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Stanbic IBTC Holdings Plc recorded a 79.81% year-on-year jump in net profit to ₦82.06 billion in Q1 2025, driven by strong growth in net interest income and effective repricing of interest-earning assets. The group’s ability to optimize yields while cutting funding costs proved pivotal in sustaining this exceptional bottom-line expansion.

The investment strategy as stated in the fund's prospectus is: BMO Nasdaq 100 Equity Index ETF seeks to replicate, to the extent possible, the performance of a NASDAQ listed companies index, net of expenses. Currently, and BMO Nasdaq 100 Equity Index ETF seeks to replicate the performance of the NASDAQ-100 Index.

Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.

Company Background An investment holding company, manufactures, trades in, and retails jewelry, bullion, precious and semi-precious stones, and gold ornaments primarily in Malaysia. Their product range includes gold bars, notes, and coins; rings, couple rings, bracelets, pendants, necklaces, bangles, and earrings; white and rose gold, diamonds, pearls, jades, and personalized and fine jewelry.

Metric Q1 2025 Q1 2024 YoY Change Net Sales $1.368 billion $1.362 billion ▲ 0% Adjusted EBITDA $166 million $191 million ▼ 13% Net Income / (Loss) –$4 million $54 million ▼ 107% Adjusted Net Income $19 million $47 million ▼ 60% EPS (Diluted) –$0.03 $0.36 ▼ 108% Adjusted EPS (Diluted) $0.13 $0.31 ▼ 58% Key Business Segment Highlights Thermal & Specialized Solutions (TSS) +40% YoY growth in Opteon™ Refrigerants , buoyed by strong demand and capacity expansion at Corpus Christi. Offsetting headwind : Weak Freon™ demand impacted pricing.

Subject: Sunu Assurances Nigeria Plc Projects N1.19bn Profit for H1 2025 Sunu Assurances Nigeria Plc has released its earnings forecast for the first half of 2025, projecting a profit after tax of N1.19 billion. Key Highlights: - Projected profit after tax: N1.19 billion - Insurance revenue: N8.37 billion - Insurance service expenses: N2.79 billion - Net expenses from reinsurance contracts: N2.4 billion - Pre-tax profit projection: N1.68 billion - Total operating expenses: N2.05 billion - Net cash flow from operating activities: N2.34 billion - Cash and cash equivalents expected to rise to N14.08 billion by June 2025.

Porsche (P911) is a profitability and cash flow leader among luxury car stocks (incl. mass luxury), right behind Ferrari (the latter being grossly overvalued from an intrinsic value point of view).

Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.

Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.