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Portugal Telecom Operators Intelligence Report 2025, Featuring MEO, Vodafone Portugal, NOS, Lycamobile, and NOWO
GlobeNewswire News Room· 2025-06-23 14:57
Dublin, June 23, 2025 (GLOBE NEWSWIRE) -- The "Portugal Telecom Operators Country Intelligence Report" report has been added to ResearchAndMarkets.com's offering."Portugal Telecom Operators Country Intelligence Report," a new report by the analyst, provides an executive-level overview of the telecommunications market in Portugal today, with detailed forecasts of key indicators up to 2029. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evo ...
X @Investopedia
Investopedia· 2025-06-17 01:00
Government regulations can protect consumers and help businesses thrive at the same time, but they can also reduce efficiency and limit innovation. https://t.co/rkxNKtBPpV ...
Globus Maritime Limited Reports Financial Results for the Quarter Ended March 31, 2025
Globenewswire· 2025-06-16 20:05
GLYFADA, Greece, June 16, 2025 (GLOBE NEWSWIRE) -- Globus Maritime Limited (“Globus”, the “Company”, “we”, or “our”) (NASDAQ: GLBS), a dry bulk shipping company, today reported its unaudited consolidated operating and financial results for the quarter ended March 31, 2025. Revenue $8.6 million in Q1 2025 compared to $7.7 million in Q1 2024 Adjusted EBITDA $2 million in both Q1 2025 and Q1 2024 Time Charter Equivalent $9,225 per day in Q1 2025 compared to $11,862 per day in Q1 2024 Current Fleet ProfileAs ...
Violation of military regulations: Tom Nichols rebukes Trump’s speech at Fort Bragg
MSNBC· 2025-06-11 16:10
President Trump yesterday gave a partisan rally style speech at Fort Bragg in North Carolina and did so in front of active duty troops. And for a little news for the fake news back there, the fake news, ladies and gentlemen. Look at them. Look at them all.What I have to put up with fake news. What I have to put up with. I got to talk to my friends here today.This is a record crowd. You know, you never you never had a crowd this big. That's an honor.You think this crowd would have showed up for Biden. I don' ...
Elon Musk's Starlink South African License Decision Up to Regulator
Bloomberg Television· 2025-06-11 06:49
Regulatory Obstacles in South Africa - Starlink's operation in South Africa is hindered by regulations requiring 30% equity to be given to black people, a condition Elon Musk has resisted [1] - South Africa is exploring an "equity equivalent" workaround, allowing investment in black businesses and infrastructure instead of equity transfer [2] - Proposed regulatory changes face pushback from lawmakers and are subject to public comment, potentially delaying resolution by several months [3] Geopolitical Context - Starlink's regulatory issues in South Africa may have been used as a bargaining chip in negotiations between South African and US presidents [4][5] Starlink's African Expansion - Starlink operates in approximately 18 African countries, with Nigeria being the largest market and recent expansion into Congo [6] - Many African countries have eased licensing regulations to facilitate Starlink's operation [7] - Starlink offers a potentially cheaper connectivity solution for rural Africa, where traditional infrastructure rollout is expensive [7]
Star Bulk Carriers CEO: Strategic Discipline In Uncertain Markets
Benzinga· 2025-06-02 15:05
Core Insights - Star Bulk Carriers Corp. discussed its Q1 2025 earnings, market positioning, and future strategy, focusing on capital allocation and the impact of geopolitical tensions and carbon emission regulations on the dry bulk shipping market [1] Capital Allocation Strategy - The company addresses the persistent discount between its stock price and Net Asset Value (NAV), emphasizing that NAV reflects actual vessel values based on recent sales [3] - Star Bulk employs a disciplined arbitrage strategy by selling older vessels at or near NAV and using the proceeds for share repurchases, enhancing shareholder value [4] - The capital allocation framework prioritizes reducing debt, returning capital to shareholders, and reinvesting in the business, with a revised dividend policy guaranteeing a minimum quarterly dividend of $0.05 per share [5] Market Outlook - Star Bulk expects approximately $38.6 million in vessel sale proceeds during Q2–Q3 2025, which will be used for share buybacks to enhance shareholder returns [6] - The dry bulk market remains relatively insulated from geopolitical tensions, although factors like the Suez Canal reopening or the resolution of the Ukraine conflict could shift trade flows [7] - Dry bulk fundamentals are sound, with total dry bulk trade projected to contract slightly in 2025 by 1.2% in tons and 0.4% in ton-miles, but minor bulk demand continues to grow [8] Supply and Demand Dynamics - The orderbook for dry bulk vessels is at a multi-year low, with only 10.3% of the fleet on order, and newbuild orders at their lowest levels in eight years due to high construction costs and tight shipyard slots [11] - The global fleet is aging, with nearly half of all dry bulk vessels expected to be over 15 years old by 2027, which, combined with tightening decarbonization rules, is expected to contract effective supply [12] Regulatory Environment - New IMO and EU emissions regulations are discouraging faster vessel speeds, tightening supply despite lower fuel costs [13] - Star Bulk is renewing its fleet by selling older vessels and has five new Kamsarmax vessels scheduled for delivery in 2026, positioning itself to thrive under upcoming regulations [14] - The company is frontloading drydock activity in the first half of the year to prepare for a stronger second half, expecting effective fleet capacity to tighten further [15]
印度人寿保险公司(LIFI.BO):2025年第四季度业绩符合预期:增长放缓但利润率改善;维持中性评级
Goldman Sachs· 2025-05-30 03:00
4Q25 inline: Slower growth but better margin development; Retain Neutral 27 May 2025 | 11:41PM IST Life Insurance Corporation of India (LIFI.BO) LIFI.BO 12m Price Target: Rs880.00 Price: Rs871.05 Upside: 1.0% Shyam Srinivasan, CFA +91(22)6616-9346 | shyam.srinivasan@gs.com Goldman Sachs India SPL Rahul Jain +91(22)6616-9161 | rahul.m.jain@gs.com Goldman Sachs India SPL Karan Vora, CFA +91(22)6616-9146 | karan.vora@gs.com Goldman Sachs India SPL LIC reported 4Q APE at Rs189bn (-11% yoy, -4% vs GSe) with VNB ...
