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EuroDry Ltd. Announces Results of Its 2025 Annual General Meeting of Shareholders
Globenewswire· 2025-07-25 04:10
ATHENS, Greece, July 24, 2025 (GLOBE NEWSWIRE) -- EuroDry Ltd. (NASDAQ: EDRY), an owner and operator of drybulk vessels and provider of seaborne transportation for drybulk cargoes, announced today the official results of its Annual General Meeting of Shareholders held at the offices of Seward & Kissel LLP, 901 K Street NW, Suite 800, Washington, DC 20001, on Tuesday, July 23, 2025 at 11:30 a.m. The following proposals were approved by the Company’s shareholders: Mr. George Taniskidis and Mr. Apostolos Tamva ...
Euroseas Ltd. Announces the Results of Its 2025 Annual General Meeting of Shareholders
Globenewswire· 2025-07-25 04:10
ATHENS, Greece, July 24, 2025 (GLOBE NEWSWIRE) -- Euroseas Ltd. (NASDAQ: ESEA, the “Company” or “Euroseas”), an owner and operator of container carrier vessels and provider of seaborne transportation for containerized cargoes, announced today the official results of its 2025 Annual General Meeting, held on July 23, 2025 at 11:00 a.m. local time in Washington, DC, USA. The following proposals were approved by the Company's shareholders: Mr. George Taniskidis and Mr. Apostolos Tamvakakis were re-elected as Cl ...
D.R. Horton: Robust Operations And Liquidity Warrant An Upside
Seeking Alpha· 2025-07-25 02:09
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Are Investors Undervaluing TORM (TRMD) Right Now?
ZACKS· 2025-07-24 22:41
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...
Performance Shipping Inc. Announces Signing of Refinancing Agreement With Alpha Bank S.A.
Globenewswire· 2025-07-24 22:07
文章核心观点 - 公司通过两家子公司与Alpha Bank S.A.签署现有贷款安排再融资协议,再融资此前由M/T P. Long Beach和M/T P. Aliki担保的2975万美元未偿贷款余额 [1] 分组1:公司业务 - 公司是全球航运公司,通过拥有油轮提供运输服务,通过现货航次、联营安排和定期租船来运营船队 [3] 分组2:再融资协议 - 公司通过两家全资子公司与Alpha Bank S.A.签署现有贷款安排再融资协议,再融资此前由M/T P. Long Beach和M/T P. Aliki担保的2975万美元未偿贷款余额 [1] - 该贷款安排年利率为SOFR加1.90%,将分20期连续季度还款,每期还款105万美元,2030年年中第20期还款时需支付875万美元的气球款 [2] 分组3:联系方式 - 公司首席执行官、董事兼秘书为Andreas Michalopoulos,电话+30 - 216 - 600 - 2400,邮箱amichalopoulos@pshipping.com [7] - 公司网站为www.pshipping.com,投资者和媒体关系联系人是Edward Nebb,电话+ 1 - 203 - 972 - 8350,邮箱enebb@optonline.net [8]
DHT Holdings, Inc. to announce second quarter 2025 results on Wednesday, August 6, 2025
GlobeNewswire News Room· 2025-07-24 04:15
财报发布安排 - 公司将于2025年8月6日美股收盘后发布2025年第二季度财报 [1] - 财报电话会议及网络直播定于2025年8月7日美国东部时间8:00(欧洲中部时间14:00)举行 [1] - 会议包含幻灯片演示 需通过指定链接提前注册获取接入信息 [1] 投资者参与方式 - 网络直播可通过公司官网投资者关系板块或直接链接访问 [2] - 会议录音及幻灯片材料将保留至2025年8月14日欧洲中部时间14:00 [2] 公司业务概况 - 公司为独立原油运输企业 专注于超大型原油运输船(VLCC)领域 [2] - 运营网络覆盖摩纳哥、挪威、新加坡和印度 采用一体化管理模式 [2] - 业务策略强调优质船舶运营、审慎资本结构及透明公司治理 [2] - 船队部署结合现货市场与固定收入合约 资本配置涵盖分红、船舶投资及股份回购 [2] 联系方式 - 首席财务官Laila C Halvorsen负责投资者沟通 提供双电话号码及专属邮箱 [3]
ZIM vs. ESEA: Which Shipping Company Should You Bet on Now?
