With a market cap of $18.6 billion, Ralph Lauren Corporation (RL) is a global leader in premium lifestyle products, renowned for its luxury apparel, accessories, fragrances, home furnishings, and hospitality services. Founded in 1967 by Ralph Lauren in New York City, the company has evolved from a modest necktie line into a diversified brand portfolio that includes Polo Ralph Lauren, Ralph Lauren Purple Label, Lauren, Chaps, Double RL, and Ralph Lauren Home. Companies worth $10 billion or more are general ...

MONTREAL, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Gildan Activewear Inc. (GIL: TSX and NYSE) (“Gildan” or the “Company”) announced today that it has priced an offering of US$1.2 billion aggregate principal amount of senior unsecured notes in two series, consisting of US$600 million aggregate principal amount of 4.700% senior unsecured notes, due October 7, 2030 and US$600 million aggregate principal amount of 5.400% senior unsecured notes, due October 7, 2035 (together, the “Notes”). The Company expects to use t ...

Materials technology company Toray has formed a joint venture with South Asia apparel manufacturer MAS Holdings to expand within the Indian apparel market. Operating under the name Toray MAS Apparel India, the venture will include a new manufacturing facility at the MAS Apparel Park Bhuinpur in Odisha, India. The facility is currently in development after a groundbreaking in March, and is expected to be operational in early 2026. More from Sourcing Journal “Toray MAS Apparel India will contribute to loca ...

Infosys Limited (NYSE:INFY) is one of the best growth stocks under $30 to buy. On September 11, Infosys and HanesBrands Inc. (NYSE:HBI) announced a strategic ten-year alliance to drive innovation and efficiency across HanesBrands’ IT landscape. The collaboration designates Infosys as HanesBrands’ strategic partner for its digital, business applications, and data initiatives to achieve hyper productivity and AI-driven efficiency. Under the terms of the alliance, Infosys will deploy its proprietary, AI-firs ...

MONTREAL, Sept. 18, 2025 (GLOBE NEWSWIRE) -- Gildan Activewear Inc. (GIL: TSX and NYSE) announced today that Glenn J. Chamandy, President & Chief Executive Officer, Luca Barile, Executive Vice-President, Chief Financial Officer and Jessy Hayem, Senior Vice-President, Head of Investor Relations and Global Communications will participate in a fireside chat and one-on-one meetings with investors at the 24th Annual CIBC Eastern Institutional Investor Conference in Montreal on Thursday, September 25, 2025. About ...

核心观点 - 华尔街研究机构发布多只股票评级调整 涵盖铁路、物流、食品、科技、娱乐、生物制药等多个行业 [1][2][3][4][5][6] - 评级变动主要基于估值变化、业务进展、行业动态和临床试验结果等因素 [2][3][4][5][6] 评级上调 - Loop Capital将联合太平洋(UNP)从卖出上调至持有 目标价从214美元上调至227美元 因该股年初至今下跌5%后 估值倍数仅略高于五年区间底部 [2] - 美国银行将安博(PLD)从中性上调至买入 目标价从118美元上调至130美元 因三季度新租赁提案转化为签约租约的速度优于二季度 预计供需动态将持续改善至2026年 且其预估高于市场共识 [3] - 高盛将好时(HSY)从卖出上调至买入 目标价从170美元上调至222美元 认为经过公司多次下调指引后 该股风险回报比具有吸引力 [4] - Citizens JMP将CoreWeave(CRWV)从市场表现上调至跑赢大盘 目标价180美元 预计其GPU即服务业务规模将从当前的30-40亿美元增长至3000亿美元 [4] - Arete将百度(BIDU)从卖出上调至买入 目标价143美元 因中国AI芯片供应持续短缺 且其昆仑芯片业务有望完全抵消在线广告业务的疲软表现 [5] 评级下调 - TD Cowen将华纳兄弟探索(WBD)从买入下调至持有 维持14美元目标价 认为尽管有传闻称派拉蒙可能以每股20美元或更高价格收购 但若交易未实现 股价可能快速回落至11-12美元 当前风险回报缺乏吸引力 [6] - Rothschild & Co Redburn将Live Nation(LYV)从买入下调至中性 目标价从144美元上调至170美元 预计公司利润率扩张将从2026财年开始放缓 盈利预估上行空间有限 [6] - Stifel将VF Corp(VFC)从买入下调至持有 目标价从15美元上调至16美元 认为该股在月度上涨12.5%后风险回报已达平衡 且6亿美元出售Dickies交易企业价值达预期EBITDA的15倍 尽管Vans业务仍在寻求新基数和正常化增长率 [6] - 摩根大通将Camp4 Therapeutics(CAMP)从超配下调至中性 未给出目标价 认为虽然私募配售提供资金可支撑至2027年 但其主要项目CMP-SYNGAP-01仍处于非常早期阶段 [6] - 摩根大通将Neumora Therapeutics(NMRA)从中性下调至低配 未给出目标价 因公司评估navacaprant单药治疗重度抑郁症的3期KOASTAL-1试验今年初未达到主要终点和关键次要终点 [6]

