NEW YORK, July 25, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Reckitt Benckiser Group plc ("Reckitt Benckiser Group plc" or the "Company") (OTCQX: RBGLY) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Reckitt Benckiser Group plc investors who were adversely affected by alleged securities fraud between January 13, 2021 and July 28, 2024. Follow the link below to get more information and be contacted by a member of our team:https:/ ...

纪要涉及的行业或公司 涉及中国股票市场多个行业，包括银行、电信、非银行金融、食品饮料、汽车、电气设备、国防、消费、医疗保健、房地产等；公司方面提及中央汇金 [2][5] 纪要提到的核心观点和论据 共同基金（MF）持仓变化 - **增持板块**：Q225 持仓增加前三的行业为银行、电信和非银行金融，分别上升 1.6ppt、1.6ppt、0.8ppt，部分原因是相关板块上涨以及 4 月避险情绪导致资金流向防御性板块；国防板块因 Q225 地缘政治不确定性上升受 MF 青睐，持仓增幅排名第 4；STAR 板持仓进一步上升 0.4ppt 至创纪录的 14.8% [2] - **减持板块**：消费相关板块持仓削减最多，Q225 食品饮料和汽车持仓分别下降 2.1ppt、0.9ppt [2] MF 发行情况 - Q225 新 MF 发行仍不活跃，尽管 CSI 部分股票基金指数在 Q225 表现优于 CSI 300 指数，但由于 2022 - 2024 年表现不佳，主动管理型 MF 新发行近期未大幅反弹；Q225 主动管理型股票和混合 MF 发行总量达 599 亿单位，同比增长 128%，但较 2020 - 2021 年峰值（平均）下滑 73%；Q3 至今，主动管理型 MF 持续跑赢 CSI 300 指数；若高 MF 持仓的多个板块上涨，主动管理型 MF 新发行可能增加，为相关板块带来增量资金并形成正反馈循环 [3] MF 南向资金流向 - Q225 南向资金净流入达 2739 亿元人民币，同比增长 25%；金融板块流入最多，可能是保险公司买入高股息股票；其次是可选消费和医疗保健，分别吸引净流入 814 亿元、546 亿元；Q225 MF 在港股的持仓进一步上升 1.5ppt 至 18.8%，较 Q424 上升 6.6ppt；鉴于美元持续疲软和南向资金持续净流入，A/H 溢价可能维持在中期低位 [4] “国家队”行动 - 2025 年 4 月 7 日收盘前，中央汇金宣布增持 ETF 并将继续买入；4 月 8 日开盘前，宣布作为资本市场国家队并充当准稳定基金；自 4 月 7 日起，各类 A 股 ETF 交易量增加；根据 Q225 所有 A 股 ETF 信息披露，估计中央汇金 Q225 在 A 股 ETF 上的增持可能超过 2000 亿元人民币，其中 65% 流向 CSI 300 指数 ETF；“国家队”有能力在极端情况下进一步增持以稳定市场 [5] 其他重要但可能被忽略的内容 - **估值方法与风险**：对中国香港和内地股市各行业股票采用多种估值方法，包括 DCF 模型、戈登增长模型分析和相对估值分析；认为中国股票面临房地产市场硬着陆、货币贬值导致资本外流和结构改革进展缓慢等风险，政府政策若不能充分应对这些风险可能冲击市场，如过度刺激政策可能对经济转型和政府及国有企业债务产生风险 [61][62] - **评级相关**：介绍了 UBS 全球股票评级定义，包括 12 个月评级（买入、中性、卖出）和短期评级（买入、卖出）的定义及覆盖公司比例、投资银行服务比例；定义了预测股票回报（FSR）和市场回报假设（MRA）；提及英国和欧洲投资基金评级定义及核心波段例外情况 [66][70][71] - **合规与披露**：详细说明了 UBS 在全球不同地区的研究报告分发情况、相关合规要求、分析师认证、免责声明等内容，包括不同地区的监管规定、对投资者的要求、信息使用限制等 [63][72][100]

NEW YORK, July 24, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Reckitt Benckiser Group plc (OTCQX: RBGLY). Shareholders who purchased shares of RBGLY during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/reckitt-benckiser-group-plc-loss-submission-form-2/?id=157780&from=3 ...

