Dernières nouvelles pour SU Group Holdings (NASDAQ:SUGP) Stock

SU Group Holdings

SU Group Holdings Ltd and its subsidiaries is an integrated security-related services company. The company has two reportable segments: security-related engineering services, and security guarding and screening services and related vocational training services. The company generates the majority of its revenue from the security-related engineering services segment. Geographically operates in Hong Kong, and Other foreign countries, with maximum revenue from Kong Kong.

SU Group Holdings Limited - Ordinary Shares

SU Group Holdings Ltd

The wearable fitness device maker's stock has more than doubled in the last two weeks, as it looks set to return to revenue growth after three years of contraction
<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul class="wp-block-list">
<li>Zepp Health's stock has more than doubled in the last two weeks, much of that in the last week, as it forecast 30% revenue growth in the second quarter, its first rise in three years</li>
<li>The company has been transitioning from making products under a licensing agreement with Xiaomi to developing its own Amazfit brand</li>
</ul>
Two weeks ago we brought you <a href="https://thebambooworks.com/so-young-rethinks-reverse-share-split-as-its-stock-surges/">the story of</a> So-Young (SY.US), a cosmetic surgery clinic operator whose shares are up fivefold this year, most of that in the last month. Now, wearable fitness device maker Zepp Health Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) may be embarking on a similar ride as its shares have more than doubled in the last two weeks, much of that in the last week.
While it's possible both of these are simply GameStop-style meme stocks whose movements are the result of speculative buying without any financial foundation, it's also possible that something different is happening here. Put simply, we would postulate that this pair could represent a nascent renaissance for some of the many U.S.-listed Chinese companies whose shares have languished on Wall Street for the last five years.
So-Young seemed to catch investor attention with its move into direct operation of cosmetic surgery centers, away from its older business model of playing intermediary between independent centers and consumers. Zepp seems to have a similarly upbeat story to tell, including its imminent return to revenue growth for the first time since 2021.
Its rebirth comes as Zepp ditches its former business model of selling Xiaomi-branded wearables under a licensing agreement with the smartphone giant. In place of that, the company is developing its own brand, Amazfit, which is hugely challenging but also seems to finally be bearing fruit with Zepp's return to revenue growth.
More broadly speaking, these two stories of So-Young and Zepp could reflect a growing realization by investors that perhaps they have been too harsh on any and every U.S.-listed Chinese stock, and an acknowledgement that some companies might be worth a closer look. The chill in major new listings by Chinese companies in the U.S., which we've&nbsp;<a href="https://thebambooworks.com/hong-kong-ipos-explode-in-first-half-as-china-inc-abandons-new-york/">discussed previously</a>, could also be a factor. With few major new listings from China on the radar, investors may be starting to look at existing ones in search of some diamonds in the rough.
Even after its recent rally, Zepp's stock still only trades at a price-to-sales (P/S) ratio of 0.46, which is double where it was in March but still quite low.&nbsp;So-Young's&nbsp;P/S ratio was at a similar 0.42 at the end of March but has soared to 2.13 after its massive rally. Still, by comparison, both of those are well behind the 6.4 for global wearables giant&nbsp;Garmin&nbsp;(GRMN.US), showing there still could be some room for considerable upside.
Zepp has traveled down a difficult road since its U.S. listing in 2018. Back then it was known as Huami and its fate was closely linked to Xiaomi, a leading smartphone brand that also sells a wide range of other electronics, mostly under licensing agreements with other companies like Zepp. At the time of its IPO, about two-thirds of Zepp's sales came from Xiaomi products.
<h4 class="wp-block-heading">Ditching Xiaomi</h4>
But Zepp quickly discovered that its reliance on Xiaomi was limiting its ability to grow, and also generated far lower margins than companies with their own brands. It decided to change course, and made that switch official in 2021 when it changed its name from Huami to Zepp.
Its sales of Xiaomi products have dropped steadily since then, as its gross margin moved in the other direction, rising from about 25% in 2019 to 37.3% in the first quarter of 2024. Still, the latest figure is well below Garmin's 58%, which, again, shows there's still plenty of potential upside for Zepp if it can become a serious player in the global fitness tracker market.
That market is huge, worth about $61 billion last year, according to SNS Insider. What's more, sales are expected to grow around 15% annually between 2025 and 2032 to reach $230 billion yearly by the end of that period.
Zepp and its Amazfit brand are still just minnows in that market, but are quickly making a name for themselves as leaders in budget products often costing less than $100. As we noted earlier, the company's revenue has fallen sharply in recent years as it weaned itself from Xiaomi, shriveling from $614 million in 2022 to just $183 million last year.
But the steep declines have moderated in the last two quarters as the company separates itself from Xiaomi, which accounted for just 6% of its sales in the first quarter of this year. As that happened, it&nbsp;<a href="https://www.prnewswire.com/news-releases/zepp-health-corporation-reports-first-quarter-2025-unaudited-financial-results-302459680.html">reported</a>&nbsp;its first-quarter revenue fell by a relatively mild 3.6% to $38.5 million. But more importantly, it forecast revenue growth of around 30% in the second quarter, marking its first such year-on-year growth since 2021.
"We think the revenue growth trend will definitely go up for the remainder of the year," said CFO Leon Cheng Deng on the company's earnings call in May. "And you also noticed that our gross margin expansion journey has been growing, and we will continue that journey as well."
The company attributed the return to growth to two new products, the Amazfit Active 2 that went on sale during the quarter, and the Bip 6, which launched at the end of March. Both products have gotten generally positive reviews in the budget wearables category, and Zepp pointed out that each initially faced supply constraints that were expected to be fully resolved by the end of June.
Zepp was still losing money in the first quarter, reporting a $19.7 million net loss compared with a $14.8 million loss a year earlier.
The company talked up its growing geographic diversification, both in terms of sales and manufacturing. It said it currently sells its products in markets like the U.S., Spain and Italy. But it only specified that the U.S. accounts for about 15% of sales, which suggests the majority is still in China. In terms of manufacturing, it currently produces in China and Vietnam, the latter as a hedge against the U.S.-China trade war. It said it is also exploring the possibility of doing some manufacturing in the "NAFTA region," which probably refers to Mexico.
For now, at least, we'll need to sit back and watch if Zepp's shares follow in the footsteps of So-Young and continue their rally, which could signal renewed confidence in the company. Its operations certainly seem to be improving, though investors will probably want to see at least another quarter or two of solid growth and a return to profitability before giving it a longer-term thumbs up. &nbsp;&nbsp;

