November 4, 2025 05:09 PM GMT China Industrials | Asia Pacific Construction Machinery: Upgrade Dingli to OW We remain positive on the outlook for construction machinery, with the domestic up-cycle, overseas recovery and Chinese brands' market share gains in 2026e. With easing tariff pressure and expansion of product range, we upgrade Dingli to OW. Key Takeaways Price Target Rmb52.00 Rmb64.00 Leaders achieved solid growth in both domestic and overseas sales in 3Q25: Domestic sales growth of four key OEMs (Sa ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the summer, I concluded that Eaton Corporation plc ( ETN ) was powering forward. A continued focus on electrification and digitization, together with aggressive M&A efforts, drove superior grow ...

TotalEnergies on Tuesday announced a power purchase agreement with Data4 to supply renewable electricity to the data center developer’s sites in Spain for 10 years, as the French supermajor looks to boost its integrated power business with the key driver of global electricity demand. The power purchase agreement (PPA) will begin in January 2026 for 10 years and will represent a total volume of 610 gigawatt-hours (GWh). TotalEnergies will supply Data4’s facilities with renewable electricity generated by S ...

Epiroc (OTCPK:EPOA.Y) 2025 Conference November 04, 2025 09:30 AM ET Company ParticipantsAlexander Apell - Investor Relations OfficerKarin Larsson - VP and Head of Investor Relations and MediaZafar Aziz - DirectorKarin LarssonA warm welcome to this Epiroc presentation. Thank you.Zafar AzizHello and welcome to Deutsche Bank's Virtual Investor Conference, DBVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by Epiroc from Sweden. Before I introduce our speaker, a ...

Axcelis (NasdaqGS:ACLS) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Speaker1Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company's results for the third quarter 2025. My name is Brittany Morgan, and I will be your coordinator for today. I would now like to turn the presentation over to your host for today's call, David Ryzhik, Senior Vice President of Investor Relations and Corporate Strategy. Please proceed.Speaker2Thank you, Operator. This is David Ry ...

Axcelis (NasdaqGS:ACLS) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Speaker0Good day, ladies and gentlemen, and welcome to the Exelis Technologies call to discuss the company's results for the third quarter twenty twenty five. My name is Britney Morgan, and I will be your coordinator for today. I would now like to turn the presentation over to your host for today's call, David Rizik, Senior Vice President of Investor Relations and Corporate Strategy. Please proceed.Speaker1Thank you, operator. This ...

BWX (NYSE:BWXT) Q3 2025 Earnings Call November 03, 2025 05:00 PM ET Speaker3Ladies and gentlemen, welcome to BWX Technologies' third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Following the company's prepared remarks, we will conduct a question-and-answer session, and instructions will be given at that time. I would now like to turn the call over to our host, Chase Jacobson, BWX Technologies' Vice President of Investor Relations. Please go ahead.Speaker0 ...

Ameresco (NYSE:AMRC) Q3 2025 Earnings Call November 03, 2025 04:30 PM ET Speaker6Thank you for standing by. At this time, I would like to welcome everyone to Ameresco Third Quarter 2025 earnings conference call. All lines have been placed on mute to prevent any backward noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your ...

Garrett Motion (NasdaqGS:GTX) FY Conference November 03, 2025 04:00 PM ET Speaker1Sean and Nils are here just to introduce them. Sean Deason is the company's Senior Vice President and CFO, and Nils Martens is the Senior Vice President of Strategy, Business Development, and Advanced Technologies. The company has about 192 million shares. Trades around $17, about a $3.3 billion equity cap, there's $1.2 billion of net debt, so about a $4.5 billion total enterprise value. Sean will take us through some slides a ...

Dana (NYSE:DAN) FY Conference November 03, 2025 02:50 PM ET Speaker2It's always, always makes for a more pleasant Q&A session when you can introduce the CEO of a company whose stock is up 80% in a year, and more since November, and the person that's probably most responsible for that transformation. We have Dana Incorporated, Maumee-based manufacturer of driveline systems and power conveyance and sealing and thermal systems for a variety of significant financial engineering and the $2.7 billion and $2.4 bil ...