Asean’s neutrality in the Iran conflict is key to granting access to the coveted Strait of Hormuz, with Tehran likely seeking to win global opinion amid its war with the United States and Israel. Amid boiling tensions in the Gulf, Iran has wielded its control of the strategic channel to choke global oil supplies, especially to the US and its allies. Many countries – including those from the Associ...
Asean’s neutrality in the Iran conflict is key to granting access to the coveted Strait of Hormuz, with Tehran likely seeking to win global opinion amid its war with the United States and Israel. Amid boiling tensions in the Gulf, Iran has wielded its control of the strategic channel to choke global oil supplies, especially to the US and its allies. Many countries – including those from the Association of Southeast Asian Nations – have turned to diplomatic efforts to secure safe passage for...
Tony Anderson/DigitalVision via Getty Images BV’s U-Shaped Story Is In Sight I am expecting BrightView ( BV ) to undergo a U-shaped recovery. It has strategically pinned its growth on its salesforce expansion (20%). It plans to expand its salesforce by 50% by 2030. But the current business model is labor-intensive . So, it leads to higher SG&A costs and, therefore, pressure on margin.The other wea...
Tony Anderson/DigitalVision via Getty Images BV’s U-Shaped Story Is In Sight I am expecting BrightView ( BV ) to undergo a U-shaped recovery. It has strategically pinned its growth on its salesforce expansion (20%). It plans to expand its salesforce by 50% by 2030. But the current business model is labor-intensive . So, it leads to higher SG&A costs and, therefore, pressure on margin.The other weakness of the model is weather dependency, particularly in snow and seasonal land activity. On top of the ongoing investment needs, cash flow softness could constrain near-term shareholder returns. Investors may note that BV’s Maintenance Services segment delivers commercial landscaping services. Its Development Services segment offers landscape architecture. It also offers snow removal services, which I discussed in my previous article . Despite the challenges, I expect recovery to start showing from 2H 2026. The benefits of its long-term strategy – namely, fleet optimization, procurement efficiencies, and operating leverage should come to the surface by the back end of the year . In my opinion, the stock appears reasonably valued compared to its peers. The current geopolitical unrest has added a layer of uncertainty to the economic outlook. So, I continue to assign a “hold” call. Why Do I Keep My Rating Unchanged? Since my last publication in April 2025, BrightView's operational foundation has improved through lower turnover, better retention, and efficiency gains. On the other hand, elevated sales investments, weather-driven volatility, and softer cash flows have tampered with the gain potential. The stock price has dropped by 8% since the last article. I think, with modest revenue growth and balanced valuation multiples, the risk-reward justifies a neutral stance. A Strategy Update BV's Investor Presentation March 2026 BrightView has covered some distance from fixing its workplace issues, as I discussed in my previous article , to chartering a plan to expand its sales fo...
In this article .KS11 XAU= JPY= .DXY EUR= GBP= KRW= Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump acknowledges those in attendance after speaking from the Cross Hall of the White House on April 1, 2026 in Washington, DC. Alex Brandon | Getty Images U.S. President Donald Trump said the U.S. will hit Iran "extremely hard" over the next two or three weeks in a national a...
In this article .KS11 XAU= JPY= .DXY EUR= GBP= KRW= Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump acknowledges those in attendance after speaking from the Cross Hall of the White House on April 1, 2026 in Washington, DC. Alex Brandon | Getty Images U.S. President Donald Trump said the U.S. will hit Iran "extremely hard" over the next two or three weeks in a national address on Wednesday. "We're going to hit them extremely hard over the next two to three weeks," he said. "We're going to bring them back to the stone ages, where they belong." But the first targets to bear the brunt of the president's "Epic Fury," Washington's name for the Iran operation, were Asian stocks, U.S. Treasuries and oil prices. Shortly after his 19-minute speech, Asian markets reversed earlier gains from Thursday's session, as benchmarks in Australia, Japan and South Korea fell. South Korea's Kospi plunged 4.37%, leading losses in the region. The Hong Kong and mainland Chinese markets, which opened their sessions shortly after his speech, started the day in negative territory. Markets reacted negatively because, while Trump says it is nearly over, he is sending the third aircraft carrier and more troops to the region so it is hard to believe his words. Alicia Garcia Herrero Chief Economist, Asia Pacific, Natixis U.S. stock futures were down over 1% for all three major indexes after trading flat earlier in the session. U.S. Treasury yields climbed after Trump's speech, signaling a sell-off in the bond market, with the yield on the benchmark 10-year notes climbing 6 basis points to 4.38%. In currencies, the U.S. dollar index rose 0.37% to 100.02, reversing earlier losses. The Japanese yen weakened 0.38% to 159.37 against the greenback, while the South Korean won fell 0.6% to 1,521.80. Both currencies had strengthened earlier in the session. The dollar also strengthened against other major currencies, with the Euro trading at 1.153, while the pound fell 0.57% to 1.3...
(RTTNews) - European stocks may tumble at open on Thursday after U.S. President Donald Trump did not give a clear timeline for ending the Middle East conflict in his highly anticipated prime-time address to the nation.
(RTTNews) - European stocks may tumble at open on Thursday after U.S. President Donald Trump did not give a clear timeline for ending the Middle East conflict in his highly anticipated prime-time address to the nation.