Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...

Market Overview - U.S. stock markets experienced a successful June, with the Dow, S&P 500, and Nasdaq Composite increasing by 4%, 5.7%, and 5.7% respectively, closing at record-high levels for the first half of 2025 [1] - Despite this success, the first half of 2025 marked the weakest performance for the indexes since 2022, with potential catalysts for the second half including a U.S.-China trade deal, anticipated interest rate cuts by the Fed, and reduced recession fears [2] Imaginary Portfolio - An imaginary diversified portfolio was created, consisting of five stocks that each gained over 50% in the first half of 2025, with further upside potential indicated by favorable Zacks Ranks [3][4] Company Highlights Jabil Inc. (JBL) - Jabil is benefiting from strong momentum in capital equipment, AI-powered data center infrastructure, and digital commerce, with a focus on product diversification [7] - Expected revenue and earnings growth rates for Jabil are 5.9% and 18.5% respectively for the next year, with a 9% improvement in the Zacks Consensus Estimate for next-year earnings over the last 30 days [9] Howmet Aerospace Inc. (HWM) - Howmet Aerospace is experiencing growth in the commercial aerospace market, supported by robust build rates and recovery in wide-body aircraft, along with strength in its defense aerospace business [10] - Expected revenue and earnings growth rates for Howmet are 8.5% and 29% respectively for the current year, with a 0.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [11] CVS Health Corp. (CVS) - CVS Health is investing in technology to reduce costs and enhance customer experience, with improved Medicare Advantage star ratings aiding its position [12] - Expected revenue and earnings growth rates for CVS are 3.5% and 12.6% respectively for the current year, with a 2.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [14] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has strengthened its logistics and auction capabilities, with expectations for year-over-year growth in retail unit sales [15][16] - Expected revenue and earnings growth rates for Carvana are 32.1% and over 100% respectively for the current year, with a 7.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [17] NRG Energy Inc. (NRG) - NRG Energy operates in the energy and home services sector, producing electricity from various sources and expanding operations through both organic and inorganic initiatives [18][19] - Expected revenue and earnings growth rates for NRG are 2.6% and 17% respectively for the current year, with a 2.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [20]

Core Insights - Kitron has secured a EUR 4 million order for electronics modules intended for airborne radar applications in the US market, indicating a strong position in the defense sector [1] - The production will utilize Kitron's existing manufacturing capacity in Europe, with deliveries expected to commence in 2026 [1] Company Overview - Kitron is a prominent Scandinavian electronics manufacturing services company, operating in sectors such as Connectivity, Electrification, Industry, Medical devices, and Defence/Aerospace [2] - The company has a workforce of approximately 2,400 employees and reported revenues of EUR 647 million in 2024 [2]

Group 1: Industry Development - Weifang Anqiu City is focusing on chain cultivation and full-cycle empowerment for the development of the information industry, primarily through the Yili Intelligent Manufacturing Supporting Industrial Park [1] - The city aims to create a leading industrial cluster and innovation hub in the electronic information manufacturing sector [1] - The electronic information manufacturing industry in Anqiu City achieved an output value of 1.13 billion yuan from January to May, representing a year-on-year growth of 20.9% [2] Group 2: Company Highlights - Shandong Xike Intelligent Technology Co., Ltd. produces VR components and acoustic parts, with daily production ranging from 500,000 to 3 million units [1] - The company has established partnerships with universities for research and development, resulting in 29 patents and software copyrights [1] - Shandong Sanshun Intelligent Technology Co., Ltd. has built a production base for smart touch screens and lighting, capturing 80% of the high-end product market share for Haier's Casarte brand [2] - The company expects to achieve a revenue of 120 million yuan this year, following new supply agreements with major brands [2] Group 3: Future Plans - Shandong Xike plans to focus on precision VR components and automotive connectors, with an investment of over 10 million yuan and a revenue target of over 200 million yuan within five years [1] - Anqiu City aims to develop the electronic information industry into a new growth engine for the local economy within five years [2]