ZACKS· 2025-07-24 01:06
Key Takeaways ESEA secures high-rate charter contracts and posted a 2024 average TCE of $26,479 per day. ZIM expects 2025 EBITDA of $1.6B-$2.2B, down from $3.7B in 2024, citing trade tensions and low freight rates. ESEA shares soared over 34% in a year, while ZIM dropped 11.4%. EPS estimates for ESEA also rose.Two shipping companies that are commanding investor attention as the Zacks Transportation - Shipping  industry  navigates a complex environment, led by tariff risks, are ZIM Integrated Shipping (ZIM ...
Home Depot: I Know It's Overvalued, But Core Strengths And Technicals Are So Tempting That I Want To Add More (Rating Upgrade)
Seeking Alpha· 2025-07-23 20:52
行业分析 - 物流行业从业经验近二十年 同时拥有十年股票投资和宏观经济分析经验 [1] - 目前重点关注东盟和美股市场 特别是银行 电信 物流和酒店行业 [1] - 自2014年起开始投资菲律宾股市 主要关注银行 电信和零售板块 [1] 投资策略 - 投资组合包含不同行业和市值的公司 既有长期持有的退休资产 也有短期交易品种 [1] - 2020年进入美国市场 投资标的包括美国银行 酒店 航运和物流公司 [1] - 2018年起使用专业分析平台的研究报告 与菲律宾市场分析进行交叉验证 [1] 市场比较 - 同时参与东盟和美国资本市场 投资领域高度重合 均集中在银行和物流等板块 [1] - 利用美国市场分析工具辅助菲律宾股票投资决策 形成跨市场研究方法 [1]
Danaos Delivers Sustainable Dividends At Extraordinary Low Valuation
Seeking Alpha· 2025-07-23 13:11
Danaos (NYSE: DAC ) is a tonnage provider and non-operating owner of container ships and dry-bulk ships. Across its 84-ship fleet, it has 471,500 TEUs of containerized capacity and 1,760,861 DWT (dry weight tons) of dry-bulk capacity. A standardBuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our founder, ...
LSEG跟“宗” | 美国数据改善 美汇连续两周回升
Refinitiv路孚特· 2025-07-23 09:59
贵金属市场情绪与持仓分析 - COMEX黄金基金净多头量截至7月15日为447吨,环比上升6.5%,连续第93周净多,达2019年历史峰值908吨的49% [3][7] - COMEX白银基金净多头量升至6,831吨(环比+0.7%),连续73周净多,为历史高峰期的44%,年初至今银价累计升30.6%而基金多头增59.2% [3][7][11] - Nymex铂金基金净多头降至22吨(环比-4.9%),为过去6周最低水平,历史上最长净空周期为连续31周(2018年) [3][7][13] - Nymex钯金基金净空头扩大至8吨(环比+45.7%),连续132周净空创历史最长纪录 [3][8] 关键商品价格驱动因素 - 美国政府以110美元/公斤(中国售价近两倍)与MP Materials签订10年钕镨供应合约,刺激股价急升 [2][19] - 特朗普拟对进口铜征收50%关税导致美元铜价急升,但基本面可能因需求抑制而利空 [18] - 中国反内卷政策限制低价销售,或削弱基本金属供应链生存空间 [18] - 原油、中国垄断供应的稀土(锑、钨等)国际价格看涨 [2][19] 金融市场指标与趋势 - 美元金价/北美金矿股比率回升至16.359X(环比+2.9%),金矿股连续三年跑输实金但2024年追回部分跌幅 [22] - 金银比指数达87.746(环比+0.3%),自疫情以来首次逼近100关口,反映市场风险偏好维持高位 [23][24] - 美汇指数两周反弹1.54%压制金价涨幅,市场对9月美联储减息预期从75.1%回落至64% [2][28] 宏观经济情景推演 - **经济复苏情景**:特朗普刺激政策短期提振经济,黄金可能见顶,类似QE3公布后走势 [28] - **滞胀持续情景**:地缘政治风险与货币贬值支撑金价,或重现2021-2023年整固模式 [29] - **通胀失控情景**:联储被迫加息可能导致资产泡沫破裂,关税引发的结构性通胀或加剧美元波动 [30][31] 大宗商品数据应用 - LSEG Workspace提供CFTC持仓、船舶跟踪等结构化数据,覆盖能源、金属、农产品全链条 [36][37][44] - 机器学习与AI应用于金属市场预测,包括贵金属、工业金属及电池金属 [44] - 另类数据(卫星图像、天气追踪)补充农产品交易决策,结合实地考察验证软商品供需 [46][49]