Earnings calls from Cathay Pacific Airways Ltd. and Orient Overseas International Ltd. are investor highlights next week as escalating US-Iran tensions threaten to upend regional operations. Many airlines including Cathay have suspended services in cities like Dubai and Riyadh, as the Iran fallout has seen neighboring regions caught in the crossfire . Soaring oil prices also put jet fuel costs in ...
Earnings calls from Cathay Pacific Airways Ltd. and Orient Overseas International Ltd. are investor highlights next week as escalating US-Iran tensions threaten to upend regional operations. Many airlines including Cathay have suspended services in cities like Dubai and Riyadh, as the Iran fallout has seen neighboring regions caught in the crossfire . Soaring oil prices also put jet fuel costs in focus, although Cathay is poised to benefit from scrambling travelers paying huge premiums to escape the Middle East. In container shipping, Orient Overseas and its peers are contending with a lower probability of a full reopening of the Red Sea, while traffic through the Strait of Hormuz — another key shipping lane — has all but ground to a halt. Meanwhile, chipmaker Cambricon Technologies Corp. and AI server manufacturer Foxconn Industrial Internet Co. should present an optimistic picture for China’s AI hardware sector. Both firms are expected to see strong annual profit growth through 2027, amid the continued AI boom and Beijing’s emphasis on technological self-reliance. China on Thursday unveiled plans to accelerate its AI development during the annual National People’s Congress. Highlights to look out for: Monday: CATL’s ( 300750 CH ) full-year profit probably rose 36%, as it continued to gain market share in 2025. That said, intense competition and weak seasonality in EV sales could depress battery prices and profitability, which could keep pressure on Chinese battery producers including CATL, Morningstar said. Tuesday: Foxconn Industrial Internet’s ( 601138 CH ) full-year preliminary net income beat estimates amid strong growth momentum in AI servers. That would help brighten outlook of its parent Hon Hai Precision Industry Co. — due the week after next — Bloomberg Intelligence said . Nio ( NIO US ) should post its first ever operating profit on strong vehicle deliveries and cost cuts. Markets will watch for signs of how January-March demand is picking up due to seas...
Hong Kong stocks headed for their worst weekly performance in four months as the US-Iran war stoked stagflation fears and dampened investor sentiment. The Hang Seng Index rose 0.3 per cent to 25,401.25 as of 9.45am local time on Friday. For the week, the benchmark has declined 4.6 per cent, putting it on course for its steepest decline for the five-day period since November 21. The Hang Seng Tech ...
Hong Kong stocks headed for their worst weekly performance in four months as the US-Iran war stoked stagflation fears and dampened investor sentiment. The Hang Seng Index rose 0.3 per cent to 25,401.25 as of 9.45am local time on Friday. For the week, the benchmark has declined 4.6 per cent, putting it on course for its steepest decline for the five-day period since November 21. The Hang Seng Tech Index gained 1.3 per cent. On the mainland, the CSI 300 Index slid 0.6 per cent and the Shanghai Composite Index retreated 0.4 per cent. Advertisement The war in the Middle East has worsened sentiment on global stocks, which has already been rattled by fears of artificial intelligence-led displacement. With Brent oil trading above US$80 a barrel after the closure of the Strait of Hormuz, investors are increasingly wary of stagflation and a slower pace of interest-rate cuts by the US Federal Reserve, which will further compress elevated stock multiples. All eyes are on a joint press conference by the People’s Bank of China and the China Securities Regulatory Commission in the afternoon, where top financial regulators will address a press conference as part of the ongoing annual legislative meeting in Beijing. Advertisement Other major Asia-Pacific markets edged lower. Japan’s Nikkei 225 slipped 0.8 per cent, South Korea’s Kospi retreated 1.9 per cent and Australia’s S&P/ASX 200 lost 1.3 per cent.
Vietnam’s trade deficit narrowed in February, while exports and imports both grew less than expected and consumer prices spiked in a holiday-affected month. The deficit in February was $1.05 billion, compared with the $1.78 billion deficit reported for January, according to data released by the National Statistics Office in Hanoi Friday. That was also smaller than the Bloomberg survey estimate of ...
