Core Viewpoint - TTM Technologies, Inc. announces the retirement of Thomas Edman and John Mayer from the Board of Directors, effective May 7, 2026, following the company's annual meeting of stockholders, and introduces Daniel G. Korte and Ryan D. McCarthy as new board members to enhance the board's capabilities and support growth in the Aerospace and Defense market [1][3][4]. Board Changes - Thomas Edman, former President and CEO, and John Mayer, current Class III board member, will retire from the Board effective May 7, 2026 [1]. - Daniel G. Korte has been appointed as a Class I director to fill the vacancy created by Edman's retirement, with a term expiring at the 2028 annual meeting of stockholders [2]. - Ryan D. McCarthy has been appointed as a Class III director, succeeding John Mayer, with a term expiring at the 2027 annual meeting of stockholders [3]. Leadership Appreciation - Rex Geveden, Chair of the Board, expressed gratitude for Edman’s visionary leadership and Mayer’s contributions, particularly in PCB manufacturing [4]. - Dr. Edwin Roks, President and CEO, acknowledged Edman's 22 years of board leadership and Mayer's 26 years of service, emphasizing their impact on the company's current standing [4]. New Board Members' Background - Daniel G. Korte is a seasoned aerospace and defense executive with a history of driving revenue growth and profitability, having served as Global Vice President of Aerospace at PPG Industries and CEO of LMI Aerospace [5]. - Ryan D. McCarthy, former U.S. Army Secretary, has extensive experience in aerospace and defense, including roles at Lockheed Martin and as an Operating Partner at Capitol Meridian Partners [6][8].

Core Viewpoint - TTM Technologies, Inc. is set to discuss its fourth quarter and fiscal year 2025 performance in a conference call scheduled for February 4, 2026, highlighting its ongoing commitment to transparency and investor engagement [1][3]. Group 1: Conference Call Details - The conference call will take place on February 4, 2026, at 4:30 p.m. Eastern Time, hosted by President & CEO Edwin Roks and Executive Vice President & CFO Dan Boehle [1]. - Participants can register for the call to receive dial-in information and a unique PIN, with registration available until the start of the call [2]. - The call will also be available via a live webcast on the company's website, which will remain accessible for one week after the event [2]. Group 2: Financial Results Announcement - TTM Technologies will release its fourth quarter and fiscal year 2025 financial results after the market closes on February 4, 2026, indicating a significant upcoming event for stakeholders [3]. Group 3: Company Overview - TTM Technologies, Inc. is a leading global manufacturer of technology products, including mission systems, RF components, RF microwave/microelectronic assemblies, and advanced printed circuit boards [4]. - The company emphasizes its time-to-market capabilities, which enable customers to reduce the time required to develop and launch new products [4].

