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MINISO Group Holding Limited (MNSO)
์‹œ๊ฐ€์ด์•ก: 6.81B
๊ตญ๊ฐ€: China
์‚ฐ์—…: #Department_Specialty_Retail_Stores
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://www.miniso.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 4.43B / 4.41B / 0.5% / 19.0% / -5.9%
2412: 4.71B / 4.89B / -3.7% / 22.6% / 4.2%
2409: 4.52B / 4.56B / -0.9% / 19.2% / 11.9%
2406: 4.04B / 4.04B / 0.0% / 24.2% / 8.5%
2403: 3.72B / -- / -- / 26.0% / -3.1%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.88 / 2.14 / -12.1% / 0.0% / -26.6%
2412: 2.56 / 2.72 / -5.9% / 25.5% / 23.1%
2409: 2.08 / 2.16 / -3.7% / 6.1% / 10.6%
2406: 1.88 / 2.02 / -6.9% / 9.3% / 0.0%
2403: 1.88 / -- / -- / 27.0% / -7.8%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2306: 11.47B(13.8%) / 5.64(171.2%)
2206: 10.09B(11.2%) / 2.08(145.0%)
2106: 9.07B(1.0%) / -4.618306(-344.1%)
2006: 8.98B(--) / -1.04(--)

#MNSO

- ์‚ฌ์—…์š”์•ฝ: MINISO Group Holding Limited, an investment holding company, engages in the retail and wholesale of lifestyle products and pop toy products in China, rest of Asia, the Americas, Europe, Indonesia,...
Frontline plc (FRO)
์‹œ๊ฐ€์ด์•ก: 3.94B
๊ตญ๊ฐ€: Bermuda
์‚ฐ์—…: #Marine_Transportation
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://www.frontlineplc.cy

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 427.87M / 266.3M / 60.7% / -26.0% / 0.5%
2412: 425.6M / 287.25M / 48.2% / 2.6% / -13.2%
2409: 490.32M / 309.49M / 58.4% / 30.0% / -11.8%
2406: 556.03M / 379.62M / 46.5% / 8.4% / -3.9%
2403: 578.40M / 394.28M / 46.7% / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 0.15 / 0.2533 / -40.8% / -75.8% / -25.0%
2412: 0.2 / 0.35 / -42.9% / -81.3% / -25.9%
2409: 0.27 / 0.3635 / -25.7% / -43.7% / -56.5%
2406: 0.62 / 0.78 / -20.5% / -- / 0.0%
2403: 0.62 / 0.8408 / -26.3% / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 1.8B(26.0%) / --(--)
2212: 1.43B(90.9%) / 2.22(2875.0%)
2112: 749.38M(-38.6%) / -0.08(-103.8%)
2012: 1.22B(--) / 2.09(167.9%)

#FRO

- ์‚ฌ์—…์š”์•ฝ: Frontline plc, a shipping company, engages in the seaborne transportation of crude oil and oil products worldwide. It owns and operates oil and product tankers. As of December 31, 2023, the...
Himalaya Shipping Ltd. (HSHP)
์‹œ๊ฐ€์ด์•ก: 260.37M
๊ตญ๊ฐ€:
์‚ฐ์—…: #Marine_Transportation
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://himalaya-shipping.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 21.9M / 18.89M / 15.9% / -7.1% / -24.7%
2412: 29.1M / 35.27M / -17.5% / 58.8% / -25.8%
2409: 39.2M / 38.98M / 0.6% / 282.8% / --
2406: -- / 31.32M / -- / -- / --
2403: 23.58M / -- / -- / 1535.3% / 28.7%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.14 / -0.1116 / -25.4% / -333.3% / -800.0%
2412: 0.02 / 0.1679 / -88.1% / -81.8% / -91.7%
2409: 0.24 / 0.2552 / -6.0% / 580.0% / --
2406: -- / 0.2001 / -- / -- / --
2403: 0.06 / -- / -- / 8491.6% / -45.5%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 36.74M(--) / 0.04(166.7%)
2212: 0.0(--) / -0.06(--)

