As families across the nation gather on Thursday, Nov. 27, to celebrate Thanksgiving, Americans should be prepared for a mix of closures and early bird reopenings. While the turkey takes center stage, knowing which services are paused is key to a smooth holiday weekend.What’s Closed On Thanksgiving?Most federal and financial institutions will pause operations on Thursday. Banks, post offices, and the stock market (NYSE and Nasdaq) are all closed. Major shipping carriers like United Parcel Service Inc. (NYSE ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

We also offer income-focused picks for those who prefer lower-risk firms with steady dividend payouts. Our 10-year track record proves the ability of our analyst team to outperform across all market conditions.Value Investor's Edge provides the world's best energy, shipping, and offshore market research. Over the past decade, we have achieved an annualized return of almost 40% with a long-only model portfolio return of over 23x.Seadrill Limited or "Seadrill" ( SDRL ) has been covered by me previously, so in ...

Key TakeawaysU.S. President Trump announced a boycott of the G20 summit in South Africa, citing alleged severe human rights abuses against Afrikaners and a blocked G20 presidency handover, while also declaring an immediate halt to all U.S. payments and subsidies to Pretoria.S&P Global revised its outlook for Uber Technologies Inc. (UBER) to Positive from Stable, affirming its company rating due to strong organic growth and rising cash flows.Two uniformed military personnel, believed to be National Guard mem ...

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Q3 2025 EARNINGS PRESENTATION 1 MV EFROSSINI EEDI-PHASE 3 – IMO NOx TIER III KAMSARMAX DELIVERED APRIL 2025 This presentation contains forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and in Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events, the Company's growth strategy and measures to implement such strategy, including expected vessel acquisitions and entering into further time charters. Words such as "expects," "intend ...

Cmb.Tech (NYSE:CMBT) Q3 2025 Earnings Call November 26, 2025 08:00 AM ET Company ParticipantsLudovic Saverys - CFOAxel Styrman - Head of Research Norway and Head of ShippingCliment Molins - Head of Shipping ResearchEirik Haavaldsen - Head of Equity ResearchKristoffer Barth Skeie - Equity ResearchKristof Samoy - Associate Director of Equity ResearchEnya Derkinderen - Brand ManagerAlexander Saverys - CEOConference Call ParticipantsFrode Mørkedal - Senior Equity AnalystQuirijn Mulder - Senior AnalystAlexander ...

Cmb.Tech (NYSE:CMBT) Q3 2025 Earnings Call November 26, 2025 08:00 AM ET Company ParticipantsLudovic Saverys - CFOAxel Styrman - Head of Research Norway and Head of ShippingCliment Molins - Head of Shipping ResearchEirik Haavaldsen - Head of Equity ResearchKristoffer Barth Skeie - Equity ResearchKristof Samoy - Associate Director of Equity ResearchEnya Derkinderen - Brand ManagerAlexander Saverys - CEOConference Call ParticipantsFrode Mørkedal - Senior Equity AnalystQuirijn Mulder - Senior AnalystAlexander ...

Financial Data and Key Metrics Changes - The company reported a net profit of approximately $17 million for the quarter, with EBITDA at $238 million and liquidity exceeding $555 million [2][3]. - Capital expenditures (CapEx) are currently at $1.6 billion, with a contract backlog remaining stable at around $3 billion [3][4]. - An interim dividend of $0.05 per share was declared, payable in early January [3]. Business Line Data and Key Metrics Changes - In the dry bulk segment, the company achieved a TCE of $29,500 for Newcastlemaxes in Q3, increasing to nearly $34,000 in Q4. Capesize rates rose from $20,500 in Q3 to $26,200 in Q4, while Kamsarmax and Panamax rates improved from $13,500 to $17,000 [12][13]. - The tanker division saw Q3 rates of $30,500 for VLCCs, with Q4 rates reaching $68,000, and Suezmax rates increased from $48,000 to close to $60,000 [18][19]. Market Data and Key Metrics Changes - The company remains positive on tankers, dry bulk, and offshore markets, while expressing caution regarding containers and chemicals due to supply-demand imbalances [7][9]. - Demand for capesize ton miles is expected to grow by nearly 3% next year, with only 9% of the fleet on order, indicating strong fundamentals in the dry bulk market [10][14]. Company Strategy and Development Direction - The company is focused on increasing spot exposure in dry bulk and large tankers, positioning itself to benefit from favorable market conditions [4][10]. - A new multipurpose accommodation service vessel (MPASV) has been ordered to enhance capabilities in both oil and gas and offshore wind markets [23][26]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operational leverage and free cash flow generation capacity, projecting an additional $600 million in liquidity over the next year at current rates [5][6]. - The company is cautious about the container and chemical markets, anticipating challenges due to high order books and supply-demand dynamics [9][22]. Other Important Information - The company has successfully integrated the Golden Ocean merger, with a focus on optimizing its fleet and financial structure [2][3]. - Management emphasized a fully discretionary dividend policy, indicating flexibility in cash allocation for shareholder rewards and debt reduction [33][52]. Q&A Session Summary Question: Impact of delayed carbon pricing by IMO on dual-fuel technology demand - Management noted that while the delay is not ideal, it does not alter their strategy, which is based on finding partners for dual-fuel technology [28][29]. Question: Investment philosophy regarding new builds in dry bulk and tankers - The company has invested significantly in recent years and will continue to look for opportunities, but current new builds are considered pricey [30][31]. Question: Dividend policy and future expectations - The dividend policy remains discretionary, with no fixed payout ratio, allowing for flexibility in cash management [33][52]. Question: Interest expenses and one-off impacts - Elevated interest expenses were attributed to bridge financing and arrangement fees from recent acquisitions [42][43]. Question: Expectations for fixed contracts and growth - The company aims to increase fixed contract coverage but does not have a specific target due to market variability [57]. Question: Tariffs impact on the company - The impact of tariffs has been minimal, with the company benefiting from limited exposure to affected markets [58][59].

We recently published 10 Stocks Boasting 10-42% Gains. ZIM Integrated Shipping Services Ltd (NYSE:ZIM) is one of the best-performing stocks on Tuesday. ZIM Integrated extended its winning streak to a third straight day on Tuesday, jumping 13.63 percent to end at $19.51 apiece as investors took early positions ahead of a potential sale. This followed announcements from the company on the same day that it was exploring strategic options to provide greater value to its shareholders, including the review of ...