Bollène (France), July 1st, 2025 – 06 :00pm (CET)Press Release Return to normal trading onEuronext Growth Paris™ Exit from the "Penalty Bench" compartment as of July 2nd, 2025 Egide Group (Euronext Growth Paris™- ISIN: FR0000072373 - Ticker: ALGID), worldwide provider of hermetic packages and connectors and heat dissipation solutions for sensitive electronic components, announces that its shares will return to normal trading as of July 2nd, 2025. Following the publication of its 2024 Annual Financial Report ...

Heightened volatility in the Japanese government bond market has led the Bank of Japan to consider slowing the pace of tapering in its bond purchases from next fiscal year moving forward. Longerterm yields have spiked to record highs, reflecting investors concern over Japan's worsening public finances. A decision is expected to be made next week when the board reviews their current tapering plan and tries to map out 2026.At their last meeting a few weeks ago, the Bank of Japan received numerous requests fro ...

Joining us now for a look at the implications uh of the what is apparently still escalating conflict between Israel and Iran, Fred Kemp, CEO and president of the Atlantic Council and a CNBC contributor. Um, you know, we see people depending on their point of view, Fred, we see all kinds of of different uh analysis of this. I've never seen you um I I more positive about what this could potentially mean for the Middle East.And I I happen to agree with you. And more than just uh more than just preventing Iran ...

Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...

Summary of Hubbell (HUBB) FY Conference Call - May 21, 2025 Company Overview - **Company**: Hubbell (HUBB) - **Industry**: Utility Infrastructure and Electrical Solutions Key Points and Arguments Financial Performance and Market Trends - **Order Growth**: Orders in utility infrastructure increased by double digits in Q1 2025, continuing into April, indicating a positive trend in bookings and shipping rates [5][6][11] - **Destocking Phase**: The company has moved past the destocking phase, with evidence from customer dialogues and improved order rates [8][11] - **MRO Spending**: There has been some deferral in Maintenance, Repair, and Operations (MRO) spending, but the distribution market remains healthy [14] - **Rate Case Renewals**: Many utilities have undergone rate case renewals, providing clarity and certainty, which is beneficial for the company [15] Market Segments - **Transmission vs. Distribution**: Transmission remains the strongest segment, with confidence in project-based work and lead times [18] - **Telecom Sector**: The telecom segment has seen a decline of about 30%, but there are signs of recovery in bookings, suggesting potential growth in the second half of the year [19][21] - **Electrical Solutions**: The commercial market is soft, while light and heavy industrial markets are performing well. Data centers are a significant growth driver [32][33] Margin and Pricing Strategy - **Margin Expansion**: The company aims for margin expansion despite previous margin dilution due to cost and price offsets. There is optimism for organic margin improvement moving forward [37][38] - **Capital Allocation**: The company has over $2 billion in deployable cash for acquisitions and plans to increase share repurchases, indicating a proactive approach to capital deployment [46][49] Acquisition Strategy - **M&A Pipeline**: The company is actively looking for acquisition opportunities, particularly in transmission, distribution, and data center spaces, with a focus on growth and margin enhancement [48] - **Control House Assets**: The value of control house assets is increasing due to their ability to reduce labor costs and improve project delivery times, which aligns with industry trends [51][52] Future Outlook - **Growth Projections**: The company anticipates mid-single-digit growth in utility infrastructure volumes in Q2 2025, with expectations for a stronger second half of the year [16] - **Sustainable Levels**: The company expects to maintain a durable level of performance in the communications segment, focusing on smaller customers and competitive wins [27][28] Additional Important Insights - **Operational Efficiency**: The company is working on improving operational efficiency by reducing redundancy in corporate segments, which could lead to significant margin improvements [40][41] - **Customer Engagement**: Positive customer dialogues and competitive wins in smaller projects are seen as indicators of future growth potential [28][52] This summary encapsulates the key insights from the Hubbell FY Conference Call, highlighting the company's performance, market trends, strategic initiatives, and future outlook.

Shares of United-Guardian, Inc. (UG) have gained 1.4% since reporting results for the first quarter of 2025. This compares with the S&P 500 index’s 4.6% growth over the same time frame. Over the past month, the stock has declined 3.2% against the S&P 500’s 11.3% rally.United-Guardian posted first-quarter net sales of $2.48 million, marking a 24% decline from $3.25 million in the year-ago period. Net income for the quarter also fell 39% to $560,895 or 12 cents per share from $925,442 or 20 cents per share in ...

Shares of Genie Energy Ltd. (GNE) have gained 4.6% since reporting first-quarter 2025 results, outperforming the broader market. During the same period, the S&P 500 index has declined 0.8%. Over the past month, Genie Energy’s stock has risen 6.3%, exceeding the S&P 500’s 2.8% growth.Revenues & Earnings Reflect Robust GrowthGenie Energy delivered strong financial results for the quarter ended March 31, 2025. Total revenues rose 14.3% year over year to $136.8 million from $119.7 million. The increase was driv ...

Core Viewpoint - The article emphasizes the importance of contrarian investment strategies based on macroeconomic views and specific stock turnaround stories to achieve significant returns with a favorable risk/reward profile [1]. Group 1: Investment Strategy - The investment approach focuses on making contrarian bets, which involves taking positions that are contrary to prevailing market trends [1]. - The strategy aims to identify stock-specific turnaround stories that can lead to outsized returns [1]. Group 2: Experience and Expertise - The author has over fifteen years of experience in the investment banking sector, specializing in industry and company research [1]. - The expertise includes analyzing various news, events, and financial reports to uncover potential investment opportunities and risks [1].

First BanCorp (FBP) Q1 2025 Earnings Call April 24, 2025 12:00 PM ET Company Participants Ramón Rodríguez - SVP - Corporate Strategy & IRAurelio Alemán-Bermudez - President & CEOOrlando Berges-González - Executive VP & CFOFrank Schiraldi - Managing DirectorBrett Rabatin - Managing Director & Head of Equity ResearchSteve Moss - Director - Banking & ArlingtonKelly Motta - MD - Equity ResearchTimur Braziler - Director - Mid-Cap Bank Equity Research Operator Hello, everyone, and thank you for joining the First ...