With the ink barely dry on its deal to buy Paramount, Skydance is reportedly already looking to roll up another major entertainment company. ...

股价表现 - 公司在周四股价大幅下跌17.57% 收于每股1.22美元 此次下跌主要因投资者在股价前一个交易日大幅上涨29%后获利了结所致 [1] - 尽管周四下跌 公司股价仍连续第三个交易日维持在1美元以上 该价位是纳斯达克交易所规定的最低买入价要求 对维持上市地位至关重要 [1] 上市合规状况 - 在2025年9月16日股价重新站上1美元之前 公司股价曾连续四个月低于纳斯达克的最低买入价要求 [2] - 公司在2025年6月30日因未能满足最低买入价要求收到纳斯达克的违规通知 并于2025年8月19日因未能及时提交2024年第四季度以及2025年第一和第二季度的财务报告再次收到通知 [3] - 纳斯达克交易所已要求公司在2025年10月13日前提交所有逾期未提交的财务报告 [3]

Back in March of this year, I initiated The Walt Disney Company (NYSE: DIS ) at a sell rating. While I believed that the fundamental setup was more or less neutral, there were extraordinarilyI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, ...

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the stocks on Jim Cramer’s radar. Cramer started his game plan for the week with the company, as he commented: “Monday, we find out if Paramount Skydance is serious about acquiring Warner Brothers Discovery, the suddenly red-hot media company with a steamy stock. CEO David Zaslav has been crowing to anyone who will listen that, as he cleans up the balance sheet while dominating the box office, making some of the best shows for Apple TV, and so many other ...

A news alert on Comcast spin-off Versent, which will be our parent company. The news is breaking. Julia Borston has the details.Julia, Brian, that's right. SEC filing here. Comcast's spin-off Versent will be listed on the NASDAQ under the ticker VSNT.The company saying in the SEC filing, we are well capitalized business bolstered by multiple revenue streams, significant operating cash flows, and a robust balance sheet. Our cash flow profile and ample liquidity will afford us significant optionality in inves ...

The U.S. Federal Reserve announced a quarter percentage point cut in interest rates, it’s first since December, amid a softening of the U.S. labor market. The move was expected. The more pressing question for markets was how many additional cuts to expect. The central bank projected two more in 2025. The Fed’s next two meetings are set for October and December. That would bring the benchmark rate down to a range of 3.50% to 3.75% by year-end. The Dow Jones Industrial Average jumped 465 points on the news. ...

核心财务表现 - 2025年上半年收入15.47亿欧元 按固定范围和汇率计算下降3% [1][4] - 调整后营业利润（EBITA）1.21亿欧元 去年同期为亏损800万欧元 [1][5] - 净利润2.57亿欧元 较去年同期38.69亿欧元大幅下降 主要因去年同期包含出售Bolloré Logistics带来的37亿欧元净资本收益 [2][9] - 集团股东应占净利润1.63亿欧元 去年同期为22.11亿欧元 [9] 业务板块表现 - Bolloré Energy收入13.37亿欧元 下降2% 销量总体增长但受价格下跌影响 [5][21] - 工业板块收入1.56亿欧元 下降14% 因去年同期向RATP恢复销售12米巴士 [5] - Bolloré Energy调整后营业利润2700万欧元 增长52% 主要得益于销量增长和利润率提升 [6] - 通信业务调整后营业利润2.1亿欧元 增长135% 主要受益于UMG贡献增长33%以及新增Canal+、Louis Hachette Group、Havas和Vivendi的权益法核算贡献 [6][23] - 工业板块调整后营业亏损5200万欧元 较去年同期减少1700万欧元亏损 因Blue Solutions专注于新一代电池研发 [7] 财务状况 - 净现金头寸51.95亿欧元 较2024年底增加3.9亿欧元 [3][11] - 现金及现金等价物和已确认信贷额度达90亿欧元 [11] - 股东权益218.67亿欧元 较2024年底增加1.13亿欧元 主要因持有证券公允价值变动和股息支付 [10] - 集团股东权益132.63亿欧元 较2024年底增加3.29亿欧元 [10] 主要交易活动 - 出售近600万股UMG N.V.股票（占股本0.33%） 单价27.5欧元 总额1.649亿欧元 [14] - 通过Compagnie de l'Etoile des Mers收购近7300万股Havas N.V.股票（占股本7.38%） 单价1.46欧元 总额1.07亿欧元 [14] - 收购近2600万股Canal+股票（占股本2.62%） 单价2.26欧元 总额5880万欧元 [14] - Bolloré SE回购3540万股自有股票（占股本1.26%） 总额1.965亿欧元 [15] - 取消4410万股Bolloré SE库存股 使库存股总数降至320万股（占股本0.11%） [15] 汇率影响 - 美元兑欧元平均汇率1.09 升值1% [27] - 瑞士法郎兑欧元平均汇率0.94 贬值2% [4][27] - 人民币兑欧元平均汇率7.93 升值2% [27] - 加元兑欧元平均汇率1.54 升值5% [27] - 印度卢比兑欧元平均汇率94.14 升值5% [27]

