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FedEx Stock Pops as Shipping Giant Reinstates Its Full-Year Outlook
Investopedia· 2025-09-18 22:00
FedEx said it expects 4% to 6% revenue growth this fiscal year, above analysts' estimates as compiled by Visible Alpha. Its forecast for adjusted earnings per share, a range of $17.20 to $19, was roughly in line with projections at the midpoint. FedEx also said it's on track to reduce costs by $1 billion in fiscal 2026 and spin off its freight business by next June, The company logged stronger-than-expected results in its fiscal first quarter. It posted adjusted earnings per share of $3.83 on revenue that c ...
FedEx rallies after topping profit expectations, updating on business split; UPS also higher (FDX:NYSE)
Seeking Alpha· 2025-09-18 20:14
Core Viewpoint - FedEx Corporation exceeded expectations in its FQ1 earnings report, leading to a rally in post-market trading [4] Financial Performance - Revenue increased by 2.8% year-over-year, reaching $22.2 billion in FQ1 [4] - Earnings per share (EPS) were reported at $3.83, surpassing the consensus estimate of $3.61 and the previous year's EPS of $3.60 [4]
Diana Shipping Inc. Announces the Sale of an Ultramax Dry Bulk Vessel, the m/v DSI Drammen
Globenewswire· 2025-09-18 13:15
Core Viewpoint - Diana Shipping Inc. has signed a Memorandum of Agreement to sell the Ultramax dry bulk vessel m/v DSI Drammen for approximately US$26.86 million, with delivery to the buyer by October 31, 2025 [1] Group 1: Company Overview - Diana Shipping Inc. is a global provider of shipping transportation services, specializing in the ownership and bareboat charter-in of dry bulk vessels [3] - The company's fleet consists of 36 dry bulk vessels, including 4 Newcastlemax, 8 Capesize, 4 Post-Panamax, 6 Kamsarmax, 5 Panamax, and 9 Ultramax [2] - The combined carrying capacity of the fleet, excluding the m/v DSI Drammen and two vessels not yet delivered, is approximately 4.1 million dwt with a weighted average age of 11.82 years [2] Group 2: Future Developments - The company expects to take delivery of two methanol dual fuel new-building Kamsarmax dry bulk vessels by the second half of 2027 and the first half of 2028 [2]
Oil Tanker Rates Soar to Nearly Three-Year High
Yahoo Finance· 2025-09-18 13:00
The rates for chartering supertankers have surged to a nearly three-year high this month as more crude is moving out of the Middle East and the U.S. to Asia, Reuters reports, citing sources in the shipping industry and data from LSEG. As OPEC+ continues to raise production, shipments out of the world’s key exporting region, the Middle East, are on the rise. Additionally, Saudi Arabia has slashed the prices of its crude loading for Asia next month, further incentivizing crude flows to the top oil-importing ...
ZIM Integrated Shipping: A Steal At 0.45X Book Value
Seeking Alpha· 2025-09-18 12:40
Core Insights - ZIM Integrated Shipping Services reported a decline in both revenue and earnings for its second fiscal quarter, attributed to falling shipping rates [1] Financial Performance - The company missed both bottom and top line results for the quarter, indicating a significant impact from the deteriorating pricing environment in the shipping industry [1]
Flux Power: Sell On Poor Outlook And Elevated Dilution Risk
Seeking Alpha· 2025-09-18 04:24
Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]
Global Trade in Crisis: How Japan’s Shipping Giant NYK Stays Afloat
Bloomberg Television· 2025-09-18 01:43
Business Strategy & Outlook - NYK aims to balance rigorous financial discipline with fostering new business growth [40] - The company is focused on expanding its core business and exploring new opportunities in environmentally friendly sectors like offshore windmill projects and alternative fuel projects [39] - NYK views decarbonization shipping as a significant business opportunity, aiming for carbon-neutral or zero-emission vessels to provide additional value to customers and shareholders [39] - The company is increasing shareholder returns through a higher payout ratio, minimum dividend per share, and a new buyback program, aiming to improve its market capitalization, which is currently below 100% of its book value [16][17][18] Financial Performance & Risk Management - NYK experienced strong revenue and profit growth in 2024 [7] - Initial forecasts for 2025 anticipated a potential negative impact of up to 100 billion Japanese Yen (approximately $641 million USD) from tariffs, but later revised the expected drag on recurring profit to 24 billion Japanese Yen (approximately $154 million USD) [8] - The company expects its energy business to contribute 20% of recurring profit in 2025, increasing to 30% by the end of the decade [13] - NYK emphasizes the stability of its LNG contracts, which mitigate the impact of cost fluctuations compared to other shipping businesses [12] Sustainability & Innovation - NYK is committed to achieving net-zero emissions by 2050 through its "Sail Green" initiative, investing in decarbonization technology and renewable energy [14] - The company is expanding its fleet of alternative-fueled ships, primarily LNG, while also developing and testing green ammonia and other next-generation biofuels [27] - NYK operates the world's first commercially operating ammonia-powered tugboat, demonstrating its commitment to reducing carbon emissions [23][28] Market Dynamics & Competition - The global shipping industry faces challenges from escalating trade tensions and tariffs, with potential port fees on ships linked to Chinese-built or flagged vessels estimated to cost container shippers $10 billion annually [1][33][34] - NYK is part of the Ocean Network Express (ONE) alliance, the world's sixth-largest container shipping line, which has improved efficiency and expanded its global network [26][27] - The company recognizes the increasing trend of shareholder activism in Japan and is actively engaging with investors to address concerns about capital allocation and communication [19][20]
NYK's Push to Make Shipping Greener
Bloomberg Television· 2025-09-18 01:34
NYK's sustainability efforts have produced a breakthrough. The tugboat Sakigake is the world's first ammonia powered vessel in commercial use. LNG can decrease emissions of carbon dioxide compared with heavy fuel oil by 25% more or less.But ammonia, 95% decrease can be achieved. According to Bloomberg NEF ships powered by LNG and other alternative fuels make up nearly 40% of the global shipping order book. The industry is working in partnership with governments to scale up its decarbonization efforts.Invest ...
Jim Cramer recaps Wednesday's FOMC rate cut decision
Youtube· 2025-09-18 00:11
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra, my friends.I'm just trying to make you a little bit of money. My job is not just to entertain, but to teach. So call me at 1800 743 CBC.Tweet me Jim Kramer. If people were expecting the Federal Reserve to give us fireworks, they were sorely disappointed. Fed chief Jay Pal is not giving hyperbole.He's trying to balance price stability with job growth. And right now the risk tilt against the ladder. As Pal told us today, the labor market is really cooling ...
Coffee Holding: Strong Quarter Ahead (Rating Upgrade) (NASDAQ:JVA)
Seeking Alpha· 2025-09-17 03:59
Group 1 - The focus has shifted towards offshore drilling, supply industry, and shipping, including tankers, containers, and dry bulk [1] - The fuel cell industry is being monitored as it is still in its early stages of development [1] Group 2 - The individual has extensive experience in auditing and trading, having navigated significant market events such as the dotcom bubble and the subprime crisis [2] - The research provided aims to maintain high quality despite language barriers [2]