Group 1: Market Overview - The Straits Times Index (SGX: ^STI) has increased approximately 20.8% year-to-date (YTD) as of late 2025, indicating a strong performance in local stocks [1] - There is optimism surrounding earnings and a potential year-end rally due to window dressing by funds [1] Group 2: DFI Retail Group Holdings Ltd - DFI Retail Group operates well-known brands such as 7-Eleven and IKEA across 12 Asian markets, focusing on Health and Beauty, Convenience, Food, Home Furnishings, and Restaurants [2][3] - The company has divested non-core assets to concentrate on its main segments, resulting in a stock price increase of approximately 72% YTD, reaching new 52-week highs [3] - In 1H2025, DFI's underlying profit surged 39% YoY to US$105 million, with free cash flow rising 46% YoY to US$89 million, enabling a special dividend of US$0.4430 per share, yielding 12.9% [4] - DFI has maintained a consistent dividend payout over the past decade, with a current ordinary dividend yield of 2.6% based on its 2024 dividend of US$0.105 per share [5] - The company aims for a 70% payout ratio for dividends, and its margins are recovering, supporting potential higher ordinary dividends moving forward [6][7] Group 3: Frasers Centrepoint Trust - Frasers Centrepoint Trust (FCT) has underperformed with a YTD gain of only 8.1%, while its occupancy rate stands at 98.1% as of September 30, 2025 [9][10] - For FY2025, FCT reported a 9.7% YoY increase in net property income to approximately S$278 million, but the distribution per unit (DPU) rose only 0.6% YoY to S$0.12113 per share [10] - The underperformance is attributed to heavy equity raising for acquisitions, with a current share price of S$2.28 translating to a yield of roughly 5.3% [11] - FCT's aggregate leverage ratio is 39.6%, with an interest coverage ratio of close to 3.5 times, and it has a significant refinancing requirement between FY29 and FY30 [12] - The completion of a S$51 million asset enhancement initiative at Hougang Mall could enhance distributable earnings, and FCT may benefit from stronger economic growth and lower interest rates [12][13] Group 4: Venture Corporation Limited - Venture Corporation's stock has increased by 12.7% YTD, but it reported softer revenue and earnings in its 3Q2025 update, with turnover at S$627.2 million, down 2.7% YoY [14] - Earnings declined by 3% YoY to S$0.192 per share, and the company declared an interim dividend of S$0.25 per share, along with a special dividend of S$0.05 [14] - Venture has a yield of 5.1% based on a total ordinary dividend per share of S$0.75, and it has maintained an annual dividend for the past decade [15] - The company has a strong balance sheet with zero borrowings and over S$1 billion in net cash, trading at a trailing P/E of 18.6 times [15] - Diversification into Life Sciences and other non-consumer technology areas supports its growth potential for 2026 and beyond [15][16]

Group 1 - Hefei Zhenjue Technology Co., Ltd. has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Liu Qi [1] - The business scope includes technology services, development, consulting, and transfer, as well as manufacturing and sales of electric motors and electronic components [1] Group 2 - The company is involved in the research and development of motor and control systems [1] - It also engages in the wholesale of electronic components and sales of intelligent basic manufacturing equipment [1] - The company is permitted to conduct import and export activities, excluding licensed businesses [1]

天眼查App显示，近日，东莞市冠昊科技有限公司成立，注册资本30万人民币，经营范围为一般项目： 技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；模具制造；模具销售；通用零部件 制造；机械零件、零部件销售；塑料制品制造；塑料制品销售；橡胶制品制造；橡胶制品销售；五金产 品制造；五金产品零售；专用设备制造（不含许可类专业设备制造）；半导体器件专用设备销售；电子 专用设备销售；橡胶加工专用设备销售；塑料加工专用设备销售；纺织专用设备销售；机械设备研发； 新型膜材料销售；合成材料销售；海绵制品销售；皮革销售；合成纤维销售；玻璃纤维及制品销售；针 纺织品销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - Hefei Yansuan Technology Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a focus on various technology and manufacturing sectors [1] Company Overview - The legal representative of Hefei Yansuan Technology Co., Ltd. is Bi Jianzhong [1] - The company has a registered capital of 1 million RMB [1] Business Scope - The business scope includes general projects such as information system integration services, optoelectronic device manufacturing, and other electronic device manufacturing [1] - The company is also involved in communication equipment manufacturing, integrated circuit manufacturing, and instrument manufacturing [1] - Additional services include integrated circuit chip design and services, mechanical equipment sales, and electronic component manufacturing [1] - The company offers technical services, development, consulting, exchange, transfer, and promotion, excluding licensed businesses [1]

Core Insights - TTM Technologies, Inc. reported strong financial results for Q3 2025, with significant year-on-year growth in net sales and net income, driven by demand in various end markets, particularly Data Center Computing and Networking, influenced by generative AI [3][5][8] Financial Performance - Net sales for Q3 2025 reached $752.7 million, a 22% increase from $616.5 million in Q3 2024 [3] - GAAP operating income was $71.9 million, up from $51.0 million in the same quarter last year [3] - GAAP net income for Q3 2025 was $53.1 million, or $0.50 per diluted share, compared to $14.3 million, or $0.14 per diluted share in Q3 2024 [3] - Adjusted EBITDA was $120.9 million, representing 16.1% of net sales, slightly down from 16.3% in Q3 2024 [4] - Non-GAAP net income was $71.0 million, or $0.67 per diluted share, compared to $56.8 million, or $0.55 per diluted share in Q3 2024 [4] Market Demand and Growth Drivers - The company experienced strong demand in its Data Center Computing and Networking markets, primarily due to the requirements of generative AI [5] - Other end markets, including Medical, Industrial and Instrumentation, and Aerospace and Defense, also saw double-digit revenue growth year-on-year [5] Cash Flow and Investment - Cash flow from operations was $141.8 million, or 18.8% of revenues, allowing the company to continue its investment in facilities expansion to support projected growth [5] Future Outlook - For Q4 2025, TTM estimates net sales to be between $730 million and $770 million, with non-GAAP net income projected to be between $0.64 and $0.70 per diluted share [6]

