RT Etherealize (@Etherealize_io)Ethereum has 61.4% market share of all tokenized assets ($206.2 billion)Source: @tokenterminal https://t.co/W1cnCaZ17j ...

Market share secured by Chainlink:Ethereum: 80%+ ($44.2B+)Plasma: 100% ($3B+)Base: 96%+ ($2.7B+)BNB Chain: 69%+ ($2.4B+)Arbitrum: 84%+ ($2.4B+)Mantle: 94%+ ($1.3B+)Avalanche: 75%+ ($676M+)Aptos: 87%+ ($237M+)Linea: 89%+ ($142M+)Optimism: 94%+ ($133M+)Monad: 96%+ ($124M+)Gnosis: 85%+ ($104M+)MegaETH: 100% ($20M+)Hedera: 99%+ ($19M+)Celo: 78%+ ($16M+)Unichain: 99%+ ($10M+)Soneium: 100% ($4M+)+ many more ...

Investment Rating - Maintain BUY rating for Tuhu Car, indicating potential for significant returns despite short-term profit adjustments [1][8] Core Insights - Tuhu Car is positioned as a beneficiary of industry consolidation, focusing on market share gains rather than immediate profit growth, which is seen as a strategic move amid evolving after-sales service landscapes [1][8] - The company plans to add 1,000 new stores in FY26E, with over 90% of stores that have been open for more than six months being profitable, and the average payback period for new stores has shortened to 30 months [8] - Despite a projected decline in gross profit margin (GPM) due to aggressive pricing strategies, Tuhu is expected to improve operational efficiency and maintain a competitive edge over peers [1][8] Financial Summary - Revenue projections show growth from RMB 13,601 million in FY23A to RMB 19,992 million in FY27E, with year-on-year growth rates of 17.8%, 8.5%, 11.5%, 11.1%, and 9.3% respectively [2][12] - Adjusted net profit is expected to rise from RMB 481.3 million in FY24A to RMB 939.8 million in FY27E, reflecting a significant recovery after a dip in FY24A [2][12] - The target price has been adjusted from HK$23.00 to HK$19.00, representing a 39.2% upside from the current price of HK$13.65 [3][8] Earnings and Valuation - The adjusted net profit for FY26E is projected to be RMB 738 million, a 5% increase year-on-year, while FY27E is expected to see a 27% growth in adjusted net profit [8][10] - The company’s P/E ratio is projected to decrease from 22.8x in FY25A to 14.5x in FY27E, indicating improved valuation metrics over time [2][12] - Gross margin is expected to stabilize at around 24.2% in FY26E, with a slight increase to 24.5% in FY27E [10][12]

While the traditional toy market faces a stagnant 1% CAGR, the collectibles sector is accelerating at a 14% CAGR.@pudgypenguins is strategically navigating this divergence, capturing market share through ecosystem expansion and a transition toward recurring consumer engagement models.CoinDesk Research provides a comprehensive analysis of this structural shift away from legacy retail frameworks. ...

⁉IS THE STABLECOIN DUOPOLY GOING TO END?The total stablecoin market, as of March 8, was $333B with $USDT dominating at $202B (61%) and $USDC holding $82B (25%).Every other stablecoin combined accounts for just $49B, a mere 14% of the market.This begs the question: Will there be another stablecoin to rival the two giants and end the duopoly?Source: @Dune ...

RT Token Terminal 📊 (@tokenterminal)2⃣🏆 Tether & Circle duopoly peaked in Feb '24 at 95% market share.Since then both issuers have grown by 100% and 200%, respectively, while their combined market share is down to 84%.A chart to follow 👇 https://t.co/SuybB7STx8 ...

2⃣🏆 Tether & Circle duopoly peaked in Feb '24 at 95% market share.Since then both issuers have grown by 100% and 200%, respectively, while their combined market share is down to 84%.A chart to follow 👇 https://t.co/SuybB7STx8 ...

Core Insights - CES Energy Solutions reported record financial results for Q4 and the full year 2025, emphasizing strong free cash flow generation and market share gains in North America [4][7][24] Financial Performance - The company achieved all-time record revenue of CAD 2.5 billion and record EBITDA of CAD 404.6 million for the full year 2025 [2][7] - Q4 revenue reached $664.5 million with a record quarterly EBITDA of CAD 113.2 million, resulting in a 17% EBITDA margin [3][7] - CES generated $108 million in cash flow from operations in Q4, a quarterly record, and reported annual free cash flow of $166 million [9][7] Shareholder Returns - The board approved a 29% increase in the quarterly dividend to CAD 0.055 per share, effective for shareholders of record on March 31, 2026 [6][12] - CES repurchased 7.5% of its outstanding shares in 2025, totaling 16.8 million shares at an average price of CAD 8.20 [2][6] Market Position and Growth - CES achieved a record 29.7% market share in North American land drilling fluids, servicing 221 of 745 active rigs [5][15] - The company reported strong growth in the Permian Basin with a 36% market share and significant expansion in the Haynesville region [5][19] Operational Efficiency - CES ended Q4 with a total debt of $497 million, maintaining a total debt-to-EBITDA ratio of 1.23x, which is within the company's target range [10][3] - The company achieved a record-low cash conversion cycle of 98 days in Q4, below its targeted range of 110–115 days [3][11] Future Outlook - Management anticipates 2026 to be a year of growth, with expectations for improved oil market structure and natural gas demand [24] - CES reiterated its 2026 capital expenditure expectation of approximately CAD 90 million, split evenly between maintenance and expansion [13]

RT Paul Frambot 🦋 (@PaulFrambot)Morpho’s market share in active loans has been growing steadily recently.That said, active loans remain a limited metric. Much of DeFi activity still comes from endogenous looping and rehypothecation, which can inflate numbers without necessarily reflecting real economic demand. ...

Group 1 - February consumption data for Elf Beauty (ELF) showed a slowdown to flat, representing a five-point deceleration compared to January [1] - In Q4, consumption data is running at low single digits, a decline from high single digits in the U.S. during Q3, with similar trends noted at a competitor conference [1] - The slowdown in consumption is attributed to volume, which decreased to minus 10% in February after maintaining a negative mid-single digit range since higher pricing was implemented [1] Group 2 - The U.S. Mass Cosmetics market experienced a 2% strength from January into February, indicating some resilience in the broader market [1] - Piper Sandler maintains a Neutral rating on Elf Beauty, emphasizing that acceleration in the core business from low single digits is crucial for the stock's performance [1]