글로벌 인사이트: Standard Capital
Відкрити в Telegram
Think Big, Invest Globally Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
Показати більше2 954
Підписники
-124 години
-47 днів
+530 день
Триває завантаження даних...
Схожі канали
Хмара тегів
Немає даних
Виникли проблеми? Будь ласка, оновіть сторінку або зверніться до нашого support-менеджера.
Вхідні та вихідні згадування
---
---
---
---
---
---
Залучення підписників
серпень '26
серпень '26
+1
в 0 каналах
липень '26
+40
в 4 каналах
Get PRO
червень '26
+24
в 2 каналах
Get PRO
травень '26
+35
в 2 каналах
Get PRO
квітень '26
+90
в 8 каналах
Get PRO
березень '26
+133
в 16 каналах
Get PRO
лютий '26
+105
в 21 каналах
Get PRO
січень '26
+17
в 4 каналах
Get PRO
грудень '25
+13
в 4 каналах
Get PRO
листопад '25
+8
в 1 каналах
Get PRO
жовтень '25
+53
в 20 каналах
Get PRO
вересень '25
+26
в 13 каналах
Get PRO
серпень '25
+28
в 2 каналах
Get PRO
липень '25
+82
в 23 каналах
Get PRO
червень '25
+83
в 34 каналах
Get PRO
травень '25
+28
в 14 каналах
Get PRO
квітень '25
+41
в 16 каналах
Get PRO
березень '25
+84
в 15 каналах
Get PRO
лютий '25
+124
в 26 каналах
Get PRO
січень '25
+83
в 20 каналах
Get PRO
грудень '24
+210
в 24 каналах
Get PRO
листопад '24
+114
в 20 каналах
Get PRO
жовтень '24
+216
в 37 каналах
Get PRO
вересень '24
+87
в 23 каналах
Get PRO
серпень '24
+163
в 33 каналах
Get PRO
липень '24
+171
в 24 каналах
Get PRO
червень '24
+103
в 25 каналах
Get PRO
травень '24
+149
в 21 каналах
Get PRO
квітень '24
+162
в 23 каналах
Get PRO
березень '24
+80
в 10 каналах
Get PRO
лютий '24
+51
в 11 каналах
Get PRO
січень '24
+58
в 12 каналах
Get PRO
грудень '23
+79
в 15 каналах
Get PRO
листопад '23
+145
в 20 каналах
Get PRO
жовтень '23
+86
в 7 каналах
Get PRO
вересень '23
+1 005
в 0 каналах
| Дата | Залучення підписників | Згадування | Канали | |
| 01 серпня | +1 |
Дописи каналу
| 2 | 졸업후빠른구직 | 265 |
| 3 | BREAKING: a16z hires Leopold Aschenbrenner | 198 |
| 4 | 감히 압구정에 불을 낸 죄로ㄷㄷ | 329 |
| 5 | ✅ 미국 정부가 방금 거의 모든 로봇 청소기를 금지했습니다 — 그 이유는 다음과 같습니다 (업데이트: 기업들의 반응) (외신)
https://www.yahoo.com/news/politics/articles/us-government-just-banned-almost-112415332.html | 289 |
| 6 | 그래서 최근 미국 주도섹터도 거시기 섹터임
*ANTHROPIC'S AI MODELS HACKED THREE ORGANIZATIONS DURING TESTS
*DISCLOSURE COMES AFTER RIVAL OPENAI ANNOUNCED SIMILAR EVENT | 253 |
| 7 | $META - EVERCORE REMOVES META FROM TOP PICK LIST
EVERCORE ISI REMOVED META FROM ITS TAP OUTPERFORM LIST BUT MAINTAINED AN OUTPERFORM RATING, CUTTING ITS PRICE TARGET TO $820 FROM $930.
