NEW YORK, July 07, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against Centene Corporation (“Centene” or the “Company”) (NYSE:CNC) on behalf of Centene stockholders. Our investigation concerns whether Centene has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On July 2, 2025, Seeking Alpha published a report on Centene. According ...

Exxon Mobil signaled on Monday that lower oil and gas prices could cut its second-quarter earnings by about $1.5 billion from the previous quarter’s level.The earnings snapshot from the largest US oil producer is closely watched for clues on how the broader oil sector will fare when companies begin releasing quarterly results in a few weeks.Benchmark Brent crude prices averaged $66.71 per barrel during the April to June quarter, an 11% decline from the previous quarter, as more crude supply from the OPEC+ g ...

CINNO Research发文称，今年6月，多地国补政策收紧或影响国内市场需求预期，叠加面板供应维持宽松，致使面板价格普遍下行。进入7月，国补重启或 对市场信心形成支撑，然政策红利减弱及消费潜力透支或制约下半年需求释放；同时关税窗口期临近尾声，海外市场采购需求提前或延续供应宽松格局。预 计今年7月整体面板价格持续下行。 | | Size & Resolution | | Technology | Jun.25' | Jul.25'(E) | | --- | --- | --- | --- | --- | --- | | 32" | 60Hz | HD HD - | LCD | $33.0 | $32.0 | | 43" | 60Hz | FHD | LCD | $66.0 | $65.0 | | 50" | 60Hz | UD | LCD | $94.0 | $92.0 | | રે તે જે ગુજરાત રાજ્યના ઉત્તર પ્રાથમિક શાળા, પંચાયતઘર, આંગણવાડી તેમ જ દૂધની ડેરી જેવી સવલતો પ્રાપ્ય થયેલી છે. આ ગામન ...

Outset Medical公司概况 - 公司专注于透析治疗领域创新 开发了一体化移动透析设备 可自动化水处理和透析液混合 [1] - 产品面临FDA审批挑战 过往销售表现不佳 [1] 行业技术特点 - 透析设备行业存在技术升级需求 自动化水处理系统代表技术发展方向 [1] 市场表现 - 公司股票代码为NASDAQ OM 属于医疗设备板块 [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

公司概况 - M/I Homes Inc (MHO) 是一家美国住宅建筑商 专注于俄亥俄州、印第安纳州、伊利诺伊州、明尼苏达州、密歇根州、佛罗里达州、德克萨斯州、北卡罗来纳州和田纳西州的住宅开发 目前在全美17个地区拥有226个社区 [1] 投资策略 - 投资方法论强调通过贴现现金流(DCF)模型评估公司价值 综合考量财务驱动因素以识别错误定价证券 该方法突破传统价值/股息/增长投资的局限 全面评估股票风险收益比 [1]

Key Takeaways HIMS has delivered over 30 million telehealth consultations across the United States and the U.K. to date. HIMS offers care for mental health, dermatology, sexual wellness and weight management via its app. HIMS is expanding into lab testing, compounded meds, and personalized digital wellness solutions.The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) , continues to shape the future of health and wellness by integrating clinical excellence with a consumer-first digit ...

Lights out and away we go."F1: The Movie" hasn't even reached the checkered flag of its theatrical run, but it's already Apple's best film release ever.The film, distributed by Warner Bros. Discovery, zoomed past $293 million at the global box office over the weekend. This outpaced Ridley Scott's "Napoleon," which generated $221 million during its run in 2023, to become Apple's highest-grossing theatrical release.The tech company has only sent a handful of films to cinemas with wide releases since delving i ...

波音公司卫星交付进展 - 公司向SES交付第9和第10颗O3b mPOWER卫星 配备全软件定义载荷 可动态分配功率以满足实时需求 提供高速可靠服务 [1] - 目前正在为SES星座生产另外3颗卫星 预计今年夏季发射 [2][10] 波音股价表现 - 年初至今股价上涨22% 跑赢标普500指数6.3%的涨幅 但略逊于航空航天防御行业22.2%和航空航天板块23.1%的涨幅 [4] - 竞争对手表现更佳 巴西航空工业公司股价上涨66.4% 空客上涨30.2% [5] 商业航空市场机遇 - 全球航空旅行复苏及机队老龄化推动新飞机和售后服务需求 公司全球服务(BGS)业务截至2025年3月31日积压订单达220.4亿美元 [6] - 预计2024-2043年商业航空服务市场机会达4.4万亿美元 [7][10] 国防业务前景 - 受益于美国军费增长 特朗普总统提议2026财年国防预算增加13%至1.01万亿美元 [8] 财务预测数据 - 2025年第二季度销售额预计同比增长17.4%至197.9亿美元 全年销售额预计增长25.6%至835.4亿美元 [12][14] - 2026年销售额预计达970.9亿美元 同比增长16.22% [14] - 长期盈利增长率共识预期为18.1% 高于行业平均11.8% [11] 估值指标 - 远期12个月市销率1.8倍 低于同业平均1.83倍 但高于五年中值1.41倍 [19] - 投资资本回报率(ROIC)为负值 落后同业平均水平 [18] 运营挑战 - 737机型交付延迟和库存积压持续影响商用飞机业务 [16] - 全球供应链中断导致关键部件短缺 预计将持续影响2025年航空制造业 [17]

The year 2025 will go down in history for tech giant Apple Inc. AAPL, but it won't be an iPhone or a new product launch. The year will mark the company's biggest box office movie of all time with "F1."While the film is breaking box office records, it might not move the needle for Apple stock.What Happened: Action movie "F1," which stars Brad Pitt, ranked second at the domestic box office during the Fourth of July holiday weekend with $26.1 million, trailing only "Jurassic World Rebirth."The film has grossed ...

报告行业投资评级 未提及相关内容 报告的核心观点 - OPEC8+宣布8月增产幅度超预期，预计9月还将宣布最终增产0.55mb/d以完成减产回归，虽上调配额假设但仍维持布伦特油价2025Q4平均59美元、2026年平均56美元的预测 [2][9] - 2025年油价风险较为平衡，2026年油价风险总体偏向下行 [18] 具体内容总结 OPEC+增产情况 - 7月5日OPEC8+决定8月所需产量环比增加548kb/d，高于市场和自身预期的411kb/d，已宣布增产1.92mb/d，对应自愿减产2.2mb/d与阿联酋所需增产0.3mb/d总和的78% [2][3] - 预计OPEC8+9月宣布最终增产0.55mb/d，完成自愿减产及阿联酋增产回归，原因一是加速增产表明战略转变持续，二是需求表现有韧性 [2][5] - 预计3月至9月OPEC8+原油产量增加1.67mb/d至33.2mb/d，沙特产量从3月的8.96mb/d增至9月的9.98mb/d，推动超60%的增产 [6] 维持低价预测原因 - 虽上调9月供应但因此前供应未达预期而下调8月前供应，特别是俄罗斯 [9] - 减产执行率超预期，OPEC二级来源显示5月实际增产在不减去补偿减产时为所需增产的30%，减去时约为100%，多数国家供应未达预期或因执行率高，俄罗斯或受利润率影响 [10] - 预计全球闲置产能到2025年9月降至全球需求的2.5 - 4%，闲置产能减少会推高远期油价，且近期中国需求强劲、全球活动数据有韧性及美元进一步贬值使需求预测有上行风险 [14] 油价风险情况 - 短期地缘政治风险溢价可能因伊朗前景不明而再次上升，2026年油价风险总体偏向下行，因OPEC+可能解除第二轮减产且美国12个月衰退概率达30% [19]