摩根大通:汽车零部件 - 轮胎行业
摩根· 2025-05-29 14:12
Japan Equity Research May 26, 2025 Auto/Auto Parts/Tire Sector Head of Japan Equity Research Japan: Auto / Auto Parts / Tires Akira Kishimoto AC 813-6736-8646 akira.x.kishimoto@jpmorgan.com JPMorgan Securities Japan Co., Ltd. See the end pages of this presentation for analyst certification and important disclosures, including non-US analyst disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a co ...
MCK vs. CAH: Which Drug Distribution Giant Has the Healthier Outlook?
ZACKS· 2025-05-27 13:21
Core Insights - McKesson (MCK) and Cardinal Health (CAH) are major players in the U.S. healthcare distribution sector, benefiting from consistent demand and long-term industry trends [1][2] - Investors are evaluating which company presents a stronger investment opportunity amid evolving healthcare regulations and inflationary pressures [2] Financial Performance - McKesson reported Q4 fiscal 2025 adjusted EPS of $10.12, exceeding the Zacks Consensus Estimate of $9.81 by 3.2%, with a year-over-year improvement of 63.8% [3] - Cardinal Health reported Q3 fiscal 2025 adjusted EPS of $2.35, surpassing the Zacks Consensus Estimate of $2.15 by 9.3%, with a year-over-year increase of 12.4% [4] Estimates Comparison - The Zacks Consensus Estimate for McKesson's fiscal 2026 sales and EPS indicates a year-over-year improvement of 12.4% and 12.3%, respectively, with EPS estimates improving by 1.4% over the past 60 days [5] - The Zacks Consensus Estimate for Cardinal Health's 2025 sales suggests a year-over-year decline of 1.7%, while EPS is expected to improve by 7.8%, with EPS estimates increasing by 2.3% over the past 30 days [8] Strategic Positioning - McKesson's diversification into higher-margin areas such as oncology and biopharma services supports margin stability and positions the company well for future growth [11] - McKesson's recent earnings report highlighted solid revenue growth, stable margins, and robust free cash flow, alongside consistent shareholder returns through share repurchases and dividend increases [12] - Cardinal Health is focusing on efficiency gains and cost controls while expanding its higher-growth medical segment, which is expected to drive growth [15] - Cardinal Health's first-quarter performance showed strong revenue growth and improving profitability due to effective cost-saving initiatives [16] Price Performance - Year-to-date, McKesson shares have increased by 25.7%, while Cardinal Health shares have surged by 29.2%, driven by rising demand for drug retailing, particularly GLP-1 drugs [17] Investment Outlook - Both companies currently hold a Zacks Rank 3 (Hold), complicating the investment decision [18] - McKesson's style score of 'A' indicates strong growth prospects and attractive valuation, while Cardinal Health's style score of 'C' reflects attractive valuation but lower growth potential [19] - Based on growth estimates and style scores, McKesson is viewed as a better investment choice at present [19]
Star Bulk(SBLK) - 2025 Q1 - Earnings Call Transcript
2025-05-15 16:02
Star Bulk Carriers (SBLK) Q1 2025 Earnings Call May 15, 2025 11:00 AM ET Company Participants Christos Begleris - Co-CFONicos Rescos - Chief Operating OfficerCharis Plakantonaki - Chief Strategy OfficerPetros Pappas - CEO & DirectorOmar Nokta - Managing DirectorDouglas Smith - Chairman Conference Call Participants Christopher Robertson - Equity Research Analyst - Vice President Operator Thank you for standing by, ladies and gentlemen, and welcome to the Star Bulk Carriers Conference Call on the First Quarte ...