THE FIRM CITED RISING AI SPENDING, LIMITED VISIBILITY ON FUTURE CAPEX, AND A LACK OF CLEAR AI MONETIZATION, DESPITE SOLID Q2 RESULTS THAT MODESTLY BEAT EXPECTATIONS. ... | 304 |
| 8 | 어떠한 정책이 준비되고있길레? 셋업을? 하고있을?까요? | 350 |
| 9 | 스페이스X, 회사를 위한 제품 생산 시설에서 중국 국적자를 배치하거나 고용하지 않도록 글로벌 공급망 파트너들에게 지시: 니혼게이자이신문 $SPCX
원문:
*SPACEX IS INSTRUCTING PARTNERS ACROSS GLOBAL SUPPLY CHAIN NOT TO ASSIGN OR EMPLOY CHINESE NATIONALS AT FACILITIES PRODUCING PRODUCTS FOR THE COMPANY: NIKKEI
$SPCX [...](https://x.com/tradfi/status/2082663050285560135) | 309 |
| 10 | https://youtu.be/wuJIqmha2Hk?si=-qSc4dpJuRWxqrck | 316 |
| 11 |  다시보니 선녀같다 | 410 |
| 12 | BIOGEN Q2 2026 EARNINGS
-REV $2.74B (EST $2.47B)
-LEQEMBI REV $184M (EST $186.4M)
-MULTIPLE SCLEROSIS REV $963M (EST $902.2M)
-ADJ EPS $3.60 (EST $2.89)
-PRODUCT REV. $1.92B (EST $1.77B)
-NOW SEES YR REV INCREASE BY MID-SINGLE DIGIT PERCENTAGE
-SEES FY ADJ EPS $12 TO $13, SAW $14.25 TO $15.25
-YR VIEW UPDATED TO REFLECT ACQUISITION-RELATED COSTS ... | 384 |
| 13 | $GEHC GE HEALTHCARE Q2 2026 EARNINGS
ADJ EPS $1.13 (EST $1.04)
ADJ. EBIT $750M (EST $733.7M)
REV. $5.30B (EST $5.27B)
STILL SEES FY ADJ EPS $4.80 TO $5.00 (EST $4.88)
STILL FY ADJ MARGIN 15.4% TO 15.1% (EST 15.4%)
SEES FY ORGANIC REV. +3% TO +4% (EST +3.66%)
REAFFIRMS YEAR 2026 GUIDANCE ... | 333 |
| 14 | ZUCKERBERG PUSHES FOR FASTER AI
MARK ZUCKERBERG URGED THE U.S. TO ACCELERATE AI DEVELOPMENT, ARGUING THE TECHNOLOGY'S BENEFITS OUTWEIGH ITS RISKS AND WARNING AGAINST REGULATIONS THAT COULD SLOW INNOVATION.
THE META CEO ALSO OPPOSED RESTRICTING OPEN-SOURCE AI MODELS, SAYING THE FOCUS SHOULD BE ON BOOSTING U.S. COMPETITIVENESS RATHER THAN LIMITING ACCESS.
HIS COMMENTS COME AS META RAMPS UP AI SPENDING AHEAD OF EARNINGS. ... | 317 |
| 15 |  벤치마킹이 시급한 놀이 문화 | 316 |
| 16 | RENESAS HALTS PRODUCTION AT TWO FACILITIES IN JAPAN'S KUMAMOTO PREFECTURE AFTER EARTHQUAKE. ... | 261 |
| 17 | VC DEALS
The Boring Company, a startup specializing in underground tunneling owned by Elon Musk, is in talks to raise a $4 billion round at a $20 billion valuation, The Wall Street Journal reported.
Spanish AI startup Multiverse Computing secured a $570 million Series C led by Forgepoint Capital International, BNPP SIVF and Bullhound Capital at a $1.7 billion valuation.
Antares, a developer of nuclear microreactors for defense and space applications, raised a $470 million Series C led by Paradigm and Caffeinated Capital which included $370 million in equity and $100 million in debt.
German space tech specialist The Exploration Company is in talks to raise at least $300 million at a $2 billion valuation, the Financial Times reported.
Budapest-based digital insurance provider Ominimo received a Series B led by EBRD at a $1.6 billion valuation.
AI research lab Prentis, which trains AI models on office work, is in talks to raise a $100 million round at a $1 billion valuation, TechCrunch reported.
Robotics research startup Enigma emerged from stealth with a $71 million seed round led by Index Ventures and Ribbit Capital.
Virginia-based Flourish Health, which provides in-home mental healthcare, raised a $26 million Series A led by B Capital, F-Prime and Cherryrock Capital.
Way Security, an identity access management startup, raised a $20 million seed round led by Insight Partners and Glilot Capital.
Nuclear Turbines, a UK-based developer of compact nuclear power systems, raised £15 million in a round led by IQ Capital.
PE DEALS
Blackstone, Brookfield Asset Management and KKR agreed to a $16 billion lease-and-leaseback partnership for Kuwait Petroleum Corporation‘s crude oil pipeline network, taking a 49% stake in a joint venture.
London-listed energy sales and distribution group DCC Energy agreed to a £5.75 billion go-private sale to KKR and Energy Capital Partners.
TPG is in talks to acquire data center operator Netrality Data Centers from Macquarie Group in a $2 billion to $3 billion deal, Bloomberg reported.
EQT raised its bid for Australian asset manager Perpetual to A$2.55 billion ($1.78 billion), the Swedish private equity firm’s third takeover offer this month.
Goldman Sachs Alternatives agreed to acquire Italy-based medtech company Numantec from White Bridge Investment. The deal values Numantec at around €700 million, Reuters reported.
Blackstone and Donerail are among final bidders to acquire yacht retailer MarineMax, Reuters reported.
CVC Capital Partners is in talks to acquire a stake in jewelry retailer APM Monaco from TPG, Bloomberg reported.
Cinven and La Caisse agreed to acquire UK-based Optio Group, which operates a specialty insurance platform.
SoftBank is nearing a deal to acquire SP.LINKS, a Japan-based payments company owned by Blackstone.
