Canon press release ( CAJPY ): FY GAAP EPS of ¥367.25. Revenue of ¥4624.73B (+2.5% Y/Y). More on Canon Canon: Eyes On Imaging Business And Subsidiary Stake (Rating Upgrade) Seeking Alpha’s Quant Rating on Canon Historical earnings data for Canon Financial information for Canon
Canon press release ( CAJPY ): FY GAAP EPS of ¥367.25. Revenue of ¥4624.73B (+2.5% Y/Y). More on Canon Canon: Eyes On Imaging Business And Subsidiary Stake (Rating Upgrade) Seeking Alpha’s Quant Rating on Canon Historical earnings data for Canon Financial information for Canon
Reliance Industries Ltd ., which paused Russian crude imports this month for the first time since 2022, will take around 150,000 barrels a day from February as it presses ahead with limited purchases from Moscow’s non-sanctioned producers, according to a person familiar with the matter. India became the single-largest buyer of seaborne cargoes from Russia in the years after the Kremlin’s invasion ...
Reliance Industries Ltd ., which paused Russian crude imports this month for the first time since 2022, will take around 150,000 barrels a day from February as it presses ahead with limited purchases from Moscow’s non-sanctioned producers, according to a person familiar with the matter. India became the single-largest buyer of seaborne cargoes from Russia in the years after the Kremlin’s invasion of Ukraine — a position that incurred the ire of the Trump administration last year and prompted punitive tariffs. At the peak, Reliance was the dominant buyer of those volumes and Russia accounted for 45% of its imports, thanks to a term deal signed with top producer Rosneft PJSC . Rosneft was sanctioned in October, prompting Reliance to pause that agreement and cut back from its overall high-water mark of roughly 590,000 barrels of Russian crude last year. The barrels bought from non-sanctioned Russian producers will be processed at Reliance’s 663,000-barrel-a-day Jamnagar unit focused on the domestic market, the person said, asking not to be named due to the sensitivity of the matter. The company’s 707,000 barrel-a-day export-oriented refinery stopped processing Russian crude in November to comply with the European Union’s ban on the import of fuels made from Russian oil. Europe’s products curbs have put some traders on edge as they came into force last week. Reliance has not seen any interruption to its exports, the person said, thanks to its compliance with the rules. It has also segregated its oil import infrastructure, dedicating one of the three single point mooring facilities at Sikka port to non-Russian crude for its export unit. Read More: Russia Oil’s Unexpected Staying Power in India Extends Into 2026 Reliance has ramped up oil purchases from the Middle East, West Africa, Brazil and the US to make up for lost Russian barrels. It is also keen to resume imports from Venezuela, where it had a term deal that was suspended in 2019 due to US sanctions. Its OFAC licen...
TAIPEI, Jan 29 (Reuters) - Nvidia CEO Jensen Huang said on Thursday he hopes China will allow the U.S. technology giant to sell its powerful H200 artificial intelligence chip in the country and that the licence is being finalised. Huang arrived in Taipei after a trip to China where he said he visited customers, partners and government officials. "The H200, the actual license for H200 is bein...
TAIPEI, Jan 29 (Reuters) - Nvidia CEO Jensen Huang said on Thursday he hopes China will allow the U.S. technology giant to sell its powerful H200 artificial intelligence chip in the country and that the licence is being finalised. Huang arrived in Taipei after a trip to China where he said he visited customers, partners and government officials. "The H200, the actual license for H200 is being finalised. And I'm hoping that also the Chinese government would allow Nvidia to sell the H-200, so they have to decide. And I'm looking forward to a favourable decision," he told reporters at Taipei's downtown Songshan airport. "I think that H200 is very good for American technology leadership. It's also very good for the Chinese market. And the customers would very much like to have H200," he said. "And so I'm looking forward to a good decision. And so we just have to wait patiently," he added. (Reporting By Ben Blanchard and Lee Wen-Yee; Editing by Anne Marie Roantree and Himani Sarkar)
Takeda Pharmaceutical press release ( TAK ): for the nine-months ended it reported Non-GAAP EPS of ¥428.00. Revenue of ¥3411.2B (-3.3% Y/Y). FY2025 Outlook Updating Full Year Management Guidance for Revenue and Forecasts Takeda has updated its full year Management Guidance for Revenue primarily due to VYVANSE and raised full year forecasts to reflect cost discipline and FX tailwind. FY2025 Managem...
