Storebrand ASA (OTCPK:SREDF) Q2 2025 Earnings Conference Call July 11, 2025 6:00 AM ET Company Participants Johannes Narum - Head of Investor Relations Lars Aasulv Loddesol - Group CFO and Executive VP of Finance, Strategy, Legal & Sustainability Odd Arild Grefstad - Group Chief Executive Officer Conference Call Participants David Barma - BofA Securities, Research Division Farooq Hanif - JPMorgan Chase & Co, Research Division Hans Rettedal Christiansen - Danske Bank A/S, Research Division Jan Erik Gjerland ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has a presence in key finance and investing hubs with offices in London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company utilizes technology to enhance workflows and has adopted automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [4][5] - Proactive's editorial operations produce approximately 50,000 pieces of news and feature articles annually [1]

Group 1 - The market is experiencing heightened volatility during the Q1 earnings season, particularly affecting shares of companies with disappointing quarterly results [1] - The announcement of tariffs in April has contributed to investor unease, leading to a cautious market environment [1] - There is a potential buying opportunity arising from the current market conditions, as investors may find undervalued stocks [1] Group 2 - Gary Alexander has extensive experience in the technology sector, having worked on Wall Street and in Silicon Valley, which informs his analysis of industry trends [1] - His contributions to Seeking Alpha since 2017 highlight his engagement with the investment community and his insights into market dynamics [1]

Core Insights - Deutsche Bank reported a higher-than-expected net profit for the first quarter, driven by favorable market conditions despite broader economic turbulence [1][2] Financial Performance - Net profit attributable to shareholders reached 1.775 billion euros ($2.019 billion) in the first quarter, marking a 39% increase year-on-year and surpassing analyst expectations of approximately 1.64 billion euros [2] - The bank's revenues for the period totaled 8.524 billion euros, reflecting a 10% year-on-year growth and exceeding the previous quarter's revenue of $7.224 billion [2] - In comparison, Deutsche Bank reported a profit of 106 million euros for the December quarter, indicating a significant improvement in performance in the first quarter [2]

Virtu Financial, Inc. (NASDAQ: VIRT ) is a global financial technology company that focuses on market making and trade execution across a wide range of asset classes, everything from equities and fixed income to currencies, commodities, and digital assets. I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity ...

Core Viewpoint - First BanCorp's valuation is under threat due to tariffs affecting the bond market and Puerto Rico's tourism sector, leading to an increase in estimated provision expenses for loan losses and a subsequent reduction in earnings [1] Group 1 - The impact of tariffs on First BanCorp's valuation is significant, particularly concerning the bond market [1] - Puerto Rico's tourism industry is also affected, which has implications for First BanCorp's financial health [1] - The analyst has adjusted the provision expense estimate for loan losses upward, indicating a more cautious outlook for the company's earnings [1]