Ispire Technology (ISPR) Q3 2025 Earnings Call May 12, 2025 08:00 AM ET Company Participants Phil Carlson - Managing DirectorMichael Wang - Co-CEOJim McCormick - CFOPablo Zuanic - Managing Partner Conference Call Participants Nick Anderson - Director & Research Analyst Operator and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the iSpire Technology Third Quarter twenty twenty five Earnings Call. All lines have be ...

However, we are not overly concerned about the FX impact on TSMC earnings, as it doesn't hurt the company's structural profitability. In our recent Top Pick report (link), we noted several stock overhangs are being removed. May 7, 2025 01:53 AM GMT TSMC | Asia Pacific FX impact sensitivity and stock implications; OW The TWD has appreciated significantly recently. TSMC indicated that every 1% appreciation in the USD/TWD rate translates into 40bps GM downside for TSMC, as most of its costs are TWD denominated ...

USA | Lifestyle & Growth Platforms TARIFF TALK: Who Has Headstart Moving Supply Chain vs Peers? In our weekly TARIFF TALK, we highlight tariff impact and mitigation commentary for our coverage and co's relevant to our coverage. This week, we call out SN, YETI, GOLF, and RVLV. Themes included 1) Value Engineering Opportunities, 2) Get out of China, 3) Cost-sharing, 5) Strategic Inventory Build, 6) Select Pricing... See last week here. SharkNinja (SN): YETI Holdings (YETI): Acushnet (GOLF): Revolve (RVLV): Ra ...

AUSTIN, Texas, May 09, 2025 (GLOBE NEWSWIRE) -- Volcon Inc. (NASDAQ: VLCN) (“Volcon'', the “Company” or “we”), the first all-electric, off-road powersports company, today reported its operational highlights and financial results for the quarter ended March 31, 2025. Company Highlights: ● Sold all remaining Grunt EVO motorcycles in Q1● Signed amended and restated golf cart supply agreement with Venom-EV● Evaluating impact of tariffs on products In the first quarter of 2025, Volcon successfully sold all re ...

Dixie Group (DXYN) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Daniel Frierson - Chairman & CEOAllen Danzey - VP & CFO Conference Call Participants None - Analyst Operator Good day, and welcome to the Dixie Group Incorporated's twenty twenty five First Quarter Earnings Conference Call. Today's call is being recorded. At this time for opening remarks and introductions, I would like to turn the call over to the Chairman and Chief Executive Officer, Dan Frierson. Please go ahead. Daniel ...

Ultralife (ULBI) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Ultralife Corporation First Quarter twenty twenty five Results. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear automated message by viewing your hand is raised. To withdraw your question, pleas ...

Fidus Investment (FDUS) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Jody Burfening - IREdward Ross - Chairman & CEOShelby Sherard - Chief Financial OfficerMickey Schleien - MD - Equity Research Conference Call Participants Robert Dodd - AnalystSean-Paul Adams - Equity Research Analyst Operator Good day, and welcome to the Fidus First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opport ...

Core Insights - The long-term return of a stock is closely tied to the underlying business's performance, with a business earning 6% on capital over 40 years yielding similar returns for investors, regardless of initial purchase price [1] - A business that earns 18% on capital over 20 to 30 years can still provide good returns even if purchased at a high price [1] - The impact of taxes on investment returns is significant, with a 35% tax on a 15% annual return reducing the effective return to 9.75% if taxes are paid annually, compared to a 13.3% return if taxes are paid only at the end of the investment period [1] Tax Implications - The difference in tax treatment can lead to a substantial impact on long-term investment returns, highlighting the importance of tax strategies in investment planning [1] - Holding investments in great companies for extended periods can provide a significant advantage due to the way income taxes are applied [1]

May 8, 2025 06:43 AM GMT 亚洲经济研究 | Asia Pacific M Idea 观点：油价下跌⸺亚洲受益 程度有多大？ 油价下跌将减轻亚洲的石油负担，并可能对增长产生一定的 抵消作用。尽管如此，贸易紧张局势仍将是一个巨大的拖 累。油价疲软和货币走强的局面如果持续下去，可能会导致 降息幅度超出我们目前的预期。 要点 在本报告中，我们详细介绍了CPI通胀和经常账户余额对油价下跌的敏感性。 Exhibit 1: 亚洲是比美国和欧元区更大 的石油净进口地区 -2.4% 0.02% -1.8% -4.0% -3.5% -3.0% -2.5% -2.0% -1.5% -1.0% -0.5% 0.0% 0.5% Mar-13 Mar-15 Mar-17 Mar-19 Mar-21 Mar-23 Mar-25 Oil and gas trade balance (% of GDP, 12M trailing sum) Asia US EA 资料来源：Haver、摩根士丹利研究部 益 Exhibit 2: 泰国、韩国、台湾地区、印 度和日本相对而言受益更多，而马来西 亚和澳大利亚这两个净出口国则没有 ...

Varex Imaging (VREX) Q2 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Christopher Belfiore - Director-Investor RelationsSunny Sanyal - President & Chief Executive OfficerShubham Maheshwari - Chief Financial OfficerYoung Li - Senior VP - Equity ResearchShaymus Contorno - Equity Research AssociateBrandon Carney - Senior Research Associate Conference Call Participants Larry Solow - Partner & Managing director - Equity AnalystAlex Hantman - AnalystSaurabh Prasad - Senior Credit Analyst Operat ...