Company Overview - Sanoma is an innovative and agile learning and media company impacting the lives of millions every day [5] - The company operates across Europe and employs close to 5,000 professionals [7] - In 2024, Sanoma's net sales amounted to approximately €1.3 billion, with an operational EBIT margin excluding PPA of 13.4% [7] Upcoming Events - Sanoma will publish its Half-Year Report 2025 on 30 July 2025 at approximately 8:30 EET [1] - An analyst and investor conference will be held on the same day at 11:00 EET, led by President and CEO Rob Kolkman and CFO Alex Green [2] - The conference can be followed as a live webcast, and an on-demand replay will be available shortly after the conference [4] Investor Relations - Questions during the management presentation can be placed through the webcast chat function or by phone [3] - Media representatives can book interviews with the Communications Director after the conference [4] - Additional information can be obtained from Kaisa Uurasmaa, Head of Investor Relations and Sustainability [5] Business Focus - Sanoma's learning products and services aim to help teachers develop the talents of every child [6] - The company offers both printed and digital learning content, as well as digital learning and teaching platforms for various education levels [6] - Sanoma is committed to the UN Sustainable Development Goals and is a signatory to the UN Global Compact [5]

Core Viewpoint - Elong Power Holding Limited has entered into a strategic cooperation agreement with the Consumer Protection Agency of Indonesia to enhance electricity access and promote the new energy industry in Indonesia [1][2][3] Group 1: Strategic Cooperation Agreement - The agreement involves an investment of no less than US$1 billion for constructing integrated solar-plus-storage off-grid power systems in Indonesia's islands and rural areas [2] - Elong Power will provide comprehensive solutions and technical support for the large-scale application of lithium battery energy storage systems and the electrification of Indonesia's mining industry [2][3] - The collaboration aims to attract advanced Chinese new energy companies to invest in Indonesia, thereby accelerating the industrialization of the new energy sector [2][3] Group 2: Company Overview - Elong Power is a Cayman Islands exempted company focused on the research, development, manufacturing, sales, and service of high-power lithium-ion batteries and energy storage systems [4] - The company offers a comprehensive product and technology system, including battery cells, modules, and battery management systems, catering to high-power applications and long-cycle energy storage [5] - Elong Power's product portfolio includes lithium manganese oxide and lithium iron phosphate batteries, designed for various energy applications [5]

Group 1 - Accelerating major engineering project construction is crucial for expanding domestic demand and promoting high-quality development [1] - Infrastructure is emphasized as an important support for economic and social development, with a focus on optimizing layout, structure, function, and development model [1] - The Guizhou Huajiang Gorge Bridge project is highlighted as a significant infrastructure project, expected to become the world's highest bridge, significantly reducing travel time between two locations [1] Group 2 - The construction of the Yellow River Guxian Water Conservancy Project is speeding up, with multiple functions including flood control, water resource regulation, and irrigation [2] - A collaborative supervision scheme involving multiple provinces is in place to ensure high standards and efficiency in the Guxian project [3] Group 3 - The Guangxi Petrochemical Refining and Chemical Integration Project is nearing completion, with a total investment of 30.5 billion yuan, playing a vital role in green low-carbon development [4] - The Xiongshang High-Speed Railway, part of China's high-speed rail network, is progressing well, with the main bridge structure completed [4] Group 4 - The establishment of a joint supervision mechanism in Heze City aims to enhance supervision and coordination in key project areas, ensuring accountability [5] - The Inner Mongolia Alxa desert ecological restoration project is significant for ecological security, with real-time supervision being implemented [6]

Core Viewpoint - Banco Itaú Chile has launched its first Sustainable Finance Framework, aimed at issuing green, social, and sustainability-linked instruments in alignment with international standards [1][2]. Group 1: Sustainable Finance Framework - The Framework is designed to support Chile's energy transition and social inclusion agenda, emphasizing sustainability as a core aspect of the bank's financing strategy [1]. - S&P Global Ratings provided a Second Party Opinion, rating the Framework's alignment with global standards as "Strong" [1]. Group 2: Commitment to Sustainability - Itaú Chile's initiative reflects a strong commitment to sustainability, integrated into its business strategy through actions like sustainable finance and carbon footprint measurement [2]. - The bank aims to contribute to a resilient, inclusive, and low-emission economy, reinforcing the belief that finance can drive sustainable development [2].

Financial Performance - SQM's Last Twelve Months (LTM) revenues reached US$4.5 billion[6] - The company's LTM Adjusted EBITDA stood at US$1.4 billion[6] - SQM's LTM Adjusted EBITDA Margin was 32%[6] - The Net Financial Debt (NFD) to Adjusted EBITDA ratio was 1.6x as of March 31, 2025[6,8] - First Quarter 2025 revenues were US$1,037 million, a decrease of 4% year-on-year[17] Business Segments - Lithium and derivatives LTM revenue was $2,197 million and gross profit was $517 million[23] - Iodine and derivatives LTM revenue was US$983 million and gross profit was US$525 million[29] - Specialty Plant Nutrition LTM revenue was US$946 million and gross profit was US$161 million[39] - Potassium LTM revenue was US$250 million and gross profit was US$33 million[46] - Industrial Chemicals LTM revenue was US$75 million and gross profit was US$30 million[53] Market Position and Outlook - SQM holds approximately 17% of the global lithium chemical market share[23,24] - The company anticipates the global lithium market to grow by approximately 17% in 2025[23] - SQM has approximately 37% of global Iodine market share[34] - SQM has approximately 41% of global KNO3 market share[44] - SQM has approximately 32% of global Industrial Chemicals market share[56]