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ZEPP

Zepp Health's Stock Surge: A China Renaissance On Wall Street?

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CLRO

On June 30, ClearOne Declared A One-time Special Stock Dividend To Provide Its Legacy Stockholders With A 100% Stake In The Proceeds From An Eventual Sale, The Board Of Directors Fixed July 11, 2025 As The Record Date For The Special Stock Dividend, And Will Be Payable On July 18, 2025

TNX-801 is up to 100,000-fold less virulent than live smallpox vaccine strains and a single dose provides robust immunogenicity&nbsp;and protection against mpox and rabbitpox (more than one year) in animals
Subcutaneous administration of TNX-801 yielded equivalent protection to the traditional percutaneous administration
CHATHAM, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- Tonix Pharmaceuticals Holding Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TNXP#NASDAQ">TNXP</a>), a fully integrated biopharmaceutical company with marketed products and a pipeline of development candidates, today announced the presentation of new findings on TNX-801 (recombinant horsepox, live virus vaccine) at the Vaccine Congress 2025 in Vienna on July 10, 2025, by Sina Bavari, PhD, Executive Vice President, Infectious Disease Research and Development.
TNX-801 is a recombinant horsepox-derived vaccine candidate designed to prevent orthopox viruses and provide durable humoral and cellular immunity from a single dose. In primary human dermal cells, the virus replicates twenty-seven to one-hundred-nineteen-fold less than licensed vaccinia strains, and in interferon receptor knockout mice it is up to one-hundred-thousand-fold less virulent than those legacy vaccines. Preclinical studies further showed that a single dose of TNX-801 produced strong binding and neutralizing antibody responses across mice, rabbits, hamsters, and cynomolgus macaques, including immunocompromised animals. All vaccinated macaques survived lethal Clade I mpox challenge without lesions, and rabbit models remained fully protected for fourteen months.
The World Health Organization and the Centers for Disease Control and Prevention continue to classify mpox as an ongoing public-health concern. A single-dose vaccine with the attenuation and immunogenicity profile demonstrated by TNX-801 could streamline outbreak response by reducing the need for approved multi-visit immunization schedules.&nbsp;

