Corporates Pivot to Banks as Primary Funding Source Amid Bond Market Volatility
Corporate bond issuance in India fell more than 20% year‑on‑year in February 2026, marking the weakest three‑year level. Meanwhile, banks reclaimed dominance, with their share of total commercial‑sector funding rising to about 63% in FY26, up from 51% a year earlier. Faster transmission of RBI policy‑rate cuts pushed loan rates down to 8.67%, outpacing the stickier corporate bond yields. Elevated sovereign yields and sustained government borrowing are likely to keep bond costs high, cementing banks as the primary source for corporate capex financing.
ICTSI Profit Surges 23% in 2025 on Larger Cargo Volumes
International Container Terminal Services Inc. reported a 23% jump in net income to $1.05 billion for 2025, driven by an 11% rise in cargo volumes to 14.5 million TEUs. Gross revenues climbed 18% to $3.23 billion, while EBITDA increased 21% to $2.14 billion and...
The Small-Cap Rotation Is Real
Small‑cap indices have surged, with the S&P 600 up about 9% YTD and the S&P 400 gaining over 8%, while the S&P 500 remains flat. The rally is tied to the Federal Reserve’s easing cycle, which has lowered rates to 3.5‑3.75% and eased...
Asia Faces Modest Growth, Rising Defense, Soaring Energy Costs
On @CNBC in an hour to discuss Asia (China and India). China growth target is soft but same as many expected which is 4.5% to 5%. Defence spending rises officially +7% but many say real spending increase higher. The headlines are really about...
Shares of Aspial Lifestyle up 6% on Proposed Transfer to SGX Mainboard
Aspial Lifestyle’s shares rose roughly 6% after the company announced a proposed transfer to the Singapore Exchange’s mainboard. The move is intended to broaden its access to equity and debt capital, appealing to institutional investors with mainboard mandates. Currently, only...
Stock Market Live Updates: Stock to Buy Today: Tube Investments of India (₹2,769.20)
Tube Investments of India has been on a steady rally since late January, breaking the ₹2,650 resistance on March 2 and trading around ₹2,769. Technical analysts project a short‑term dip to the breached level before the uptrend resumes, with a near‑term...
Iran War Leads To Commodity Force Majeures
Gold and silver prices rebounded on Wednesday as the market digested escalating tensions in Iran. Gold futures rose $28 to $5,152 per ounce while silver futures gained 29 cents to $83.77. The conflict has revived fears of commodity force‑majeure events,...
Ethanol Production Profits in 2025
U.S. ethanol producers posted a sixth consecutive year of profitability in 2025, with a representative Iowa dry‑mill plant earning an average of $0.21 per gallon. Net nominal profit reached $23.2 million, well above the long‑run average. The rise was driven by...
First‑time Buyers Now 40; Delaying Assets Stalls Wealth
The average first-time homebuyer is almost 40 now. If young people don’t start owning assets, they’ll never build wealth...
Avoid This Common Trading Mistake That Guarantees Blow‑Ups
Never make this trading mistake - it ends in blow ups every single time. #howtotrade #daytrading #stockstowatch #momentum #tradingeducation
Caesars Rewards Spending Offers: 10% Chase Offer & $25 Citi Offer (Stack with Targeted Capital One Shopping Promo)
Caesars Rewards is running two targeted card‑linked offers: a Chase promotion that returns 10% of spend up to $500, and a Citi deal that credits $25 on purchases of $250 or more. Both offers apply only to Caesars properties in...
Allstate’s 16‑Month Consolidation Signals Potential Breakout
While many anxiously await the markets resolution of one of the tightest trading ranges to start a year of all time, it's worth building lists of meaningful long-term consolidations https://t.co/XW54gpjWXm In this case, many Prop/Casualty stocks within the Insurance space fit this...