Takeda Pharmaceutical press release ( TAK ): for the nine-months ended it reported Non-GAAP EPS of ¥428.00. Revenue of ¥3411.2B (-3.3% Y/Y). FY2025 Outlook Updating Full Year Management Guidance for Revenue and Forecasts Takeda has updated its full year Management Guidance for Revenue primarily due to VYVANSE and raised full year forecasts to reflect cost discipline and FX tailwind. FY2025 Management Guidance Core Change at CER (Non-IFRS) Item FY2025 PREVIOUS MANAGEMENT GUIDANCE(October 2025) FY2025 REVISED MANAGEMENT GUIDANCE(January 2026) Core Revenue Broadly flat Low-single-digit % decline Core Operating Profit Low-single-digit % decline Low-single-digit % decline Core EPS Low-single-digit % decline Low-single-digit % decline Click to enlarge FY2025 Reported and Core Forecasts (Billion yen, except percentages and per share amounts) Item FY2025PREVIOUS FORECAST (October 2025) FY2025 REVISED FORECAST (January 2026) Revenue 4,500.0 4,530.0 Core Revenue (Non-IFRS) 4,500.0 4,530.0 Operating Profit 400.0 410.0 Core Operating Profit (Non-IFRS) 1,130.0 1,150.0 Net Profit 153.0 154.0 EPS (Yen) 97 98 Core EPS (Yen) (Non-IFRS) 479 486 Adjusted Free Cash Flow (Non-IFRS) 600.0-700.0 650.0-750.0 Annual Dividend per Share (Yen) 200 200 Click to enlarge More on Takeda Pharmaceutical Takeda Pharmaceutical Company Limited (TAK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Takeda Pharmaceutical Company Limited (TAK) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Takeda: Lack Of Realistic Upside In Japanese Pharma Halozyme, Takeda in arrangement to use former's drug delivery tech in Entyvio Takeda, XOMA ink new royalty agreement; amend existing deal
Lloyds has announced a share buyback of up to £1.75 billion as it reported a rise in annual profit. The lender said its statutory pretax profit was £6.7 billion, up from £6 billion the year before, thanks to higher total income in the business and offset by impairments and increased costs. Lending margins increased too. Quarterly profit was ahead of estimates and the bank raised its return on t...
Lloyds has announced a share buyback of up to £1.75 billion as it reported a rise in annual profit. The lender said its statutory pretax profit was £6.7 billion, up from £6 billion the year before, thanks to higher total income in the business and offset by impairments and increased costs. Lending margins increased too. Quarterly profit was ahead of estimates and the bank raised its return on tangible equity guidance for 2026. Photographer: Jaimi Joy/Bloomberg
phuttaphat tipsana/iStock via Getty Images 2025 was a good year for Lyrical with our CS composite generating a 17.9% net return, matching the S&P 500 and significantly outperforming the S&P 500 Value by 470 bps. Keeping pace with the S&P 500 was difficult this year. The index is capitalization-weighted, and its returns were inflated by outsized contributions from a small number of very large growt...
