Group 1 - The article discusses the industrial gases sector, focusing on companies like Linde, Air Products and Chemicals, and Air Liquide S.A. It highlights shared upside drivers across these companies [1] - The analysis is aimed at buy-side hedge professionals who conduct fundamental, income-oriented, long-term analysis in developed markets globally [1] Group 2 - The author expresses a beneficial long position in the shares of Air Liquide S.A. (AIQUF, AIQUY) through stock ownership, options, or other derivatives [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2]

Apple is rolling out targeted changes to its iPhone software in Japan as the country's new competition law takes effect, marking another step in how the company adapts its tightly controlled ecosystem to local regulation. ...

Nine Energy Service Inc. (NYSE:NINE) jumped 28.64% in after-hours trading on Wednesday, reaching $0.47. Check out the current price of NINE stock here.The surge came after the Houston-based company released its 2024 Sustainability Report.2024 Sustainability ReportNine Energy released its second annual Sustainability Report on Sunday, detailing progress across safety, environmental data management and governance practices throughout 2024. Ann Fox, president and CEO of NINE, said in the report, “Last year, we ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

Group 1 - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] - The firm's core expertise lies in disruptive technologies reshaping modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Viewpoint - InfraBridge has entered into a binding agreement to sell a 51% stake in a newly formed holding company that owns 100% of Leeds Bradford Airport and 49% of Newcastle International Airport to Aena, valuing the stake at approximately GBP 270 million [1][2][4]. Group 1: Transaction Details - The transaction is subject to customary conditions, including regulatory approvals, and will be completed once all conditions are satisfied [2][10]. - Leeds Bradford Airport served approximately 4.3 million passengers in the last financial year ending March 2025, playing a critical role in regional connectivity and economic activity [2][3]. - Newcastle International Airport welcomed 5.2 million passengers in the last financial year ending December 2024, with services from 16 airlines to over 80 direct destinations [3]. Group 2: Strategic Implications - The agreement reflects the strong performance and long-term potential of both airports, with InfraBridge expressing excitement about future growth prospects [4]. - Aena's Chairman and CEO highlighted this operation as a significant step in Aena's commitment to expanding in markets with great potential, such as the UK, where it already has experience with Luton Airport [5]. - The transaction strengthens the long-term strategic partnership between InfraBridge and Aena, building on their existing collaboration in UK airport assets [4][5]. Group 3: Company Backgrounds - InfraBridge is a diversified middle-market infrastructure manager focused on digital infrastructure, transport, logistics, and energy transition, managing USD 108 billion in assets [6]. - Aena operates a network of 46 airports in Spain and has international operations, including Luton Airport in London and 17 airports in Brazil, managing 20% of Brazilian air traffic [7][8].

In a regulatory filing, Shriram Finance stated that its board would evaluate options to raise funds through a rights issue, preferential allotment, qualified institutional placement (QIP), or other permissible modes, according to an Economic Times Earlier on October 1, ET had reported that MUFG was in advanced discussions to acquire a 20% stake in Shriram Finance for around Rs 23,200 crore ($2.6 billion). If the transaction materialises, it would mark the largest strategic investment by a foreign lender in ...

Bangladesh's Indian Visa Application Centre closure entered day 2 on Thursday after the authorities announced temporarily closed 2 IVAC amid security concerns. In the backdrop of escalating tensions towards India and deteriorating security situation, the IVAC Rajshahi and Khulna centres in Bangladesh announced the closure on 18 December.The State Bank of India — the only authorised agency for receiving visa applications in Bangladesh — in a notice stated, “In view of the on-going security situation, we wish ...

Core Insights - Soo Kim, founder of Standard General, is in discussions regarding a potential acquisition or investment in Warner Bros Discovery's television networks [1] Company Developments - Standard General, a New York-based hedge fund, is exploring opportunities to buy or invest in Warner Bros Discovery [1]

Core Insights - Rocket Lab successfully launched the STP-S30 mission for the U.S. Space Force five months ahead of schedule, enhancing U.S. space superiority technologies [1][3][4] Launch Details - The launch, named 'Don't Be Such A Square', took place on December 18, 2025, deploying four DiskSat spacecraft to a 550km low Earth orbit for the Department of War's Space Test Program [2][4] - The mission was managed by the U.S. Space Force's Space Systems Command and funded by NASA's Small Spacecraft & Distributed Systems program [2][4] Company Performance - This launch marked Rocket Lab's 20th Electron launch of the year and 78th overall, setting a new annual launch record for the company [5] - Rocket Lab has conducted four launches in the past three months, all serving national security and defense technology advancement objectives [4][5] Strategic Importance - The collaboration between Rocket Lab, NASA, and other partners is crucial for proving advanced technologies in space, which will be integrated into future operational Space Force systems [5] - The launch underscores Rocket Lab's commitment to providing affordable and reliable launch solutions to the U.S. Space Force and its partners [4][5]