Core Insights - Jabil Inc. (JBL) and Arista Networks, Inc. (ANET) are prominent players in the technology manufacturing sector, with Jabil focusing on electronics manufacturing services and Arista specializing in data center and campus Ethernet switches and routers [1][2][3] Jabil Inc. (JBL) - Jabil operates in 100 locations across 30 countries, benefiting from strong margins and cash flow dynamics, along with extensive end-market experience and technical capabilities [4] - The company is enhancing its internal processes through improved working capital management and the integration of AI and ML technologies, which is expected to drive growth in AI data center infrastructure and automation markets [5] - Jabil anticipates a 5.1% increase in sales and a 13.3% rise in EPS for 2025, supported by demand in AI and automation [9][11] - The company faces competition from various electronic manufacturers and service providers, and geopolitical tensions, along with low demand in some consumer markets, are impacting its margins [6] Arista Networks, Inc. (ANET) - Arista is a leader in 100-gigabit Ethernet switches and is expanding its market presence in 200- and 400-gigabit products, with its Arista 2.0 strategy focusing on modern networking platforms [7][8] - The company projects a 25.4% increase in sales and a 23.8% rise in EPS for 2025, driven by momentum in AI networking [9][13] - Despite increased demand, Arista is experiencing high operating costs, with total operating expenses rising 13.8% to $452.4 million in Q2 2025, affecting its margins [10] - The company is also facing supply bottlenecks for advanced products, which is impacting its working capital [10] Comparative Analysis - Jabil's stock trades at a forward P/E ratio of 17.7, while Arista's is significantly higher at 47.2, indicating that Jabil may be more attractive from a valuation perspective [9][16] - Over the past year, Jabil's stock has increased by 60.8%, compared to Arista's 50.3% growth, suggesting better price performance for Jabil [14] - Both companies are ranked 3 (Hold) by Zacks, but Arista's concentrated exposure to data-center and AI networking gives it a slight edge as a potential investment option [17][18]

Core Viewpoint - TTM Technologies, Inc. is set to discuss its third quarter 2025 performance in a conference call scheduled for October 29, 2025, after releasing its financial results on the same day [1][3]. Group 1: Conference Call Details - The conference call will take place at 4:30 p.m. Eastern Time/1:30 p.m. Pacific Time [1]. - Participants can register for the call to receive dial-in information and a unique PIN, with registration available up to the start of the call [2]. - The call will also be simulcast on the company's website, and the webcast will remain accessible for one week after the live event [2]. Group 2: Company Overview - TTM Technologies, Inc. is a leading global manufacturer of technology solutions, including mission systems, RF components, RF microwave/microelectronic assemblies, and advanced printed circuit boards (PCBs) [4]. - The company emphasizes its time-critical, one-stop manufacturing services, which help customers shorten the time required to develop and market new products [4].

Company Overview - TTM Technologies, Inc. is a leading global manufacturer of technology solutions, including mission systems, radio frequency components, RF microwave/microelectronic assemblies, and advanced printed circuit boards (PCBs) [4] Upcoming Events - TTM Technologies will host a conference call on July 30, 2025, at 4:30 p.m. Eastern Time to discuss its second quarter 2025 performance [1] - The company will release its second quarter 2025 financial results after the market closes on the same day [3] - Access to the conference call will be available through a registration link, and participants will receive dial-in information and a unique PIN [2]