LewisTsePuiLung BYD Co. ( BYDDY ) ( BYDDF ) is said to be weighing options to expand in India, including local assembly to meet surging demand for the Chinese automaker’s electric vehicles. The company is evaluating some form of local assembly in India and working on obtaining local safety and regulatory certifications for more models because of import quotas, Bloomberg News reported, citing peopl...
LewisTsePuiLung BYD Co. ( BYDDY ) ( BYDDF ) is said to be weighing options to expand in India, including local assembly to meet surging demand for the Chinese automaker’s electric vehicles. The company is evaluating some form of local assembly in India and working on obtaining local safety and regulatory certifications for more models because of import quotas, Bloomberg News reported, citing people familiar with the matter. Though India previously rejected BYD's ( BYDDY ) plans to build a full assembly plant in the country, the Chinese company is considering putting together semi-assembled parts—which would be cheaper and easier to clear in terms of regulatory approvals, the report said. Any manufacturing move would follow a visit by senior BYD executives. Strong demand is leading the automaker to reconsider how it can bring more vehicles into the country, sources said, noting that dealers are holding hundreds of customer bookings. This stands in stark contrast to Tesla ( TSLA ), which has been rolling out discounts on select models to spur sales in India. More on BYD Co ADR BYD Is A Key Part Of The World Shifting Towards BEVs BYD: Macro Challenges May Have The Upper Hand In 2026 XPeng And BYD Are Squeezing Tesla; And BYD Is Leading The Race Tesla struggles in Europe as BYD surges past EV sales BYD, Exxon Mobil seek closer ties on hybrid tech
Key Points This ETF carries one of the biggest yields around. It's tempting, but investors need to examine how that income stream is sourced. Given the limits on upside potential, the juice may not be worth the squeeze. 10 stocks we like better than Tidal Trust II - YieldMaxTM Mstr Option Income Strategy ETF › Experienced income investors know about yield traps: stocks with unusually high dividend...
Key Points This ETF carries one of the biggest yields around. It's tempting, but investors need to examine how that income stream is sourced. Given the limits on upside potential, the juice may not be worth the squeeze. 10 stocks we like better than Tidal Trust II - YieldMaxTM Mstr Option Income Strategy ETF › Experienced income investors know about yield traps: stocks with unusually high dividend yields that go on to cut or suspend those payments. The lesson is simple: When something looks too good to be true, it usually is. That lesson applies to some high-income exchange-traded funds (ETFs), including the YieldMax MSTR Option Income Strategy ETF (NYSEMKT: MSTY). In simple terms, this ETF is an income-generating spin on Strategy (NASDAQ: MSTR), the largest corporate owner of Bitcoin. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Neither Strategy nor Bitcoin pays dividends, so, understandably, some investors are tempted by this ETF's staggering distribution rate of 75.1% (as of Jan. 21). The Strategy income ETF is home to $1.44 billion in assets under management, making it the fourth-largest single-stock ETF. Platitudes aside, a strong case can be made that this ETF isn't for every investor, even the most income-enthused, because its "plumbing" can prove problematic. A risky income ETF Spend enough time analyzing and investing in ETFs, and investors are apt to hear phrases like "under the hood" and "methodology matters." Overused as they may be, those adages are highly relevant in discussing this YieldMax ETF. In essence, this fund is a covered call product, meaning it sells call options (and uses other options strategies) on shares of Strategy. The trade-off for the income served up by this and other covered call ETFs is that investors' upside exposure is capped. This ETF's issuer says as much. Limited upside explains why the fund hasn't been as responsive to Bitcoin's and Str...
Russia’s grinding invasion of Ukraine has caused nearly 2 million military casualties - killed, wounded or missing - between the two countries, according to a new study by a US think tank. Moscow’s forces have borne the brunt of the losses, suffering as many as 325,000 killed out of an estimated total of 1.2 million casualties since invading Ukraine nearly four years ago, the Centre for Strategic ...
Russia’s grinding invasion of Ukraine has caused nearly 2 million military casualties - killed, wounded or missing - between the two countries, according to a new study by a US think tank. Moscow’s forces have borne the brunt of the losses, suffering as many as 325,000 killed out of an estimated total of 1.2 million casualties since invading Ukraine nearly four years ago, the Centre for Strategic and International Studies (CSIS) found. “No major power has suffered anywhere near these numbers of casualties or fatalities in any war since World War II,” CSIS said, noting that “Russian forces are advancing remarkably slowly on the battlefield”. Advertisement The release of the report came days after negotiators from both Ukraine and Russia held US-brokered direct talks aimed at ending nearly four years of war. The talks were expected to continue on Sunday in Abu Dhabi. A billboard in St Petersburg advertising contract Russian military service. It reads: ‘New. Irreplaceable. Unmanned Systems Troops’. Photo: EPA Ukrainian forces have also suffered major losses - between 500,000 and 600,000 casualties, of which between 100,000 and 140,000 were killed - from February 2022 to December 2025, the think tank said.
