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Synopsys: Fundamentally Strong With Limited Upside
Seeking Alpha· 2025-05-30 20:51
Today, Synopsys (NASDAQ: SNPS ) is the unequivocal leader in the electronic design automation (EDA) market, developing software solutions for the automation of chip design. An important part of the company's business is licensing IP blocks, such as USB interfaces and memory controllers, which becomeHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked ...
TE Connectivity(TEL) - 2025 FY - Earnings Call Transcript
2025-05-29 13:00
TE Connectivity (TEL) FY 2025 Conference May 29, 2025 08:00 AM ET Speaker0 Good morning, everyone. Thank you for coming. Thank you for getting up early. I'm Stacy Rasgon. I cover The US, semiconductor and semi cap space here at Bernstein, and it's my honor to introduce our guest today, the chief executive officer of TE Connectivity, mister Terrence Curtin. Before I start, I wanna mention if you have questions you'd like to ask or you'd like me to ask during the presentation, there should be a link to the pi ...
SuperCom Secures New Contract in Nebraska, Expanding U.S. Presence into 10th New U.S. State in Less Than a Year
Prnewswire· 2025-05-27 13:00
Rapid U.S. Expansion: Over 20 new contracts, 8 new service providers, and 10 new states since mid-2024TEL AVIV, Israel, May 27, 2025 /PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secure solutions for the e-Government, IoT, and Cybersecurity sectors, announced today that it has secured a new electronic monitoring (EM) contract through an agreement with an established service provider in Nebraska to immediately deploy its PureSecurity EM technology. This marks SuperCom's entry into its 10th ne ...
3 Silver Mining Stocks to Ride the Solid Industry Trends
ZACKS· 2025-05-23 16:06
Industry Overview - The Zacks Mining - Silver industry is experiencing promising prospects due to rising silver prices and a projected demand of around 1.15 billion ounces, primarily driven by industrial use [1][4] - The industry comprises companies engaged in the exploration, development, and production of silver, with only 20% of silver coming from mining activities where silver is the primary revenue source [3] Demand and Supply Dynamics - Total silver demand is expected to dip slightly by 1% to 1.148 billion ounces in 2025, with industrial use projected at approximately 677.4 million ounces, accounting for about 59% of total demand [4] - The solar energy industry is a significant driver of silver demand, particularly in photovoltaic applications, alongside rising usage in 5G infrastructure and electric vehicles [4] - Global silver supply is projected to rise by 2% in 2025 to 1.031 billion ounces, but this will still result in a deficit of 117.6 million ounces, marking the fifth consecutive year of supply shortfall [5] Price Trends - Silver prices increased by approximately 22% in 2024 and 14.9% year-to-date, supported by economic uncertainties and solid demand amid tight supply expectations [5] - The industry's current valuation based on the forward 12-month EV/EBITDA ratio is 12.05X, significantly lower than the S&P 500's 24.69X, indicating potential for growth [13] Company Performance - Avino Silver Mines produced 678,458 silver equivalent ounces in Q1 2025, an 8% year-over-year increase, and is on track to achieve a production range of 2.5 - 2.8 million silver equivalent ounces in 2025 [17] - Fresnillo produced 107 million silver-equivalent ounces in 2024 and expects a decline in total production for 2025, focusing on profit margins and optimizing its mining operations [23] - Endeavour Silver recently acquired Compañia Minera Kolpa S.A. for $145 million, which is expected to enhance its production profile by approximately 5 million silver equivalent ounces [25] Market Outlook - The Zacks Industry Rank for the Mining-Silver industry is 15, placing it in the top 6% of 245 Zacks industries, indicating bright prospects in the near term [8] - The industry has outperformed the Basic Materials sector but has lagged behind the Zacks S&P 500 composite over the past year, with a collective loss of 7.6% compared to the sector's 9.9% decline [10]
力拓合并、印度石油天然气公司业绩未达预期、FMG最新消息、炼油强劲vs原油疲软
摩根大通· 2025-05-23 00:50
Specialist Sales APAC Specialist Sales 22 May 2025 J P M O R G A N Rio unification, ONGC miss, FMG update, Strong Refining vs Weak Crude Anmol Mehta +852 2800 8896 anmol.mehta@jpmorgan.com Key Highlights Today Commodities Price Action | Best Movers | | | | --- | --- | --- | | Ticker | Last Price | %1D | | Alumina (RMB/t) | 3230.0 | 1.5 | | LME ZINC 3MO ($) | 2710.5 | 1.3 | | Aluminium ($/t) | 2465.3 | 0.8 | | China Li2Co3 (Rmb/t) | 62500.0 | 0.6 | | US NatGas ($/mmbtu) | 3.4 | 0.2 | | Best Movers | | | Wors ...