TNXP

Tonix Pharma Presents New Findings On TNX-801, Recombinant Horsepox, Live Virus Vaccine, At Vaccine Congress 2025 In Vienna

Earnings

KALV

KalVista Pharmaceuticals FY25 EPS $(3.69)

Ant Group, the Chinese fintech powerhouse backed by Jack Ma, is reportedly planning to integrate Circle's USDC (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">USDC</a>) <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46321038/buckle-up-visa-stablecoins-process-800-billion-in-transactions-per-month-report-finds">stablecoin into its global blockchain platform</a>.
Quoting people familiar with the matter, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-07-10/jack-ma-backed-ant-to-add-circle-s-stablecoin-to-global-platform?embedded-checkout=true">reported</a> on Thursday that the move is contingent on USDC achieving full regulatory compliance in the United States.
Ant International, the overseas division of Ant Group, is spearheading the effort as part of its strategy to incorporate regulated digital currencies into its existing blockchain infrastructure. 
This platform currently supports functions like treasury management and cross-border payments and is increasingly positioning itself as a hub for tokenized financial instruments.
The discussions with Circle reflect a broader trend of growing institutional interest in regulated stablecoins following the passage of a U.S. Senate bill in June aimed at establishing a clear legal framework for dollar-backed digital assets. 
Circle, now a publicly traded company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>), has been one of the key beneficiaries of this policy shift. 
In April, it announced a new payments network to help financial institutions settle cross-border transactions using USDC.
While the exact timeline for the integration remains unclear, sources say Ant processed over $1 trillion in global payments last year, with one-third conducted via its blockchain. 
Also Read: <a href="https://www.benzinga.com/markets/25/07/46334404/xrp-eyes-2-40-as-ripples-rlusd-stablecoin-smashes-500m-market-cap">XRP Eyes $2.40 As Ripple&#8217;s RLUSD Stablecoin Smashes $500M Market Cap</a>
Ant International is also reportedly pursuing stablecoin licensing in Singapore, Hong Kong, and Luxembourg to support its expansion into regulated crypto offerings.
Stablecoins, digital tokens pegged to fiat currencies, are becoming essential infrastructure in global finance, with $250 billion in circulation as of June. 
However, regulators globally are still refining rules to prevent potential risks such as illicit use and sudden collapses.
Ant Group, whose record IPO was blocked in 2020 by Chinese regulators, has shifted focus from its once-dominant lending business toward blockchain and international growth. 
Ant International, now run with an independent board, posted nearly $3 billion in revenue in 2024 and is believed to have achieved two consecutive years of adjusted profitability. 
Analysts believe it could command a valuation of $8 billion to $24 billion if it pursues a listing in Hong Kong.
Both Circle and Ant declined to comment on the partnership.
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Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$USDC

