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NasdaqGS:MLCO
NasdaqGS:MLCOHospitality

Melco’s Manila Sale Review And New Coverage Might Change The Case For Investing In Melco (MLCO)

In recent days, Texas Capital Securities initiated coverage on Melco Resorts & Entertainment, highlighting its premium mass focus, non-gaming attractions, and exposure to Macau, while the company continued reviewing a possible sale of its City of Dreams Manila resort that could raise close to US$600 million. Taken together, the fresh analyst attention and potential Manila asset sale underscore how Melco may be reshaping its balance sheet and geographic mix across Asia and Europe. We will now...
NasdaqGS:SRCE
NasdaqGS:SRCEBanks

How Dividend Hike, Earnings Gain and Buybacks At 1st Source (SRCE) Has Changed Its Investment Story

1st Source Corporation recently reported full-year 2025 results, with net interest income rising to US$348.18 million and net income reaching US$158.28 million, alongside higher earnings per share from continuing operations. The bank also reduced net charge-offs, increased its quarterly dividend to US$0.40 per share, and completed a share repurchase program that retired nearly 1% of its stock, signaling a multi-pronged approach to shareholder returns and credit risk management. Next, we’ll...
NYSE:KKR
NYSE:KKRCapital Markets

Is KKR’s (KKR) Consumer-Renewables Pivot Reframing Its Core Private Equity Narrative?

In recent weeks, KKR has been linked to talks to acquire a minority stake in Indian beauty platform Purplle at an implied value of about ₹130,000 million (US$1.5 billion), while also forming a 50:50 partnership with RWE to develop two major UK offshore wind farms requiring over US$15 billion in investment. Together, these moves highlight KKR’s push to combine consumer-growth opportunities with large-scale energy infrastructure, alongside strong fundraising momentum in its flagship North...
CNSX:ACT
CNSX:ACTSoftware

Aduro Clean Technologies (CNSX:ACT) Valuation After Wider Losses And Higher Sales In Latest Earnings

Aduro Clean Technologies (CNSX:ACT) has drawn fresh attention after reporting second quarter and six month results to November 30, 2025, with higher sales alongside a materially larger net loss and wider loss per share. See our latest analysis for Aduro Clean Technologies. The earnings release comes alongside a sharp move in the share price, with Aduro Clean Technologies closing at CA$19.63 after a 1 day share price return of 7.68%, a 1 month share price return of 29.91%, and a year to date...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Does APLE’s 7.8% Yield Reveal a Durable Income Strategy or Capital Allocation Trade‑Off?

Apple Hospitality REIT, Inc. previously declared a regular monthly cash distribution of US$0.08 per common share, payable on February 17, 2026, to shareholders of record as of January 30, 2026, implying an annualized yield of about 7.8% based on the January 16, 2026 closing price of US$12.38. This steady monthly payout underscores the importance of recurring income for investors in lodging-focused REITs, especially when sector views are mixed. We’ll now examine how the reaffirmed US$0.08...
TSE:8473
TSE:8473Capital Markets

Is SBI Holdings (TSE:8473) Quietly Recasting Its Core Identity Around Crypto Market Infrastructure?

Japan’s Financial Services Agency has recently begun considering cryptocurrencies as eligible assets for spot ETFs, with Nomura Holdings and SBI Holdings preparing potential products that would list on the Tokyo Stock Exchange if approved. This potential shift could formally bring digital assets into mainstream Japanese investment products, positioning firms like SBI Holdings at the centre of market infrastructure for crypto exposure. We will now examine how SBI Holdings’ potential role in...
NYSE:TXT
NYSE:TXTAerospace & Defense

A Look At Textron (TXT) Valuation After J P Morgan Flags The Stock As A Top Short Idea

J.P. Morgan’s decision to flag Textron (TXT) as a top short idea for Q1 2026 has pushed the stock into focus, with Aviation segment headwinds and upcoming earnings drawing closer investor scrutiny. See our latest analysis for Textron. Against this backdrop of mixed analyst sentiment, Textron’s recent 90 day share price return of 18.82% and 1 year total shareholder return of 20.68% suggest momentum has built over the past quarter, even as short interest and upcoming earnings keep risk...
TSX:FTS
TSX:FTSElectric Utilities