#HSHP

- ์‚ฌ์—…์š”์•ฝ: Himalaya Shipping Ltd. provides dry bulk shipping services worldwide. The company operates a fleet of vessels. It serves major commodity trading, commodity and energy transition, and multi-modal transport companies. Himalaya Shipping Ltd. was incorporated in 2021 and is based in Ham...
Booz Allen Hamilton Holding Corporation (BAH)
์‹œ๊ฐ€์ด์•ก: 16.35B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Professional_Services
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://www.boozallen.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 2.97B / 3.03B / -2.0% / 7.2% / 1.7%
2412: 2.92B / 2.86B / 2.1% / 13.6% / -7.3%
2409: 3.15B / 2.97B / 6.1% / 18.1% / 7.1%
2406: 2.94B / 2.93B / 0.3% / 10.8% / 6.1%
2403: 2.77B / -- / -- / 13.9% / 7.8%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.61 / 1.61 / 0.0% / -- / 3.9%
2412: 1.55 / 1.51 / 2.6% / 39.6% / -14.4%
2409: 1.81 / 1.49 / 21.5% / 40.3% / 31.2%
2406: 1.38 / 1.52 / -9.2% / 13.1% / --
2403: -- / -- / -- / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2403: 10.66B(15.2%) / 4.59(126.1%)
2303: 9.26B(10.7%) / 2.03(-41.0%)
2203: 8.36B(6.4%) / 3.44(-21.3%)
2103: 7.86B(--) / 4.37(--)

#BAH

- ์‚ฌ์—…์š”์•ฝ: Booz Allen Hamilton Holding Corporation provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber services to governments, corporations, and not-for-pro...
The Buckle, Inc. (BKE)
์‹œ๊ฐ€์ด์•ก: 2.09B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Clothing_Shoe_Accessory_Stores
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://www.buckle.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 272.12M / 265.54M / 2.5% / 3.7% / -28.2%
2501: 379.19M / 373.6M / 1.5% / -0.8% / 29.2%
2410: 293.6M / 287.74M / 2.0% / -3.2% / 4.0%
2407: 282.4M / 272.41M / 3.7% / -3.4% / 7.6%
2404: 262.48M / -- / -- / -7.2% / -31.4%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 0.7 / 0.66 / 6.1% / 1.4% / -54.2%
2501: 1.53 / 1.38 / 10.9% / -3.8% / 82.1%
2410: 0.8403 / 0.8756 / -4.0% / -19.2% / 7.7%
2407: 0.78 / 0.76 / 2.6% / -15.2% / 13.0%
2404: 0.69 / -- / -- / -19.8% / -56.6%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2401: 1.26B(-6.3%) / 4.4(-14.2%)
2301: 1.35B(3.9%) / 5.13(-0.6%)
2201: 1.29B(43.6%) / 5.16(94.0%)
2101: 901.28M(--) / 2.66(--)

#BKE

- ์‚ฌ์—…์š”์•ฝ: The Buckle, Inc. operates as a retailer of casual apparel, footwear, and accessories for young men and women in the United States. It markets a selection of brand name casual apparel, including de...
Sol-Gel Technologies Ltd. (SLGL)
์‹œ๊ฐ€์ด์•ก: 21.17M
๊ตญ๊ฐ€: Israel
์‚ฐ์—…: #Biotechnology_Pharmaceutical_Preparations
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.sol-gel.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 1M / 1.2M / -16.7% / 123.7% / -81.3%
2409: 5.36M / 4.2M / 27.6% / 2416.4% / -1.3%
2406: 5.43M / 1.05M / 417.1% / 814.1% / 1065.2%
2403: 466.0K / -- / -- / 55.3% / 4.3%
2312: 447.0K / -- / -- / -- / 109.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: -3.2 / -0.12 / -2566.7% / -- / -31900.0%
2409: -0.01 / -0.05 / 80.0% / 95.2% / -114.3%
2406: 0.07 / -0.2 / 135.0% / 131.8% / 130.4%
2403: -0.23 / -- / -- / 46.5% / --
2312: -- / -- / -- / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 1.55M(-60.0%) / -1.01(-55.4%)
2212: 3.88M(-87.6%) / -0.65(-564.3%)
2112: 31.27M(256.5%) / 0.14(110.8%)
2012: 8.77M(--) / -1.3(--)

