Indonesia's Central Bank Extends Pause on Rate Cuts
Bank Indonesia started its rate-cutting cycle in September before hitting pause in October. Renewed dollar strength and Donald Trump's return to the White House, plus shifting expectations around ...
Tokyo Gas Shares Rise Sharply After Elliott Builds Stake — Update
Tokyo Gas shares rose sharply after Elliott Investment Management disclosed that it built a stake in the utility company, the latest move by an activist investor targeting Japanese companies. Shares ...
Vipshop Continues to See Sales Pressure From Price Competition and Weak Consumer Spending on Apparel
When comparing Vipshop with competitors, it mainly operates a first-party model, while Alibaba Group and PDD Holdings rely on a third-party model. Since 2018, Vipshop has strategically focused on its ...
Tesla Supplier STMicroelectronics Sees Slowing Sales Growth Amid Chip Market Woes — Update
The group last month downgraded its annual guidance for the third time this year to reflect sluggish demand after net profit and sales slumped in the third quarter. STMicroelectronics is forecasting ...
Tesla Supplier STMicroelectronics Pushes $20 Billion-Plus Sales Target to 2030
The company expects a gross margin of about 44% to 46% in 2027 and 2028, growing to roughly 50% by 2030. STMicroelectronics had previously forecast a gross margin of more than about 50% between 2025 ...
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News Highlights: Top Company News of the Day - Wednesday at 1 AM ET
The new venture will house channels like E!, USA and MSNBC, and Comcast is set to announce several leadership changes. Rio Tinto Says Sexual Harassment, Racism Still Happening at Miner The miner is ...
Narrow-Moat Catalent's Acquisition by Novo Nordisk Remains on Track; Boosting Wegovy Manufacturing
Catalent is vulnerable to facility closures whether from natural disasters or manufacturing issues, and a warning letter from the FDA or other regulatory agency can result in manufacturing delays or ...
Keysight Holds a Wide-Moat Communications Testing Portfolio With Attractive Exposure to 5G and AI
We think Keysight Technologies is the leader in communications testing and measurement solutions, and offers a vendor-agnostic way to invest in the rapidly growing 5G and high-speed networking markets ...
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
Now the tables have turned, and we see a stark pattern. The 10-year performance of these funds actually served as a useful ...
3 Great Contrarian ETFs
Investing rewards are a different story. Some of the best investors are contrarians that uncover value by zigging while the ...
Hanesbrands’ Actions Are Supporting Its Category-Leading Innerwear Brands and Financial Health
Hanesbrands is the market leader in basic innerwear in multiple countries. We believe its key innerwear brands, like Hanes and Bonds in Australia, achieve premium pricing. Our narrow moat rating on ...
Musk's DOGE commission wants to cut trillions in government spending. Social Security and Medicare make prime targets.
To these questions, neither Musk nor his fellow efficiency czar (and, according to some estimates, fellow billionaire) Vivek Ramaswamy have provided any answers. The men are tasked with leading DOGE, ...