Vietnam’s trade deficit narrowed in February, while exports and imports both grew less than expected and consumer prices spiked in a holiday-affected month. The deficit in February was $1.05 billion, compared with the $1.78 billion deficit reported for January, according to data released by the National Statistics Office in Hanoi Friday. That was also smaller than the Bloomberg survey estimate of a $2.03 billion deficit. Vietnam’s exports rose 5.7% to $33.1 billion in February from a year earlier, compared with economist expectations of 12.8% growth. Imports also trailed expectations with a 4.4% gain to $34.1 billion. Raw materials, equipment and spare parts for production accounted for most inbound goods, the government said. The data may have been affected by the lunar new year festival known as Tet in Vietnam, which fell in February this year compared with January in 2025. Consumer prices rose 3.35%, faster than the 2.53% pace of January and economist estimates of 2.75%. “CPI in February increased 1.14% month-on-month, mainly due to rising prices of food and transport on increased demand during the lunar new year,” the statistics office said in a statement. The weaker-than-expected data for both exports and imports hint at challenges for Vietnam’s economy, which last year withstood the impact of US tariffs to expand 8% with a record trade surplus. Potential headwinds include higher oil prices and potential disruptions from the war in the Middle East. Vietnam, which exports everything from coffee and clothing to tools and technology, saw total outbound shipments rise 18.3% in the first two months of this year from the same period in 2025. The US remains the biggest market for Vietnam’s goods, with exports to America rising to $23.8 billion in the first two months of 2026, the data show. Vietnam’s trade surplus with the US reached $20.4 billion, up 20.8% from a year earlier. The Southeast Asian country meanwhile saw its January-February trade deficit with China jum...
JD.com NASDAQ: JD management said the company finished the fourth quarter of 2025 “in line with expectations,” citing resilience in the top line despite short-term pressure in electronics and home appliances and a high year-over-year comparison base. Executives emphasized that momentum in general merchandise and higher-margin marketplace and marketing services helped offset category weakness, whil...
JD.com NASDAQ: JD management said the company finished the fourth quarter of 2025 “in line with expectations,” citing resilience in the top line despite short-term pressure in electronics and home appliances and a high year-over-year comparison base. Executives emphasized that momentum in general merchandise and higher-margin marketplace and marketing services helped offset category weakness, while investments in price competitiveness, R&D, and new initiatives shaped profitability and cash flow. Get JD.com alerts: Sign Up Fourth-quarter and full-year performance CFO Yan Shan said total net revenues rose 2% year-over-year in the fourth quarter to RMB 352 billion, while non-GAAP net profit was RMB 1.1 billion. For the full year, total net revenues increased 13% to RMB 1.3 trillion and non-GAAP net income attributable to ordinary shareholders was RMB 27 billion, implying a non-GAAP net margin of 2.1% for the year (0.3% in Q4). By revenue type, product revenues declined 3% in Q4 but increased 10% for the full year. Service revenues grew 20% in Q4 and 24% for the full year, supported by marketplace and marketing revenues that rose 15% in Q4 and 19% for the year. Logistics and other service revenues increased 24% in Q4 and 27% for the full year, which management attributed mainly to incremental delivery-related revenues from the food delivery business. Gross margin expanded as well. Management reported consolidated gross margin of 15.6% in Q4, up 32 basis points year-over-year, and 16% for the full year, up 18 basis points, driven primarily by margin gains in JD Retail. Category trends: electronics headwinds, general merchandise strength Management repeatedly pointed to softness in electronics and home appliances as the key near-term headwind. Yan said electronics and home appliances revenue fell 12% year-over-year in Q4, though it was up 7% for the full year. CEO Sandy Xu said the company invested part of its margin gains into price competitiveness in these categories du...
Earnings Call Insights: a.k.a. Brands Holding Corp. (AKA) Q4 2025 Management View CEO Ciaran Long highlighted that "we delivered another year of growth, reflecting the continued strength of our brands and the power of our business model" and reported net sales growth of 4.4% for the full year, reaching $600 million. The U.S. region, now 66% of the business, showed 7% net sales growth to $394 milli...
