MasterBeef: The Hong Kong Crown Isn't Worth The Premium
Seeking Alpha· 2025-06-17 17:18
We've never seen this many hotpot chains trying to go public at the same time. After the success of Super Hi International ( HDL )—the company behind Haidilao’s international operations—others are jumping in andAnalyst’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 fro ...
Roku Partners With Amazon Ads: Should You Buy, Sell or Hold the Stock?
ZACKS· 2025-06-17 17:16
Key Takeaways ROKU jumped 10.4% after partnering with Amazon Ads to access 80M U.S. CTV households via Amazon DSP. Roku is strengthening its ad business through AI tools, deeper integrations and new strategic partnerships. The Devices segment continues to face profitability challenges despite new launches.Roku (ROKU) has partnered with Amazon (AMZN) Ads to launch a new integration that could reshape how advertisers reach Connected TV (CTV) audiences. Through Amazon DSP, advertisers can now access an estim ...
Rio Tinto Secures ARENA Support to Advance Decarbonisation Project
ZACKS· 2025-06-17 17:16
Key Takeaways Rio Tinto's NeoSmelt JV secured A$19.8M from ARENA to support its Western Australia pilot plant. The project targets lower-carbon ironmaking using Pilbara ore and BlueScope's ESF technology. NeoSmelt aims to cut CO2 emissions up to 80% versus blast furnaces, with hydrogen use planned post-launch.Rio Tinto Group (RIO) announced that its joint venture NeoSmelt secured Australian Renewable Energy Agency’s (“ARENA”) support for its planned Western Australian pilot plant.Details on RIO’s Joint Ve ...
JetBlue to slash flights as soft travel demand threatens bottom line: report
New York Post· 2025-06-17 17:15
JetBlue Airways is planning new cost-cutting measures such as reducing flights and parking aircraft, as soft travel demand makes achieving a breakeven operating margin in 2025 “unlikely,” according to an internal memo seen by Reuters.The carrier will also look to wind down underperforming routes while focusing on profitable ones, and is reassessing the size and scope of its leadership team, JetBlue CEO Joanna Geraghty said in the memo to employees.JetBlue shares fell 3% in afternoon trading and have lost mo ...
Alcoa Corporation (AA) Presents at Wolfe Materials of the Future Conference Transcript
Seeking Alpha· 2025-06-17 17:10
Company Overview - Alcoa Corporation is actively participating in the Wolfe Materials of the Future Conference, highlighting its focus on aluminum and alumina markets [1] - The company emphasizes the integral role of aluminum in various sectors, including automotive, construction, and industrial processes [2] Industry Insights - The aluminum industry is expected to experience long-term growth, particularly due to the low-carbon transition and its applications in renewable energy infrastructure, such as solar panels and wind turbines [3] - Alcoa is closely monitoring the impact of tariffs on the aluminum industry, including the recent changes from a 25% tariff to a potential 50% tariff, which has been a significant topic of discussion [4]
Meta Platforms Adds Ads in WhatsApp: Is it the Next Revenue Pillar?
ZACKS· 2025-06-17 17:10
Key Takeaways META is adding ads in WhatsApp Status and launching promoted channels to drive ad revenues. The company's AI-driven tools improved ad conversions and increased user time across key platforms. WhatsApp Business and Meta Verified helped drive 34% YoY growth in Family of Apps' other revenues.Meta Platforms (META) is adding channel subscriptions, promoted channels and ads in Status in the WhatsApp updates tab, which is now used by 1.5 billion people globally. META plans to maintain user privacy ...
Incyte Stock Rises on QIAGEN Deal to Advance Blood Cancer Diagnostics
ZACKS· 2025-06-17 17:10
Key Takeaways Incyte rose 5.1% after partnering with QIAGEN to advance diagnostics for rare blood cancers. QIAGEN will create a next-generation sequencing panel focused on mutCALR for MPNs patient selection. Early data shows INCY's INCA033989 yields strong responses and targets mutCALR while sparing healthy cells.Shares of Incyte (INCY) gained 5.1% on Monday following the announcement of a global partnership with Netherlands-based QIAGEN N.V. (QGEN) . The collaboration aims to develop a novel diagnostic p ...
Host Hotels & Resorts: Quality Play That Deserves A Second Look
Seeking Alpha· 2025-06-17 17:09
Host Hotels and Resorts (NASDAQ: HST ) has been a victim of meager returns over the last 10 years, due to a combination of COVID-19 related business disruptions, competition from alternatives such as Airbnb (My name is Mehul Singh, a student at NYU Stern School of Business. I started my investment journey 7 years ago, trading public equities under a custodial account and have since written several pitches and reports while learning through internship opportunities here in NYC. I've had experience being a Ve ...
ET Stock Outperforms its Industry in Nine Months: How to Play?
ZACKS· 2025-06-17 17:06
Key Takeaways ET units rose 12.2% in 9 months, beating the industry's 4.8% growth and signaling bullish momentum. ET benefits from long-term, fee-based contracts and growing demand from utilities and data centers. New U.S. export rules may disrupt ethane shipments to China, impacting ET's revenues and operations.Units of Energy Transfer LP (ET) have rallied 12.2% in the past nine months compared with the Zacks Oil and Gas - Production Pipeline - MLB industry’s growth of 4.8%. The oil and gas midstream com ...
BK Technologies Is Undervalued, But Not Without Headwinds
Seeking Alpha· 2025-06-17 17:04
My research argues that Florida-based BK Technologies (NYSE: NYSE: BKTI ) is moving decisively from its roots as a maker of rugged two-way radios to an architect of full-spectrum communications ecosystems, and that this shift uniquely positions the company toI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equit ...