SUBCY wins a $50-$150 million subsea contract offshore Egypt, expanding its project footprint with strategic new work in the region.
In 1Q25, RELY generated $361.6 million in revenue, representing a year-on-year growth of 34%. Overall profitability improved with operating and net income margins expanding by 1079 bps and 1097 bps. Despite global economic headwinds, RELY's revenue and customer growth outpace competitors, driven by aggressive diversification and innovative solutions. Due to operational efficiencies, profitability is improving with expanding margins and AI-driven cost reductions, supporting sustained profitability and cash flow growth.
Walt Disney Co (NYSE:DIS, ETR:WDP) and Hearst are exploring the potential sale or merger of their joint venture A+E Global Media, sources with knowledge of the matter told various media outlets. The two companies have reportedly hired Wells Fargo's investment banking unit to evaluate strategic options for the business, which was recently rebranded from A+E Networks to A+E Global Media.
YUM rides on KFC's international momentum, with strong first-quarter results powered by innovation, localization and rapid global expansion.
Many advisors are reassessing equity strategies and portfolio allocations amid the recent market mayhem and recognizing that diversification is more important than ever. A well-diversified portfolio can capture multiple sources of returns while hedging risk from individual markets or sectors.
VEE:CA offers Canadian investors hedged access to emerging markets, primarily via VWO, with currency risk mitigation and fewer tax complications than U.S. ETFs. Emerging markets have outperformed YTD, but ongoing U.S.-China tariff tensions create uncertainty and potential margin pressure for Chinese exporters. Despite short-term risks, I believe global trade realignment away from U.S. dominance will benefit emerging markets and VEE:CA over the long term.
Venture Global exported more liquefied natural gas (LNG) cargoes from its Plaquemines export facility in Louisiana and earned more than double in fees compared with its other U.S. plant, a company filing showed on Monday.
Kirkland's global sourcing cuts costs and lifts margins, helping COST hold prices while boosting efficiency.
S&P Global, a US-based leading provider of credit ratings, benchmarks, analytics, and workflow solutions to various markets worldwide, is now a $159 billion (by market cap) financial markets behemoth. SPGI has increased its dividend for 52 consecutive years, with a 10-year dividend growth rate of 11.7%. S&P Global advanced its revenue from $5.3 billion in FY 2015 to $14.2 billion in FY 2024, a compound annual growth rate of 11.6%.
Banco Santander's unique 'glocal' model and strong presence in both Europe and Latin America drive its leadership in credit, deposits, and efficiency. Q1 2025 results show robust profit growth (+19.3% YoY), improved asset quality, and solid capital and liquidity positions, despite margin pressures. The stock trades at a notable discount to peers (P/E FWD 9.67x, PEG 1.02x), while delivering double-digit dividend growth and strong long-term profitability.
GSL is a resilient, flexible marine shipping play with long-term contracts, strong counterparties, and a niche in smaller, adaptable vessels. Recent fleet expansion, robust Q1 results, and a $1.87 bn contracted revenue backlog provide high revenue visibility and limited downside risk. The balance sheet is strong, with ample liquidity, investment-grade ratings, and a generous dividend yield of 7.8%, supported by low valuation multiples.
Tom Lister, the CEO of Global Ship Lease, discusses the impact of Trump's tariffs and the ongoing crises in the Middle East on global shipping.