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Tsakos Energy Navigation: It's Still Smoothly Navigating Volatile Market Tides
Seeking Alpha· 2025-12-11 14:59
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. ...
BW LPG Limited – Ex Dividend US$0.40 on the Oslo Stock Exchange Today
Businesswire· 2025-12-11 14:02
公司财务与交易信息 - 公司BW LPG宣布其2025年第三季度现金股息的相关关键信息 [1] - 公司股票在奥斯陆证券交易所自今日起除息交易 [1] - 公司股票在纽约证券交易所将于2025年12月12日起除息交易 [1] 公司业务概况 - BW LPG是全球领先的液化石油气船舶所有者和运营商 [1] - 公司拥有并运营一支液化石油气船队 [1]
Dynagas LNG Partners LP Announces New $10 Million Common Unit Repurchase Program
Globenewswire· 2025-12-11 05:05
ATHENS, Greece, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (the “Partnership”) (NYSE: DLNG), an owner of liquefied natural gas carriers, announced today that its Board of Directors has authorized a new program under which the Partnership may, from time to time, repurchase up to an aggregate of $10 million of its outstanding common units through November 24, 2026 (the “Program”). The Program replaces the Partnership’s prior common unit repurchase program, which expired on November 21, 2025. Re ...
Pangaea Logistics Solutions (PANL): Third Quarter Earnings Beat Expectations
Yahoo Finance· 2025-12-11 03:15
Pangaea Logistics Solutions, Ltd. (NASDAQ:PANL) is one of the Best Micro-Cap Stocks to Invest in According to Analysts. Pangaea Logistics Solutions (PANL): Third Quarter Earnings Beat Expectations In earnings for the third quarter of 2025, Pangaea Logistics Solutions, Ltd. (NASDAQ:PANL) posted earnings per share of $0.17, beating estimates by $0.14. The revenue over the period was in excess of $168 million, up 10.2% year-on-year and beating expectations by $9.35 million. The company also announced a quar ...
Best Momentum Stock to Buy for December 10th
ZACKS· 2025-12-11 00:01
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, December 10th:Village Farms International (VFF) : This company, which is a producer, marketer and distributor of greenhouse-grown tomatoes, bell peppers and cucumbers primarily in North America., has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 75% over the last 60 days.Village Farms International’s shares gained 34.8% over the last thre ...
New Strong Buy Stocks for December 10th
ZACKS· 2025-12-10 20:11
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Village Farms International (VFF) : This company, which is a producer, marketer and distributor of greenhouse-grown tomatoes, bell peppers and cucumbers primarily in North America, has seen the Zacks Consensus Estimate for its current year earnings increasing 75% over the last 60 days.Seanergy Maritime Holdings (SHIP) : This prominent pure-play Capesize ship company, which provides marine dry bulk transportation services through a moder ...
MasterCraft Boat: It's Sailing Smoothly Amid A Stormy Macroeconomic Environment (MCFT)
Seeking Alpha· 2025-12-10 19:41
It’s been three months since my last coverage of MasterCraft Boat Holdings, Inc. ( MCFT ). The price dropped by about $5 or 20% despite my optimistic outlook. Yet, I perfectly understand the market stance considering marketI 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 ...
LSEG跟“宗” | 银价急起直追黄金 12月降息后投资市场会如何部署?
Refinitiv路孚特· 2025-12-10 14:02
文章核心观点 - 文章基于CFTC期货持仓数据、市场情绪指标及宏观经济分析,认为贵金属(特别是黄金和白银)正处于牛市之中,并可能持续[2][26][29] - 市场对美联储降息的预期反复,但12月降息概率已回升至高位,投资者需关注12月降息后至明年可能再次降息前的空窗期如何部署[2][24][26] - 实物需求(特别是黄金)已超越期货市场的杠杆影响,成为支撑价格的关键因素,同时地缘政治、ESG投资趋势及美国政策转向将影响资源类商品走势[15][16][19][26] 市场情绪与价格指标分析 - 金银比从80倍上方回落至72倍,为2021年8月以来最低水平,今年累计下跌20.7%,显示市场避险情绪缓和,白银表现强于黄金[2][21][24] - 截至10月28日,管理资金在COMEX黄金的净多头持仓为329(经单位换算),环比增长14.7%;COMEX白银净多头持仓为3,530,环比大幅增长22.4%[2] - 基金在黄金期货的净多头持仓年初至今下降42%,但在2024年累计上升35%;白银期货净多头年初至今上升35%,2024年累计微跌1%[7][8] - 美元金价与北美金矿股比率今年累计下跌25.9%,2024年累计上升16.5%,显示金矿股今年跑赢实物黄金,但该比率仍远高于2008年前低于6倍的历史水平[19] 美联储政策与宏观经济展望 - 市场认为美联储在12月降息的概率已从低于50%回升至84.3%,但预计明年1月再次降息的概率仅为26.4%,明年4月降息概率在50%以上[2][24][26] - 分析认为美联储主席鲍威尔将于明年5月卸任,若特朗普当选并任命亲信为主席,市场可能转向预期利率大幅下降至1%,这将利好黄金等商品[26] - 全球经济明年可能比今年更差,中国以外地区滞胀势头明显,若出现滞胀,教科书建议投资商品、实物及防守型股票[29] - 黄金牛市可能终结的两个主要指标是:美国重启加息周期,或全球(主要是中美)关系显著改善并推动经济增长加速[29] 其他商品与资源板块动向 - 铜期货净多头持仓年初至今由负转正,2024年累计下跌132%,但受AI及新科技发展带来的强劲需求预期支撑,铜价曾创历史新高[13][16] - 美国政府近期行动显示其对关键资源的战略布局,包括以高于中国售价近一倍的价格与MP Materials签订钕镨供应合同,并入股或资助多家锂、钴等金属公司[16] - 大型黄金生产商Agnico Eagle投资1.3亿美元成立子公司,用于投资战略资源项目[17] - 投资界对ESG的重视影响了资源股表现,例如贝莱德承诺不再投资煤矿及原油生产公司,这可能是矿业股长期跑输商品本身的原因之一[19][20] 数据说明与投资逻辑 - 文章分析主要依据美国商品期货交易委员会每周公布的CFTC持仓数据,但因美国政府停摆,数据仅更新至10月28日,存在滞后性[1][2][6] - 分析强调,自2020年疫情以来,商品大牛市已经开始,投资者需识别趋势并关注顶峰信号[26] - 追踪金矿股股价被视为前瞻性工具,若金价上涨而金矿股急跌,则需警惕市场风险[20]
ZIM Faces New Proxy Battle Amid Strategic Review and Buyout Chatter
Yahoo Finance· 2025-12-10 06:29
As ZIM’s future as a public company remains up in the air, the ocean carrier’s board of directors is attempting to stave off a new proxy fight. An investor group led by Mor Gemel & Pension Ltd., Reading Capital Ltd. and Sparta 24 Ltd., which controls over 5 percent of the container shipping company’s stock, has nominated three directors to the ZIM board. More from Sourcing Journal The investor group has not released disclosures or a public statement about the board battle, with ZIM revealing the proxy fi ...
Natural Gas Services: Valuation Is Still Attractive Even After The Recent Uptrend (NGS)
Seeking Alpha· 2025-12-10 03:04
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. ...