Asset Value Investors Ltd. is calling for the chairman of Rohto Pharmaceutical Co. to step down from the Japanese drugmaker’s board of directors, in the latest sign that activist shareholders will stay busy this year. The UK investment fund said it submitted a shareholder proposal to Osaka-based Rohto, saying that chairman Kunio Yamada ’s actions were distorting the company’s corporate governance....
Asset Value Investors Ltd. is calling for the chairman of Rohto Pharmaceutical Co. to step down from the Japanese drugmaker’s board of directors, in the latest sign that activist shareholders will stay busy this year. The UK investment fund said it submitted a shareholder proposal to Osaka-based Rohto, saying that chairman Kunio Yamada ’s actions were distorting the company’s corporate governance. AVI, which now has about a 2% stake in Rohto, said it began investing in the pharma company in 2024. The shareholder proposal is its first as a Rohto investor, and it will be presented to the annual general stockholder meeting in June. Japanese shareholders made record numbers of management proposals last year, and 2026 will also likely see a busy peak annual meeting season in June. Investors are encouraged by a policymaker push on companies to boost their corporate value. Not many Japanese health care companies have been targeted by activists, compared with sectors such as financial and industrial, according to Bloomberg Intelligence data . AVI recommended reforms at Rohto in 2025 including questioning the company’s continued involvement in regenerative medicine, which has failed to produce profits despite years of investment. The UK firm said that Yamada’s 27 years at the top of management starting as president have led to governance issues. He’s a member of Rohto’s founding family. Yamada “actually exerts a very strong influence on the company’s decision-making system,” Kazunari Sakai , AVI’s head of research in Japan, said in an interview. A Rohto spokesperson confirmed that the company received a shareholder proposal, but added that it will carefully consider the opinion on the board of directors and will release a comment when a decision is made. Despite the founding family owning only about 7.6% of Rohto’s shares, they have continued to control the appointment of presidents and chairmen, which it has done since the company was founded, AVI said.
格隆汇4月30日｜美银全球研究(BofA Global Research)发布报告指出，生成式人工智能(GenAI)正在深刻重塑全球劳动力市场。在全球范围内，24%的工作岗位(相当于8.38亿个岗位)都面临着AI带来的冲击。其中，年轻劳动者、女性以及受过高等教育的员工受到的影响最大。高收入国家AI冲击比例最高，达到了33.5%，因为这些国家的非常规认知型工作占比相对较高。而随着收入水平的下降，这一...
格隆汇4月30日｜美银全球研究(BofA Global Research)发布报告指出，生成式人工智能(GenAI)正在深刻重塑全球劳动力市场。在全球范围内，24%的工作岗位(相当于8.38亿个岗位)都面临着AI带来的冲击。其中，年轻劳动者、女性以及受过高等教育的员工受到的影响最大。高收入国家AI冲击比例最高，达到了33.5%，因为这些国家的非常规认知型工作占比相对较高。而随着收入水平的下降，这一比例会显著降低，低收入国家仅为11%。 报告指出，人工智能有望显著提高生产力，尤其是在较富裕的经济体中，这些地区的人工智能普及速度可能更快。然而，报告也警告称，这些收益可能不会均衡分配，主导人工智能开发和部署的企业预计将获得不成比例的份额，这可能会加剧收入和区域不平等。 尽管存在担忧，报告指出，对大规模失业的担忧可能被夸大了。报告援引工业革命和互联网兴起等历史案例指出，技术变革通常会随着时间的推移催生新的工作岗位，即便一些旧岗位会消失。
Regional Management ( RM ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 3.12% Payable June 10; for shareholders of record May 20; ex-div May 20. See RM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Regional Management Regional Management Corp. (RM) Q4 2025 Earnings Call Transcript Regional Management Corp. 2025 Q4 - Results - Earnings Call Presentati...
Regional Management ( RM ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 3.12% Payable June 10; for shareholders of record May 20; ex-div May 20. See RM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Regional Management Regional Management Corp. (RM) Q4 2025 Earnings Call Transcript Regional Management Corp. 2025 Q4 - Results - Earnings Call Presentation Regional Management targets 20%-25% net income growth and at least 10% receivables expansion in 2026 while advancing bank partnership strategy Seeking Alpha’s Quant Rating on Regional Management Historical earnings data for Regional Management
Trane Technologies plc press release ( TT ): Q1 Non-GAAP EPS of $2.63 beats by $0.10 . Revenue of $4.97B (+6.0% Y/Y) beats by $160M . Organic bookings up 24 percent, led by Americas Commercial HVAC, up approximately 40 percent Record backlog of $10.7 billion, up over 30 percent versus year-end 2025; Americas Commercial HVAC up over 40 percent Record bookings of $6.7 billion, up 27 percent; organic...
