Investor Presentation February 2026 Disclaimer This presentation contains certain statements that may be deemed to be "forward-looking statements" within the meaning of the Securities Exchange Act of 1934. All statements, other than statements of historical facts, that address activities, events or developments that the Company expects, projects, believes or anticipates will or may occur in the future, including, without limitation, the outlook for fleet utilization and shipping rates, general industry cond ...

Himalaya Shipping – Q4 2025 Results Presentation 10 February 2026 1 Forward looking statements The foregoing factors that could cause our actual results to differ materially from those contemplated in any forward-looking statement included in this report should not be construed as exhaustive. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this investor presentation. Except as required by law, Himalaya Shipping undertakes no obligation to update pu ...

Core Viewpoint - Imperial Petroleum's stock is experiencing significant strength, driven by a share buyback program and positive management signals regarding the company's valuation and cash generation capabilities [1][4]. Group 1: Buyback Program - The company's board has authorized a buyback program, allowing officers to repurchase shares in the open market or through private transactions, with the flexibility to pause or end the program at any time [2]. - The buyback program is expected to reduce the number of shares outstanding, which can support earnings per share and potentially increase the stock price if profits remain stable [3]. Group 2: Management Confidence - The decision to initiate a buyback indicates that management believes the current valuation is attractive and shows confidence in the company's cash generation and balance sheet [4]. - For a smaller-cap shipping company like Imperial Petroleum, even a modest buyback amount can significantly impact the float, enhancing the perceived effect of the buyback [4]. Group 3: Stock Performance - At the time of publication, Imperial Petroleum shares rose by 12.61%, reaching a price of $3.76 [5].

The US told American-flagged ships to stay as far from Iranian waters as possible when navigating the Hormuz shipping channel after an incident there last week https://t.co/HsJoL8IKcu ...

Group 1 - The Company, Imperial Petroleum Inc., has announced a share repurchase program authorized by its Board of Directors, allowing the repurchase of up to $10,000,000 of its common stock [1] - The shares may be repurchased through open market or privately negotiated transactions, with the program subject to suspension or discontinuation at any time [1] Group 2 - Imperial Petroleum Inc. is a ship-owning company that provides petroleum products, crude oil, and dry bulk seaborne transportation services [2] - The Company currently owns a total of twenty vessels, including seven M.R. product tankers, two suezmax tankers, three handysize drybulk carriers, five supramax drybulk carriers, two kamsarmax drybulk vessels, and one post panamax drybulk carrier, with a total capacity of approximately 1,291,000 deadweight tons (dwt) [2] - The Company has contracted to acquire an additional five handysize drybulk carriers and a product tanker, which will increase its fleet to a total of 26 vessels with an aggregate capacity of about 1.5 million dwt [2] - The common stock and 8.75% Series A Cumulative Redeemable Perpetual Preferred Stock of Imperial Petroleum Inc. are listed on the Nasdaq Capital Market under the symbols "IMPP" and "IMPPP," respectively [2]

The company—one of the largest container line by capacity—said that rerouting ships via the Cape of Good Hope and startup expenses for its Gemini Network hit its average freight rate. ...

Core Insights - Orix Corp reported a net income of JPY 389.7 billion for the nine months ended December 31, 2025, marking an increase of JPY 117.9 billion year-over-year, representing 89% of the revised full-year forecast of JPY 440 billion [2] Financial Performance - Pre-tax profit for the nine-month period was JPY 567.7 billion, up JPY 184.3 billion year-over-year, with profits increasing across all three categories: finance, operation, and investments, particularly strong in the investments category [3] Shareholder Returns and Buyback Progress - Orix expanded its share buyback program to JPY 150 billion, with JPY 128.1 billion completed by the end of January, achieving an 85% progress rate [4] - The company aims for a full-year payout ratio of 39% of net income per share, translating to approximately JPY 153 per share based on the JPY 440 billion net income forecast [5] Segment Performance Highlights - Finance segment profit increased 8% year-over-year to JPY 145.5 billion, attributed to growth in investment income and higher finance revenues in Australia and Asia excluding Greater China [6] - Operation segment profit rose 17% to JPY 189.5 billion, supported by gains from partial sales of shares in Canara Robeco and improvements in airport concessions and real estate operations [7]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Group 1 - The article introduces Fausto Cuesta as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and get published [1] - The analyst has a strong background in investment research, particularly in the global shipping industry, and is a CFA Charterholder [2] - The investment approach is value-oriented, focusing on fundamental research and disciplined analysis to identify long-term mispricings and structural trends in shipping markets [2] Group 2 - The analyst's work involves financial modeling, market fundamentals assessments, and financial statement analysis to uncover investment opportunities in the shipping sector [2] - The goal is to provide clear and structured analysis to help readers navigate the complexities of shipping markets and value investing [2]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of investing in blue-chip companies initially has evolved into a broader investment strategy that includes various industries and market capitalizations [1]