Zenvia (ZENV) Q1 2025 Earnings Call July 03, 2025 10:00 AM ET Speaker0 Please be advised that today's conference is being recorded, and a replay will be available at the company's IR website, where you can also access today's presentation. At this time, all participants are in listen only mode. After the prepared remarks, there will be a question and answer session. For the Q and A session, we ask you to write down your question via the Q and A icon at the bottom of your screen. Your name will then be annou ...

站到"悬崖边"的老牌港资房企新世界发展，近日迎来关键转折点——一笔882亿港元的再融资协议落 地，暂时缓解了其流动性危机。然而，伴随业绩亏损，以及郑氏家族第三代接班人郑志刚的彻底离场， 这场"续命"行动能否成为新世界发展的转机，仍充满悬念。 目前新世界发展的财务管理策略专注于减低负债及改善现金流。未来，执行董事兼行政总裁黄少媚能否 带领新世界发展真正走出债务阴霾，还有待时间检验。 债务再融资，获得3年喘息空间 7月1日，新世界发展宣布，截至2025年6月25日，已完成2024/2025财年260亿港元合约销售目标。 接近新世界发展的人士表示，此次达成的882亿港元再融资方案，将改善新世界的短期偿债能力，有效 降低财务现金流压力，并有助于新世界发展保留核心资产，为未来业务发展赢得更多的时间。 第三代接班人郑志刚彻底退出 6月30日晚间，新世界发展宣布达成新银行融资及经统一银行融资协议，共涵盖约882亿港元现有境外无 抵押金融债务。 具体来看，新世界发展与有关银行债权人签订了新的再融资定期贷款融资协议(新银行融资)，对部分现 有境外无抵押金融债务(包括银行贷款)进行了再融资。同时，协调了其他境外无抵押银行贷款以与 ...

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波士顿咨询公司(BCG)中国区主席廖天舒表示，中国消费市场处在修复和提振过程中，消费品以旧换新 起到了带动作用。她表示，目前以旧换新鼓励的还是一些低频购买，比如电子产品、家电、家具等，希 望出台鼓励高频消费或发展服务业的举措，以及帮扶有孩家庭、低收入和大学生群体的措施，进一步释 放消费潜能。她表示，"下半年如果有这样的利好政策出台的话，我们对今年的消费潜力还是非常看 好。(中国日报) ...

Snap Inc. ( SNAP ) has struggled recently as it is down over 40% over the past year. Recent headwinds such as the rise of TikTok and Apple's privacy policy change have put SNAP in a tough position. However, recent positiveAnalyst’s Disclosure:I/we have a beneficial long position in the shares of SNAP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu ...

美国六月新增14.7万岗位远超预期，历史数据大幅上修 在昨日意外录得负3.3万人的"爆冷"表现后，市场普遍对今日的非农就业报告做好了最坏打算，甚至有传言称新增岗位可能跌破10万，至9.6万人，远低 于10.6万人的市场共识，引发了对"滞胀型衰退"的担忧。然而，事实再次证明ADP可能只是"虚晃一枪"。 美国劳工统计局公布的数据显示，上个月非农就业人数增加14.7万人，不仅大幅超出10.6万人的市场预期中值，也高于向上修正后的五月数据（14.4万 人）。其中，州和地方政府就业的显著增长，私人部门就业仅增加7.4万人，创下去年十月以来的最低增幅，这主要归因于医疗保健行业的招聘放缓。 在媒体调查的79位经济学家中，只有加拿大丰业银行的Derek Holt一人预测到了更高的数字（16万人），其余所有预测值均低于14.7万人。 美国6月非农就业人口增加 14.7万人，预期 10.6万人，4月和5月非农就业人数合计上修1.6万人。 美国劳动力市场展现出强劲韧性。六月份美国就业增长连续第四个月超出预期，失业率进一步下降。这可能促使美联储在决定下一步利率行动时采取更 为谨慎的态度。 更值得关注的是，与此前"拜登传统"的下修不同 ...

第一，特朗普为啥急眼？他原以为日本最好拿捏——亲自下场谈判，见面20分钟就发推"重大进展"，结 果日本死活不松口。更打脸的是，日本现在学中国玩硬气：农业不让步、汽车关税不妥协，甚至拿"中 国反制"当榜样。说好的"小弟乖乖交保护费"剧本呢？ 第二，日本为啥突然硬气？不是石破茂头铁，是真没法退：退一步，农民上街抗议；退两步，中国贸易 断不得（毕竟大陆是日本最大金主）；退三步，"广场协议"的惨痛回忆还在呢！更骚的是，日本为表忠 心，竟给美国出馊主意："我们回收废旧家电搞稀土对抗中国！"——美国内心OS：你逗我？稀土最后 不还得找中国买？ （完） PS： 建议日本下次谈判前先读读《论持久战》，毕竟，拖到特朗普推特崩盘也是一种胜利。 特朗普又双叒掀桌子了！这次倒霉的是日本——7月1日，他威胁要把对日关税从24%飙到35%，理由 很"特朗普"："日本不买美国大米和汽车，却在狂卖自家货，这不公平！" 日本首相石破茂第二天直接回怼："日本是美国最大海外金主，创造了最多的美国就业，加关税不如好 好做生意！"但特朗普会听吗？显然不会。毕竟在他眼里，盟友≈提款机。 第三，最后谁会怂？别看日本现在嘴硬，历史经验表明，它最后大概率"滑 ...