After-Hours Surge Signals CDTG Breakout Targeting $1+
50x relative volume on $CDTG in after-hours this evening, making it a top watch for tomorrow. High confluence look as the breakout over a.h. highs is directly in line with the reclaim of the daily 200MA. Simple plan here, but remember:...
PROPTECH-X : Gap Between How Sellers Value Their Businesses and How Buyers Assess Risk Widens
A leading UK construction investor warns that reliance on EBITDA for valuations is causing deal failures as buyers shift focus to net profit before tax and cash flow. Bradley Lay of Peak Capital notes the valuation gap has widened over...
Turn Distressed Assets Into Home Runs with Yield‑based Underwriting
How do I underwrite deals to ensure that (if I get my offer price) the deal ends up being a home-run? This is how. This is a real deal I submitted an offer on a while ago. 56 units, priced at...
China Sets Historic Low Growth Target, Signaling Slower Era
China Signals New Era of Slower Economic Growth—Beijing sets historically low growth target of 4.5% to 5% @hannahmiao_ @TByGraceZhu @ByXiaoXiao https://t.co/o4Z2iYoVdw https://t.co/o4Z2iYoVdw
Ex-Housing Secretary Angela Rayner Urges Government to Go Further on Agent Regulation
Former housing secretary Angela Rayner urged the government to strengthen regulation of managing agents as part of its leasehold reform programme. She praised the draft bill’s ground‑rent cap and ban on new leasehold flats but warned that the lack of...
Korea's CompanyGuide Mirrors Japan's Handbook, Use Chrome Translate
Korea's version of the "Japan Company Handbook" is essentially FnGuide's CompanyGuide website. Not available in English but you can you use Translate in Google Chrome. https://t.co/I0HU3TxRNN
US Stocks Close Gap, End Worst Start Since 1995
US plays major catch-up to ex-US YTD... @augurinfinity No longer the worst start to a year since 1995... not by a long shot $SPY $VEU $VTI $ACWI https://t.co/l8DRcKNBof
Lomond Expands Into Liverpool with Homesure Acquisition
Lomond Group has acquired Liverpool‑based lettings and estate agency Homesure, adding a three‑office operation with a 30‑person team to its portfolio. Homesure currently manages more than 1,700 residential properties across Liverpool and surrounding areas. The deal keeps the Homesure brand...
Kaspi's 9% Yield Highlights Strong Moat Despite Accounting Opacity
Kaspi now yields 9%, for what undoubtedly a very moaty business (no views on its accounting) https://t.co/EuZ6Ogfo3P
Implied Correlations Hit Highest Since Nov 2025
One-month and three-month implied correlations reached their highest levels since November 2025, Citadel Rubner https://t.co/fVOlYRc8tW
TriSalus Life Sciences Inc (TLSI) Q4 2025 Earnings Call Transcript
TriSalus Life Sciences reported Q3 2025 revenue of $11.6 million, a 57% year‑over‑year increase, while adjusted EBITDA loss narrowed to $5.4 million despite one‑time study charges. Gross margin slipped to 84% as new product launches strained manufacturing efficiency, but cash burn improved,...
Weight, Not Stock Choice, Drives Performance Differences
The problem isn’t the stocks, it’s their weight. These two lines contain the same exact stocks. #Mag7Diet $RSP $SPY https://t.co/OXqmQXkEkc
Cyclicals Outperform Defensives Over Year, No Disappointment
GS: strong outperformance of cyclical sectors relative to defensive ones over the past year leaves little room for disappointment https://t.co/6h0uRPIjJt
CLO-and-ABS-Trends-From-SFVegas
At the annual SFVegas conference, industry leaders examined the latest CLO and ABS market dynamics. Panelists highlighted a rebound in fourth‑quarter CLO issuance, driven by a wave of resets and expanding private‑credit activity. Deutsche Bank warned that CLO equity will...
