| Amundi: First half and second quarter 2025 results | | | --- | --- | | Record inflows of +€52bn in the first half of the year | | | | Assets under management1 at an all-time high of €2.27tn at end-June 2025, | | +5% June/June despite the negative forex effect | | | Inflows already at | Net inflows +€52bn in H1, of which +€20bn in Q2 | | full year 2024 | | | level | +€48bn in medium-to-long-term assets2 (MLT) in H1 | | | Record half-year net inflows for Institutionals: +€31bn | | First half 2025: profit be ...

Coupang (NYSE: CPNG ) has seen its stock price increase significantly by more than 40% YTD. However, I remain bullish about this company, as I believe there is still room for its valuation growth due to its continuously diversifying revenue streams, strong marginsInvesting started as a personal quest, but it quickly evolved into a passion for analyzing financial statements and identifying undervalued opportunities. Bringing fresh perspective to Seeking Alpha, driven by a commitment to independent thinking a ...

核心观点 - 公司2025年第二季度业绩远超预期 非GAAP每股收益1 97美元(预期1 41美元) GAAP收入32 5亿美元(预期25 3亿美元) 净利润同比增长119 6%至6 85亿美元 [1][2][5] - 尽管个人保险业务受巨灾损失影响 但核心保险业务表现强劲 投资回报稳健 每股账面价值创新高达91 46美元 [1][5][11] - 财产意外险综合赔付率从98 5%降至94 9% 但年内累计仍达103 8% 显示天气相关事件持续影响 [6] - 商业险保费增长9%至12 9亿美元 综合赔付率显著改善至92 9% 个人险保费增长20%但综合赔付率仍高达102% [7] 财务表现 - 非GAAP每股收益同比增长52 7% GAAP收入同比增长28% 净利润同比增119 6% [2] - 投资收入同比增长18% 其中债券利息增长24% 股票分红增长1% 投资组合规模达295 7亿美元 [11] - 上半年巨灾索赔超5亿美元 个人险业务因加州野火等事件额外产生6400万美元再保险恢复保费 [10] 业务板块 - 商业险：保费12 9亿美元(+9%) 综合赔付率92 9%(去年同期99 1%) 受益于定价提升和风险选择 [7] - 个人险：保费增长20% 但综合赔付率102% 受巨灾损失和再保险成本拖累 [7] - 超额剩余险：保费增长12% 综合赔付率91 1% 新产品和分销渠道扩张推动增长 [9] 战略执行 - 2025年前六个月新增258家代理机构 2024年后新增代理贡献3800万美元(占新业务9%) [8][9] - 四大战略重点：维护独立代理关系 产品线多元化 投资组合管理 资本实力强化 [4] - 投资组合40%配置股票 未实现收益推动每股账面价值增长11 8% 季度股息提升7%至0 87美元 [11] 行业趋势 - 代理机构模式巩固客户关系 支持长期稳定增长 [3] - 天气事件持续影响行业 上半年发生20起巨灾事件 再保险成本上升 [10] - 数据分析和定价纪律成为行业关键竞争力 [12]

SDHG market cap hit HK$100 billion for the first time, as stock price surged 200+ percent in 2025From 2021 to 2024, SDHG’s total assets more than tripled, from RMB 21.43 billion to RMB 66.17 billionDazzling success attributed to SDHG’s two-pronged strategy of smart investing in new energy and computing powerElectricity-Computing Integration model places SDHG in unique position to lead industrySDHG’s outstanding ability to align key businesses with national policy priorities wins dedicated government support ...

SDHG market cap hit HK$100 billion for the first time, as stock price surged 200+ percent in 2025From 2021 to 2024, SDHG’s total assets more than tripled, from RMB 21.43 billion to RMB 66.17 billionDazzling success attributed to SDHG’s two-pronged strategy of smart investing in new energy and computing powerElectricity-Computing Integration model places SDHG in unique position to lead industrySDHG’s outstanding ability to align key businesses with national policy priorities wins dedicated government support ...

THIS NEWS RELEASE IS NOT FOR DISSEMINATION OR DISTRIBUTION IN THE UNITED STATES OF AMERICA TO UNITED STATES NEWSWIRE SERVICES OR UNITED STATES PERSONS CALGARY, Alberta, July 29, 2025 (GLOBE NEWSWIRE) -- Questerre Energy Corporation (“Questerre” or the “Company”) (TSX,OSE:QEC) is pleased to announce that it has entered into a definitive agreement (the “Definitive Agreement”) to acquire 100% of Parana Xisto SA (“PX Energy”), a privately held shale oil production and refining company based in southern Brazil b ...

I like the healthcare industry right now because it is an essential industry benefiting from new technological innovations, such as AI, genomics, and new solutions to manage chronic diseases, painting a positive outlook despite the headwinds of increasing costs and regulatory risks.I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewab ...

ASHBURN, Va., July 29, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced DXC Assure Risk Management, a next-generation solution that unites AI and human expertise to help self-insured organizations better manage employee care, control healthcare costs, and accelerate return-to-work outcomes.Self-insured organizations use their own funds to cover employee insurance claims instead of purchasing traditional insurance. As a result, they of ...

Cemex (NYSE: CX ) is undergoing a silent but profound transformation. Despite a difficult environment, it managed to maintain solid margins, grow in profitability and advance its low-carbon strategy, which already represents more than 55% of its EBITDA. The market still valuesI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with th ...

Eric works in an investment role at a Canadian bank, specializing in real assets. He holds a Master's degree in Financial Economics from the University of Western Ontario and is a CFA charterholder. With a strong interest in real assets, financials, and insurance, Eric brings a deep understanding of the Canadian investment universe.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 h ...