EDMONTON, Alberta, July 29, 2025 (GLOBE NEWSWIRE) -- The Board of Directors for Capital Power Corporation (“Capital Power”) (TSX: CPX) declared a dividend of $0.6910 per share on the outstanding common shares for the quarter ending September 30, 2025. The dividend is payable on October 31, 2025 to shareholders of record at the close of business on September 29, 2025. The quarterly dividend of $0.6910 per common share compared to the previous $0.6519 dividend represents a 6% increase, and an annualized divid ...

EDMONTON, Alberta, July 29, 2025 (GLOBE NEWSWIRE) -- The Board of Directors for Capital Power Corporation (“Capital Power”) (TSX: CPX) declared a dividend of $0.6910 per share on the outstanding common shares for the quarter ending September 30, 2025. The dividend is payable on October 31, 2025 to shareholders of record at the close of business on September 29, 2025. The quarterly dividend of $0.6910 per common share compared to the previous $0.6519 dividend represents a 6% increase, and an annualized divid ...

NTPC reported a 6% rise in first-quarter profit from a year earlier, as an increase in generation capacity helped India’s largest power producer offset muted electricity demand. https://t.co/HphOdNM3lw ...

Macro Strategy - The chemical sector is experiencing a favorable supply and demand dynamic, with the current "anti-involution" trend enhancing market conditions. The outlook remains optimistic due to dual catalysts: improving fundamentals and new industry layouts leading to valuation increases [1][22] - Over half of the existing convertible bonds in the chemical sector are issued at the peak of the cycle, entering redemption periods amid an upward cycle, prompting more proactive debt conversion measures [1][22] - The majority of chemical convertible bonds are small-cap, which, combined with their near-term characteristics, amplifies the asymmetry of returns [1][22] Currency Exchange - The RMB's central parity has shown a gradual appreciation trend, with the exchange rate potentially challenging the 7.15 range against the USD. The expected range for August is between 7.10 and 7.15 [1][24] - The RMB's appreciation is supported by optimistic expectations from US-China trade negotiations and a strong domestic stock market, despite a weaker immediate exchange rate [1][24] Industry Analysis - The "anti-involution" policy aims to address three main objectives: short-term regulation of price wars, medium-term capacity reduction, and long-term price recovery, particularly in the Producer Price Index (PPI) [2][25] - The PPI is expected to recover to around 1.9% by September next year, following a 10-month period of negative growth after the last supply-side reform [2][26] - The current approach to capacity reduction is shifting towards policy-guided methods rather than direct shutdowns, reflecting the need for a balanced economic impact [2][26] Sector Recommendations - The report suggests focusing on sectors that have not yet experienced significant price increases, such as photovoltaic, coal, and chemical industries, which may see short-term demand improvements [5] - The technology sector, particularly robotics, is highlighted as having potential catalysts for growth, despite previous underperformance [5] Company Insights - Xidi Microelectronics is positioned as a leading player in the analog chip sector, with a projected revenue growth of 32.1% year-on-year for the first three quarters of 2024, driven by its diverse product lines [11] - Minshida's revenue is expected to grow by 27.91% year-on-year, with a focus on high-value products in the growing fields of new energy vehicles and renewable energy [12] - Gaomei's second-quarter performance is anticipated to turn profitable, benefiting from supply-side changes and price increases in the photovoltaic sector [13][14]

2025 half-year results Operational performance in line with expectationsPositive cash flow in a context of falling market prices and rising investmentsNet financial debt reduced Performance supported by nuclear power output in FranceElectricity output: 257TWh (181.8TWh or +4.4TWh for nuclear in France and 26.0TWh or -5.2TWh for hydropower)Sales: €59.4 bnEBITDA: €15.5 bnNet income - Group share: €5.5 bnOperating cash flow: €7.9 bn - cash flow: €4.3 bnNet Financial Debt: €50.0 bn - NFD / EBITDA(1): 1.5x EBI ...