Earnings Call Insights: a.k.a. Brands Holding Corp. (AKA) Q4 2025 Management View CEO Ciaran Long highlighted that "we delivered another year of growth, reflecting the continued strength of our brands and the power of our business model" and reported net sales growth of 4.4% for the full year, reaching $600 million. The U.S. region, now 66% of the business, showed 7% net sales growth to $394 million and a 25% gain over two years. Princess Polly maintained double-digit net sales growth, opened 7 new U.S. stores in 2025, and launched its first Australian location, ending the year with 14 stores globally. Wholesale partnerships, especially at Nordstrom, "exceeded expectations." Long stated that inventory was down 10% year-over-year, and the company achieved 30 basis points of gross margin expansion to 57.3%, despite tariff headwinds estimated at a 100 basis point negative impact. The supply chain transformation is now "substantially complete," with about 50% of U.S. sourcing from outside China, enhancing flexibility for future trade policy changes. The company is actively embedding AI across the organization, already seeing measurable impact in product imagery, marketing productivity, and inventory optimization. Long expects AI "to be a meaningful driver of margin expansion in the coming years." CFO Kevin Grant stated: "Net sales increased 3.1% to $164 million, in line with our guidance." He noted inventory discipline and said, "we ended the quarter with $86.2 million in inventory, down 10% compared to $95.8 million at the end of the fourth quarter of 2024." Outlook For fiscal 2026, the company expects net sales between $625 million and $635 million and adjusted EBITDA of between $27 million and $29 million. The outlook "does not include the impact of any potential refunds as a result of the Supreme Court's decision to overturn the IEEPA tariffs." For the first quarter, net sales are projected between $130 million and $132 million, with adjusted EBITDA between $1.5 mil...
(RTTNews) - Below are the earnings highlights for AudioEye, Inc. (AEYE): Earnings: -$1.05 million in Q4 vs. -$1.49 million in the same period last year. EPS: -$0.08 in Q4 vs. -$0.12 in the same period last year. Excluding items, AudioEye, Inc. reported adjusted earnings of $0.22 per share for the period. Revenue: $10.49 million in Q4 vs. $9.72 million in the same period last year. -Guidance: Next ...
(RTTNews) - Below are the earnings highlights for AudioEye, Inc. (AEYE): Earnings: -$1.05 million in Q4 vs. -$1.49 million in the same period last year. EPS: -$0.08 in Q4 vs. -$0.12 in the same period last year. Excluding items, AudioEye, Inc. reported adjusted earnings of $0.22 per share for the period. Revenue: $10.49 million in Q4 vs. $9.72 million in the same period last year. -Guidance: Next quarter revenue guidance: $ 10.5 M To $ 10.6 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - The Thai stock market has moved lower in three straight sessions, slumping more than 15 points or 1.1 percent along the way. The Stock Exchange of Thailand now sits just beneath the 1,450-point plateau and it's expected to see continued consolidation on Thursday. The global forecast for the Asian markets is negative on mixed corporate and economic news. The European and U.S. markets fi...
(RTTNews) - The Thai stock market has moved lower in three straight sessions, slumping more than 15 points or 1.1 percent along the way. The Stock Exchange of Thailand now sits just beneath the 1,450-point plateau and it's expected to see continued consolidation on Thursday. The global forecast for the Asian markets is negative on mixed corporate and economic news. The European and U.S. markets finished under water and the Asian bourses are expected to open in similar fashion. The SET finished slightly lower on Wednesday following losses from the food, finance, property and resource stocks. For the day, the index dipped 3.96 points or 0.27 percent to finish at 1,447.20 after trading between 1,443.21 and 1,456.02. Volume was 11.427 billion shares worth 39.614 billion baht. There were 323 decliners and 161 gainers, with 178 stocks finishing unchanged. Among the actives, Advanced Info gained 0.75 percent, while Thailand Airport and PTT Exploration and Production both lost 1.20 percent, Asset World shed 0.54 percent, Bangkok Bank tanked 2.33 percent, Bangkok Dusit Medical slid 1.77 percent, Bangkok Expressway slipped 1.86 percent, B. Grimm declined 0.90 percent, BTS Group gained 1.22 percent, Charoen Pokphand Foods fell 0.40 percent, Energy Absolute plunged 3.14 percent, Gulf rose 0.38 percent, Kasikornbank tumbled 2.02 percent, Krung Thai Bank dropped 0.96 percent, Krung Thai Card retreated 1.55 percent, PTT Oil & Retail slumped 1.91 percent, PTT weakened 1.47 percent, SCG Packaging surrendered 1.96 percent, Siam Commercial Bank stumbled 2.18 percent, Siam Concrete sank 0.97 percent, Thai Oil plummeted 2.40 percent, True Corporation rallied 1.65 percent, TTB Bank skidded 1.12 percent and PTT Global Chemical, Banpu and CP All Public were unchanged. The lead from Wall Street is soft as the major averages opened lower on Wednesday but then bounced higher for most of the day before a late slump saw them finish in the red. The Dow dropped 91.51 points or 0.22 percent to fin...