Korea’s Chip Output Drops, Shifts to High‑Bandwidth Memory
Didn’t realize how much Korean chip production has fallen in the past few months, as it’s shifting towards high bandwith memory. Source: Robeco https://t.co/I5YOwPS4OL
Solo Market Update Highlights Thacker Pass Visit Insights
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
Traeger Inc (COOK) Q4 2025 Earnings Call Transcript
Traeger Inc. posted full‑year 2025 revenue of $560 million, topping the high end of its guidance, and adjusted EBITDA of $70 million, landing in the upper half of the forecast range. Q4 revenue fell 14% year‑over‑year to $145 million, with grill sales down...
Korean Market Surges, Index Jumps 10% at Open
Korean stocks gap higher at the open. Index up 10% in the early minutes https://t.co/JnBZeO7dnc
Israel, U.S. Target Iran's Leadership, Undermining Negotiations
Israel and the U.S. are steadily eliminating Iran’s top leadership, including figures capable of negotiating an end to the conflict... Join our Analyst Tier on Patreon to watch the full video ➡️ https://t.co/R47Ca3Pp6h #iranwar #military #geopolitics https://t.co/HS9nDRCPcB
Carparts.Com Inc (PRTS) Q4 2025 Earnings Call Transcript
CarParts.com reported FY 2024 revenue of $589 million, a 13% decline year‑over‑year, with gross profit of $197 million and a 33.4% gross margin, near the top of guidance. The fourth‑quarter results showed revenue down 15% to $133.5 million and a GAAP net loss...
Sideways S&P Hides Stock and Bitcoin Breakout Chances
The $SPX is stuck in a sideways range… but that doesn’t mean there aren’t opportunities. Today I break down: $AMZN and $TSLA bouncing $LRCX momentum divergence $AVGO earnings reaction #Bitcoin reclaiming 70K $MRNA and $LYB trend shifts Full episode of CHART THIS: https://t.co/VhhjxmCKSs
Atea Pharmaceuticals Inc (AVIR) Q4 2025 Earnings Call Transcript
Atea Pharmaceuticals reported a $329.3 million cash position that funds its Phase III hepatitis C program through 2027 and supports a new hepatitis E pipeline. The CBEYOND and C FORWARD trials are on track, with enrollment completing next month and mid‑2026 respectively, and top‑line data...
Liquidia Corp (LQDA) Q4 2025 Earnings Call Transcript
QuidelOrtho reported solid top‑line growth in Q4 2025, with its Labs segment up 7% quarter‑over‑quarter and 6% for the full year, driven by strong regional performance in LATAM and EMEA. Adjusted diluted EPS reached $0.46 in the quarter and $2.12...
Ciena Corp (CIEN) Q1 2026 Earnings Call Transcript
Ciena reported record fiscal 2025 revenue of $4.77 billion, up 20% year‑over‑year, and EPS of $2.64, a 45% increase. The company posted a $7.8 billion order backlog of roughly $5 billion and raised its fiscal 2026 revenue outlook to $5.7‑$6.1 billion, reflecting strong demand...
Entravision Communications Corp (EVC) Q4 2025 Earnings Call Transcript
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% increase year‑over‑year, and a record $1.3 billion in Q4 alone. Adjusted operating income rose 50% to $839 million, while adjusted EPS jumped 55% to $14.56. Non‑M&A businesses contributed roughly...
Aligos Therapeutics Inc (ALGS) Q4 2025 Earnings Call Transcript
Agilon Health reported FY 2025 revenue of $5.93 billion, with Q4 revenue of $1.57 billion, but both medical margin and adjusted EBITDA remained negative, driven by higher inpatient claims and market exits. The company cut operating expenses by $35 million and extended its...
Kingstone Companies Inc (KINS) Q4 2025 Earnings Call Transcript
Kinsale Capital Group reported a 26% jump in diluted operating earnings per share to $5.81 in Q4 2025, while net written premiums rose 7.1% and the combined ratio improved to 71.7%. The insurer’s operating return on equity hit 26%, book value...