Core Viewpoint - Univest Securities, LLC has successfully closed a registered direct offering for Ostin Technology Group Co., Ltd., raising approximately $5 million through the sale of 41,666,667 Class A ordinary shares at a price of $0.12 per share [1][2][3]. Group 1: Offering Details - The offering involved a single institutional investor purchasing an aggregate of 41,666,667 Class A ordinary shares or pre-funded warrants at a purchase price of $0.12 per share [2]. - The gross proceeds from this offering amounted to approximately $5 million [3]. - The offering was conducted under a shelf registration statement on Form F-3, which was declared effective by the SEC on May 28, 2024 [4]. Group 2: Company Background - Ostin Technology Group Co., Ltd. is a supplier of display modules and polarizers based in China, founded in 2010 [7]. - The company specializes in designing, developing, and manufacturing TFT-LCD display modules used in consumer electronics, outdoor LCD displays, and automotive displays [7]. - Ostin also manufactures polarizers that are utilized in its TFT-LCD display modules [7]. Group 3: Univest Securities Overview - Univest Securities, LLC is a full-service investment bank and securities broker-dealer firm based in New York, registered with FINRA since 1994 [6]. - The firm has raised over $1.3 billion in capital for issuers globally since 2019 and has completed approximately 100 transactions across various industries [6].

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 ...

Company Announcement - CTS Corporation has appointed Mark Pacioni as Chief Legal & Administrative Officer and Corporate Secretary, effective July 1, 2025 [1] - Mark Pacioni previously served as Chief Legal Officer and Secretary of CareerBuilder, LLC and has held senior legal roles at Boeing, Molex, and Knowles [2] Leadership Insight - CTS Chairman and CEO, Kieran O'Sullivan, expressed confidence in Mark Pacioni's ability to contribute to the company's future success and global strategy [3] Company Overview - CTS is a leading designer and manufacturer of products that Sense, Connect, and Move, with operations in North America, Europe, and Asia [3] - The company provides engineered products to various markets including aerospace/defense, industrial, medical, telecommunications/IT, and transportation [3]

Core Viewpoint - The event "I am a Shareholder" organized by Dongfang Securities showcased the operational achievements and future potential of Huanxu Electronics, emphasizing its leadership in the global electronic design and manufacturing industry [1][2]. Company Overview - Huanxu Electronics, established in 1976 in Taiwan, officially listed on the Shanghai A-share main board in 2012 and is a leading global manufacturer in the System in Package (SiP) module sector [1]. - The company provides design, miniaturization, material procurement, manufacturing, logistics, and after-sales services for electronic devices/modules across various sectors, including communications, cloud and storage, consumer electronics, industrial, medical, and automotive electronics [1]. Operational Performance - Since its listing, Huanxu Electronics has seen continuous revenue growth, reaching a historical high of $10.1 billion in 2022, up from approximately $2 billion at the time of its IPO [2]. - The company ranks twelfth among global peers in its industry, attributed to its efforts in technological innovation, customer expansion, and global layout [2]. Industry Trends and Challenges - The global supply chain is undergoing reconstruction due to geopolitical factors, prompting companies to focus on supply chain security and stability [2]. - Huanxu Electronics is optimizing its global production layout and enhancing collaboration with clients to improve competitiveness in response to potential market risks [2]. Technological Advancements - The company showcased its SiP module technology, which integrates multiple functional chips into a compact module, widely used in consumer electronics like smartwatches and Bluetooth headsets, highlighting its strong technical capabilities in miniaturization [3]. Future Strategy - Huanxu Electronics aims to combine localized operations with a global framework to leverage regional resource advantages, reduce operational costs, and enhance customer service quality [2]. - The company is committed to innovation-driven and customer-centric principles to continuously enhance its capabilities and create greater value for shareholders [3].

Core Points - Egide Group has made its 2024 Annual Financial Report available to the public and filed it with the French Financial Markets Authority (AMF) [2][3] - The statutory auditors have expressed reservations regarding the 2024 financial statements, leading to an inability to certify them [3][4] - The report includes the 2024 activity report, consolidated financial statements, annual financial statements, and statutory auditors' reports [7] Financial Calendar - The 2025 Half-Year Revenue will be reported on July 30, 2025 [5] - The Combined General Meeting is scheduled for September 10, 2025 [5] - The 2025 Half-Year Results will be released on October 20, 2025 [5] Company Overview - Egide Group specializes in hermetic packages and heat dissipation solutions for sensitive electronic components, operating in high-tech markets with significant barriers to entry [6][9] - The company has manufacturing bases in France and the United States, positioning itself as a unique player in its market niche [9]

Core Insights - Kitron has secured an order worth EUR 11 million for advanced military communication products aimed at the European market, enhancing its position as a key manufacturing partner in this sector [1] - The production will utilize Kitron's existing European manufacturing capacity, with deliveries expected to commence in 2026 [2] Company Overview - Kitron is a prominent Scandinavian electronics manufacturing services provider, operating in sectors such as Connectivity, Electrification, Industry, Medical devices, and Defence/Aerospace [2] - The company has a workforce of approximately 2,400 employees and reported revenues of EUR 647 million in 2024 [2]