Decades-Long Dividend Growth And New Projects Could Be A Game Changer For Fortis (TSX:FTS)

In recent coverage, Fortis was highlighted for its decades-long record of annual dividend increases, supported by about US$28.80 billion in ongoing capital projects and revenue largely from rate-regulated assets. This focus on long-term, contract-backed cash flows and a planned 4% to 6% annual dividend increase over the next five years underscores Fortis’s appeal as a defensive income provider, even as interest-rate trends remain an important consideration. Next, we’ll examine how Fortis’s...
NYSE:PSX
NYSE:PSXOil and Gas

Discounted Venezuelan Crude Access Might Change The Case For Investing In Phillips 66 (PSX)

In January 2026, Phillips 66 became one of the first U.S. refiners to secure heavily discounted Venezuelan crude oil shipments after Washington eased import restrictions, giving its complex refineries access to cheaper heavy feedstock. This move highlights how access to lower-cost, heavier crude can materially influence refining economics and reposition U.S. refiners in global supply chains. We’ll now examine how access to discounted Venezuelan crude shapes Phillips 66’s investment...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Assessing Blue Bird (BLBD) Valuation After Mixed Short Term Performance And A 22.2% Undervaluation View

What recent performance says about Blue Bird (BLBD) Blue Bird (BLBD) has drawn investor attention after a mixed recent run, with a 1 day decline, modest gains over the past week, and weaker returns over the month and the past 3 months. See our latest analysis for Blue Bird. At a share price of US$49.57, Blue Bird’s recent 1 day and 3 month share price declines sit against a year to date share price return of 6.01% and a 1 year total shareholder return of 30.21%. This suggests momentum has...
NYSE:RES
NYSE:RESEnergy Services

Assessing Whether RPC (RES) Shares Look Undervalued After Recent Price Strength

Why RPC (RES) is on investors’ radar RPC (RES) has attracted attention after recent share price moves, with the stock’s one-month and three-month performance prompting investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for RPC. Recent trading has been strong, with an 18.42% 1 month share price return and 33.68% 3 month share price return, while the 5 year total shareholder return of 41.41% contrasts with a weaker 3 year record. If RPC’s...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Global (COIN) Valuation Check After Recent Share Price Pullback

Why Coinbase Global stock is drawing fresh attention Coinbase Global (COIN) has come back into focus for investors after a stretch of weaker recent returns, including negative moves over the past week, month and past 3 months. See our latest analysis for Coinbase Global. Those short term share price declines, including the recent 7 day and 90 day pullbacks, sit alongside a weaker year to date share price return and a much stronger 3 year total shareholder return. Together, these factors...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

The Bull Case For Century Aluminum (CENX) Could Change Following Inola EX-Tech Mega Smelter Deal - Learn Why

Emirates Global Aluminium and Century Aluminum announced a joint development agreement to build the first new U.S. primary aluminum smelter since 1980, a 750,000‑tonne‑per‑year plant in Inola, Oklahoma that is expected to create 1,000 permanent jobs and 4,000 construction jobs. The project, which will use EGA’s latest EX smelting technology and focus both partners’ greenfield efforts on the Inola site, could materially reshape America’s aluminum supply chain and industrial capability. We’ll...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Caesars Entertainment (CZR) Valuation Reassessed After Conflicting Analyst Ratings And Earnings Concerns

Recent shifts in analyst views on Caesars Entertainment (CZR) have put the stock back in focus, with firms split between concerns about softer gaming and leisure trends and interest in its cost position and earnings potential. See our latest analysis for Caesars Entertainment. At a share price of $23.35, Caesars has seen a 5.70% 90 day share price return but a 1 year total shareholder return decline of 33.32%, suggesting recent momentum contrasts with a tougher longer term track record as...
SEHK:2616
SEHK:2616Biotechs

CStone Pharmaceuticals (SEHK:2616) Valuation After New Equity Awards And Board Changes

CStone Pharmaceuticals (SEHK:2616) has moved to refresh its governance and incentive structure, pairing a large equity award package for director and staff with board changes that bring new financial expertise and committee leadership. See our latest analysis for CStone Pharmaceuticals. These governance moves come as CStone’s share price trades at HK$5.43, with a 1-year total shareholder return of 132.05% contrasting with a 5-year total shareholder return of 52.03% and a softer 90-day share...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Materion (MTRN) Valuation Check After Seaport Global Downgrade And Share Price Pullback