#SLGL

- ์‚ฌ์—…์š”์•ฝ: Sol-Gel Technologies Ltd., together with its subsidiary Sol-Gel Technologies Inc., develops topical dermatological drugs for patients with severe skin conditions in Israel. The company offers Twyneo, a...
Forwarded from TNBfolio
ํŠธ๋Ÿผํ”„, ๋ฏธ๊ตญ ํ•ต์—๋„ˆ์ง€ ๋ฐ ๊ณผํ•™ ๋ถ„์•ผ์— ๋Œ€ํ•œ ํ–‰์ •๋ช…๋ น ์„œ๋ช…

1. ํ•ต์—๋„ˆ์ง€ ์‚ฐ์—… ํ™•๋Œ€
- ํŠธ๋Ÿผํ”„๊ฐ€ ๋ฏธ๊ตญ ๋‚ด ํ•ต์—๋„ˆ์ง€ ์ƒ์‚ฐ ํ™•๋Œ€๋ฅผ ์œ„ํ•œ ํ–‰์ •๋ช…๋ น์— ์„œ๋ช…ํ–ˆ๋‹ค.
- ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€์˜ ์—ฐ๊ตฌ๊ฐœ๋ฐœ ๊ฐœํ˜, ๊ตญ๋ฆฝ์—ฐ๊ตฌ์†Œ์—์„œ์˜ ์›์ž๋กœ ์‹œํ—˜ ๊ฐ€์†, ์‹ ๊ทœ ๊ฑด์„ค ํŒŒ์ผ๋Ÿฟ ํ”„๋กœ๊ทธ๋žจ ๋„์ž…์ด ํฌํ•จ๋๋‹ค.
- ๊ณต๊ณต ๋ถ€์ง€์—์„œ์˜ ์ƒˆ๋กœ์šด ์›์ž๋กœ ๊ฑด์„ค ์ถ”์ง„ ๋ช…๋ น๋„ ํฌํ•จ๋๋‹ค.
- ์›์ž๋กœ ์ธํ—ˆ๊ฐ€ ์ ˆ์ฐจ๋ฅผ 18๊ฐœ์›” ๋‚ด๋กœ ์ œํ•œํ•˜๋„๋ก ๊ทœ์ œ๊ธฐ๊ด€ ๊ฐœํ˜ ์ง€์‹œํ–ˆ๋‹ค.
- 25๋…„ ๋‚ด ํ•ต์—๋„ˆ์ง€ ์ƒ์‚ฐ๋Ÿ‰์„ 100GW์—์„œ 400GW๋กœ ์ฆ๊ฐ€์‹œํ‚ค๋Š” ๊ณ„ํš๋„ ๋‹ด๊ฒผ๋‹ค.
- ๊ตญ๋‚ด ์šฐ๋ผ๋Š„ ์ฑ„๊ตด ๋ฐ ๋†์ถ• ํ™•๋Œ€๋ฅผ ์œ„ํ•œ ์ „๋žต๋„ ๋ช…์‹œ๋๋‹ค.
- ๊ตญ๋ฐฉ์ƒ์‚ฐ๋ฒ•์„ ํ™œ์šฉํ•ด ๊ตญ๋‚ด ๊ธฐ์—…๋“ค๊ณผ ์šฐ๋ผ๋Š„ ์กฐ๋‹ฌ ๊ณ„์•ฝ ์ฒด๊ฒฐ ๊ณ„ํš์ด ํฌํ•จ๋๋‹ค.
- AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ์™€ ๊ตญ๋ฐฉ ์‹œ์„ค์— ์•ˆ์ •์  ์ „๋ ฅ์„ ์ œ๊ณตํ•˜๋Š” ํ•ต์—๋„ˆ์ง€์˜ ํ•„์š”์„ฑ ๊ฐ•์กฐํ–ˆ๋‹ค.