phuttaphat tipsana/iStock via Getty Images 2025 was a good year for Lyrical with our CS composite generating a 17.9% net return, matching the S&P 500 and significantly outperforming the S&P 500 Value by 470 bps. Keeping pace with the S&P 500 was difficult this year. The index is capitalization-weighted, and its returns were inflated by outsized contributions from a small number of very large growth stocks. Those mega cap stocks skewed the index return so much that 70% of S&P 500 constituents underperformed, and the S&P 500 Equal Weight index returned only 11.4%, 6.5 percentage points less than the S&P 500 and Lyrical. In large part due to the AI trade, the cap-weighted S&P 500 has now outperformed the equal weight version by a record amount over the last three years. And while it has been most extreme over that period, the cycle of cap weighted outperformance has had a longer history dating back to March 2015. Cumulatively, the outperformance has become substantial. Over nearly 11 years, the S&P 500 has returned 300%, 109 percentage points ahead of the 191% return of the S&P 500 Equal Weight. Importantly, this excess return of the S&P 500 was not driven by faster earnings growth, but rather due to a soaring valuation multiple. This leaves the S&P 500 index very expensive by historical standards, and at a lofty 32% premium relative to the equal weight index at year end. Unless the future growth of the cap-weighted index significantly outpaces the equal weight index, we would expect the S&P 500 valuation to fall back in line with the equal weight index and its own history, unwinding the thousands of basis points of outperformance it has generated over the last few years. It is easy to forget that the equal weight index has been the better performer historically, and that to date, every time mega caps have outperformed, they eventually went on to underperform, losing all their outperformance and then some. If that happens, we believe it would be a very favorable enviro...
Gold’s blistering rally to start 2026 – surging past US$5,500 an ounce – has already eclipsed many full-year price targets, forcing analysts to upgrade their outlooks. And for some, the US$6,000 threshold is now in view. The buying spree has prompted some Chinese funds to suspend new purchases, with one warning investors of “the risk of trading at a premium in the secondary market”. As of midday T...
Gold’s blistering rally to start 2026 – surging past US$5,500 an ounce – has already eclipsed many full-year price targets, forcing analysts to upgrade their outlooks. And for some, the US$6,000 threshold is now in view. The buying spree has prompted some Chinese funds to suspend new purchases, with one warning investors of “the risk of trading at a premium in the secondary market”. As of midday Thursday, spot gold stood at about US$5,540 per ounce, easing from an earlier high of US$5,598 following the Federal Reserve’s decision to keep interest rates unchanged – a move broadly in line with market expectations. Advertisement The precious metal’s current price still represents a historic gain of 28 per cent in the first four weeks of the year. Amid the rally, Hong Kong’s first gold exchange-traded fund, the Hang Seng Gold ETF, surged more than 9 per cent on its trading debut on Thursday. Advertisement Investors are piling into gold amid mounting concerns over US dollar assets, fuelled by policy uncertainty under President Donald Trump and fears regarding the Federal Reserve’s independence. The speed of the advance has made late-2025 forecasts obsolete and left strategists scrambling to react.
Sanford C. Bernstein reiterated their “Buy” rating and 12 month price target of $275 on Nvidia’s stock, reflecting sustained confidence in the company’s long-term growth trajectory despite recent volatility in the broader semiconductor sector. Analyst Stacy Rasgon maintained a constructive outlook, reflecting Nvidia’s dominant positioning across AI accelerators, data center GPUs, and high-performa...
Sanford C. Bernstein reiterated their “Buy” rating and 12 month price target of $275 on Nvidia’s stock, reflecting sustained confidence in the company’s long-term growth trajectory despite recent volatility in the broader semiconductor sector. Analyst Stacy Rasgon maintained a constructive outlook, reflecting Nvidia’s dominant positioning across AI accelerators, data center GPUs, and high-performance computing, where demand remains structurally strong. Analysts highlighted that Nvidia continues to benefit from secular AI adoption, with hyperscale customers, enterprises, and sovereign entities expanding investment in AI infrastructure. The firm also pointed to Nvidia’s expanding software ecosystem , including CUDA, networking, and AI platforms as a key competitive moat that supports pricing power and customer stickiness. While near-term valuation sensitivity and digestion of prior gains remain factors to monitor, analysts view any pullbacks as opportunistic entry points, given Nvidia’s unmatched scale, execution track record, and visibility into multi-year growth drivers. Overall, the reiterated “Buy” rating underscores the view that Nvidia remains a core beneficiary of the global AI build-out, with fundamentals supporting continued outperformance over the medium to long term.