Core Insights - Artisan Mid Cap Value Fund's Investor Class returned 0.97%, Advisor Class returned 0.98%, and Institutional Class returned 0.97% in Q3 2025, underperforming the Russell Midcap Value Index which returned 6.18% [1] - The equity markets rallied in Q3 2025, driven by strong corporate earnings, rising AI capital expenditures, and expectations of economic support from US fiscal policy and lower interest rates [1] Company Highlights - NVent Electric plc (NYSE:NVT) was highlighted as a top contributor in the fund's performance, with a one-month return of -0.27% and a 52-week gain of 49.75% [2] - NVent Electric's stock closed at $106.82 on January 02, 2026, with a market capitalization of $17.24 billion [2] - The company reported strong organic sales growth, particularly in its data center and power utilities businesses, which contributed to its stock performance [3] - NVent Electric has a leading position in liquid cooling solutions, which are increasingly important for energy efficiency and sustainability in AI infrastructure [3] - The company has benefited from multiple secular tailwinds including electrification, clean energy, energy efficiency, digitalization, and onshoring, alongside AI growth [3] - NVent Electric has effectively allocated capital towards product development, M&A, and returning capital to shareholders through dividends and share repurchases [3]

Group 1: Ferrari and Exor's Strategic Moves - The luxury automotive sector is shifting towards electrification, with Ferrari's first fully-electric model, the Elettrica, expected to be presented in 2026 [2][3] - Exor and the Ferrari family have extended their shareholders' agreement, indicating a long-term commitment to Ferrari's future [2][9] - Ferrari aims for 20% of its model line-up to be fully-electric by 2030, a revision from its previous target of 40% [3] Group 2: Exor's Broader Business Context - Exor's CEO John Elkann emphasized that cars, particularly Ferrari and Stellantis, remain the company's "first love" and significant contributors to Exor's gross asset value last year [3] - Piero Ferrari, son of founder Enzo, retains over 10% ownership, while Exor N.V. controls more than 21% of Ferrari [3] Group 3: Venezuela's Political Landscape - The U.S. is increasing political and military pressure on Venezuelan President Nicolás Maduro, including military buildups and discussions of potential military actions [4][9] - The Venezuelan opposition, led by figures like María Corina Machado and Edmundo González, is actively working towards a democratic transition [6][9] - International scrutiny remains on Venezuela, with ongoing efforts to monitor upcoming elections and support the opposition's platform [7][9]

Vancouver, British Columbia--(Newsfile Corp. - January 2, 2026) - Tier One Silver Inc. (TSXV: TSLV) (OTCQB: TSLVF) (FSE: TOV0) ("Tier One" or the "Company") is pleased to provide a recap of the Company's achievements in 2025 and to share its positive outlook as it advances toward key catalysts in 2026, including the recommencement of drilling at its flagship Curibaya project, in Southern Peru and the evaluation of targeted project acquisition opportunities to strengthen the Company's portfolio."2025 was a ...

Core Viewpoint - BHP Group Ltd significantly outperformed the ASX 200 in 2025, providing shareholders with a strong return, driven by favorable commodity prices, particularly iron ore and copper [1][2]. BHP Share Price Performance - In 2025, BHP's share price increased by 13.8%, while the ASX 200 rose by only 6.25%, indicating that BHP's capital growth return more than doubled that of the index [2]. Commodity Price Influences - The iron ore price ended 2025 at approximately US$107 per tonne, which is beneficial for BHP's profitability due to its low production costs [3]. - The copper price rose by around 40% over 2025, which is expected to significantly enhance earnings from BHP's copper division, as copper is crucial for electrification and renewable energy [4]. Strategic Considerations - The company is focusing on diversifying its production, particularly in copper and potash, to reduce reliance on iron ore and enhance earnings growth [6]. - There is caution regarding potential impacts on iron ore prices due to expected increases in African iron ore production [6].

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of EVE Energy Co., Ltd. 惠州億緯鋰能股份有限公司 (the "Company") (A joint stock company incorporated in the People's Republic of C ...

Fuelled by expectations that the demand for copper—a key metal in electrification—will exceed supply, the metal is set to record its largest annual gain since 2009. ...

Core Insights - Parker-Hannifin Corporation (PH) is experiencing strong growth in its Aerospace Systems segment, with revenues increasing approximately 13.3% year over year in Q1 of fiscal 2026 [1][8] - The company anticipates continued demand in the Aerospace Systems segment, projecting organic sales growth of 8-11% for fiscal 2026 [2][8] - Overall, PH has raised its fiscal 2026 guidance, expecting total sales to grow by 4-7% year over year [4][8] Aerospace Systems Segment - The Aerospace Systems segment is benefiting from robust demand in both commercial and military markets, including OEM and aftermarket channels [1] - Growth in the general aviation market and stable defense spending are expected to further support this segment [2] - The segment's strong performance is attributed to increased air transport activities and aftermarket support services [2] Market Trends - Key trends such as advancements in clean technologies, automation, infrastructure investments, digitalization, and electrification are expected to drive long-term growth across various end markets [3] Peer Comparison - Honeywell International Inc. is also seeing strong performance in its commercial aviation aftermarket, with organic sales increasing by 19% year over year [5] - RBC Bearings Incorporated reported a 38.8% year-over-year revenue increase in its Aerospace/Defense segment, driven by strong orders from both OEM and aftermarket [6] Financial Performance and Valuation - Parker-Hannifin's shares have increased by 17.9% over the past three months, contrasting with a 6.8% decline in the industry [10] - The company is currently trading at a forward price-to-earnings ratio of 28.19X, which is above the industry average of 21.88X [12] - The Zacks Consensus Estimate for PH's fiscal 2026 earnings has risen by 3.8% over the past 60 days [12]