Core Insights - Woodward, Inc. (WWD) is set to report its third-quarter fiscal 2025 results on July 28, with revenue expectations of $887.8 million, reflecting a 4.7% increase year-over-year, while earnings per share (EPS) are projected to decline by 0.6% to $1.62 [1][9] - The company has consistently exceeded earnings estimates in the past four quarters, with an average surprise of 15.6% [1][9] Revenue and Segment Performance - The Aerospace segment is anticipated to drive performance in the fiscal third quarter, supported by growth in the commercial aftermarket and increased defense activity [4] - The Industrial segment is experiencing strong demand for power generation and backup power for data centers, with a narrowed revenue decline projection of 7-9% for fiscal 2025 [5][6] - Revenue from the Aerospace segment is expected to rise by 10.3% to $571 million, while the Industrial segment is projected to decline by 7.8% to $304.4 million for the fiscal third quarter [6] Market Challenges - The on-highway natural gas truck market in China is facing volatility, with sales reported at $21 million in the last quarter and a full-year revenue expectation of only $40 million, down significantly from $175 million in fiscal 2024 [7][8] - Global macroeconomic weakness and rising costs are additional concerns impacting WWD's Industrial performance [7][9] Recent Developments - On July 21, 2025, WWD completed the acquisition of Safran's Electronics & Defense electromechanical actuation business, enhancing its capabilities in aircraft stabilization systems [10] - WWD was selected by Airbus to supply the electro-hydraulic Spoiler Actuation System for the A350 aircraft, which includes hardware delivery and long-term maintenance services [11] Earnings Prediction - The company's earnings model indicates a likely earnings beat, supported by a positive Earnings ESP of +4.29% and a Zacks Rank of 1 (Strong Buy) [12]

Market Overview - The main U.S. equity indexes experienced modest gains, with the Dow Jones Industrial Average increasing by 1.1% to 45,010, the S&P 500 rising by 0.8% to 6,358, and the Nasdaq Composite up by 0.6% to 21,020 [7][8] - The upcoming Federal Reserve meeting is set for July 29-30, during which the latest policy statement will be released [6] Housing Market - The National Association of Realtors reported a decline in housing sales as home prices reached record highs in June, indicating affordability challenges [5] - President Trump criticized Fed Chair Jerome Powell for the slow housing market, attributing it to the refusal to lower interest rates [2] Treasury Yields - The yield on the 10-year U.S. Treasury note increased to 4.388% from 4.336%, while the 2-year note rose to 3.886% from 3.831% [6][7] - The 30-year yield approached the significant 5% level, rising to 4.944% from 4.903% [7] Company Highlights - GE Vernova (GEV) stock surged by 14.6% after reporting second-quarter earnings that exceeded expectations and raising its full-year guidance [10] - Analyst Julien Dumoulin-Smith raised the 12-month target price for GEV from $427 to $565, despite previous concerns about valuation [10] - Among analysts tracked by S&P Global Market Intelligence, 24 rate GEV a Buy, 8 a Hold, and 1 a Sell, with an average 12-month target price of $511.75 [11] Automotive Sector - Japanese automakers Honda Motor (HMC) and Toyota Motor (TM) saw significant gains of 13.1% and 13.7%, respectively, following a tariff deal announced by President Trump [12] - Domestic automakers also benefited, with GM stating it would not raise prices to offset tariff impacts [13] Nuclear Energy Investment - Oklo (OKLO) stock rose by 9.3% after announcing a partnership with Vertiv Holdings (VRT) to develop power and cooling systems for AI data centers [14] - Oklo is focused on developing advanced fission power plants to provide clean energy at scale [15]

2Q 2025 Financial Results July 23, 2025 © 2025 GE Vernova and/or its affiliates. All rights reserved. GE and the GE Monogram are trademarks of General Electric Company used under trademark license 1 Caution concerning forward-looking statements: Certain statements contained in this presentation may constitute "forward-looking statements" that involve risks and uncertainties. These statements by their nature address matters that are uncertain to different degrees. Forward-looking statements provide current e ...

Analysts expect the Cambridge, Massachusetts-based company to report quarterly earnings at $1.50 per share, up from $1.02 per share in the year-ago period. GE Vernova is projected to report quarterly revenue of $8.8 billion, compared to $8.2 billion a year earlier, according to data from Benzinga Pro. GE Vernova recently announced plans to invest up to $100m in Pennsylvania over the next two years, adding about 700 new jobs across multiple factories in the state. GE Vernova shares fell 3% to close at $548.9 ...

Group 1 - Talen Energy Corporation reported clearing 6,702 megawatts in the PJM Base Residual Auction for the 2026/2027 planning year at a price of $329.17 per megawatt-day, resulting in approximately $805 million in capacity revenues [1] - The planning year for the auction runs from June 1, 2026, to May 31, 2027 [1] - Talen Energy operates approximately 10.7 gigawatts of power infrastructure in the U.S., including 2.2 gigawatts of nuclear power and a significant fossil fleet [2] Group 2 - The company is positioned to serve the growing demand for reliable, clean power from artificial intelligence data centers [2] - Talen Energy is dedicated to generating power safely and reliably while delivering maximum value per megawatt produced [2]