回顾：上周16只新股上市，含7只SPAC，如下： VeraDermics(MANE)以每股17美元，发行了1508万股，募集了2.56亿美元。 Forgent Power Solutions(FPS)以每股27美元，发行了5600万股，募集了15.12亿美元。 Bob's Discount Furniture(BOBS)以每股17美元，发行了1945万股，募集了3.31亿美元。 Eikon Therapeutics(EIKN)每股18美元，发行了2178万股(原计划发行1765万股)，募集了3.81亿美元。 SpyGlass Pharma(SGP)以每股16美元，发行了938万股，募集了1.5亿美元。 Once Upon a Farm(OFRM)以每股18美元，发行了1100万股，募集了1.98亿美元。 AgomAb Therapeutics(AGMB)以每股16美元，发行了1250万股，募集了2亿美元。 SPAC White Pearl Acquisition(WPACU)、Iris Acquisition II(IRABU)、Colombier Acquisition III(CLBRU)、Cantor ...

Table of Contents As filed with the Securities and Exchange Commission on February 3, 2026. Registration No. 333-292265 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ARKO Petroleum Corp. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 5172 39-3168808 (Primary Standard Industrial Classification Code Number) (I.R.S. Employe ...

Core Viewpoint - ARKO Corp.'s subsidiary, ARKO Petroleum Corp., has initiated a roadshow for its initial public offering (IPO) of Class A common stock, aiming to raise capital through the sale of shares [1][2]. Group 1: IPO Details - ARKO Petroleum Corp. is offering 10,500,000 shares of its Class A common stock, with an expected IPO price range of $18.00 to $20.00 per share [2]. - The company plans to grant underwriters a 30-day option to purchase an additional 1,575,000 shares at the IPO price, less underwriting discounts and commissions [2]. - The shares are intended to be listed on the Nasdaq Stock Market under the symbol "APC" [2]. Group 2: Underwriters - UBS Investment Bank, Raymond James, and Stifel are serving as lead book-running managers for the IPO [2]. - Mizuho and Capital One Securities are acting as joint book-running managers [2]. Group 3: Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest operators of convenience stores and fuel wholesalers in the United States, operating in four segments: retail, wholesale, fleet fueling, and GPM Petroleum [5]. - ARKO Petroleum Corp. is recognized as a growth-oriented fuel distribution company and one of the largest wholesale fuel distributors by gallons in North America, serving customers in over 30 states [6].

Table of Contents As filed with the Securities and Exchange Commission on January 20, 2026. Registration No. 333-292265 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ARKO Petroleum Corp. (Exact name of registrant as specified in its charter) Delaware 5172 39-3168808 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employe ...

Company Overview - Global Partners LP is a leading midstream energy partnership involved in fuel distribution, storage, and retail operations, optimizing margins through integrated supply, logistics, and retailing across multiple channels [7] - The company offers a variety of products including gasoline, distillates, renewable fuels, crude oil, and propane, operating a network of gasoline stations and convenience stores primarily in the Northeastern United States [7] Financial Metrics - The company reported a total revenue of $18.10 billion and a net income of $71.54 million for the trailing twelve months (TTM) [4] - The dividend yield stands at 6.95%, with a one-year price change of -15.42% as of January 12, 2025 [4] Insider Transactions - Global GP LLC, the general partner of Global Partners LP, purchased 3,917 common units in open-market transactions on December 5 and December 8, 2025, for approximately $176,892, with a weighted average purchase price of $45.16 per unit [2][6] - Following these transactions, the direct holdings of Global GP LLC increased to 215,988 units, valued at approximately $9.75 million [2][6] - The purchases were made to fulfill obligations under the Long-Term Incentive Plan, indicating that these transactions are not strategic but rather routine [6][8] Market Performance - The stock of Global Partners LP has experienced a decline of approximately 11.30% in 2025, marking its worst year since 2020 [10] - Despite the recent downturn, the company has consistently raised dividends every quarter since Q3 FY 2021, making it a potential option for investors seeking high-dividend stocks in the gasoline industry [10]

Company Overview - Cosan S.A. (NYSE:CSAN) is a Brazilian company specializing in the fuel distribution business, founded in 1936, and operates through five segments: Raízen, Compass, Moove, Rumo, and Radar [4] Financial Performance - Cosan S.A. has experienced a decline of more than 25.75% year-to-date, but Wall Street analysts project an upside potential of over 33% from current levels [1] - The company has not been profitable over the past 12 months, but expectations are for a return to profitability by 2026, with sales forecasted to grow at 2.63% [3] Ratings and Outlook - Fitch Ratings affirmed the company's Long-Term Foreign and Local Currency Issuer Default Ratings at BB, but revised the outlook to negative from stable due to elevated leverage and reliance on asset sales to manage debt [1][2] - HSBC upgraded Cosan S.A. from Sell to Hold with a price target of $5, reflecting the company's recent BRL 10.5 billion equity issuance at BRL 5.00 per share, which increased outstanding shares by 112% [3]

Core Viewpoint - Cosan S.A. (NYSE:CSAN) has experienced a significant decline in share price, attributed to political uncertainty in Brazil following the endorsement of Senator Flavio Bolsonaro by former President Jair Bolsonaro for the upcoming presidential election [3][6]. Group 1: Share Price Movement - The share price of Cosan S.A. fell by 7.4% between December 17 and December 24, 2025, marking it as one of the energy stocks that lost the most during that week [1]. - Since the beginning of 2025, the share price of Cosan S.A. has decreased by over 34% [6]. Group 2: Political Context - The decline in Cosan's share price is linked to the unexpected political endorsement by former President Jair Bolsonaro, which has raised concerns about market-friendly policies and fiscal discipline [3]. - The Brazilian benchmark stock index Bovespa dropped over 4.3% on the same day of the political announcement, and the Brazilian Real weakened by as much as 3% against the US dollar [4]. Group 3: Senator Flavio Bolsonaro's Statements - Senator Flavio Bolsonaro's suggestion to potentially exit the presidential race for the right price added to market skepticism, although he later retracted this statement and reaffirmed his commitment to the candidacy [5]. - The senator has been engaging with business and finance leaders to address concerns regarding his economic policies [5].

Group 1 - ARKO Petroleum, a fuel distribution company, has filed for an initial public offering (IPO) in the United States [1]

Table of Contents As filed with the Securities and Exchange Commission on December 19, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ARKO Petroleum Corp. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 5172 39-3168808 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 85 ...

Core Insights - Arko Petroleum plans to take its wholesale fuel distribution business public, aiming for a cumulative annualized operating income benefit of over $20 million from converting stores to its wholesale segment [3][8] - The IPO will include Arko's wholesale segment, fleet fueling arm, and GPM Petroleum business, which supplies fuel to retail and wholesale sites [4][5] Business Strategy - The company is converting its company-operated convenience stores to a wholesale segment as part of a strategic plan to reduce expenses [8] - Arko has converted 347 sites to its dealerization program and plans to continue this process into 2026 [7] Operational Structure - Post-IPO, Arko's approximately 1,200 remaining company-operated convenience stores will operate as a standalone entity [6][8] - The new company will handle wholesale distribution of motor fuels to nearly all of Arko's retail convenience stores that sell fuel [5]