July 2, 2025 12:44 AM GMT Oil & Gas | North America Consolidation in a Maturing Industry After record oil & gas deal activity in 2023 & 2024, M&A has slowed so far in 2025. As "core" shale inventory becomes an increasingly scarce resource, we expect the trend of US E&P consolidation to continue in the years ahead. Inside, we screen for hypothetical deals. Key Takeaways Exploration & Production North America Industry View In-Line Morgan Stanley does and seeks to do business with companies covered in Morgan S ...

Breakthrough Transaction Unites Segment Leaders into a Powerful and Flexible Player in the Legal Cannabis IndustryMEDFORD, Ore., June 24, 2025 (GLOBE NEWSWIRE) -- THC Therapeutics, Inc. (“THCT” or the “Company”), (OTC: THCT), a company focused on the emerging and dynamic legal and regulated cannabis industry, announced today that it has acquired all of the issued and outstanding ownership interests of The Headquarters Group, Inc. (“THG”) in an all-share transaction valued at approximately $11,000,000 (the " ...

Key Takeaways EQX has completed its merger with Calibre, creating a diversified gold producer across the Americas. The merger centers on Greenstone and Valentine, positioning EQX as Canada's second-largest gold producer. Equinox Gold aims to boost output, cash flow, and balance sheet strength with 23M oz in gold reserves.Equinox Gold Corp. (EQX) has closed its transformative business combination with Calibre Mining Corp., creating an Americas-focused diversified gold producer anchored by two high-quality ...

15 June 2025 | 7:51PM HKT Kinger Lau, CFA +852-2978-1224 | kinger.lau@gs.com Goldman Sachs (Asia) L.L.C. Timothy Moe, CFA +65-6889-1199 | timothy.moe@gs.com Goldman Sachs (Singapore) Pte Si Fu, Ph.D. +852-2978-0200 | si.fu@gs.com Goldman Sachs (Asia) L.L.C. Kevin Wang, CFA +852-2978-2446 | kevin.wang@gs.com Goldman Sachs (Asia) L.L.C. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure ...

In this articleDASHTony Xu, co-founder and CEO of DoorDash Inc., smiles during the Wall Street Journal Tech Live conference in Laguna Beach, California, on Oct. 22, 2019.Martina Albertazzi | Bloomberg | Getty ImagesDuring the depths of the Covid pandemic, with restaurants around the country facing an existential crisis, DoorDash CEO Tony Xu had an unconventional proposal. He wanted to cut commissions.Chief Business Officer Keith Yandell worried that such a move would result in a massive hit to profits ahead ...

Industry Overview - The Zacks Schools industry is experiencing a rebound driven by increased demand for career-focused programs in healthcare, skilled trades, cybersecurity, and IT, supported by a labor market that values job-ready skills and government initiatives promoting non-degree pathways [1][4] - The industry is addressing the critical shortage of healthcare workers through rigorous, workforce-aligned training programs [5] Trends Influencing the Industry - Digital innovation is a key driver of differentiation, with companies investing in adaptive learning tools and scalable online platforms to enhance engagement and support flexible learning for working adults [2][7] - There is a rising demand for workforce-oriented programs, particularly among adult learners and career switchers, as the labor market increasingly values job-ready skills over traditional degrees [4] - The sector is witnessing consolidation, with larger players acquiring niche or financially weaker institutions to expand offerings and improve scale [6] Financial Performance and Market Position - The Zacks Schools industry currently ranks 30 within the broader Zacks Consumer Discretionary sector, placing it in the top 12% of over 250 Zacks industries, indicating strong near-term prospects [10][11] - The industry's earnings estimates for 2025 have increased to $1.38 per share from $1.37 since April 2025, reflecting growing analyst confidence in the group's earnings growth potential [12] Enrollment and Revenue Growth - For-profit providers are expected to see enrollment and revenue growth in 2025, driven by demographic tailwinds, state and federal support for vocational education, and digital innovation [2] - Companies like Stride, Inc., Laureate Education, Inc., and American Public Education, Inc. are positioned to benefit from these trends, with significant enrollment growth reported [21][29][25] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings ratio of 16.86X, compared to the S&P 500's 21.81X and the sector's 19.73X, indicating potential undervaluation [17][20] Company Highlights - Stride, Inc. reported a 20% rise in total enrollment, with a 12.8% increase in General Education and a 32% increase in Career Learning [21] - American Public Education has seen a 60.2% stock increase over the past year, with earnings expected to grow 150.9% in 2025 [25] - Laureate Education's fully online programs account for about 20% of its student base, growing at three to four times the pace of face-to-face programs [28] - Perdoceo Education has benefited from a 10.6% enrollment increase at Colorado Technical University, driven by strong student engagement [32] - Lincoln Educational Services has achieved an 82.4% stock increase over the past year, supported by strong enrollment growth and operational efficiencies [36]

Sun Country Airlines (SNCY) 2025 Conference May 13, 2025 02:55 PM ET Speaker0 Good afternoon, everyone. Thanks thank you for joining us today. Our next session here at the BofA Industrials Transportation and Airlines con conference is Sun Country. Sun Country is represented here by their CEO, Jude Bricker. Jude, thank you for, thank you for joining us. Speaker1 Think it's Nice, Andrew. Good to be here. Speaker0 First time at at at this conference. It is. Yeah. So look, Sun Country is, you know, more than ju ...

Gray Media (GTN) Q1 2025 Earnings Call May 08, 2025 01:00 PM ET Company Participants Hilton H. Howell Jr - Chairman & CEOKevin Latek - Chief Legal and Development OfficerPat LaPlatney - President and Co-CEOJeff Gignac - Executive VP & CFOPatrick Sholl - Vice PresidentAlan Gould - Managing Director Conference Call Participants Daniel Kurnos - Equity Research AnalystAaron Watts - Managing Director, Media, Entertainment, Cable, & Satellite Credit AnalystCraig Huber - Equity Research AnalystSteven Cahill - Anal ...

Dublin, May 02, 2025 (GLOBE NEWSWIRE) -- The "U.S. Physical Therapy Clinics: An Industry Analysis" report from Marketdata LLC has been added to ResearchAndMarkets.com's offering. This analysis examines the $53 billion outpatient physical and occupational therapy centers industry. Speech therapy and audiologists are also included. The physical therapy business is highly fragmented, with the 50 largest competitors capturing only 29% of the revenues, which makes it ripe for consolidation. Moderate growth is f ...

April 21, 2025 02:52 PM GMT China Materials | Asia Pacific Weekly Monitor: Critical Minerals in the Focus More minerals under US tariff probe. Baosteel continues industry consolidation. Base metals: Shanghai copper prices were up 2.5% WoW, while inventories were down 6.2% WoW. Shanghai aluminum prices were up 1.3% WoW, while inventories were down 7.4% WoW. Key news of the week: Trump administration orders tariff probe on all US critical mineral imports. Battery metals: Domestic industrial-grade lithium hydr ...