Trane Technologies plc press release ( TT ): Q1 Non-GAAP EPS of $2.63 beats by $0.10 . Revenue of $4.97B (+6.0% Y/Y) beats by $160M . Organic bookings up 24 percent, led by Americas Commercial HVAC, up approximately 40 percent Record backlog of $10.7 billion, up over 30 percent versus year-end 2025; Americas Commercial HVAC up over 40 percent Record bookings of $6.7 billion, up 27 percent; organic bookings up 24 percent. Book-to-bill was 135 percent, led by global Commercial HVAC. Company Raises Full-Year 2026 Guidance The Company expects full-year 2026 reported revenue growth of approximately 9.5 percent 8.89% consensus and organic revenue growth of approximately 7 percent versus full-year 2025. The Company expects GAAP and adjusted continuing EPS for full-year 2026 of approximately $14.75 to $14.95 vs $14.81 consensus More on Trane Technologies plc Trane Technologies: Upside May Cool Down As The Stock Becomes Fully Valued Trane Technologies plc (TT) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Trane Technologies plc (TT) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Trane Technologies plc Q1 2026 Earnings Preview BNP Paribas starts coverage of HVAC sector: Near-term chill amid long-term growth
Delta Electronics, a major provider of power supply and cooling solutions for AI datacentres, warned that it expects costs to rise in the coming quarters, with oil prices rising and ongoing material shortages. • The company said its capacity remained tight and it was expanding in China, Thailand, the United States and Taiwan. • Delta Electronics' customers include Nvidia and major cloud se...
Delta Electronics, a major provider of power supply and cooling solutions for AI datacentres, warned that it expects costs to rise in the coming quarters, with oil prices rising and ongoing material shortages. • The company said its capacity remained tight and it was expanding in China, Thailand, the United States and Taiwan. • Delta Electronics' customers include Nvidia and major cloud service providers such as Google and Meta Platforms.
Brandon Bell/Getty Images News Avis Budget ( CAR ) CEO Brian Choi singled out investment firm Pentwater Capital's trading activity for fueling its stock's recent short squeeze. The rental car company's shares surged from over $145 apiece a month ago to as high as $847.7 last week, before crashing down to $181 as of the last close. Pentwater, Avis' ( CAR ) second largest shareholder, filed as a 9% ...
Brandon Bell/Getty Images News Avis Budget ( CAR ) CEO Brian Choi singled out investment firm Pentwater Capital's trading activity for fueling its stock's recent short squeeze. The rental car company's shares surged from over $145 apiece a month ago to as high as $847.7 last week, before crashing down to $181 as of the last close. Pentwater, Avis' ( CAR ) second largest shareholder, filed as a 9% owner of the company as of Dec. 31, 2025, crossed the 10% ownership threshold on Feb. 20, Choi disclosed in an earnings call "On that day, Pentwater disclosed they held an economic interest of 39% of our company through stock and cash settled swaps," he said. "By March, they disclosed that economic interest increased to 51%." "We believe that this significant increase in ownership, combined with the high short interest in our name resulted in a short squeeze," said Choi. Pentwater disclosed the sale of 4.3M shares for gross proceeds of $1.75B on April 22 and April 23. Choi noted that Avis ( CAR ) has not bought or sold a share since 2024, and its largest shareholder, SRS, has not bought or sold a share since 2023. "So it seems the only insider active during this period of excess volatility was Pentwater Capital." Pentwater acknowledged that its sale of Avis ( CAR ) stock, at least in part, was violative of the Securities and Exchange Commission's Section 16 short swing profit rule. The regulation requires company insiders to return any profits made from buying and selling its stock if the transactions occur within a six-month period. "Avis has requested Pentwater furnish it all relevant information concerning the trades and Avis will aggressively pursue all rights on behalf of our stockholders," Choi said, adding that the company has a fiduciary duty to aggressively pursue every dollar its shareholders are owed. More on Avis Budget Avis Budget (CAR) Q1 2026 Earnings Call Transcript Avis Budget 2026 Q1 - Results - Earnings Call Presentation Sell Both Avis And Hertz Before Th...
Hungary’s post-election market rally is turning into a challenge for Gedeon Richter Nyrt. , as a strengthening forint erodes earnings for the export-dependent drugmaker. Chief Executive Officer Gabor Orban told Bloomberg News that the currency’s rapid appreciation, rather than a decline in short-term interest rates, is driving the country’s improving financial conditions, creating pressure for com...
Hungary’s post-election market rally is turning into a challenge for Gedeon Richter Nyrt. , as a strengthening forint erodes earnings for the export-dependent drugmaker. Chief Executive Officer Gabor Orban told Bloomberg News that the currency’s rapid appreciation, rather than a decline in short-term interest rates, is driving the country’s improving financial conditions, creating pressure for companies with significant revenues from abroad. Hungary needs a more balanced policy mix to support exchange-rate stability, he said, as exporters bear the brunt of the stronger currency. The forint and long-term bonds have rallied on bets that incoming Prime Minister Peter Magyar will unlock European Union funds and put the country on a path toward euro adoption. “The post-election improvement showed up in the forint rather than in interest rates,” which created “a headwind, especially against the dollar,” Orban said. “As long as other branches of macro policy are not aligned to support exchange-rate stability, there will be problems.” The forint has jumped 2.2% against the dollar since the April 12 election, extending gains from the start of last year to about 27%. His comments highlight growing concern within Hungary’s export-oriented economy over currency appreciation. Central bank Governor Mihaly Varga cautioned investors on Thursday to moderate expectations regarding the forint’s strengthening as Magyar’s policies gradually take shape. Forint Focus Richter, which gains 93% of its revenues from exports, benefits from a weaker local currency, which helps keep down costs. The stock is up 30% this year, beating a 19% advance by Budapest’s BUX equity index after the drugmaker lagged the country’s benchmark last year. Orban said that Hungary’s macroeconomic policies remain “inconsistent” after years of high interest rates aimed at lowering stubbornly high inflation. He said a “sustainable, near-equilibrium exchange rate” was needed to shore up long-term economic prospects. Th...