CRCL

Circle Reportedly Integrating USDC With Jack Ma's Ant Group

Continuing to support the evolving needs of space system developers, Microchip Technology (NASDAQ:<a href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) has announced two new milestones for its <a href="https://www.microchip.com/en-us/products/fpgas-and-plds/radiation-tolerant-fpgas/rt-polarfire-fpgas">Radiation-Tolerant (RT) PolarFire&#xAE; technology</a>: MIL-STD-883 Class B and QML Class Q qualification of the RT PolarFire RTPF500ZT FPGA and availability of engineering samples for the RT PolarFire System-on-Chip (SoC) FPGA. These achievements underscore the company's more than 60 years of spaceflight heritage and its commitment to delivering highly reliable, low-power solutions for the most demanding space applications.
MIL-STD-883 Class B and Qualified Manufacturers List (QML) Class Q are industry standards that define rigorous testing and qualification processes for microelectronic components used in high-reliability applications, such as space and defense. MIL-STD-883, developed by the U.S. Department of Defense, outlines methods for environmental, mechanical and electrical testing to ensure device reliability under extreme conditions. QML Class Q, managed by the Defense Logistics Agency (DLA), certifies that manufacturers consistently produce components meeting these stringent requirements.&nbsp;
Unlike traditional SRAM-based FPGAs, RT PolarFire devices utilize nonvolatile technology, making them immune to configuration memory upsets caused by radiation. This eliminates the need for external mitigation measures, helping reduce system complexity and overall cost. RT PolarFire FPGAs consume up to 50% less power than mid-range SRAM-based alternatives, enabling satellite designers to optimize Size, Weight and Power (SWaP) without compromising mission-critical reliability. The PolarFire RTPF500ZT FPGA advances the family's capabilities, offering enhanced Single Event Latch-up (SEL) radiation performance and increased robustness for inflight programming compared to the original RTPF500T.

MCHP

Microchip Unveils Space-Ready Chips Built to Survive Extreme Conditions in Satellites and Defense Systems

ANNA

AleAnna Announces Early Performance From Longanesi Field; Says All Five Wells In The Phase 1 Development Are Contributing To Current Daily Production Averaging 28 Million Cubic Feet Per Day

FY 2026 Guidance
<ul>
<li>Continued revenue growth and strong profitability are expected for the first half of the fiscal year ending February 28, 2026, fueled by shipments from Sono-Tek's backlog, projected new and recurring orders, and ongoing strength in key markets such as medical devices. At May 31, 2025, equipment and service-related backlog totaled $7.5 million, providing a stable baseline of near-term demand. However, for the full fiscal year, we anticipate relatively flat revenue growth, reflecting a cautious outlook as the market adjusts to recent shifts in governmental clean energy and tariff policies, the full impact of which on customer demand and order timing remains unclear.</li>
</ul>

SOTK

Sono-Tek Projects Continued Revenue Growth And Strong Profitability For H1 FY26 Driven By Backlog And Market Demand

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fspire.com%2F&amp;esheet=54288470&amp;newsitemid=20250710827680&amp;lan=en-US&amp;anchor=Spire+Global%2C+Inc.&amp;index=1&amp;md5=a698a7428ff95e93740669b6403365a3">Spire Global, Inc.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPIR#NYSE">SPIR</a>) ("Spire" or "the Company"), a global provider of space-based data, analytics and space services, announced the launch of Aircraft Exposure Analytics, an aviation solution that enables users to quantify aircraft-level exposure to hazardous weather conditions using real flight trajectories and global weather alerts.
Spire's Aircraft Exposure Analytics combines the Company's global multi-source ground and space-based Automatic Dependent Surveillance-Broadcast (ADS-B) flight data with Significant Meteorological Information (SIGMET) alerts to deliver environmental exposure metrics for each aircraft.
By overlaying flight paths with real-time and historical weather hazard data, Aircraft Exposure Analytics identifies when and where individual aircraft have flown through conditions such as turbulence, icing, thunderstorms, volcanic ash, tropical cyclones, and more. This insight provides airlines, maintenance teams, OEMs, lessors, and aviation insurers a clearer understanding of how environmental stressors may be affecting asset valuation, aircraft performance, safety, and long-term wear.

