Market Overview - U.S. financial markets are closed on December 25, 2025, for the Christmas holiday, with trading set to resume on December 26, 2025 [1] - Major indexes experienced a record-setting trading session on Christmas Eve, with the S&P 500 and Dow Jones reaching all-time highs [2] Major Market Indexes Performance - The S&P 500 closed at 6,932.05 points, up 0.3%, marking its 39th record close of 2025 and fifth consecutive day of gains [2] - The Dow Jones Industrial Average rose 0.6% to 48,731.16, achieving a new record [2] - The Nasdaq Composite increased by 0.2% to close at 23,613.31, supported by a rebound in AI-related stocks [2] Premarket Activity and Futures Outlook - Premarket activity for December 26 indicated a muted start, with stock futures for major indexes largely unchanged or slightly lower [3] - This reflects typical holiday trading patterns, with many investors having closed positions for the year, resulting in thinner liquidity [3] Upcoming Economic Data - Key economic data releases are expected post-Christmas, including the jobless claims report on December 26, which will provide insights into the labor market [4] - Revised Q3 GDP figures showed an unexpected increase to 4.3% growth, up from 3.8% in the previous quarter [4] - The PCE price index rose to 2.8% in Q3, indicating inflationary pressures [4] Federal Reserve Insights - The minutes from the Federal Reserve's upcoming meeting in January will be closely monitored for future interest rate policy indications [5] - Analysts predict the Fed will maintain steady rates in January, with expectations for early 2026 rate cuts diminishing due to persistent inflation [5] Corporate Developments - Dynavax Technologies shares surged by 38.2% following Sanofi's announcement of a $2.2 billion acquisition [6] - Novo Nordisk A/S stock rose 7.3% after FDA approval of its GLP-1 pill, despite a year-to-date decline of nearly 40% due to competition [6] - ServiceNow Inc. shares fell 1.5% after confirming its acquisition of Armis for $7.75 billion [6] - BP p.l.c. announced the sale of a 65% stake in its Castrol lubricants division to Stonepeak for approximately $10.1 billion [6] Notable Stock Movements - Nike (NKE) stock rose 4.6% after Apple CEO Tim Cook purchased nearly $3 million worth of shares [10] - Tesla (TSLA) is under investigation by a U.S. regulator for potential defects in the Model 3 door release mechanism [10] - Alphabet (GOOGL) announced software updates for its Waymo self-driving cars to enhance navigation capabilities [10] - Other notable movements included gains for Huntington Ingalls Industries Inc. and ZIM Integrated Shipping Services Ltd. [10]

Group 1 - Most federal and financial institutions, including banks, post offices, and stock markets (NYSE and Nasdaq), will be closed on Christmas Day [2][3] - Major retail companies such as Walmart, Target, Costco, Macy's, and Kohl's will also close their stores for Christmas, giving employees a day off [3] - Select pharmacies like CVS and Walgreens will remain open, but customers should check local store hours as pharmacy counters may be closed [4] Group 2 - Major shipping carriers, including UPS and FedEx, will suspend standard pickup and delivery services on Christmas [2] - Business operations will resume on the following day, Friday, with banks and post offices reopening for regular service [4] - Stock markets will also reopen on Friday and operate during regular trading hours [4]

Summary of Key Points from the Conference Call Industry Overview - **China's Economic Performance**: The economic indicators for December show a continued weakness in various sectors, including real estate, retail, and manufacturing, with significant year-on-year contractions in property sales and auto retail sales [2][4][5]. Key Economic Indicators - **Property Sales**: 30-city property sales experienced a deep year-on-year contraction of -30% in the first 20 days of December, slightly improving from -33% in November [2][8]. - **Port Cargo Throughput**: Growth in port cargo throughput decreased to 2% year-on-year in early December from 3% in November, indicating a slowdown in trade activity [2][20]. - **Container Freight Index**: The China Container Freight Index (CCFI) increased by 1% week-on-week but remains down by 25% year-on-year, while the Shanghai Container Freight Index (SCFI) rebounded by 11% week-on-week but is down 35% year-on-year [2][19]. - **Steel Production**: Steel production decline narrowed to -11% year-on-year in early December from -14% in November, suggesting a slight recovery in industrial activity [2][16]. - **Auto Sales**: Auto retail sales dropped significantly to -24% year-on-year in the first 14 days of December, compared to -7% in November, reflecting the impact of high base effects from previous trade-in subsidies [2][13]. Fiscal Performance - **Fiscal Revenue**: General fiscal revenue growth softened to 0% year-on-year in November from 3% in October, with tax revenue slowing to 3% year-on-year from 9% [3][32]. - **Fiscal Expenditure**: General fiscal expenditure declined less sharply by -4% year-on-year in November, compared to -10% in October, indicating a potential easing of fiscal constraints [3]. - **Local Land Sales**: Revenue from local land sales remained weak at -27% year-on-year, contributing to a subdued government fund revenue of -16% year-on-year [3]. Future Outlook - **GDP Growth Expectations**: Anticipated GDP growth for Q4 is around 4.2% year-on-year, with full-year 2025 GDP growth averaging 4.9%, aligning with the government's target of "around 5%" [6]. - **Policy Stance for 2026**: The Central Economic Work Conference (CEWC) is expected to set a GDP growth target of "4.5-5%" for 2026, with a focus on stable fiscal policies and innovation [6]. Additional Insights - **Investment Trends**: The "new economy" sector is expected to continue demonstrating robust growth despite overall economic challenges [6]. - **Currency Movements**: The RMB appreciated against the USD by 0.5% since the end of November, reflecting a year-to-date increase of 3.5% [2][24]. This summary encapsulates the critical economic indicators and trends discussed in the conference call, highlighting the challenges and potential areas of growth within the Chinese economy.

