Alcoa (AA) FY Conference June 17, 2025 11:00 AM ET Speaker0 Okay. Welcome, everyone. Thank you so much for joining us. This is the Wolf Materials of the Future Conference. We are hosting Alcoa, we've got CFO Molly Bierman with us. Delighted to have Alcoa join us. A lot to talk about. And we're just going to kick off with a bit of a discussion about kind of where we sit in terms of aluminum aluminum markets and anything you want to provide for us in terms of thoughts on this second quarter that we're wrappin ...

MercadoLibre (MELI) FY 2025 Annual General Meeting June 17, 2025 11:00 AM ET Speaker0 Hello, everyone. I am Hako Okoenimaj, general counsel of MercadoLibre, Inc, and I will act as chairman and secretary of this meeting. During the course of the meeting today, including during the question and answer sessions, representatives of the company may make statements that constitute forward looking statements. These matters are subject to a number of factors that could cause actual results to differ materially from ...

Monroe Capital (MRCC) FY 2025 Annual General Meeting June 17, 2025 11:00 AM ET Speaker0 Good morning. The meeting will now come to order. My name is Ted Koenig, and I'm Chairman of the Board and Chief Executive Officer of Monroe Capital Corporation. Welcome to the twenty twenty five Annual Meeting of Stockholders of Monroe Capital Corporation. This meeting is being webcast live. Welcome to those stockholders participating by webcast. An agenda that outlines the order of business for the meeting has been mad ...

Dawson Geophysical Company (DWSN) FY 2025 Annual General Meeting June 17, 2025 11:00 AM ET Speaker0 Welcome to the Annual Meeting of Shareholders of Dawson Geophysical Company. Our host for today's call is Tony Clark, Chief Executive Officer and President. I will now turn the call over to your host. Mr. Clark, you may begin. Speaker1 Thank you, sir. Welcome to Dawson Jim Physical Company twenty twenty five Annual Meeting of Shareholders. I am Tony Clark, Chief Executive Officer and President of Dawson Jim P ...

Sterling Infrastructure (STRL) M&A Announcement June 17, 2025 11:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Sterling Infrastructure Agreement to acquire CEC Facilities Group Webcast and Conference Call. At this time, all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you need assistance, please press 0 for the operator. This call is being recorded on Tuesday, 06/17/2025. I would now lik ...

Integer (ITGR) 2025 Conference June 17, 2025 10:40 AM ET Speaker0 at a time, But Speaker1 thank you, both of you, for being here and really looking forward to the discussion. And anyone in the audience has questions, please feel free to raise your hand. We'll try to get your question in. So I'm gonna direct this to both of you, but maybe, know, Joe, any initial comments to start us off, timing of the the kind of the rain pass, you know, why don't we just start there and then we can get into the business? Sp ...

证券研究报告 2025年06月17日 基于"三步走"的黄金交易策略 胡国鹏(证券分析师) 陈艺鑫(证券分析师) S0350521080003 S0350525010003 hugp@ghzq.com.cn chenyx03@ghzq.com.cn 1 最近一年走势 相关报告 -13% -6% 1% 8% 15% 22% 2024-06 2024-09 2024-12 2025-03 沪深300 《 6月月报：等待破局*胡国鹏，袁稻雨》——2025-06-03 《全球ETF格局演变与中国市场未来机遇——ETF系列报告（一）*袁稻雨， 胡国鹏》——2025-05-30 《业绩基准如何选择*袁稻雨，胡国鹏》——2025-05-29 相对沪深300表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 沪深300 | -0.8% | -1.2% | 9.6% | 请务必阅读报告附注中的风险提示和免责声明 2 核心提要 请务必阅读报告附注中的风险提示和免责声明 3 u 1、交易黄金可以拆分为3个小目标：目标1是确定黄金长期趋势（宏观视角），目标2是分析黄金战略配置价值 ...

报告行业投资评级 - 维持摩托车行业“推荐”评级 [1][10][50] 报告的核心观点 - 摩托车出口保持较高景气度 [10][50] 行业数据更新 整体 - 2025年1 - 5月摩托车内销 + 出口合计682.2万辆，同比增长21%；内销184.6万辆，同比下降1.3%；出口497.6万辆，同比增长27%；整体＞250cc销量39.9万辆，同比增长50%；≤250cc销量642.3万辆，同比增长16% [16] - 2025年5月摩托车内销 + 出口合计148.6万辆，同比增长14%；内销39.6万辆，同比下降8%；出口109.0万辆，同比增长30%；整体＞250cc销量10.1万辆，同比增长31%；≤250cc销量138.5万辆，同比增长10% [16] - 2025年1 - 5月摩托车150＜排量≤250cc销售80.1万辆，同比增长17%；＞250cc销售39.9万辆，同比增长50% [17] - 2025年5月摩托车150＜排量≤250cc销售17.6万辆，同比增长2%；＞250cc销售10.1万辆，同比增长31% [18] 内销 - 2025年1 - 5月摩托车内销，150＜排量≤250cc销量13.4万辆，同比下降18%；＞250cc销量19.1万辆，同比增长32% [21] - 2025年5月摩托车内销，150＜排量≤250cc销量3.4万辆，同比下降25%；＞250cc销量5.1万辆，同比增长15% [21] 外销 - 2025年1 - 5月摩托车出口，150＜排量≤250cc销售66.6万辆，同比增长27%；＞250cc销量20.8万辆，同比增长73% [24] - 2025年5月摩托车出口，150＜排量≤250cc销售14.1万辆，同比增长12%；＞250cc销量5.0万辆，同比增长52% [24] 公司数据更新 春风动力 - 2025年1 - 5月燃油摩托车内外销销售11.82万辆，同比增长23%；150＜排量≤250cc销售2.3万辆，同比下降37%；排量＞250cc销售8.66万辆，同比增长58%；沙滩车销量7.23万辆，同比增长7% [26] 钱江摩托 - 2025年1 - 5月燃油摩托车内外销销售16.8万辆，同比下降6%；150＜排量≤250cc销售2.5万辆，同比增长12%；排量＞250cc销售5.8万辆，同比增长8% [35] 隆鑫通用 - 2025年1 - 5月内外销销售64.95万辆，同比增长16%；150＜排量≤250cc销售19.1万辆，同比增长48%；排量＞250cc销售5.26万辆，同比增长34% [42]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

文章核心观点 公司成功完成综合再融资方案，增强财务灵活性，为持续增长奠定基础，获市场信心且评级将提升 [1][4] 再融资方案情况 - 方案包括6.75亿欧元定期贷款、5亿美元定期贷款和3亿瑞士法郎多货币循环信贷安排 [1] - 公司作为定期贷款B（TLB）发行人首次亮相，定价于2025年5月28日处于原指引较窄端 [2] - 吸引了众多顶级全球机构投资者和银行合作伙伴的强劲需求 [2] 资金用途 - 用于偿还现有债务，包括2.5亿欧元A类定期贷款和4.15亿瑞士法郎循环信贷安排，以及其他贷款和应计利息 [3] - 为一般公司用途提供额外流动性 [3] 影响与意义 - 是公司的关键里程碑，反映市场对业务的信心，构建坚实资本结构支持长期战略目标 [4] - 延长到期期限并改善财务灵活性，利于推动全球业务运营卓越和增长 [4] - 穆迪和标普全球将对公司进行评级上调，新企业评级分别为B2和B+ [4] 公司简介 - 是全球航空餐饮、机上零售和酒店产品及服务的领导者 [5] - 总部位于瑞士苏黎世，在60多个国家运营超200个业务单位，为各大洲乘客提供卓越餐饮和零售服务 [5]