Aeries Technology (AERT) Q4 2025 Earnings Call July 03, 2025 08:00 AM ET Company Participants Ajay Khare - CEODaniel Webb - CFO & CIO Operator Good morning, and welcome to the Ares Technology full year two thousand twenty five earnings and business update call. Joining us today are Ares' chief executive officer, Ajay Khare and chief financial officer, Daniel Webb. This call will review the results for the year ended 03/31/2025, and discuss strategic priorities moving forward. Before we begin, please note th ...

Aeries Technology (AERT) Q4 2025 Earnings Call July 03, 2025 08:00 AM ET Speaker0 Good morning, and welcome to the Ares Technology full year two thousand twenty five earnings and business update call. Joining us today are Ares' chief executive officer, Ajay Khare and chief financial officer, Daniel Webb. This call will review the results for the year ended 03/31/2025, and discuss strategic priorities moving forward. Before we begin, please note that today's discussion contains forward looking statements, in ...

Key Takeaways The chart below shows the price performance of our five picks in the past month. Image Source: Zacks Investment Research Jabil Inc. Jabil has been benefiting immensely from healthy momentum in capital equipment, AI-powered data center infrastructure, cloud, and digital commerce business verticals. Its focus on end-market and product diversification is a key catalyst. Jabil's target that "no product or product family should be greater than 5% operating income or cash flows in any fiscal year" i ...

国内外治理产业"内卷式"竞争的做法 ——当前经济与政策思考 证券研究报告/宏观专题报告 2025 年 07 月 03 日 分析师：杨畅 执业证书编号：S0740519090004 Email：yangchang@zts.com.cn 分析师：夏知非 执业证书编号：S0740523110007 Email：xiazf01@zts.com.cn 相关报告 | 报告摘要 | | --- | 请务必阅读正文之后的重要声明部分 总体来看，国内外治理"内卷式"竞争的做法，涵盖了从供给端到需求端的系统性框 架，供给端做法包括引导淘汰落后产能、加强竞争治理、通过产业政策引导产业创新 升级、对外转移产能，需求端做法包括拉动内需和战略性拓展外需，其余配套措施还 包括优化企业退出机制、安置破产失业人员等。 风险提示：海外经济波动超预期风险；海外政策风险；研究报告中使用的公开资料可 能存在信息滞后或更新不及时的风险。 | | | 宏观专题报告 1. 供给端 1、引导淘汰落后产能： 一是市场主导与政府引导相结合的兼并重组与出清。 兼并重组通过行业结构调整，提高行业集中度，达到减少供给数量、提高供 给质量的目的。如日本政府通过窗口指导和 ...

Investor Presentation 1H 2025 June 2025 | 1 SAFE HARBOR KEY TAKEAWAYS This presentation contains certain items, such as earnings before interest, taxes, depreciation and amortization (EBITDA), Adjusted EBITDA, Adjusted EBITDA Margins, Free Cash Flow and net debt, as well certain income and expense items on a per share basis, that could be considered 'non-GAAP' financial measures under SEC rules. We think such items provide useful information to investors regarding the Company's operational performance. This ...

There is a lot of noise surrounding Hess Midstream (NYSE: HESM ) and whether or not Chevron ( CVX ) will take it over if its acquisition of Hess ( HES ) is Successful. I see value in theI have a long-term investment horizon and look for companies with strong fundamentals that have been beaten down due to short-term headwinds. I believe the market is overly concerned with the short-term, which leaves many great companies mispriced. I seek to uncover these short-term mispricings to unlock long-term value.Anal ...

CHONGQING, CHINA - FEBRUARY 23: In this photo illustration, the SoundHound AI logo is displayed on a ... More smartphone screen, with the company's latest stock market performance and candlestick charts visible in the background, highlighting SoundHound AI's real-time financial trends, stock price fluctuations, market volatility, and investment developments within the artificial intelligence, voice recognition, and technology sectors, on February 23, 2025 in Chongqing, China. (Photo by Cheng Xin/Getty Image ...

BuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our founder, also founded Tradition Capital Management in 2000 and was named “PSN Manager of the Decade” for All-Cap in the 2000s and “PSN Manager of the Decade” for Dividend Value in the 2010s. Since starting his investment career at Merrill Lynch in 1986, ...

Magic V5依然主打轻薄，厚度为8.8mm、重量217g。和同样在上半年发布的友商大折叠产品做对比，vivo X Fold5做成玻纤背板的"钛度"配色机的折叠态厚 度为9.2mm、重量为217g，其余配色的厚度增加0.5mm、重要增加2g；OPPO Find 5的白色、黑色款厚度为8.93mm，重要229g。因此，荣耀管理层称Magic V5是"全球最薄、全球最轻"的大折叠手机。 近期，苹果供应链上下游传出关于苹果首款折叠屏手机的原型测试阶段预计将于今年年底完成、于2026年发布的消息。 荣耀期待苹果加入这场折叠屏的"战争"吗？面对这一问题，荣耀公司产品线总裁方飞表示，非常期待苹果折叠屏的发布，"苹果入局表明苹果认为折叠屏赛 道值得加入，会激发更多消费者对于折叠品类的考量，也会有更多玩家加入这个赛道。这也说明我们这几年的坚守是值得的。" 方飞称，荣耀最早进入折叠屏领域时，"真的是一穷二白"，没有任何一张图纸。苹果的加入对荣耀而言是一种激励，期待和苹果同台竞技。方飞还透露，荣 耀的小折叠新品将在今年8月推出。 从2020年折叠屏手机开启商业化以来，5年时间，华为、小米、vivo、OPPO、荣耀等主流厂商相继 ...

下一步，我局将持续聚焦民生领域食品安全，持续加大对夜市餐饮单位的监管力度，常态化不定期开展 突击执法行动，加大对违法违规行为的排查整治力度，切实消除安全隐患，守牢安全底线，营造安全、 放心、和谐的消费环境，助力乌苏'夜间经济'高质量发展。同时，提醒消费者，选购餐饮单位时要认准 正规店铺，注意查看资质信息，若遇食品安全问题，可拨打12315或0992-7261257投诉举报。" （杜志 锋、巴德玛、刘佩灵） 炎炎夏日，夜市餐饮消费迎来旺季。7月2日， 新疆维吾尔自治区乌苏市市场监督管理局强化党建引 领，积极践行"实干争先"理念，聚焦夜市餐饮食品开展专项检查，全力筑牢夏季食品安全防线。 此次专项检查行动，该局聚焦友好啤酒广场、江南印象夜市、九莲泉广场等为重点检查区域，以烧烤 店、农家乐、夜市摊点等经营场所开展检查，重点检查夜市餐饮单位的经营资质、从业人员健康证明、 店内有无"防蝇防鼠"设备、食品原材料采购渠道、食品贮存、餐饮具消毒等方面进行了严格检查。针对 检查中发现的未按要求佩戴口罩及健康证过期、"三防"设施设备未按要求使用、未查验供货商资质及保 存进货凭证的问题，执法人员现场提出整改意见并要求经营者限期整改。 ...