Company Insights - Rio Tinto is highlighted as a significant player in the metals market, particularly in copper, iron ore, aluminum, and lithium, with a recent acquisition of Argentinian mines [5][8] - The company is viewed as a long-term hold, with a strong asset base and a focus on essential metals needed for technological advancements and infrastructure upgrades in the US [6][9] - Rio Tinto's stock has increased by 38% year-to-date, which is considered mild for a metals and mining stock, and it offers a solid dividend yield of 3.86% with a price-to-earnings ratio of about 12 [9][10] Industry Trends - The metals market is expected to experience increased volatility, particularly in 2026, which is historically a challenging year in the presidential cycle [3][4] - There is a growing demand for metals, especially copper, as countries seek to secure their metal supplies for various technological and infrastructural needs [10][11] - The focus is shifting towards higher quality and value investments in portfolios, indicating a more cautious approach in the current market environment [4][5] Leadership Changes - Berkshire Hathaway is under new leadership with Greg Ael succeeding Warren Buffett, and there is a belief that his approach and the company's substantial cash reserves (over $300 billion) present a buying opportunity despite the loss of the "Buffett premium" [12][13] - Ael's younger perspective and ability to make acquisitions without disrupting the foundation built by Buffett are seen as positive factors for the company's future [13]

Industry Overview - Rare earth metal stocks have experienced a resurgence in interest after a period of consolidation, with prices showing a decisive technical breakout [1][3][9] - The VanEck Rare Earth and Strategic Metals ETF (REMX) has increased nearly 90% year-to-date, primarily in the second half of the year, indicating strong investor interest [2] Key Drivers of Interest - The renewed interest in rare earth metals is attributed to a combination of factors, including supply chain security and geopolitical tensions, particularly with China, which dominates global mining and refining [5][6] - Demand for rare earths has expanded beyond niche applications, becoming essential for AI infrastructure, electrification, and defense systems, thus reclassifying them as critical resources [7] - Policy support from Western governments, including funding and strategic stockpiling, has further amplified the sector's attractiveness, reducing perceived risks associated with investments [8] Notable Companies Albemarle (ALB) - Albemarle is recognized as a leading diversified company in the rare earth and strategic materials sector, with significant exposure to lithium and rare earth elements [12] - The stock has shown resilience, maintaining strength even during broader market pullbacks, with a key technical support level around $142 [13][14] Sigma Lithium (SGML) - Sigma Lithium is an emerging player focused on low-cost, environmentally responsible production, primarily known for its lithium operations in Brazil [16] - The stock has demonstrated strong performance, breaking out decisively after a consolidation phase, with a key risk marker at $12.25 [17][18] Lithium Americas (Argentina) Corp (LAR) - Lithium Americas represents a more speculative investment option, focusing on lithium resources in Argentina, which ties into long-term electrification and battery storage demand [20] - The stock recently broke out from a trading range, with a critical level to watch at $5.50, indicating potential for higher prices if reclaimed [21][22] Investment Outlook - The rare earth sector is entering a new phase characterized by strategic demand and tight supply, suggesting a selective investment approach [24] - Albemarle offers stability, Sigma Lithium provides growth potential, and Lithium Americas adds higher risk optionality for investors [24]

Industry Overview - The auto industry in 2025 is navigating policy uncertainty and shifting incentives, with U.S. new-vehicle sales expected to reach about 16.3 million units, the strongest level since 2019 [1] - Sales are projected to settle near 16 million units in 2026 as pricing, inventory, and dealer supply normalize, with growth driven by real consumer demand rather than short-term incentives [2] - Affordability remains a key theme, with higher-income buyers supporting demand for larger vehicles while cost-conscious shoppers lean towards used and off-lease options [3] Company Insights Garrett Motion - Garrett Motion develops advanced turbocharging and zero-emission technologies, securing new light-vehicle turbo programs and expecting over $40 million in lifetime revenues from turbochargers used in data-center backup power systems [6][7] - The company raised its 2025 profit outlook and approved a $250 million share repurchase program for 2026, with a Wall Street average price target of $20.75/share suggesting a nearly 19% upside [8] Standard Motor Products - Standard Motor Products specializes in premium automotive replacement parts, with demand driven by an aging vehicle fleet and long-term growth themes like electrification and affordability [9] - The acquisition of Nissens in November 2024 is expected to deliver $8-12 million in annualized cost savings, with a Wall Street average price target of $47/share suggesting a nearly 25% upside [11][12] Blue Bird Corporation - Blue Bird is a leader in low- and zero-emission school buses, with a record delivery of 901 electric buses in fiscal 2025 and an order backlog of 680 electric buses supporting its 2026 sales outlook [13][14] - The company targets $1.5 billion in revenues and $220 million in adjusted EBITDA for fiscal 2026, with a Wall Street average price target of $56.71/share suggesting a nearly 12% upside [15] WeRide Inc. - WeRide is a leader in the autonomous driving space with a fleet of over 1,600 AVs, including robotaxis and driverless licenses across eight countries, and is expanding its commercial operations [16][17] - The company has an attractive average broker recommendation of 1.42, with a Wall Street average price target of $15/share suggesting a nearly 72% upside [18]