(RTTNews) - TDK Corp. (6762.T) reported that its fiscal year net profit attributable to owners of parent was 195.7 billion yen, an increase of 17.0% from prior year. Earnings per share was 102.97 yen compared to 87.98 yen. For the fiscal year ended March 31, 2026, net sales were
(RTTNews) - TDK Corp. (6762.T) reported that its fiscal year net profit attributable to owners of parent was 195.7 billion yen, an increase of 17.0% from prior year. Earnings per share was 102.97 yen compared to 87.98 yen. For the fiscal year ended March 31, 2026, net sales were
(RTTNews) - Central Japan Railway Co. (9022.T), on Tuesday reported higher net income in the first quarter of fiscal year 2026 compared with the previous year.
(RTTNews) - Central Japan Railway Co. (9022.T), on Tuesday reported higher net income in the first quarter of fiscal year 2026 compared with the previous year.
(Bloomberg) -- China has sought for years to exert influence over business deals beyond its home turf. Still, its decision to press Meta Platforms Inc. to unwind a $2 billion acquisition of AI startup Manus marks a step unlike anything it’s tried before. Most Read from BloombergSergey Brin Confronted Gavin Newsom — Then Launched a Political WarTrump Being ‘Humiliated’ in Iran Talks, German Leader ...
(Bloomberg) -- China has sought for years to exert influence over business deals beyond its home turf. Still, its decision to press Meta Platforms Inc. to unwind a $2 billion acquisition of AI startup Manus marks a step unlike anything it’s tried before. Most Read from BloombergSergey Brin Confronted Gavin Newsom — Then Launched a Political WarTrump Being ‘Humiliated’ in Iran Talks, German Leader SaysThe Billion-Barrel Hormuz Oil Shock Is About to Crash DemandOpenAI Breaks Free From Exclusive AI
Thailand plans to cut electricity tariffs by about 20% for households that use relatively little power, in a bid to ease living costs amid surging global energy costs, according to Energy Minister Akanat Promphan. Homes that use up to 200 units a month will pay less than 3 baht (about 9 US cents) per unit, down from the current average of about 3.95 baht, Akanat told reporters on Tuesday. Prime Mi...
Thailand plans to cut electricity tariffs by about 20% for households that use relatively little power, in a bid to ease living costs amid surging global energy costs, according to Energy Minister Akanat Promphan. Homes that use up to 200 units a month will pay less than 3 baht (about 9 US cents) per unit, down from the current average of about 3.95 baht, Akanat told reporters on Tuesday. Prime Minister Anutin Charnvirakul ’s government has been trying to curb energy costs, including retail diesel rates , as tensions in the Middle East push up crude prices. Thailand depends heavily on imported fuel, from oil to natural gas, and has had to turn to pricier liquefied natural gas on the spot market to keep power plants running after supply disruptions from Qatar, one of its main suppliers. Households currently pay about 3.25 baht per unit for the first 150 units of monthly use, with rates rising to as much as 4.42 baht as consumption increases, according to the Provincial Electricity Authority’s website . Meanwhile, tariffs will rise for households with higher consumption to offset the subsidy for smaller users. Usage between 200 and 400 units a month will cost 3.95 baht per unit, while consumption above 400 units will be charged at no less than 5 baht, Akanat said. A committee chaired by Anutin will meet on Wednesday to review the proposal. If approved, the new tariff structure is expected to take effect in June, Akanat said.
MoMo Productions/DigitalVision via Getty Images In the midst of skyrocketing home prices, macroeconomic volatility, tariff wars, and geopolitical tensions, homebuilders are facing multiple risk factors. However, having prudent land and home inventory management, geographical diversification, and a robust Balance Sheet can protect their overall operations. As I examined it closely, I found a very i...
MoMo Productions/DigitalVision via Getty Images In the midst of skyrocketing home prices, macroeconomic volatility, tariff wars, and geopolitical tensions, homebuilders are facing multiple risk factors. However, having prudent land and home inventory management, geographical diversification, and a robust Balance Sheet can protect their overall operations. As I examined it closely, I found a very interesting stock in the market, namely, NVR, Inc. ( NVR ). With its strategically unique business model and high concentration on the East Coast, it appears to be a resilient player. On top of that, valuation appears reasonable after the selloff. Technicals are still bearish but show some buying opportunities. NVR Q1 2025: Strategically Positioned Despite Recent Disappointments NVR, Inc. has experienced the negative impact of softer market conditions, which translated into weaker demand and pricing power. Yet, its effective cost and expense management continued to ensure its survivability and resilience. This was evident in its most recent performance. In Q1 2026, its operating revenue amounted to $1.91B ($1.83B and $28M from homebuilding + $46M and $3M from mortgage banking), down by 21.4% YoY from $2.43B. This was a huge decrease in only a year, which is why I can’t blame the market for having a negative reaction towards the stock. In fact, this was its weakest performance in seven quarters , which reflected the fact that the housing market continued to grapple with recovery. If you look at its performance per market, all business segments weakened. You can see that the number of homes settled decreased in all regions. However, this was not solely because of the softer housing market performance. NVR even dared to raise its selling prices in the Northeast, Midwest, and Southeast markets. The Mid-Atlantic market still captured lower demand even if it lowered the average there. But amid all this, one interesting aspect became clear. There were still a lot of customers who w...
Bet_Noire/iStock via Getty Images The Iran conflict has turned energy markets into a moving target , with oil prices adjusting as expectations around Strait of Hormuz supply risk shift. The initial market shock drove a sharp repricing in oil and a pickup in volatility, but the focus has since shifted to how long disruption risks persist and what that means for inflation, interest rates, and global...
