and is seeking a helping hand to run its stores there. CEO Brian Niccol said in an earnings call on Tuesday that the Seattle-based coffee chain is looking for a local partner to manage its stores in China. The country is Starbucks' second-largest market after the US, and has seen sales stagnate in recent quarters.He said Starbucks is evaluating a pool of 20 interested parties who wish to partner with it. "What this is about is how do we ensure that the Starbuck ...

公司评级调整 - 分析师在4月将对Keurig Dr Pepper的评级下调至持有 主要由于关税不确定性 利润率疲软以及咖啡需求趋势逆转 [1] - 第二季度出现改善迹象 特别是美国咖啡胶囊业务表现强劲 [1] 投资策略 - 投资理念结合价值投资原则与长期增长视角 注重以低于内在价值的价格买入优质公司并长期持有 [1] - 核心能力包括基本面分析及识别具有长期增长潜力的低估企业 [1] （注：文档2和文档3内容均为披露声明 与公司及行业分析无关 已按要求跳过）

I had a buy rating for BE Semiconductor Industries N.V. ( OTC:BESIY ) previously, as I thought the stock had very attractive upside given its position to ride on the AI demand wave. After reviewing 2Q25, I remain confident. WhileI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit ec ...

BALA CYNWYD, Pa., July 29, 2025 (GLOBE NEWSWIRE) -- Larimar Therapeutics, Inc. (“Larimar”) (Nasdaq: LRMR), a clinical-stage biotechnology company focused on developing treatments for complex rare diseases, today announced the pricing of its previously announced underwritten public offering of 18,750,000 shares of its common stock at a price to the public of $3.20 per share. The aggregate gross proceeds to Larimar from this offering are expected to be $60.0 million, before deducting underwriting discounts an ...

半导体ETF投资机会 - Strive美国半导体ETF(SHOC)表现与更受欢迎的SOXX相当 但知名度差距显著 SOXX资产管理规模达135亿美元 [1] - SHOC作为冷门半导体ETF存在买入论据 其投资价值未被充分认知 [1] 分析师背景 - 分析师团队拥有20年量化研究经验 专注股票估值与市场趋势分析 [1] - 曾任职巴克莱副总裁 主导模型验证与压力测试团队 兼具基本面与技术分析专长 [1] - 采用长期价值创造视角 结合宏观经济趋势与企业财报分析提供投资建议 [1] 注：文档2和文档3内容涉及免责声明与披露条款 根据任务要求已自动过滤

Wilson Research seeks to provide investors with focused insights on predominantly exchange-traded funds, or ETFs, with a blend between growth potential and dividend yield. The analysis provided emphasizes fundamental analysis while including macro-level factors such as industry trends, economics, geopolitics, and a variety of other influential factors. Wilson Reseach includes an MBA graduate and independent financial coach who seek to provide actionable information for long-term investors who value diversif ...

Welcome to the home of The Cannabis Report: a monthly report on the cannabis industry. I am an analyst and consultant in the cannabis industry. I have contributed to High Times Magazine. I currently have a book out, Cannabis in the Ancient Greek and Roman World. I am most interested in technical stock analysis, option strategies, small cap strategies, and emerging markets. Feel free to contact me with any questions about the cannabis industry or publicly traded stocks in the cannabis industry.Analyst’s Disc ...

核心观点 - 诺基亚为印尼数字基础设施提供商Surge部署海底光缆解决方案 连接雅加达和新加坡 提升区域数据中心互联能力并扩大印尼宽带覆盖[1] - 该网络将支持Surge将光纤宽带扩展至4000万家庭 重点服务未充分覆盖社区[2] - 采用诺基亚1830 PSS平台 初始容量达20.8Tbps 可提供800GE超高速企业服务[3] 技术方案 - 诺基亚1830光子服务交换机提供可扩展 高能效的传输方案 支持Surge增长计划[3] - 海底网络增强印尼与新加坡间高速光传输能力[9] 市场影响 - Surge现有光纤网络覆盖6900公里铁路沿线 144芯容量 带宽达64Tbps[10] - FTTH网络覆盖超30万固定宽带用户 采用率超90% 提供20万印尼盾200Mbps和25万印尼盾500Mbps套餐[10] 公司战略 - Surge定位为印尼数字化转型先锋 业务横跨多领域构建数字生态系统[6] - 诺基亚通过开放架构创建高性能网络 为全球企业提供安全可持续的解决方案[8] 高层表态 - Surge董事强调该项目推动数字平等 利用诺基亚技术高效扩展网络覆盖[4] - 诺基亚高管表示该项目将为印尼4000万人创造增长机会[5]

In my last take on Piedmont Realty Trust (NYSE: PDM ), I highlighted the core reasons why I was so bullish on the long-term prospects of this A-tier office REIT:I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamental economic insights ...

Celestica (CLS) - 公司Q2营收达28 9亿美元 同比增长21% 超出预期8% [3] - Q2每股收益1 39美元 同比增长53% 超出预期12% [3] - 股价在周二交易中飙升16%至208美元创历史新高 2025年累计涨幅超115% [2][4] - 业绩增长主要由通信和企业硬件产品需求驱动 客户对AI云基础设施投资旺盛 [2] Exelixis (EXEL) - Q2每股收益0 75美元 超出预期15% 但营收5 6826亿美元低于预期且同比下滑 [5] - 旗舰抗癌药Cabometyx销售疲软 同时终止实验性头颈癌药物Zanzalintinib研发 [6] - 公司维持全年营收指引22 5-23 5亿美元(增长3-8%) 股价2025年累计下跌5% [7][9] - 当前股价低于40美元 前瞻市盈率16 6倍 预计2025-2026年EPS将保持两位数增长 [9] 行业比较 - Celestica近三个月股价暴涨135% 远超电子制造服务行业58%的涨幅 [4] - Exelixis过去两年累计涨幅超80% 属于生物科技领域具有长期潜力的标的 [9] - 两家公司分别代表科技硬件和医疗生物板块的高评级投资机会 [11]