分析师背景 - 分析师拥有物流、建筑和零售等多个行业的专业背景，带来多元化的投资视角 [1] - 国际教育和职业经历赋予全球视野，能够从不同文化和经济角度分析市场动态 [1] - 十多年活跃投资经验，策略聚焦周期性行业，同时保持包含债券、大宗商品和外汇的多元化投资组合 [1] - 对周期性行业的兴趣源于经济复苏和增长期间的高回报潜力 [1] 公司表现 - 公司GSL在Q1财报中表现稳定，延续了稳健的运营态势 [1] - 分析师此前详细阐述了投资论点，并认为GSL是强力买入标的 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品持有GSL的多头头寸 [2]

VANCOUVER, BC — July 11, 2025 — TheNewswire - Giant Mining Corp. (CSE: BFG | OTC: BFGFF | FWB: YW5 | CSE: BFG.WT.A | CSE: BFG.WT.B) ("Giant Mining" or the "Company") and its stakeholders at the flagship Majuba Hill Copper-Silver-Gold Project in Pershing County, Nevada, fully support the U.S. Government's renewed commitment to fast-track permitting for critical mineral projects as a matter of national security. U.S. federal agencies—including the Departments of Interior, Defense, Energy, and Agriculture—are ...

股价表现 - 公司最新收盘价为9 90美元 单日跌幅2 17% 表现逊于标普500指数0 33%的跌幅 道指和纳斯达克分别下跌0 63%和0 22% [1] - 过去一个月股价累计上涨0 5% 跑输零售批发行业0 67%的涨幅和标普500指数4 07%的涨幅 [1] 业绩预期 - 下季度每股收益预计为0 2美元 同比下滑48 72% 营收预期12 3亿美元 同比下降4 49% [2] - 全年每股收益预估0 83美元 同比下滑52 3% 全年营收预期51 9亿美元 同比下降2 57% [3] 分析师评级 - 公司当前Zacks评级为5级(强烈卖出) 过去30天内共识EPS预期下调9 04% [6] - 行业Zacks排名为209位 处于全部250多个行业中后16%分位 [7] 估值水平 - 公司远期市盈率12 19倍 低于行业平均17 97倍 [7] - 零售服装鞋类行业属于零售批发板块 研究显示排名前50%的行业表现是后50%的两倍 [8]

股价表现 - MINISO Group Holding Limited Unsponsored ADR最新收盘价为17 74美元 单日下跌1 93% 表现逊于标普500指数0 33%的跌幅 道指和纳斯达克指数分别下跌0 63%和0 22% [1] - 过去一个月公司股价累计下跌1 47% 同期零售批发板块上涨0 67% 标普500指数上涨4 07% [1] 财务预期 - 市场对公司即将公布的季度营收共识预期为6 7203亿美元 同比增长21 03% [2] - 全年共识预期显示每股收益1 12美元 同比下降2 61% 营收29亿美元 同比增长22 75% [3] 分析师评级 - MINISO Group Holding Limited Unsponsored ADR当前Zacks评级为5级(强烈卖出) 过去一个月未出现每股收益预期调整 [6] - 公司所在零售服装鞋类行业Zacks行业排名为209位 处于全部250多个行业中后16%位置 [8] 估值指标 - 公司当前远期市盈率为16 22倍 低于行业平均的17 97倍 [7] - PEG比率为1 06倍 显著低于零售服装鞋类行业平均的2 02倍 [8] 行业研究 - Zacks行业排名显示前50%行业表现优于后50%行业 幅度达2:1 [9] - 零售批发板块近期表现优于公司股价 但行业整体排名靠后 [1][8]

智利国企Codelco总裁Pacheco在埃尔特涅恩特矿山发言称，上半年铜产量增长9%。 ...

Shoppers are souring on Lululemon — and the once-thriving yoga chain is meanwhile getting squeezed by new rivals.  The pricey retailer known for its $100 leggings has been discounting at “alarming rates” — even as it has been losing customers to competitors, according to new research from investment bank Jefferies.At one location ahead of the July 4 weekend, a slim-fit skirt was marked down to $49 from $78 while a pair of jogger pants were marked down to $89 from $128. 5 Lululemon was known for being sti ...

Good news: Nike is trying to turn itself around. Bad news: Nike really needs a turnaround.Shares of shoes and sportswear company Nike (NKE -2.49%) gained 1.4% on Thursday before turning tail and losing nearly twice that much Friday. As of 12:45 p.m. ET, the stock is down 2.7%.Believe it or not, both the gain and the loss may have the same cause. Converse's new CEO laces upAs Retail Dive reported yesterday, Nike has decided to release Jared Carver from his role of Converse CEO. In an internal memo, the compa ...

Key Takeaways SNA is facing macroeconomic, geopolitical and geographic challenges across key markets. Tools Group weakness continues, due to soft U.S. demand and foreign currency pressure. Rising raw material and operational costs pose ongoing risks to SNA's profitability.Snap-on Incorporated (SNA) is likely to witness top and bottom-line declines when it reports second-quarter 2025 earnings on July 17, before the opening bell. The Zacks Consensus Estimate for revenues is $1.2 billion, which indicates a d ...

Key Takeaways LEVI beat Q2 EPS and revenue estimates, with both metrics improving year over year. Direct-to-Consumer strength came from comp growth, new stores and e-commerce gains. LEVI reported its 13th straight quarter of positive global comparable sales.Levi Strauss & Co. (LEVI) reported second-quarter fiscal 2025 results, wherein earnings per share (EPS) and revenues beat the Zacks Consensus Estimate. Both metrics improved year over year. The company enters the second half of 2025 with strength to tr ...

Levi Strauss & Co. (NYSE: LEVI ) presented a very good quarter , with continued growth, mainly driven by DTC and female apparel. Margins expanded significantly, much more on a GAAP basis than adjusted, due to restructuring costs lastLong-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 the long-term earnings power of companies, ...