Bet_Noire/iStock via Getty Images The Iran conflict has turned energy markets into a moving target , with oil prices adjusting as expectations around Strait of Hormuz supply risk shift. The initial market shock drove a sharp repricing in oil and a pickup in volatility, but the focus has since shifted to how long disruption risks persist and what that means for inflation, interest rates, and global growth. What we’ve seen from active equity managers in the initial weeks is a more measured response than the market reaction might suggest. While oil prices and volatility have moved quickly, portfolios have not been broadly repositioned. Instead, managers have focused on where the impact is most visible - across energy exposure, input costs, and supply chains - while keeping overall market positioning relatively stable. What stands out is where activity is happening. Managers are not changing the top of the portfolio, but they are adjusting exposures underneath it, particularly in areas tied to energy, input costs, and supply chains. That shift matters because it is these channels that will drive earnings and differentiate outcomes. Energy markets and portfolio positioning Energy has been the most immediate transmission channel, and it is where positioning has evolved most clearly. Many managers entered the year underweight based on expectations of surplus supply. As risks around the Strait of Hormuz have persisted, those underweights are being reduced. The adjustment remains measured. Managers are not broadly moving overweight, but they are closing gaps in exposure to avoid being structurally under-positioned if higher prices hold. In some cases, this includes selective additions to more resilient areas such as U.S. producers and midstream infrastructure. Energy is now being treated less as a tactical call and more as a portfolio input that influences inflation , rates, and margins, which is changing how managers think about overall portfolio balance. Sector positioning...
Oracle Corp. (NYSE:ORCL) is one of the top 10 high-performance computing companies to invest in. On April 24, Wedbush assigned an Outperform rating to Oracle Corp. (NYSE:ORCL), while setting a price target of $225. The firm believes the company is headed towards being a key infrastructure supplier for the larger AI revolution. According to Wedbush, […]
Oracle Corp. (NYSE:ORCL) is one of the top 10 high-performance computing companies to invest in. On April 24, Wedbush assigned an Outperform rating to Oracle Corp. (NYSE:ORCL), while setting a price target of $225. The firm believes the company is headed towards being a key infrastructure supplier for the larger AI revolution. According to Wedbush, […]
CoreWeave Inc. (NASDAQ:CRWV) is one of the top 10 high-performance computing companies to invest in. On April 16, Brett Knoblauch from Cantor Fitzgerald increased the price target for CoreWeave Inc. (NASDAQ:CRWV) from $149 to $156 while reiterating an Overweight rating on the stock. According to the analyst, the company’s recent large-scale contracts with Meta Platforms […]
CoreWeave Inc. (NASDAQ:CRWV) is one of the top 10 high-performance computing companies to invest in. On April 16, Brett Knoblauch from Cantor Fitzgerald increased the price target for CoreWeave Inc. (NASDAQ:CRWV) from $149 to $156 while reiterating an Overweight rating on the stock. According to the analyst, the company’s recent large-scale contracts with Meta Platforms […]
Barclays press release ( BCS ): Q1 GAAP EPS of 14.10p. Total income of £8.16B (+5.8% Y/Y). Q126 Group RoTE of 13.5%. Strong balance sheet with CET1 ratio of 14.1%. The company announced intention to initiate a share buyback of up to £500m following the completion of the ongoing £1bn share buyback announced at FY25 Results. Group financial targets: 2026 targets : Returns: Group RoTE of greater than...
Barclays press release ( BCS ): Q1 GAAP EPS of 14.10p. Total income of £8.16B (+5.8% Y/Y). Q126 Group RoTE of 13.5%. Strong balance sheet with CET1 ratio of 14.1%. The company announced intention to initiate a share buyback of up to £500m following the completion of the ongoing £1bn share buyback announced at FY25 Results. Group financial targets: 2026 targets : Returns: Group RoTE of greater than 12%. Capital returns: plan to return at least £10bn of capital to shareholders between 2024 and 2026, through dividends and share buybacks, with a continued preference for buybacks: Progressive increase in total capital returns versus 2025, Share buybacks announced quarterly, Dividends to be paid semi-annually, including planned £2bn dividend for 2026. Income: Group total income of c.£31bn – Group NII excluding IB and Head Office greater than £13.5bn and Barclays UK NII of £8.1bn - £8.3bn. Costs: Group cost: income ratio of high 50s in percentage terms. Capital: CET1 ratio target range of 13-14%. 2028 targets : Returns: Group RoTE of greater than 14% • Capital returns2 : plan to return greater than £15bn of capital to shareholders between 2026 and 2028, through dividends and share buybacks. Income: greater than 5% compound annual growth rate ( CAGR ) 2025-2028. Costs: Group cost: income ratio of low 50s in percentage terms. Cost target includes total gross efficiency savings of c.£2bn in 2026-2028. Impairment: expect Group LLR of 50-60bps through the cycle. Capital: CET1 ratio target range of 13-14% – IB RWAs of c.50% of Group RWAs. More on Barclays Barclays: Interesting Fundamentals, But Challenges Are Being Underestimated Bullish On Barclays Again, As It Stands Out Among Europe's Global Diversified Banks Barclays PLC (BCS) Presents at European Financials Conference 2026 Transcript Wells Fargo lent to MFS as Barclays pulled out - report Big banks, S&P Global tie up for first credit-default swaps index linked to private credit - report