Florin Raducu Ianas/iStock via Getty Images Underperforming Since Listing Smurfit Westrock Plc ( SW ), an Irish-based business that was created and listed only in July 2024 , by way of a strategic combination between the European-based integrated corrugated packaging manufacturer - Smurfit Kappa Group plc, and the North American-based paper packaging solutions expert - Westrock Company, hasn't yet...
Florin Raducu Ianas/iStock via Getty Images Underperforming Since Listing Smurfit Westrock Plc ( SW ), an Irish-based business that was created and listed only in July 2024 , by way of a strategic combination between the European-based integrated corrugated packaging manufacturer - Smurfit Kappa Group plc, and the North American-based paper packaging solutions expert - Westrock Company, hasn't yet managed to get going since it began life as a public company. To elaborate, SW which currently produces and sells a range of paper-based packaging (of differing characteristics) in 40 countries around the world (SW has three broad geographical segments- North America, Latin America, and Europe, Middle East, Africa, and Asia Pacific) has seen its stock contract by around 1% since it got listed, while its peers from the S&P 500 and materials space have surged ahead by around 22-27% during the same period. YCharts After 18 months of considerable volatility and no real progress, the fidelity of long-standing investors towards this stock may likely be wearing thin. However, we feel SW is still worth getting behind, more so at this juncture. Here are a few reasons why we believe in the investment case of SW. The Onset Of A More Profitable And Efficient North American Business While SW generates business from three broad regions across the world, the bulk of the business ( close to 60% ) comes from the North American region alone, and thus, developments in this territory are seen as a key driver of sentiment towards this stock. Passive observers of SW who take a cursory look may be troubled to note that corrugated container volumes from this region have been on a descent for multiple quarters now, with the most recent Q3 witnessing a doubling of the pace of declines to almost -9%. Prepared by the writer using data from the quarterly presentations However, don't fret, as this loss of volume is a very deliberate ploy by the management team to get rid of sub-par business volumes of ...
Sundry Photography/iStock Editorial via Getty Images If you remember, I expressed my cautious stance in my previous coverage of Toll Brothers, Inc. ( TOL ). And I believe that I made a good call considering the stubborn inflation and market uncertainty during the remainder of the year. Aside from that, the stock price remained flat and increased by barely 1%. Recently, I’ve seen more notable chang...
Sundry Photography/iStock Editorial via Getty Images If you remember, I expressed my cautious stance in my previous coverage of Toll Brothers, Inc. ( TOL ). And I believe that I made a good call considering the stubborn inflation and market uncertainty during the remainder of the year. Aside from that, the stock price remained flat and increased by barely 1%. Recently, I’ve seen more notable changes in its performance and outlook as demand may become muted. Even so, its valuation remains realistic as it appears to have already priced in the downside risk. Technicals adhere to it as momentum remains resilient despite its potential consolidation. Toll Brothers: How It Has Been Lately The housing market remains volatile but resilient as demand and supply dynamics continue to work hand in hand. Recession woes and housing bubble burst concerns are there, but homebuilders like Toll Brothers, Inc. still prove that they can handle things effectively. We can see it in its most recent performance. In Q3 2025, its operating revenue amounted to $3.42B , up by 2.7% YoY from $3.33B. Its home sales remained the primary growth driver as they increased by 4.7% YoY and comprised 99.7% of the total amount. This also completely offset the weakness in land sales and other revenues. Several factors helped it sustain its growth. One is the resilient demand in some of its regions. TOL had higher unit deliveries in states within the three markets, namely, North, Mid-Atlantic, and Pacific. Aside from that, it was able to raise the average price per unit. This proved that customers in the region remained resistant to inflation. Meanwhile, its two biggest markets faced some challenges. The consolation is that it maintained a strong pricing power in the Mountain region as the average price increased by 9.6% YoY. Revenues (TOL Q4 2025 Release ) However, one cannot simply brush off the weakening growth amid the mounting cost pressures. Note that revenue growth in my previous coverage was 8.0% . M...
JHVEPhoto/iStock Editorial via Getty Images Back in early November, I expressed my view that it was time for investors to take some profits in Taiwan Semiconductor Manufacturing Company Limited ( TSM ). I downgraded to a hold rating due to growth deceleration and valuation expansion, but since then, as shown in the chart below, the stock has gained another ~13%. Did I prematurely turn neutral on t...
