My recommendation for Xylem Inc. (NYSE: XYL ) is a buy rating, as it offers pure-play exposure to the structural water scarcity, aging infrastructure, and PFAS treatment themes that drive durable, non-discretionary demand. Management’s 80/20 transformation is already delivering tangible margin gains, while the EvoquaI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental str ...

Company Overview - Huhtamaki Oyj is a leading global provider of sustainable packaging solutions, focusing on food and beverage safety, hygiene, and waste prevention [3][4] - The company has over 100 years of history and operates in 36 countries with around 18,000 professionals [4] Financial Information - In 2024, Huhtamaki's net sales totaled EUR 4.1 billion [4] Upcoming Events - Huhtamaki will publish its 2025 Half-yearly Report on July 24, 2025, at approximately 8:30 EEST [1] - A combined audiocast and teleconference will be held on the same day at 9:30 EEST, featuring presentations from the CEO and CFO [2] - An on-demand replay of the audiocast will be available shortly after the call [3]

Core Viewpoint - Carnival Corporation & plc has announced a private offering of $3.0 billion in senior unsecured notes, aimed at refinancing existing debt and managing future debt maturities [1][2][4]. Group 1: Notes Offering Details - The offering consists of $3.0 billion aggregate principal amount of 5.750% senior unsecured notes due 2032 [1][6]. - The proceeds will be used to fully repay borrowings under the senior secured term loan facility maturing in 2028 and to redeem $2.4 billion of 5.750% senior unsecured notes due 2027 [2][4]. - The transaction is expected to close on July 16, 2025, subject to customary closing conditions [5]. Group 2: Redemption and Debt Management - A conditional notice of redemption has been issued for the $2.4 billion of 2027 Unsecured Notes, set to be redeemed on July 17, 2025, at a price equal to 100% of the principal amount plus applicable premiums and interest [3]. - Following the completion of this transaction, the company's remaining senior secured debt will be $3.1 billion, with provisions for security fall away upon receiving investment grade ratings from two of the three rating agencies [4]. Group 3: Financial Terms - The notes will pay interest semi-annually at a rate of 5.75% per year, starting February 1, 2026, and will mature on August 1, 2032 [6]. - The notes will be fully and unconditionally guaranteed on an unsecured basis by Carnival plc and certain subsidiaries [6]. Group 4: Company Overview - Carnival Corporation & plc is the largest global cruise company and among the largest leisure travel companies, operating a portfolio of well-known cruise lines [10].

Jack Dorsey working on Bluetooth messaging app, Bitchat | TechCrunch https://t.co/3WzUeZuL3c ...

We met with over 35 investors during our marketing trip in Singapore over the past week. Overall, we continued to observe a resurgence in sentiment particularly around AI while sentiment towards non-AI segments remains subdued. However, we feel that investors' positioning remains on the cautious side despite the recent recovery in sentiment. From a positioning perspective, many investors did not fully participate in the rally over the past few months and are still largely underexposed or waiting on the side ...

Core Viewpoint - Carnival Corporation & plc has successfully closed a private offering of €1.0 billion in senior unsecured notes, which will be used to repay existing borrowings and enhance its capital structure [1][2]. Group 1: Financial Details - The offering consists of 4.125% senior unsecured notes due in 2031, with interest payments starting on July 15, 2026 [2]. - Proceeds will be utilized to fully repay borrowings under the 2027 Term Loan Facility and partially repay borrowings under the 2028 Term Loan Facility [1]. - The company made a prepayment of $450.0 million towards the 2027 Term Loan Facility on June 27, 2025, as part of its deleveraging strategy [1]. Group 2: Investment Grade Status - The company is one notch away from achieving an investment grade credit rating, and this transaction is a step towards that goal [2]. Group 3: Offering Details - The notes were offered only to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S [3]. - The notes are not registered under the Securities Act and cannot be sold in the U.S. without registration or an exemption [4]. Group 4: Company Overview - Carnival Corporation & plc is the largest global cruise company and one of the largest leisure travel companies, operating a portfolio of well-known cruise lines [6].

An aging schedule classifies assets and liabilities by date (or age), which is useful for managing and assessing finance, operations, and credit standards. https://t.co/r32MlGIfUB ...

Dr. Eric Topol’s longevity work identified daily habits to follow in a study of “super agers” who are healthy at ages 85 and above."I am taking my own advice," says Dr. Eric Topol, a 70-year-old cardiologist.He shares the tips that he follows: 🔗 https://t.co/AsUqRbjyBY https://t.co/ZxtaemuuWw ...

People are more likely to get cancer as they age. Dr. Miriam Merad has an unconventional idea of how that might be reversed: using allergy drugs and other seemingly unlikely medications to damp a condition known as “inflammaging.”Read more: https://t.co/Y3ZGe4AGtE https://t.co/htmg79N32M ...

ZENVIA New Strategic Cycle 1Q 2025 Earnings Presentation Key Key Key Shay Chor Financial CFO Highlights Q1: Strong top-line growth and G&A efficiencies did not offset margin pressure 43 43 56.4% 53.7% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 0.0 20.0 40.0 Q1 2024 Q1 2025 23 31 17% 14% 0 0% 10 20 30 Q1 2024 Q1 2025 24 20 0 20 40 Q1 2024 Q1 2025 94 74 44.0% 25.1% 10.0% 30.0% 50.0% 70.0% 0.0 50.0 100.0 Q1 2024 Q1 2025 213 296 Q1 2024 Q1 2025 Net Revenues (BRL MM) G&A Expenses and G&A-to-Revenues (BRL MM & %) EBITDA ...