2. ๊ณผํ•™ ์ •์ฑ… ์ •์ƒํ™”
- ์ฝ”๋กœ๋‚˜19 ๋Œ€์‘ ๊ณผ์ •์—์„œ ๋ฐœ์ƒํ•œ ์‹ ๋ขฐ ์ƒ์‹ค ํšŒ๋ณต์„ ์œ„ํ•œ ๊ณผํ•™ ์ •์ฑ… ๊ฐœํ˜๋„ ๋ณ‘ํ–‰ ์ถ”์ง„๋๋‹ค.
- "๊ณจ๋“œ ์Šคํƒ ๋‹ค๋“œ ๊ณผํ•™" ์›์น™์„ ํ–‰์ •๋ช…๋ น์œผ๋กœ ์ฑ„ํƒํ–ˆ๋‹ค.
- ์žฌํ˜„ ๊ฐ€๋Šฅ์„ฑ, ํˆฌ๋ช…์„ฑ, ๋ฐ˜์ฆ ๊ฐ€๋Šฅ์„ฑ, ๋™๋ฃŒ ๊ฒ€ํ†  ๋“ฑ์„ ๊ธฐ์ค€์œผ๋กœ ์„ค์ •ํ–ˆ๋‹ค.
- ๊ณผํ•™์  ๊ฒฐ๊ณผ๊ฐ€ ์ •์น˜์  ๋‚ด๋Ÿฌํ‹ฐ๋ธŒ์— ๋ฐ˜ํ•˜๋”๋ผ๋„ ์–ต์••๋˜์ง€ ์•Š๋„๋ก ๋ณด์žฅํ–ˆ๋‹ค.
- COVID-19 ๋Œ€์‘์—์„œ ์ •์น˜์  ํŽธํ–ฅ์ด๋‚˜ DEI ์ •์ฑ…์ด ๊ณผํ•™ ์‹ ๋ขฐ๋ฅผ ํ›ผ์†ํ–ˆ๋‹ค๋Š” ์ ์„ ์ง€์ ํ–ˆ๋‹ค.
- ๋ฐ”์ด๋“  ํ–‰์ •๋ถ€๊ฐ€ ๊ต์‚ฌ ๋…ธ์กฐ์˜ ์˜๊ฒฌ์„ ๋ฐ˜์˜ํ•ด ํ•™๊ต ์žฌ๊ฐœ ๋ฐฉ์นจ์„ ์ˆ˜์ •ํ–ˆ๋‹ค๋Š” ์ ๋„ ๋ฌธ์ œ๋กœ ์ง€์ ํ–ˆ๋‹ค.

3. ๊ณผํ•™ ์™ธ๊ต ๋ฐ ์กฐ์ง ๊ฐœํŽธ
- ๋ฏธ๊ตญ ํ•ต ์ „๋ฌธ๊ฐ€๋ฅผ ์œ„ํ•œ ํŠน๋ณ„ ๋Œ€์‚ฌ๋ฅผ ์‹ ์„คํ•˜๋Š” ํ–‰์ •๋ช…๋ น ํฌํ•จ๋๋‹ค.
- ํ•ต์—ฐ๋ฃŒ ์ฃผ๊ธฐ๋ฅผ ์žฌํ™œ์„ฑํ™”ํ•˜๊ณ , ์‚ฌ์šฉํ›„ ํ•ต์—ฐ๋ฃŒ ์ฒ˜๋ฆฌ ๋ฐฉ์•ˆ๋„ ๋งˆ๋ จํ•  ๊ณ„ํš์ด๋‹ค.
- ๊ธฐ์กด ๊ทœ์ œ ๋ฌธํ™”๊ฐ€ ๊ธฐ์ˆ  ๋ฐœ์ „์„ ๋”ฐ๋ผ๊ฐ€์ง€ ๋ชปํ•ด ์‹ ๊ทœ ์›์ž๋กœ ๋„์ž…์— ๊ฑธ๋ฆผ๋Œ์ด ๋๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ค.
- ํ•ต์—๋„ˆ์ง€๊ฐ€ ๋ฏธ๋ž˜ ๊ธฐ์ˆ , ์—๋„ˆ์ง€ ๋…๋ฆฝ, ์•ˆ๋ณด ํ™•๋ณด์— ํ•„์ˆ˜๋ผ๋Š” ์ ์„ ๋ช…ํ™•ํžˆ ํ–ˆ๋‹ค.

https://www.foxnews.com/politics/trump-signs-executive-orders-bolstering-nuclear-industry-domestic-uranium-mining