SPIR

Spire Launches Tool to Track Planes Flying Through Dangerous Weather Using Space-Based Data

Guidance

SMPL

Simply Good Foods Narrows FY2025 Sales Guidance from $1.444B-$1.471B to $1.444B-$1.457B vs $1.458B Est

Retail Sales

CORRECTION: Buckle June Comp-Store Sales Up 3.8%, Net Sales For 5-Week Fiscal Month Ended July 5, 2025 Up 4.7% Y/Y To $106.5M

WIIM

INMD

InMode shares are trading lower after the company cut its 2025 outlook.

InMode Sees Q2 Revenue $95.4M-$95.5M; Cuts 2025 Revenue Outlook From $395M-$405M To $365M-$375M

Sono-Tek (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOTK#NASDAQ">SOTK</a>) reported quarterly earnings of $0.03 per share which beat the analyst consensus estimate of $0.02 by 50 percent. This is a 50 percent increase over earnings of $0.02 per share from the same period last year. The company reported quarterly sales of $5.133 million which missed the analyst consensus estimate of $5.245 million by 2.13 percent. This is a 2.03 percent increase over sales of $5.031 million the same period last year.

Earnings Beats

Earnings Misses

Sono-Tek Q1 EPS $0.03 Beats $0.02 Estimate, Sales $5.133M Miss $5.245M Estimate

AIRI

Air Industries Group shares are trading higher after the company received a $5.4 million contract to supply landing gear steering collar components for US Air Force B-52 aircraft.

PXLW

Pixelworks' Shanghai Subsidiary Awarded $1.6M In Local Government Subsidies For R&D And Innovation Under 'Little Giant' Program

Fiscal Year 2025 Outlook
Considering our year-to-date performance on the top and bottom line, and trends to begin the fourth quarter, we are narrowing our full-year outlook. The Company continues to expect organic net sales growth to be driven primarily by volume. In addition, the Company is maintaining its outlook for full year gross margin to decline by approximately 200 basis points year-over-year, driven by elevated inflation and tariff headwinds in the second half which the Company expects will be partially offset by ongoing productivity, cost savings, and pricing.
Therefore, the Company anticipates the following in Fiscal Year 2025:
<ul>
<li>Net Sales expected to increase 8.5% to 9.5%
<ul>
<li>OWYN Net Sales of $145 million, the mid-point of the previously provided $140-150 million range</li>
</ul>
</li>
<li>Adjusted EBITDA expected to increase 4% to 5%</li>
<li>The fifty-third week in Fiscal Year 2024 is an approximately 2-percentage point headwind to both Net Sales and Adjusted EBITDA growth in Fiscal Year 2025 and incorporated in the outlook above</li>
</ul>

Simply Good Foods Expects FY25 Net Sales Growth of 8.5%-9.5% YoY (Prior 8.5%-10.5%)

Contracts

Air Industries Group Receives $5.4M Contract For Landing Gear Steering Collar Components For US Air Force B-52 Aircraft

Rumble Partners With MoonPay To Develop How Creators Monetize And Thrive In Decentralized World

Stock Split

PASG

Passage Bio Announces 1-for-20 Reverse Stock Split, Effective Jul. 14

Press Releases

SU Group and UrbanChain Agree to Jointly Develop Integrated AIoT Car Parking, Security and Access Control Solutions; SU Group Further Expands its Addressable Market

Hong Kong's Labour Department Certifies SU Group Under Good Employer Charter

SU Group Enters New Government Sponsored Market with Milestone Agreement

SU Group Announces US$4.4 Million Win; Represents Largest Contract in Company's History

One of Asia's Largest Airlines to Buy SU Group's AI-Aided X-ray Screeners

Class A Office Building Selects SU Group to Significantly Bolster Security

SU Group Holdings Reports 11% Revenue Growth For Fiscal Year 2024

SU Group Secures Top Multi-Purpose Sports Venue

SU Group Received Nasdaq Notification Regarding Minimum Bid Price Compliance

SU Group Secures Record-Breaking US$11.3 Million Hospital Contract in Hong Kong

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