转自：贵州日报 贵州日报天眼新闻记者 刘力维 【特写镜头】 初冬暖阳下，"航电632"号货船缓缓驶入贵州乌江构皮滩水电站，江水在船身两侧轻轻拍打，溅起细碎 水花。 60岁的船长田永斌站在"航电632"号船头，手抚船舷，随船搭乘260多米高的三级升船机。 他运送的这批磷石，正穿越三亿年地质时间的褶皱，从贵州深山驶向重庆涪陵，并最终进入全球产业链 的深海。 与乌江打了一辈子交道，田永斌忘不了乌江航线曾经的繁荣。眼见货船稳稳地驶入闸室，田永斌记忆里 纤夫们的吆喝声已成为过去。 "现在过闸，点几下'乌航通'，资料一上传，几分钟就搞定。"直到2021年，乌江航运全线复航。随着构 皮滩通航工程投用，过闸货运量逐年稳定提升。 "小时候乌江上货船首尾相接，比赶集还热闹。"1982年，17岁的田永斌跟着父亲、哥哥跑船，驾驶载重 30吨的木船往返于贵州瓮安与重庆涪陵之间。 后来，受水电站闸坝碍航的影响，乌江只能从通江达海的长途运输变成封闭河流的区间运输。田永斌一 家人不得不改道运输，一趟货少则10天，多则半月。 为打破瓶颈制约，贵州把水运纳入综合交通运输的重要组成部分。2018年，随着构皮滩水电站通航设施 工程建成，乌江干流通道 ...

Market Overview - U.S. stock markets opened higher on December 19, 2025, following a volatile week, with major indexes buoyed by cooler-than-expected inflation data for November, raising hopes for potential Federal Reserve rate cuts in the new year [1][2] - The S&P 500 Index opened at 6,792.62 points, up 17.86 points or 0.26 percent, while the Nasdaq Composite Index opened at 23,121.90 points, up 115.54 points or 0.50 percent, and the Dow Jones Industrial Average opened at 47,974.82 points, up 22.97 points or 0.05 percent [2] Economic Outlook - The Federal Reserve cut interest rates by a quarter-point to a range of 3.50%-3.75% during its final meeting of 2025, but further cuts are not guaranteed without significant weakening in the job market [3] - Economic reports are expected to be viewed with skepticism due to distortions caused by a recent government shutdown [3][4] Upcoming Economic Data - Key economic data releases include Final GDP q/q, Core PCE Price Index, Existing Home Sales, and Revised UoM Consumer Sentiment, which are critical for assessing inflation and consumer behavior [4] Quadruple Witching Impact - "Quadruple witching" is occurring today, with a record $7.1 trillion in options expiring, which could lead to increased market volatility [5] Corporate Developments - Oracle (ORCL) shares rose 5.5% on news of a potential joint venture with ByteDance for TikTok's U.S. operations, granting American investors a controlling stake [6] - Micron Technology (MU) shares jumped nearly 5% after a strong earnings report, with a 10% surge the previous day, driven by demand for AI memory solutions [7] - Nike (NKE) shares fell over 10% due to weaker-than-expected revenue from China and higher tariffs impacting gross margins [8] - FedEx (FDX) reported revenue of $23.47 billion and adjusted earnings per share of $4.82, but shares remained flat [9] - Winnebago (WGO) shares soared 12% after strong fiscal first-quarter results and an increased full-year outlook [9] - Darden Restaurants (DRI) reported second-quarter revenue of $3,102.1 million, exceeding estimates, leading to a 1.8% rise in shares [10] - Cintas Corporation (CTAS) shares gained 1.3% after reporting earnings of $1.21 per share, beating expectations [10] - Enerpac Tool Group Corp. (EPAC) shares declined 8.8% after missing earnings estimates [10] Global Economic Developments - The Bank of Japan raised its key policy rate to 0.75%, the highest since 1995, contributing to a rise in global shares [11]

Core Viewpoint - Diana Shipping Inc. has entered into a time charter contract for its Kamsarmax dry bulk vessel, m/v Myrsini, with Paralos Shipping Pte. Ltd., which is expected to generate significant revenue for the company [1][2]. Group 1: Charter Agreement Details - The gross charter rate for the m/v Myrsini is set at US$13,500 per day, with a 5.00% commission for third parties, for a period from January 1, 2026, until a minimum of December 20, 2026, and a maximum of February 20, 2027 [1]. - The anticipated gross revenue from this charter for the minimum scheduled period is approximately US$4.71 million [2]. Group 2: Fleet Composition and Future Plans - Diana Shipping Inc. currently operates a fleet of 36 dry bulk vessels, including various types such as Newcastlemax, Capesize, Post-Panamax, Kamsarmax, Panamax, and Ultramax [3]. - The company expects to take delivery of two new methanol dual fuel Kamsarmax vessels by the second half of 2027 and the first half of 2028, respectively [3]. - The total carrying capacity of the fleet, excluding the two vessels not yet delivered, is approximately 4.1 million dwt, with a weighted average age of 12.07 years [3]. Group 3: Company Overview - Diana Shipping Inc. specializes in shipping transportation services through the ownership and bareboat charter-in of dry bulk vessels, primarily engaged in short to medium-term time charters [4]. - The vessels transport a variety of dry bulk cargoes, including iron ore, coal, and grain, along global shipping routes [4].