The market expects Kellanova (K) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July ...

Wall Street analysts expect Mondelez (MDLZ) to post quarterly earnings of $0.68 per share in its upcoming report, which indicates a year-over-year decline of 20.9%. Revenues are expected to be $8.88 billion, up 6.4% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.P ...

NEW YORK, July 24, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Reckitt Benckiser Group plc (OTCQX: RBGLY).Shareholders who purchased shares of RBGLY during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/reckitt-benckiser-group-plc-loss-submission-form-2/?id=157762&from=4CLASS PE ...

公司调查背景 - 证券律师事务所Bleichmar Fonti & Auld LLP宣布对BellRing Brands Inc展开调查 涉嫌违反联邦证券法 [1] - 调查涉及投资者可通过指定链接提交信息参与集体诉讼 [1][4] 被调查原因 - BellRing主营便捷营养产品 核心品牌包括Premier Protein和Dymatize 产品涵盖即饮蛋白粉和蛋白棒 [2] - 公司此前宣称Premier Protein达到"家庭渗透率历史新高"且"需求持续强劲" 所有渠道增长均受益于"分销扩张 销售加速及促销活动增加" [2] - 实际销售增长可能源于零售商临时库存囤货 而非终端消费者可持续需求 [2] 股价波动情况 - 2025年5月5日盘后披露 自2023年Q2起多家主要零售商降低库存周数 将对2025年Q3增长形成阻力 [3] - 公司计划通过加大促销抵消零售商库存调整影响 [3] - 消息导致股价单日下跌13 96美元(18%) 从77 34美元跌至63 38美元 [3] 律所背景 - BFA律所在证券集体诉讼领域具有国际领先地位 曾为特斯拉案追回9亿美元 为Teva制药案追回4 2亿美元 [5] - 律所及律师团队获得Chambers USA Legal 500等权威评级机构认可 [5]

Nestle shares were down 4.9% by 10:50 a.m. London time (5:50 a.m. E.T.). Kit Kat Chunky packaging are seen at a store in Poland on July 15, 2025. Swiss food giant Nestle said Thursday that prices for its KitKat bars and Nespresso coffee pods could rise further in the second half of this year, as U.S. tariffs risk exacerbating existing commodity price pressures. CEO Laurent Freixe said that he was "satisfied" with broad price hikes implemented in the first half of the year, but said that company was still co ...

核心观点 - 第二季度财报周期中，营收增长和利润提升的公司股票可能更受欢迎，而基于现金流生成效率选股可能带来更高回报 [1] - 现金流状况是公司财务健康的关键指标，决定其应对市场动荡、投资和增长的能力 [2] - 全球经济不确定性下，分析公司现金流生成效率更具实际意义，净现金流反映真实资金生成能力 [3] - 正现金流提升公司流动性以偿还债务、支付开支、再投资及回报股东，负现金流则限制灵活性 [4] - 现金流持续增长表明管理层效率高且减少对外部融资依赖，是未来增长的关键 [5] 筛选标准 - 最新季度现金流至少达到或超过5年平均每股现金流的公司，显示正向趋势 [6] - 筛选条件包括：Zacks Rank 1（强买入）、平均经纪评级1（高度看好）、股价≥5美元、VGM评分B及以上 [6][7] - 符合标准的股票包括CPRX、STKL、GAMB和ORN，均满足价格、评级及VGM评分要求，且2025年EPS预期近期上调 [7] 推荐公司分析 Catalyst Pharmaceuticals (CPRX) - 专注罕见病治疗的生物制药公司，2025年Zacks共识EPS预期60天内上调2美分至2.25美元，VGM评分A [8] SunOpta (STKL) - 为品牌商提供供应链解决方案，覆盖饮料和健康零食领域，2025年EPS预期0.18美元（同比增63.6%），VGM评分B [9] Gambling.com Group (GAMB) - 为全球在线赌博业提供营销及数据服务，覆盖19个市场，2025年EPS预期30天内上调1美分至1.07美元，VGM评分A [10] Orion Group Holdings (ORN) - 主营海洋和民用建筑工程，2025年EPS预期7天内上调1美分至0.17美元，VGM评分A [11]

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here i ...