Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Group 1: Company Earnings Estimates - Tutor Perini Corporation (TPC) has seen a 55.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - OppFi Inc. (OPFI) has experienced a 15.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Bar Harbor Bankshares (BHB) has seen a 7.5% increase in the Zacks Consensus Estimate for its next year earnings over the last 60 days [2] - Watts Water Technologies, Inc. (WTS) has experienced a 5.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Gilat Satellite Networks Ltd. (GILT) has seen a significant 78.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Developer China South City has been ordered to liquidate by Hong Kong’s High Court, making it the biggest Chinese builder by assets to be wound up since China Evergrande Group https://t.co/463wtDNWpU ...

Waymo Vets Are Automating Construction Sites With Self-Driving Dirt Diggers https://t.co/p6XdCgt0BG https://t.co/p6XdCgt0BG ...

Core Points - VINCI and ACS have finalized an agreement regarding the acquisition of Cobra IS, which was completed on December 31, 2021 [1] - The total value of the acquisition amounts to €5.3 billion, with an enterprise value of €4.6 billion at the time of acquisition [2] - The agreement includes a fixed earn-out related to Cobra IS' developments in renewable energy, set at €380 million, with €300 million remaining to be paid in cash [4] Financial Impact - The new provisions from the agreement will not have a significant impact on VINCI's financial statements, as these elements were already accounted for in previous fiscal years [2][4] - The earn-out was originally planned to be up to €600 million but has been fixed at €380 million, with payments already made by VINCI [4] Joint Venture Termination - VINCI and ACS have decided to terminate their original agreement concerning the creation of a joint venture for new renewable energy production projects developed by Cobra IS [4]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Each stock is rated from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [4] Growth Score - The Growth Style Score assesses a company's financial health and future outlook based on projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating that highlights stocks with attractive value, growth potential, and positive momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors in building successful portfolios [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [9] Stock Selection Strategy - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - Stocks with lower ranks, even with good Style Scores, may still face downward price pressure due to negative earnings outlooks [11] Company Spotlight: AECOM Technology (ACM) - AECOM is a leading provider of professional, technical, and management solutions across various industries [12] - Currently rated 3 (Hold) with a VGM Score of B, ACM has a Momentum Style Score of A and has seen a 3.1% increase in shares over the past four weeks [12][13] - Recent earnings estimates for fiscal 2025 have been revised upward, with the Zacks Consensus Estimate increasing by $0.09 to $5.24 per share, alongside an average earnings surprise of +9.8% [13]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Japanese Equities - **Key Themes**: The presentation discusses macroeconomic and microeconomic forces driving Japanese equities, including nominal growth, U.S. tariffs, political changes, corporate governance reforms, and industrial competitiveness in a multipolar world [1][5][6]. Core Insights 1. **Strong Nominal GDP Growth**: - Japan's nominal GDP is projected to grow significantly, with forecasts indicating a rise from 480 trillion yen in 1995 to 3,400 trillion yen by 2027 [9]. - Morgan Stanley's TOPIX forecast is set at 2,900 points as of June 2026, with a base case EPS growth of 185 million yen for December 2025 [10][12]. 2. **Impact of U.S. Tariffs**: - The U.S. tariffs and investment packages are influencing Japanese stocks, with a focus on the cumulative excess return on TOPIX for stocks sensitive to tariffs [27][30]. - Stock price gains post-U.S.-Japan tariff agreements have shown weak performance support, indicating potential volatility in the market [30][35]. 3. **Political Landscape Changes**: - The focus of uncertainty is shifting from external pressures, such as tariffs, to internal political dynamics, including public opinion on leadership and fiscal policies [47][51]. - The government fiscal balance is improving, which may influence future investment strategies [54]. 4. **Corporate Governance Reforms**: - Ongoing reforms are expected to enhance shareholder returns and capital efficiency, contributing positively to the market outlook [7][20]. 5. **Sector Preferences**: - A barbell strategy is recommended, focusing on export-oriented manufacturing and domestic demand-oriented non-manufacturing sectors [20]. - Specific sectors such as pharmaceuticals, IT services, and construction materials are highlighted for their growth potential [20][22]. Additional Important Insights - **Focus List Performance**: The focus list of stocks reflects a cautious view on large external demand stocks while being bullish on domestic demand growth stocks [22][23]. - **Market Dynamics**: The analysis includes cumulative fund flows, indicating a trend of net purchases in cash equities by overseas investors, suggesting a positive sentiment towards Japanese equities [42][46]. - **Infrastructure Investment**: Upcoming government spending on infrastructure is anticipated, which may further stimulate economic growth and investment opportunities [61]. This summary encapsulates the critical insights and data points discussed in the conference call, providing a comprehensive overview of the current state and future outlook of the Japanese equity market.

The Estonian economy continues to grow slowly, with the latest forecasts estimating annual economic growth at 1.2%. The construction market is showing signs of stabilisation. Within the buildings segment, there are indications of a slight increase in orders from the private sector. Public sector volumes are being supported by orders from local governments and the Estonian Centre for Defence Investment. The infrastructure segment is also being supported by the volume of Rail Baltica works this year, whereas ...

Distressed Hong Kong builder New World’s shares and dollar bonds rose the most in several months after a report that the company and its controlling family are in talks for a potential financing deal for as much as $2.5 billion. https://t.co/YcHWIGEXrc ...

Italy gives final approval for world's longest suspension bridge to Sicily https://t.co/zLV1qaiP6M ...

Core Points - Aecon Group Inc. has reached financial close on the Yonge North Subway Extension Advance Tunnel project, valued at $1.4 billion, with a 33.3% interest in the consortium North End Connectors [1][2] - Aecon's share of the contract, amounting to $477 million, will be added to its Construction segment backlog in Q3 2025 [1] - The project involves the design and construction of a 6.3-kilometre tunnel segment, including various infrastructure components to extend the TTC's Line 1 subway service by approximately 8 kilometres [2] Company Overview - Aecon Group Inc. is a North American construction and infrastructure development company, providing integrated solutions across various sectors including Civil, Urban Transportation, Nuclear, Utility, and Industrial [5] - The company also offers project development, financing, investment, management, and operations and maintenance services through its Concessions segment [5] Project Impact - The subway extension is expected to enhance transit access for local residents, reduce travel times, and support economic growth in the Greater Toronto Area [3][4] - The project aims to meet the needs of growing populations in communities such as Markham, Vaughan, and Richmond Hill [2][3]