Group 1 - The company offers income-focused investment options for those preferring lower-risk firms with consistent dividend payouts, demonstrating a strong track record of outperforming across various market conditions over the past decade [1] - Value Investor's Edge has achieved an annualized return of nearly 40% with a long-only model portfolio return exceeding 23 times over the last ten years, indicating robust performance in energy, shipping, and offshore market research [1] Group 2 - The analyst has previously covered Toro Corp. (TORO) and this article serves as an update to earlier analyses, suggesting ongoing interest and relevance in the company's performance [2] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, indicating a broadening of focus beyond just technology stocks [3]

Core Insights - Maersk successfully navigated the Red Sea and Bab el-Mandeb Strait for the first time in nearly two years, indicating a potential easing of shipping routes in the region [1] Company Summary - The successful navigation marks a significant milestone for Maersk, reflecting the company's operational resilience and adaptability in challenging maritime environments [1] Industry Summary - The event highlights the broader implications for the shipping industry, suggesting a possible improvement in trade routes and maritime security in the Red Sea and Bab el-Mandeb Strait [1]

Core Insights - FedEx reported an adjusted profit of $1.1 billion for the latest quarter, representing a 25% year-over-year increase, with revenue reaching $23.5 billion, up 7.7% year-over-year, surpassing Wall Street expectations [2] - The company experienced a surprising 3% growth in year-over-year revenue for the quarter ending in August, totaling $22.2 billion, which has led to a bullish sentiment among investors, with shares increasing by 27% since late September [3] - FedEx is implementing several initiatives aimed at unlocking shareholder value, including a new partnership with Amazon and plans to spin off its freight business by mid-2026 [4] Financial Performance - The adjusted profit of $1.1 billion and revenue of $23.5 billion both exceeded Wall Street's expectations, indicating a positive outlook for FedEx's operations during the holiday season [2] - FedEx's revenue growth in the latest quarter marks a turnaround after three years of flat or declining sales, with the company now projecting fiscal 2026 sales growth of 5% to 6% [4] - The company has raised its annual profit forecast to a range of $17.80 to $19 per share, up from the previous range of $17.20 to $19 [4] Strategic Initiatives - FedEx has secured new business from Amazon, which is expected to be fully onboarded by February, following UPS's reduced ties with the e-commerce giant [4] - The planned spin-off of FedEx's freight business aims to allow both resulting companies to focus better on their operations and capital allocation [4] - An ongoing cost-reduction program is anticipated to save $1 billion in fiscal 2026, further supporting the company's financial health [4]

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] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a broader investment strategy [1] Investment Focus - The primary focus areas for investment include banking, telecommunications, logistics, and hospitality sectors, both in the ASEAN region and the US markets [1] - The entry into the US market in 2020 has allowed for a comparative analysis of investment opportunities between the US and Philippine markets, enhancing investment strategies [1] - The use of platforms like Seeking Alpha has facilitated knowledge sharing and analysis, contributing to informed investment decisions in the US market [1]

FedEx CEO Raj Subramaniam reviewed the shipping company's quarter in a Thursday interview with CNBC's Jim Cramer, emphasizing strength in business-to-business transactions."FedEx is the heartbeat of the industrial economy — that's the global network that we have put in place," Subramaniam said. "Our focus is always on differentiation and providing new value for our customers.""So we are winning in key verticals," he continued, "Whether it's healthcare, whether it's aerospace, whether it's defense, and now t ...

The results prompted the shipping company to raise the bottom end of its outlook for the full year. ...

Core Viewpoint - Icon Energy Corp. has authorized a share repurchase program allowing the company to buy back up to $1.0 million of its outstanding common shares through December 31, 2026 [1]. Group 1: Share Repurchase Program - The repurchase of common shares may occur through privately negotiated transactions, open market transactions, or other means, including trading plans under Rule 10b-18 and/or Rule 10b5-1 of the U.S. Securities Exchange Act of 1934 [2]. - The timing and amount of repurchases will be at the company's discretion, influenced by legal requirements, market conditions, investment opportunities, available liquidity, and the prevailing market price of the shares [2]. - The program does not obligate the company to repurchase any specific dollar amount or number of shares and can be suspended or discontinued at any time [2]. Group 2: Company Overview - Icon Energy Corp. is an international shipping company that provides worldwide seaborne transportation services for dry bulk cargoes via its fleet of oceangoing vessels [3]. - The company is headquartered in Athens, Greece, and its common shares are traded on the Nasdaq Capital Market under the symbol "ICON" [3].