JHVEPhoto/iStock Editorial via Getty Images Back in early November, I expressed my view that it was time for investors to take some profits in Taiwan Semiconductor Manufacturing Company Limited ( TSM ). I downgraded to a hold rating due to growth deceleration and valuation expansion, but since then, as shown in the chart below, the stock has gained another ~13%. Did I prematurely turn neutral on the stock? Today, we'll try to find out as we take a look at their latest earnings , capacity expansion plans, and the valuation, of course. Seeking Alpha Below, it is shown that TSMC's top-line growth has decelerated again, seemingly as a result of capacity limits. However, the company is racing to expand production in Taiwan and the United States. Furthermore, 2026 Q1 guidance is solid, and so the overall outlook is bright. The company's margins are also outstanding, so I view the correction in the forward P/E ratio as indicative of an attractive risk/reward right now. In hindsight, my downgrade of the stock to a hold was likely premature, and I was perhaps a bit overly cautious. Therefore, I've decided to upgrade back to a buy rating. Revenue Growth Slips Data by YCharts We'll start with a broad overview of TSMC's top-line results. For 2025 Q4, they reported revenues of $33.7 billion in USD terms. While this exceeds the guidance that they previously provided, as you can see in the growth chart above, there was a very notable deceleration from the previous quarter. In their local currency, there was also a very notable slowdown from 30.3% of growth to just 20.5%, and so there is some sluggishness occurring. In my previous update, I highlighted that production constraints seem to be holding the company back, and from these results, I would say that this remains a concern. On December 31st, it was reported that Nvidia ( NVDA ) approached TSMC with regard to increasing H200 production, but the initial response from the stock was only modestly positive. Investors didn't seem o...
JHVEPhoto/iStock Editorial via Getty Images Back in early November, I expressed my view that it was time for investors to take some profits in Taiwan Semiconductor Manufacturing Company Limited ( TSM ). I downgraded to a hold rating due to growth deceleration and valuation expansion, but since then, as shown in the chart below, the stock has gained another ~13%. Did I prematurely turn neutral on t...
JHVEPhoto/iStock Editorial via Getty Images Back in early November, I expressed my view that it was time for investors to take some profits in Taiwan Semiconductor Manufacturing Company Limited ( TSM ). I downgraded to a hold rating due to growth deceleration and valuation expansion, but since then, as shown in the chart below, the stock has gained another ~13%. Did I prematurely turn neutral on the stock? Today, we'll try to find out as we take a look at their latest earnings , capacity expansion plans, and the valuation, of course. Seeking Alpha Below, it is shown that TSMC's top-line growth has decelerated again, seemingly as a result of capacity limits. However, the company is racing to expand production in Taiwan and the United States. Furthermore, 2026 Q1 guidance is solid, and so the overall outlook is bright. The company's margins are also outstanding, so I view the correction in the forward P/E ratio as indicative of an attractive risk/reward right now. In hindsight, my downgrade of the stock to a hold was likely premature, and I was perhaps a bit overly cautious. Therefore, I've decided to upgrade back to a buy rating. Revenue Growth Slips Data by YCharts We'll start with a broad overview of TSMC's top-line results. For 2025 Q4, they reported revenues of $33.7 billion in USD terms. While this exceeds the guidance that they previously provided, as you can see in the growth chart above, there was a very notable deceleration from the previous quarter. In their local currency, there was also a very notable slowdown from 30.3% of growth to just 20.5%, and so there is some sluggishness occurring. In my previous update, I highlighted that production constraints seem to be holding the company back, and from these results, I would say that this remains a concern. On December 31st, it was reported that Nvidia ( NVDA ) approached TSMC with regard to increasing H200 production, but the initial response from the stock was only modestly positive. Investors didn't seem o...
Altimmune ( ALT ) entered into a securities purchase agreement with a new fundamental institutional investor for the purchase and sale of 17.05M shares pursuant to a registered direct offering. The offering is expected to result in gross proceeds of ~$75M. All the shares and pre-funded warrants in the offering are being offered by Altimmune. The offering is expected to close on or about January 29...
Altimmune ( ALT ) entered into a securities purchase agreement with a new fundamental institutional investor for the purchase and sale of 17.05M shares pursuant to a registered direct offering. The offering is expected to result in gross proceeds of ~$75M. All the shares and pre-funded warrants in the offering are being offered by Altimmune. The offering is expected to close on or about January 29, 2026. The net proceeds will be used to fund preparation for its upcoming Phase 3 trial in metabolic dysfunction-associated steatohepatitis as well as for working capital and general corporate purposes. The stock price traded 3% higher on Tuesday during after-market hours of trading. More on Altimmune Altimmune: Pemvidutide's 48-Week Data Confirms The Market's Smokescreen Altimmune: Positives And Negatives Of The IMPACT Data And Recent Updates Altimmune, Inc. (ALT) Discusses Topline 48-Week Results From IMPACT Phase IIb Trial of Pemvidutide in MASH - Slideshow Altimmune gains on FDA breakthrough designation for MASH therapy Altimmune posts mid-stage trial data showing antifibrotic activity of lead asset in MASH