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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. ...
Natural Gas Services: Valuation Is Still Attractive Even After The Recent Uptrend
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. ...
Dr. Nikolas P. Tsakos, Founder & CEO of TEN Ltd. Interview Today Live at NYSE – Schwab Network
Globenewswire· 2025-12-10 01:00
ATHENS, Greece, Dec. 09, 2025 (GLOBE NEWSWIRE) -- TEN Ltd. (NYSE: TEN) (“TEN” or the “Company”), a leading diversified crude, product and LNG tanker operator, announced today that the Founder and CEO, Dr. Nikolas P. Tsakos, will be interviewed on the Watch List by Nicole Petallides, Lead Anchor at the Schwab Network, live today at 2:20 pm EST. To watch the live interview, please follow this link: https://schwabnetwork.com/ Building on TEN’s strong performance for the nine months and third quarter of 2025, ...
KNOT Offshore Partners: Sweetened Offer More Likely After Strong Q3 Results - Hold
Seeking Alpha· 2025-12-09 23:36
服务与业绩记录 - 为偏好低风险、稳定股息派发的投资者提供以收入为重点的投资选择 [1] - 分析团队拥有10年业绩记录 证明其有能力在各种市场条件下实现超额回报 [1] - 提供全球顶尖的能源、航运和海工市场研究服务 [1] - 过去十年 仅做多模型投资组合实现了近40%的年化回报 总回报超过23倍 [1] 分析师背景与覆盖范围 - 分析师交易策略包括日内及中短期的多头和空头头寸 [2] - 历史研究重点主要为科技股 但近两年已广泛覆盖海工钻井与供应行业以及航运业(油轮、集装箱、干散货) [2] - 同时密切关注仍处于早期阶段的燃料电池行业 [2] - 分析师位于德国 在约20年前成为日内交易员前 曾在普华永道担任审计师 [2] - 在交易生涯中 成功应对了互联网泡沫破裂、911事件后续影响以及次贷危机等市场波动 [2] - 致力于为关注者和整个Seeking Alpha社区提供高质量的研究内容 [2]
Seanergy Maritime Releases its 2024 Environmental, Social and Governance Report
Globenewswire· 2025-12-09 23:20
公司ESG报告发布 - Seanergy Maritime Holdings Corp 于2025年12月9日发布了截至2024年12月31日财年的环境、社会和治理报告 [1] - 这是公司发布的第四份年度ESG报告 强调了其对在所有ESG支柱领域进行负责任和透明运营的长期承诺 [2] 报告内容与框架 - 报告通过一系列全面的可持续发展关键绩效指标展示了公司绩效 并概述了支持其环境管理、社会责任和卓越治理的战略举措 [2] - 报告依据全球报告倡议组织标准编制 并采用了可持续发展会计准则委员会针对海洋运输业的框架 同时与联合国可持续发展目标保持一致 [3] - 报告中的特定GRI披露和SASB指标已由CSE North America进行了有限鉴证 增强了报告的可信度 [3] 公司业务概况 - Seanergy是一家在美国上市的纯海岬型船航运公司 专注于干散货海运服务 [5] - 公司运营一支由20艘船舶组成的现代化船队 包括2艘纽卡斯尔型船和18艘海岬型船 船队平均船龄约为14.6年 总载重吨位约为3,633,861载重吨 [5] - 公司注册于马绍尔群岛共和国 行政办公室位于希腊格利法达 其普通股在纳斯达克资本市场交易 代码为“SHIP” [6]
Board of Directors of ZIM Integrated Shipping Services Files Investor Presentation and Issues Letter to Shareholders
Prnewswire· 2025-12-09 22:00
HAIFA, Israel, Dec. 9, 2025 /PRNewswire/ -- The independent Board of Directors of ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) ("ZIM" or the "Company") today released a presentation and issued a letter to shareholders highlighting the Company's strong performance, robust capital returns and commitment to shareholder value and providing an update on ZIM's ongoing strategic review process and the proxy fight led by Mor Gemel & Pension Ltd., Reading Capital Ltd., and Sparta 24 Ltd. The presentation and le ...
Old Dominion Freight: Solid Fundamentals, Market Opportunities Justify Uptrend
Seeking Alpha· 2025-12-09 09:40
作者背景与投资经历 - 作者在物流行业拥有近二十年从业经验 在股票投资和宏观经济分析领域有近十年经验 [1] - 当前投资重点聚焦于东盟市场以及纽交所/纳斯达克的股票 主要关注银行、电信、物流和酒店行业 [1] - 自2014年起开始在菲律宾股市进行交易 最初投资于流行的蓝筹股 目前投资已覆盖不同行业和市值规模的公司 [1] - 2020年进入美国市场 投资组合包括美国的银行、酒店、航运和物流公司 [1] 投资策略与组合构成 - 投资组合包含为退休持有的长期投资以及纯粹为交易利润的短期投资 [1] - 进行股票投资是作为投资组合多元化策略的一部分 旨在替代将全部储蓄存入银行和投资房产 [1] - 自2018年以来 作者利用Seeking Alpha等平台的分析报告 与自己对菲律宾市场的分析进行比较 [1]
TEN Ltd. Receives Best Deal of the Year Award at the 2025 Lloyds List Greek Shipping Awards
Globenewswire· 2025-12-09 06:00
公司近期成就与认可 - 公司因其在穿梭油轮领域的里程碑式扩张而获得“最佳交易”奖 [1] - 该奖项于2025年12月5日的一个行业活动中颁发,由公司总裁兼首席运营官George Saroglou和Panagiotis Tsakos Jr代表公司领取 [2] 公司业务与船队扩张 - 通过扩张,公司已成为全球最大的穿梭油轮船东之一,其模拟船队拥有16艘船舶 [1] - 这16艘穿梭油轮中,有10艘目前正在韩国建造 [1] - 公司当前的收入储备约为30亿美元 [1] - 公司成立于1993年,作为上市公司已运营32年,是全球最早且最成熟的上市航运公司之一 [3] - 公司多元化的能源船队目前由82艘船舶组成,总载重吨位约为1100万载重吨 [3] 船队具体构成 - 船队包括10艘DP2穿梭油轮、3艘VLCC(超大型原油轮)、2艘配备洗涤器的MR成品油轮以及5艘正在建造的配备洗涤器的LR1油轮 [3] - 船队由原油轮、成品油轮和液化天然气(LNG)运输船混合组成 [3]
Toro Corp. (TORO) Skyrockets After Announcing Special Dividend
Yahoo Finance· 2025-12-09 04:03
The share price of Toro Corp. (NASDAQ:TORO) surged by 45.36% between November 28 and December 5, 2025, putting it among the Energy Stocks that Gained the Most This Week. Toro Corp. (TORO) Skyrockets After Announcing Special Dividend Photo by Shaah Shahidh on Unsplash Toro Corp. (NASDAQ:TORO) is a growth-oriented shipping company that acquires, owns, charters, and operates oceangoing vessels, and provides worldwide seaborne energy transportation services. Toro Corp. (NASDAQ:TORO) soared on December 5 wh ...