Analyst downgrade and sharp price move put Materion in focus Seaport Global’s downgrade of Materion (MTRN) to a neutral stance, paired with a single day share price drop of about 10%, has pushed the stock onto many investors’ watchlists. See our latest analysis for Materion. The downgrade comes after a sharp 1 day share price return of about 9% decline and a 7 day share price return of 7.4% decline, which contrasts with Materion’s 1 year total shareholder return of 33.2% and 5 year total...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

A Look At FirstCash Holdings (FCFS) Valuation As Expansion Plans In Latin America Continue

FirstCash Holdings (FCFS) recently outlined plans for continued expansion in Mexico and Latin America, centered on new store openings, selective acquisitions, and a focus on stable pawn operations, merchandise margins, and consumer lending activities. See our latest analysis for FirstCash Holdings. Against this expansion backdrop, FirstCash Holdings’ shares, last at US$167.43, show a 30 day share price return of 4.02% and a 90 day share price return of 12.17%. The 1 year total shareholder...
ENXTPA:VAC
ENXTPA:VACHospitality

Pierre Et Vacances (ENXTPA:VAC) Valuation Check After Q1 Revenue Growth And Tourism Momentum

Pierre et Vacances (ENXTPA:VAC) has attracted fresh attention after reporting first quarter 2025/2026 group revenue of €387.3 million, compared with €372.5 million a year earlier, alongside nearly 7% growth in tourism activities. See our latest analysis for Pierre et Vacances. At a share price of €1.844, Pierre et Vacances has seen a 12.58% 90 day share price return, while the 1 year total shareholder return of 17.60% contrasts with a weaker 5 year total shareholder return of 34.22%. This...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil (XOM) Valuation Check As Baytown Upgrade And Earnings Outlook Draw Fresh Investor Attention

Exxon Mobil (XOM) heads into its upcoming earnings report with fresh attention on its Baytown, Texas reconfiguration project, which targets expanded diesel output and a full Group I to V base stock offering by 2028. See our latest analysis for Exxon Mobil. The recent Baytown upgrade plans, new loyalty platform rollout across Europe, and anticipation ahead of Friday’s earnings come against a backdrop of a 17.33% 90 day share price return and a 27.01% 1 year total shareholder return, suggesting...
NYSE:FDP
NYSE:FDPFood

Should Flat Sales And A Forecast Revenue Decline Require Action From Fresh Del Monte (FDP) Investors?

Fresh Del Monte Produce, a major supplier of fresh fruits and vegetables, has seen sales stagnate over the past three years, with analysts now projecting a 2.9% revenue decline over the next 12 months. This combination of flat recent performance and expected revenue pressure has sharpened investor focus on how the company can reignite demand and growth. We’ll now examine how concerns about a forecast 2.9% revenue decline may reshape Fresh Del Monte Produce’s broader investment narrative. The...
NYSE:F
NYSE:FAuto

Assessing Ford Motor (F) Valuation After Major EV Reset And US$20b Special Charge

Ford Motor (F) has just overhauled its electric vehicle plans, discontinuing the current F-150 Lightning and booking a near US$20b special charge, while targeting a new, lower priced midsize electric pickup. See our latest analysis for Ford Motor. Ford shares have been relatively steady in the short term, with a modest 30 day share price return of 1.88%, while the 1 year total shareholder return of 40.32% points to stronger longer term momentum as investors weigh the EV reset alongside recent...
NYSE:HOMB
NYSE:HOMBBanks

What Home Bancshares (Conway AR) (HOMB)'s Strong Q4, Buybacks and Lower Charge‑Offs Mean For Shareholders

Home BancShares, Inc. recently reported fourth-quarter 2025 results showing higher net interest income of US$231.59 million and net income of US$118.23 million, alongside a regular US$0.21 per-share quarterly dividend declared for payment on March 4, 2026. Investors also saw sharply lower net loan charge-offs of US$2.47 million versus US$53.39 million a year earlier, completion of a long-running US$604.83 million buyback program, and the appointment of John W. Allison II to the board,...