For the First Time in Dubai Two Restaurants are Awarded Three MICHELIN Stars
Globenewswire· 2025-05-22 22:59
Core Insights - The MICHELIN Guide Dubai 2025 recognizes a total of 119 establishments across over 35 cuisine types, highlighting the city's vibrant culinary scene [1][3][22] - This edition includes two new One MICHELIN Star restaurants and two new Three MICHELIN Star restaurants, along with five new Bib Gourmand establishments [2][11][27] Group 1: MICHELIN Star Awards - Trèsind Studio achieves Three MICHELIN Stars, becoming the first Indian restaurant globally to receive this accolade [3][9][11] - FZN by Björn Frantzén is awarded Three MICHELIN Stars in its debut year, showcasing a blend of Scandinavian and Asian influences [8][11] - The total count of restaurants with Three MICHELIN Stars in Dubai now stands at two, marking a significant milestone for the city's culinary landscape [7][27] Group 2: New Additions and Recognitions - The 2025 selection includes two new One MICHELIN Star restaurants: Jamavar and Manāo, bringing the total to fourteen restaurants with this distinction [13][14][27] - Five new restaurants are added to the Bib Gourmand category, which recognizes establishments offering high-quality food at reasonable prices [15][27] Group 3: Special Awards and Acknowledgments - The Opening of the Year Award goes to Ronin, recognized for its contemporary Japanese dining experience [16] - The Sommelier Award is presented to Shiv Menon of Boca restaurant for his exceptional wine knowledge and sustainable practices [17] - The Young Chef Award is given to Chef Abhiraj Khatwani of Manāo, acknowledging his culinary skills and dedication to authentic Thai cuisine [19] Group 4: Industry Impact - The MICHELIN Guide's presence in Dubai is seen as a catalyst for the city's growth as a global gastronomic destination, enhancing its appeal and economic growth [4][6][22] - The diversity of the culinary offerings reflects the multicultural fabric of Dubai, with contributions from chefs and restaurateurs of various nationalities [6][22]
UPS: Cut The Costs
Seeking Alpha· 2025-05-22 19:04
One of the most effective tactics I use is to buy strong stocks in strong sectors. They may have high valuations, but that is usually for a good reason. Occasionally, I employ different tactics when good companies are on sale and the stock isMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real esta ...
SuperCom (SPCB) Conference Transcript
2025-05-21 15:45
SuperCom (SPCB) Conference May 21, 2025 10:45 AM ET Speaker0 Alright. Let's let's get going. My name is Greg Burns. I'm an analyst at Sidoti. I'd like to welcome everyone here to Sidoti's May Microcap Conference, and thank you to, Supercom, ticker SPCB, for presenting, for us here this afternoon. Today from the company, we have Ordon Trebelsi, the company's president and CEO. He's gonna run through a presentation, and then we'll get to as much q and a at the end. If you do have a question, just enter it thr ...
Reading International(RDI) - 2025 Q1 - Earnings Call Transcript
2025-05-20 13:02
Reading International (RDI) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Company Participants Andrzej Matyczynski - Executive Vice President of Global OperationsEllen Cotter - President, CEO & Vice Chairman of the BoardGilbert Avanes - EVP, CFO, and Treasurer Andrzej Matyczynski First Quarter twenty twenty five Earnings Call Conference Call. Thank you for joining Reading International's Earnings Call to discuss our twenty twenty five first quarter. My name is Andrei Matachinsky, and I am Reading's executi ...
RTX Wins $581M Contract for Next Generation Jammer Mid-Band System
ZACKS· 2025-05-19 15:01
RTX Corporation’s (RTX) unit, Raytheon, recently clinched a contract for the production and delivery of Next Generation Jammer Mid-Band (NGJ-MB) pod shipsets. The award has been provided by the Naval Air Systems Command, Patuxent River, MD.Details of the Deal Secured by RTXValued at $580.6 million, the contract is expected to be completed by November 2028. Per the terms of the deal, RTX will deliver additional NGJ-MB pods for the Royal Australian Air Force, along with spares and specialized support equipmen ...