BOLLORÉ First-half 2025 results September 17, 2025 Results in line with expectations Revenue: 1,547 million euros, -3% at constant scope and exchange rates. Adjusted operating income (EBITA (1) (2)): 123 million euros including the results of the equity-accounted associates UMG, Groupe Canal+, Louis Hachette Group, Havas and Vivendi. Net income: 242 million euros, compared with 3,884 million euros in the first half of 2024, which included the net capital gain on the disposal of Bolloré Logistics (+3.7 bi ...

论坛概况 - 首届LA CorpGov论坛于2025年9月4日在加利福尼亚州洛杉矶好莱坞中心的1500 N El Centro Ave举行 [1] - 论坛由CorpGov与Edelman Smithfield联合主办 [1] - 活动吸引了超过一百名机构投资者、公司高管和南加州大学校友参与 [1] 论坛议题 - 论坛主要议题包括首次公开募股、股东积极主义、媒体与娱乐、洛杉矶公司治理、体育商业、私人董事会和国际商业 [2] - 具体讨论环节涵盖洛杉矶治理、娱乐与媒体、特朗普2.0时代的国际商业、私人董事会价值最大化、蓬勃发展的体育商业、资本市场并购与私有到上市公司准备、董事会在股东积极主义中的作用 [3] 与会人员 - 论坛有知名演讲者和与会者参与 [4]

基金表现 - 阿里尔全球基金在2025年第二季度上涨7.38% 同期MSCI ACWI指数上涨11.53% MSCI ACWI价值指数上涨5.84% [1] - 季度初期因"解放日"关税公告导致股市下跌 随后因关税暂停实施而反弹 [1] - 人工智能主题股票热情高涨及企业盈利强劲推动全球和美国指数创新高 [1] 迪士尼公司财务表现 - 截至2025年9月16日收盘价为每股115.23美元 市值达2071.76亿美元 [2] - 一个月回报率为-1.55% 过去52周涨幅达23.14% [2] - 第二季度末有111只对冲基金持有迪士尼股票 较前一季度的104只有所增加 [4] 迪士尼业务前景 - 业务涵盖媒体网络、电影制片、主题公园、邮轮和消费品等多元化领域 [3] - 迪士尼+订阅用户增长和每用户平均收入(APRU)提升将推动运营收入增长 [3] - 流媒体业务利润率扩张及成功发行带来的版权销售增长将提升整体利润率和自由现金流生成能力 [3] 投资观点 - 近期股价回调提供了有吸引力的入场机会 [3] - 尽管承认迪士尼的投资潜力 但认为某些AI股票具有更大上涨空间和更低下行风险 [4] - 迪士尼未入选对冲基金最受欢迎的30只股票名单 [4]