Core Viewpoint - TransAlta Corporation is set to release its second quarter 2025 results on August 1, 2025, with a conference call scheduled for the same day to discuss the results with investors and analysts [1][2]. Group 1: Conference Call Details - The conference call will begin at 9:00 a.m. Mountain Time (11:00 a.m. ET) [1]. - Participants can access the call via a personalized PIN or receive an automated call directly to their phone after registering [2]. - A replay of the call will be available on TransAlta's website following the event [3]. Group 2: Company Overview - TransAlta operates a diverse fleet of electrical power generation assets across Canada, the U.S., and Australia, focusing on long-term shareholder value [4]. - The company is one of Canada's largest producers of wind power and the largest producer of thermal generation and hydro-electric power in Alberta [4]. - TransAlta has achieved a 70% reduction in GHG emissions, equating to 22.7 million tonnes CO2e since 2015, and has received an upgraded MSCI ESG rating of AA [4].

Core Insights - JinkoSolar's EAGLE® G6R residential PV module has been awarded the 2025 Sustainable Product of the Year by Green Builder® Media, marking the fifth consecutive year the company has received this recognition, highlighting its leadership in sustainable solar solutions [1][2]. Product Innovation - The EAGLE® G6R is an ultra-high-powered residential PV module utilizing JinkoSolar's N-Type TOPCon technology, known for achieving multiple efficiency records. It is designed for superior performance in extreme weather, helping homeowners significantly reduce energy costs while enhancing aesthetic appeal [3]. Environmental Commitment - JinkoSolar is committed to sustainability beyond its products, being the first solar manufacturer to join the RE100 initiative, pledging to operate on 100% renewable energy. The company also had its net-zero goals validated by the Science Based Targets initiative (SBTi) [4]. Industry Recognition - The award from Green Builder® Media underscores JinkoSolar's consistent innovation and commitment to environmentally responsible manufacturing, positioning the company as a model for the industry [5].

Core Insights - Nextensa, in collaboration with Promobe through their joint venture Grossfeld, has initiated the construction of Eosys, a sustainable office building at Cloche d'Or, Luxembourg, with a major lease agreement signed with PwC Luxembourg for 9,488m² of office space [4][5] - The Eosys project spans 12,355m² and is set to accommodate approximately 630 employees from PwC Luxembourg, marking a significant expansion of the company's presence in the Cloche d'Or district [5] - The building is designed by architect Andrew Philips and aims for BREEAM "Outstanding" certification, emphasizing sustainability and well-being with features such as a wellness area, gym, and landscaped terrace [6] Company Overview - Nextensa is a mixed-use real estate investor and developer focused on office, retail, and residential projects in Luxembourg, Belgium, and Austria [8] - Promobe is a significant player in real estate development within the Grand Duchy of Luxembourg [9] Project Details - Eosys will be a contemporary, high-end 13-storey building characterized by a golden anodised aluminium façade and a strong architectural identity [6] - The delivery of the Eosys building is scheduled for September 2027, reinforcing the long-term confidence of major corporations in the Cloche d'Or urban hub [5][7] - Cloche d'Or has evolved into a leading urban district in Luxembourg, combining residential, work, retail, and leisure functions, with over 120,000m² of office space already constructed [7]

Company Overview - Cal-Maine Foods is the 1 U S producer and distributor of fresh eggs[7] - The company has 44 million layer hens[20] - Cal-Maine Foods has a diversified customer base, with 34% of revenue attributed to its largest customer and 50% of revenue from its top 3 customers as of FY 2023[26] Market Dynamics and Strategy - Approximately 27% of U S households are expected to be in cage-free states by 2026[51] - In Q1 2024, Cal-Maine Foods sold 273 million dozens of eggs[124] - The company's outside egg purchases have decreased, representing 8% of sales in Q1 2024[85] - Cal-Maine Foods has allocated $699 million for cage-free capital expenditure as of the end of the first fiscal quarter 2024[101] Financial Performance - Cal-Maine Foods paid $689 million in total dividends per share as of FY 23[91] - The company's 5-year average dividends are $1 39 per share[91] - The company had $1 064 billion in total cash and investments as of FY 24 YTD[94]

Core Viewpoint - Kalmar Corporation has received validation from the Science Based Targets initiative (SBTi) for its near- and long-term emissions reduction targets, committing to net-zero emissions by 2045 in alignment with the Paris Agreement's goal of limiting global temperature rise to 1.5°C [1][2][4]. Group 1: Emission Reduction Targets - Kalmar aims to reduce absolute scope 1 and 2 greenhouse gas (GHG) emissions by 90% by 2030 from a 2023 base year [6]. - The company also targets a 40% reduction in absolute scope 3 GHG emissions from purchased goods and services, upstream transportation and distribution, use of sold products, and downstream leased assets within the same timeframe [6]. - From 2030 to 2045, Kalmar commits to maintaining a minimum of 90% absolute scope 1 and 2 GHG emissions from the 2023 base year [6]. - Additionally, the company plans to reduce absolute scope 3 GHG emissions by 90% by 2045 from the 2023 base year [6]. - Kalmar's ultimate goal is to achieve net-zero greenhouse gas emissions across its entire value chain by 2045 [6]. Group 2: Commitment to Sustainability - The validation from SBTi underscores Kalmar's commitment to sustainability and its role in driving the transformation towards sustainable material handling in the industry [2][3]. - The company emphasizes the importance of sustainable innovation and collaboration with customers and suppliers to tackle emissions across its entire value chain [3]. - Kalmar's vision is to be a leader in sustainable material handling equipment and services, contributing to profitable business growth while adhering to climate science [2][5].