Group 1 - ZIM Integrated Shipping Services Ltd. (ZIM) has recently demonstrated strong performance driven by acquisition expectations [1] - The previous recommendation to buy ZIM is now met with a more cautious outlook due to dividend considerations [1] - The focus of Cash Flow Club is on businesses with robust cash generation, ideally with a wide moat and significant durability [1] Group 2 - The Cash Flow Club emphasizes the importance of timing in purchasing companies for potential high rewards [1] - The community offers features such as access to a leader's personal income portfolio targeting a yield of over 6%, community chat, and a "Best Opportunities" List [1]

U.S. stock markets are poised for a quiet, holiday-shortened trading session today, Wednesday, December 24, 2025, as investors prepare for the Christmas holiday. Major indexes closed higher on Tuesday, extending a four-day winning streak, with the S&P 500 reaching another all-time closing high. However, premarket activity suggests a muted start, with futures largely flat amidst anticipated thin trading volumes.Premarket Trading Activity and Futures MovementsAs Wall Street gears up for an early 1:00 p.m. ET ...

U.S. stock markets are set for a holiday-shortened trading session on Wednesday, December 24, 2025, as investors brace for an early close at 1:00 PM ET for equities and 2:00 PM ET for bond markets in observance of Christmas Eve. Despite a strong performance in the previous session, premarket trading activity indicates a cautious start, with major index futures showing slight declines.Premarket Snapshot: Futures Edge LowerAs the truncated trading day begins, U.S. stock futures are largely flat to slightly do ...

Economic Growth and Market Performance - The U.S. economy grew at a +4.3% annualized rate in Q3, surpassing expectations of +3.3% [3] - U.S. November industrial production rose +0.2% month-over-month, exceeding expectations of +0.1% [3] - The consumer confidence index fell to 89.1 in December, below expectations of 91.7 [3] - The Euro Stoxx 50 Index is up +0.03%, with the regional Stoxx 600 index hitting a new record high [7] - Japan's Nikkei 225 Index closed slightly lower, pressured by a stronger yen, marking its first decline in four sessions [11] Corporate Developments - Nvidia (NVDA) rose over +3%, leading gains in the Dow, while Amazon.com (AMZN) gained more than +1% [4] - ZIM Integrated Shipping Services (ZIM) climbed over +5% after receiving multiple acquisition offers [4] - BP Plc (BP-.LN) rose as much as +1.4% after agreeing to sell a 65% stake in its Castrol unit for about $8 billion [7] - Dynavax (DVAX) jumped over +37% after Sanofi agreed to buy the vaccine maker for about $2.2 billion [13] - UiPath (PATH) climbed more than +8% after being added to the S&P MidCap 400 index [13] Market Sentiment and Future Expectations - Confidence in corporate earnings growth is bolstered by the strongest pace of economic growth in two years [2] - U.S. money markets are pricing in at least two Federal Reserve rate cuts in 2026 [2] - Investors are focused on U.S. Initial Jobless Claims data, with estimates at 224K [6] - The yield on the benchmark 10-year U.S. Treasury note is at 4.160%, down -0.22% [6] International Developments - China's Shanghai Composite Index closed up +0.53%, marking its longest winning streak since July [9] - The Trump administration plans to impose tariffs on Chinese semiconductor imports, delaying the move until June 2027 [10] - Japan plans to issue new government bonds worth about $189 billion to finance a record-sized budget for the next fiscal year [11]

Group 1 - International Seaways, Inc. (INSW) has seen its value increase by over 20% in the past six months despite macroeconomic volatility and geopolitical uncertainty [1] - The analyst has nearly two decades of experience in the logistics sector and focuses on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst began investing in the stock market as a means of portfolio diversification, moving beyond traditional savings in banks and properties [1] Group 2 - The analyst has been trading in the US market for four years and has holdings in US banks, hotels, shipping, and logistics companies [1] - The analyst's experience includes using analyses from Seeking Alpha to compare with those conducted in the Philippine market [1]

Core Insights - International Seaways, Inc. (INSW) has experienced a value increase of over 20% in the past six months despite macroeconomic volatility and geopolitical uncertainty [1] Company Overview - The analyst has been involved in the logistics sector for nearly two decades and has a decade of experience in stock investing and macroeconomic analysis [1] - The focus areas include ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst has diversified investments across various industries and market cap sizes, including holdings for retirement and trading profits [1] Market Engagement - The analyst entered the US market in 2020, gaining insights through a trading account managed for a relative before opening their own account [1] - The analyst has been utilizing analyses from Seeking Alpha to compare with their own research in the Philippine market since discovering the platform in 2018 [1]

As filed with the U.S. Securities and Exchange Commission on December 23, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 OCEANDRIVER INC. (Exact name of Registrant as specified in its charter) Republic of the Marshall Islands (State or other jurisdiction of incorporation or organization) 4412 (Primary Standard Industrial Classification Code Number) N/A (I.R.S. Employer Identification No.) 15 ...