The Carlyle Group agreed to acquire Secturion Systems, a developer of
encryption hardware.
Morgan Stanley Investment Management agreed to acquire Australia-based gas pipeline operator Epic Energy.
Luxfer, a producer of advanced materials for aerospace and defense, agreed to be acquired by Wynnchurch Capital.
EXITS
Expand Energy agreed to acquire Twin Eagle, a natural gas marketing specialist backed by Five Point Infrastructure, for $1.25 billion.
NYSE-listed TransDigm Group agreed to acquire specialty metal components manufacturer Prince & Izant from Industrial Growth Partners in a deal topping $1.06 billion.
Hillhouse Investment Management-backed Tablespace Technologies, an India-based provider of managed offices, is preparing for an IPO and could raise about $350 million, Bloomberg reported.
Morningside Ventures-backed Apnimed, which develops drugs for sleep apnea, is seeking to raise up to $160 million in its US IPO.
INVESTORS
Ares Management is considering an acquisition of PE firm Leonard Green & Partners, the Financial Times reported.
Nvidia is in talks to provide $250 billion to finance part of OpenAI‘s data center project, The Wall Street Journal reported.
CORPORATE M&A
Netherlands-based drug developer Argenx agreed to acquire Nasdaq-listed Forte Biosciences in a $2.2 billion deal. | 266 |
| 18 |  +2<코카콜라>
- 제조 비법 모름(기술 해자)
- AI투자 안함(FCF, 자본지출 걱정 없음)
- 중국이 따라잡을 일 없음
- 중국이 개발할 일 없음
- 전쟁나도 주가 안빠짐
- AI, 양자컴퓨팅 등 기술 혁신 걱정 안해도됨
- 배당도 2.5%씩 주고 심지어 매년 더 늘려줌
- 워런버핏과 함께함(마음 든든)
- 신제품 계속 냄
- 상장이후 꾸준히 우상향함
- 맛있음 | 223 |
| 19 | *AMAZON APPLIED TO THE FCC TO LAUNCH A 5,105-SATELLITE CONSTELLATION BY 2028
*AMAZON AIMS TO PROVIDE DIRECT-TO-DEVICE MOBILE SERVICES, CHALLENGING SPACEX'S STARLINK
#AMZN • #SPCX ... | 253 |
| 20 | VC DEALS
Corgi, a San Francisco-based startup that provides insurance tech along with operating two 24-hour coffee shops, raised a second extension of its Series B at a $4 billion valuation, Forbes reported.
Fly.io, a developer of infrastructure for AI agents developing software, secured a $25 million Series A led by Dell Technologies Capital and Intel Capital.
Magnendo, which develops a magnetic robotic navigation system for vascular procedures, raised an $18 million Series A led by Penumbra.
German frontier lab Kausable raised a €12 million seed round led by UVC Partners and Entourage.
PE DEALS
Bain Capital and LY Corp. are in talks to make an offer for Japan-based online shopping platform Kakaku.com that would be higher than EQT‘s previous bid of ¥3,450 ($21.06) per share, Bloomberg reported.
Bain Capital agreed to acquire UK-based vitamin and supplement company Vitabiotics. The deal is valued at around £900 million, Bloomberg reported.
SoftBank Group is considering an acquisition of Gravis Robotics, a Zurich-based startup that enhances the autonomy of earthmoving equipment, Bloomberg reported.
Harbinger Sports Partners is planning to acquire a minority stake in the MLB’s Athletics.
Providence Equity Partners invested in SCG, a London-based provider of business communications, connectivity and IT services.
SkyKnight Capital invested in infusion clinic operator Apex Infusion.
Investindustrial backed PA Aromatics, an Italian developer and manufacturer of flavors and fragrances.
Bowmark Capital agreed to acquire a minority stake in SFG20, a UK-based building maintenance specification software and data provider.
EXITS
Temasek-backed hospital operator Manipal Health is seeking to raise up to 92.7 billion rupees ($960 million) at an $8 billion valuation in its India IPO.
Thomas H. Lee Partners-backed robot and automation platform developer Brooks Automation is considering an IPO, Bloomberg reported.
Advent International is considering a sale of its stake in Brazil-based Tigre, which manufactures hydraulic systems for construction and water infrastructure, Bloomberg reported.
Trive Capital-backed defense tech company Lyntris filed for a US IPO.
Midjourney agreed to acquire Spark Capital-backed astrology platform developer Co-Star.
Dangote Cement, a Nigerian cement producer, is targeting a secondary listing in London, Bloomberg reported.
INVESTORS
Defense deals will form part of Singaporean state investor Temasek’s broader push to invest more across EMEA, Reuters reported.
CORPORATE M&A
HSBC agreed to sell its Singapore life and health insurance unit, HSBC Life Singapore, to Allianz for $2.1 billion.
Amsterdam-based design and engineering group Arcadis received a revised takeover offer from Montreal-based rival WSP Global that valued the Dutch company at €4.4 billion. | 287 |