Rewey Asset Management, an investment management company, released its “RAM Smid Composite” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The composite increased 6.11% in Q2 2025, slightly trailing a 7.29% gain for the benchmark Russell 2500 Value Total Return Index. Year-to-date, the composite returned -1.29% vs. 1.03% for the benchmark. The firm views the quarter as in line and has confidence in the Smid value sector as it approaches the second half of 2025. In additio ...

公司治理 - 公司于2025年9月10日召开年度股东大会 [1] - 提名的五位董事全部获得股东批准连任 包括Choi Lin Hung、Wei ("Kitty") Yang、Ibrahim H Saif、Bill Korn和Mak Chi Yan [1]

投资计划 - 巴基斯坦针织服装公司Interloop Limited通过子公司投资3520万美元在埃及苏伊士运河经济区建立制造工厂 [1] - 工厂面积达65万平方英尺 位于Al-Qantara West工业区 计划2027年投产 [2][4] - 这是该公司在非洲的首个制造项目 扩展了在巴基斯坦、中国、斯里兰卡和埃及的制造网络 [4] 运营战略 - 工厂初期以袜类生产为主 完全面向出口市场 [2] - 项目预计创造超过1000个就业岗位 [2] - 选址苏伊士运河区域可直接进入美国、欧洲、中东和非洲等关键市场 [2][4] - 利用埃及与美国、欧盟及区域集团的贸易协定优势 实现更短交货期和更具竞争力的成本 [3] 行业动态 - 埃及2024年前10个月成衣出口增长17% 达到22.7亿美元 [5] - 土耳其服装制造商Denim Rise计划投资880万美元在同一工业区建厂 [6] - Eroğlu Holding投资4000万美元在相同区域建设成衣工厂 [6] - Sharabati Denim在埃及扩大业务 建设包含纺纱厅、整经浆纱厅和织造厅的设施 [6]

公司管理层活动 - 公司总裁兼首席执行官Glenn J Chamandy 首席财务官Luca Barile 投资者关系主管Jessy Hayem将于2025年9月17日参加Scotiabank第29届返校会议的火炉谈话及一对一投资者会议 [1] 公司业务概况 - 公司是日常基本服装的领先制造商 产品包括运动服 内衣和袜子 [2] - 客户群体涵盖批发分销商 印花商 零售商及全球生活方式品牌公司 销售渠道包括实体店和电商平台 [2] - 市场覆盖北美 欧洲 亚太和拉丁美洲地区 [2] - 拥有多元化自有品牌组合包括Gildan American Apparel Comfort Colors GOLDTOE和Peds [2] - 通过独家授权协议在印花渠道销售Champion品牌产品 [2] 生产运营与ESG实践 - 拥有并运营垂直一体化大型制造基地 主要位于中美洲 加勒比地区 北美和孟加拉国 [3] - 将ESG计划纳入长期商业战略 在供应链中坚持行业领先的劳动标准 环境治理和管治实践 [3]