Contineum Therapeutics Inc (CTNM) Q4 2025 Earnings Call Transcript
Compugen Ltd. reported a dramatic financial turnaround in its Q4 2025 earnings, posting a $56.8 million quarterly profit and $35.3 million annual profit after a year of losses. A $65 million upfront royalty monetization from AstraZeneca boosted cash to $145.6 million, extending the cash runway...
Cooper Companies Inc (COO) Q1 2026 Earnings Call Transcript
Cooper Companies reported record Q2 2021 results, delivering $720 million in revenue, a 37% year‑over‑year increase, driven by strong performances in both CooperVision and CooperSurgical. CooperVision posted a 25% revenue rise to $523 million, while CooperSurgical surged 58% to $197 million, supported by...
One Liberty Properties Inc (OLP) Q4 2025 Earnings Call Transcript
OpenLane Inc. reported fourth‑quarter 2025 revenue of $494 million, up 9% year‑over‑year, and adjusted EBITDA of $76 million, a 5% increase. Dealer‑to‑dealer volumes surged over 20% in Q4, while the finance segment delivered 6% EBITDA growth despite flat net yields. The company...
AerSale Corp (ASLE) Q4 2025 Earnings Call Transcript
AerCap Holdings reported a record 2025 with $8.5 billion revenue, $3.8 billion GAAP net income and $2.7 billion adjusted net income, boosted by $1.5 billion in Ukraine‑related insurance recoveries. Operating cash flow reached $5.4 billion and the company returned $2.6 billion to shareholders through buybacks and...
Toro Co (TTC) Q1 2026 Earnings Call Transcript
Toro reported first‑quarter fiscal 2025 net sales of $995 million, a modest decline from the prior year after divesting Pope Products. The professional segment grew 1.6% to $769 million, driven by strong demand for golf, grounds equipment and new contractor‑grade zero‑turn mowers,...
Myers Industries Inc (MYE) Q4 2025 Earnings Call Transcript
Paysafe Limited reported full‑year 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Digital Wallet revenue reached $815 million with a 42%‑plus margin and the consumer base grew to 7.8 million users. Enterprise deal volume surged 38%...
Costco Wholesale Corp (COST) Q2 2026 Earnings Call Transcript
AutoZone reported Q2 2026 total sales of $4.3 billion, up 8.1% year‑over‑year, while EPS fell 2.3% to $27.63 after a $59 million non‑cash LIFO charge. Excluding the LIFO impact, EPS would have risen 7.1% and gross margin would have improved. Domestic same‑store...
Smith & Wesson Brands Inc (SWBI) Q3 2026 Earnings Call Transcript
Smith & Wesson Brands (SWBI) posted record Q3 2026 revenue of $233 million, up 20% year‑over‑year, largely fueled by a $650 million Mars Parts acquisition and two smaller deals totaling $26.5 million. Adjusted consolidated EBITDA reached a new quarterly high of $45 million, though...
Regenxbio Inc (RGNX) Q4 2025 Earnings Call Transcript
Regenxbio reported that enrollment for its Duchenne gene therapy RGX-202 was completed ahead of guidance, with top‑line data slated for early Q2 2026 and a BLA submission planned for mid‑2026. The company confirmed manufacturing capacity of 2,500 annual doses and highlighted...
Distribution Solutions Group Inc (DSGR) Q4 2025 Earnings Call Transcript
Distribution Solutions Group reported Q2 2025 revenue of $502 million, a 14.3% year‑over‑year increase driven by acquisitions and 3.3% organic daily‑sales growth. Adjusted EBITDA margin rose to 9.7% of sales, up from 9% in the prior quarter, with every vertical posting...
OFS Credit Company Inc (OCCI) Q1 2026 Earnings Call Transcript
OFS Credit Company reported first‑quarter 2026 revenue of $381 million, a modest 1% increase, while new‑boat sales fell 6% and pre‑owned sales surged 24%. Gross profit rose to $89 million, lifting the margin 110 basis points to 23.5%. The company posted a...