Amrize: Equity Story Has Gotten Better
Seeking Alpha· 2026-03-03 06:09
I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason ...
Lincoln National: Positioned To Withstand Private Credit Challenges
Seeking Alpha· 2026-03-03 06:06
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Over fifteen years of experience making contrarian bets based on my macro view and stock-specific tur ...
Kyverna Therapeutics: The King Of The CAR-T Autoimmune Revolution
Seeking Alpha· 2026-03-03 06:02
Editor's note: Seeking Alpha is proud to welcome Joseph Minton as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Hello, my name is Joseph "Kade" Minton, I prefer to go by Kade, and I enjoy writing, researching, and investing in speculative growth stocks that I think are undervalued or simply misunderstood. In particular, I think the biotech sector is on ...
BW LPG Limited – Financial Results for Q4 2025
Businesswire· 2026-03-03 06:02
SINGAPORE--(BUSINESS WIRE)--BW LPG Limited: Highlights Q4 2025 Q4 2025 profit Q4 2025 profit attributable to equity holders of the Company ended at US$104 million, representing an earnings per share of US$0.69, a result of solid shipping performance and continued positive results from Product Services. Q4 TCE performance TCE income – Shipping Q4 2025 concluded at US$50,300 per available day, above our guidance of US$47,000 per day, and US$48,100 per calendar day. The earnings were well supporte. ...
Explainer: What China's next five-year plan may hold in store for commodity markets
Reuters· 2026-03-03 06:00
Climate and Power - China's next five-year plan is expected to emphasize tighter controls on carbon emissions, with a commitment to peak emissions by 2030, although specific levels are not defined [1] - The plan will likely continue the massive rollout of renewable energy, focusing on transmission lines and green energy consumption targets to enhance grid integration and reduce energy waste [1] - Analysts do not anticipate a strong stance against coal-fired generation, as the current plan has seen record construction due to past power shortages [1] Oil and Gas - Domestic oil production reached a record last year, and the next five-year plan may indicate how Beijing plans to address the anticipated peak in oil consumption [1] - The National Energy Administration has suggested that the upcoming plan should aim for a peak in oil consumption [1] - Natural gas is projected to remain a priority, with expected average annual growth of 5% during the next plan period according to Sinopec and CNPC researchers [1] Critical Minerals - China's control over rare earths has been leveraged in trade negotiations, and the next five-year plan may provide insights into how China will respond to the U.S. and allies' efforts to build alternative supply chains [1] - There is a focus on domestic production and stockpiling of critical minerals, with proposals for a commercial stockpiling system for copper announced recently [1] - New policies may emerge regarding the scrap market, as China has established a state-backed group to consolidate this sector [1] Overcapacity - The plan will address overcapacity issues in various industries, including steel and copper, with potential stricter regulations on new or replacement capacity linked to carbon emissions [1] - There has been ongoing discussion about overcapacity in copper smelters and refiners, indicating that policymakers may take further action [1] Food Security - China's agricultural sector is expected to see increased efforts to enhance scale and technological sophistication, aiming to reduce reliance on imported soybeans and grains [1] - The future of genetically modified crops will be a focal point, as adoption has been limited due to high costs and resistance from farmers and consumers [1] - Analysts will monitor initiatives aimed at diversifying import sources and reducing the use of imported grains in animal feed [1]
Proposed changes to the Management Board of LHV Pank and the governing bodies of LHV companies
Globenewswire· 2026-03-03 06:00
AS LHV Group announces that the Nomination Committee has proposed to the Supervisory Board of AS LHV Pank to recall Kadri Kiisel from the position of Chairman of the Management Board of LHV Pank, effective April 1, 2026, and to elect Erki Kilu as the new Chairman of the Management Board. The change is intended to be carried out in accordance with the planned decision of the Supervisory Board of LHV Pank. The European Central Bank will also make a decision regarding the compliance of the new Chairman with fi ...
Pacific Prime Takes the Top Individual Broker Award and the Top SME Broker at Cigna's Annual Broker Awards in Dubai
Businesswire· 2026-03-03 06:00
DUBAI, United Arab Emirates--(BUSINESS WIRE)--Pacific Prime, a leading international health insurance brokerage and employee benefits specialist, was awarded the Top Individual Broker award for six consecutive years and the Top SME Broker for the second successive year at Cigna's Annual Broker Awards event in Drift Beach Club at the One & Only Royal Mirage Hotel on February 12, 2026. Pacific Prime's recognition as Top Individual Broker for the sixth consecutive year underscores the brokerag. ...
SIKA EXPANDS ITS DIGITAL PRODUCT PORTFOLIO THROUGH GLOBAL COMMERCIAL PARTNERSHIP WITH GIATEC
Globenewswire· 2026-03-03 06:00
Sika has signed a commercial partnership with Giatec Scientific Inc., the worldwide leader in digital concrete technology headquartered in Canada. The partnership will strengthen Sika's digital offering across the concrete value chain and enable concrete producers worldwide to access AI-driven data tools that enhance quality, lower costs, and improve sustainability. Sika's investment in innovation and digitalization is a core pillar of its Fast Forward program, which is targeting an incremental EBITDA contr ...
Wereldhave announces refinancing of Revolving Credit Facility
Globenewswire· 2026-03-03 06:00
Attachment Wereldhave N.V. has successfully refinanced its syndicated Revolving Credit Facility ('RCF') with a multi-tranche € 250m syndicated sustainability-linked RCF. The effective term of the facility is five years, with extension options for up to two years, pushing out the maturity to between 2031 and 2033. PR 3-3-2026 - Wereldhave announces refinancing of Revolving Credit Facility The improved terms are very competitive, capitalizing on Wereldhave's strong operational performance and solid balance sh ...
EfTEN Real Estate Fund AS finalized the sale of a subsidiary in Latvia
Globenewswire· 2026-03-03 06:00
Viljar Arakas Member of the Management Board Phone: +372 655 9515 E-mail: viljar.arakas@eften.ee EfTEN Real Estate Fund AS finalized the transaction by which the fund sold 100% of the EfTEN Krustpils SIA (new business name ROLANDS S, SIA) subsidiary shares, which owns the DSV logistics building in Riga. Earlier (i.e. 10.02.2026), the fund announced about the sale agreement of the subsidiary. The preconditions for closing of the transaction set forth in the sale contract have been met. The fund will receive ...