Giant pharma companies are not the right owners of ultra-rare disease orphan drugs. The associated revenue streams are simply too small. ETON can acquire and develop these drugs, better serving patients and investors. The model is already working well. ETON is able to execute on straightforward product improvements, and has the focus to educate specialist doctors on the need for these rare drugs.

TJX Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts — Neutral
TJX Benzinga — May 21, 2025The TJX Companies, Inc. TJX will release its first-quarter earnings results before the opening bell on Wednesday, May 21.

James Hardie shares tumble as net profit falls 17%, outlook dims on tariff risks — Negative
JHX Proactive Investors — May 21, 2025James Hardie Industries plc shares dropped on Wednesday after the building materials manufacturer posted a 17% decline in annual net profit, with cautious guidance adding to investor unease over its proposed $14 billion takeover of US-based AZEK Company. The company reported net profit attributable to shareholders of US$424 million for the 2025 financial year, down from US$510.2 million the prior year, while revenue slipped 1% to US$3.88 billion.

GOGL - Key information relating to the dividend for the first quarter, 2025 — Neutral
GOGL GlobeNewsWire — May 21, 2025Key information relating to the dividend to be paid by Golden Ocean Group Limited for the first quarter, 2025: Dividend amount: $0.05 per share Declared currency: USD. Dividends payable to shares registered with Euronext VPS will be distributed in NOK.

Oil Jumps on Report of Israel Plans to Strike Iran — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Bloomberg Markets and Finance — May 21, 2025Oil climbed following a CNN report that new US intelligence suggests Israel is preparing for a potential strike on Iranian nuclear facilities. Oil has been volatile since last week on mixed headlines about the fate of Iran-US nuclear talks.

Afya Limited Continues To Grow, But Limits Are Also Evident — Neutral
AFYA Seeking Alpha — May 21, 2025Afya Limited delivered solid Q1 results with 16% YoY revenue growth, driven by acquisitions and organic expansion, and reported strong seasonal margins. Valuation at 11–13x earnings appears fair but not compelling, given long-term risks of market saturation and increased competition in Brazil's medical education sector. Long-term concerns persist as Brazil rapidly increases its doctor supply, potentially pressuring AFYA's enrollment and pricing power in the future.

We're buying stocks as money comes in, Federated Hermes CIO says — Positive
FHI Fox Business — May 21, 2025Federated Hermes CIO Stephen Auth discusses stocks he loves for investors on 'The Claman Countdown.' #foxbusiness #politics #usnews #economy #defense

Caledonia Mining Corporation Plc: Director/PDMR Shareholding Notification — Neutral
CMCL GlobeNewsWire — May 21, 2025ST HELIER, Jersey, May 21, 2025 (GLOBE NEWSWIRE) -- Caledonia Mining Corporation Plc (NYSE AMERICAN: CMCL; AIM: CMCL; VFEX: CMCL) ("Caledonia" or "the Company") announces that it received notification on May 20, 2025 from Mr Victor Gapare, an executive director of Caledonia and the settlor of a discretionary trust which ultimately owns the shares in Toziyana Resources Limited, the largest shareholder in the Company, (“Toziyana”) that Toziyana has purchased, in aggregate, 2,280 common shares in the Company on May 20, 2025 at a volume weighted average price of $16.96 per share (the “Purchases”).

Golden Ocean Group Limited (NASDAQ/OSE: GOGL) (the “Company” or “Golden Ocean”), the world's largest listed owner of large size dry bulk vessels, today announced its unaudited results for the quarter ended March 31, 2025.

Statkraft has signed an agreement to sell Enerfín Colombia, its renewables portfolio in Colombia, to the country's national oil company Ecopetrol.

Etihad CEO talks Trump and $14.5 billion Boeing mega deal — Positive
BA CNBC International TV — May 21, 2025Etihad CEO Antonoaldo Neves joins CNBC's Dan Murphy after revealing a major new Boeing plane order.

HQH: A Good Balance Of Returns And Risks In The Healthcare Sector — Neutral
HQH Seeking Alpha — May 21, 2025HQH offers a compelling mix of high yield and growth exposure to healthcare, trading at a discount to NAV with recent outperformance versus benchmarks. The fund benefits from strong healthcare industry tailwinds—aging populations and innovation—while active management and share buybacks support narrowing the NAV discount. A robust 13.6% market yield and a fair value estimate 36% above current price highlight significant upside, though distribution sustainability must be monitored.

Inside Adnoc's UAE-built Umm Lulu oil megaproject — Positive
BNO DBO GUSH IEO LULU OIH OIL PXJ UCO USO XOP CNBC International TV — May 21, 2025CNBC gets exclusive access to Adnoc's Umm Lulu platform, an engineering feat built in the United Arab Emirates under the "Make it in the Emirates" initiative. The offshore facility can process up to 135,000 barrels a day, supporting Abu Dhabi's push to localize industry and boost output.

NICE has a strong leadership and narrow economic moat in both business segments (CX and FCC) based on switching costs. With a revised down 7% revenue growth and ~30% free cash-flow margin, NICE slightly misses the Rule of 40, but I expect a slight re-acceleration of growth next year. Derived from a DCF model and backed by a comparison with peers, my fair value estimate is $232, about 42% above the current price of $163.4.

Lam Research: This Might Be The Last Chance To Buy This Cheap — Positive
LRCX Seeking Alpha — May 21, 2025Lam Research remains a 'Buy' due to its strong market position in etching and deposition equipment, critical for semiconductor manufacturing growth. The company demonstrates robust financial health, with steady revenue, net income growth, rising margins, and sustainable dividend increases supported by strong free cash flow. Tariff risks are mitigated by LRCX's global footprint, with most revenue and operations outside the US, reducing exposure to US-Asia trade tensions.

HAMILTON, Bermuda , May 21, 2025 /PRNewswire/ -- Flex LNG Ltd. ("Flex LNG" or the "Company") today announced its unaudited financial results for the three months ended March 31, 2025.

Why Lam Research Could Outperform The Market For The Next Decade+ — Positive
LRCX Seeking Alpha — May 21, 2025Lam Research is a top semiconductor equipment company, with a long track record of revenue, profit, and share count improvement. The company's strong financial growth, consistent buybacks, and leadership in key markets position it as a true long-term compounder. Shares currently trade at a relative discount versus historical averages and peers, creating an attractive entry point for long-term investors.

HAMILTON, Bermuda , May 21, 2025 /PRNewswire/ -- Please find enclosed the presentation of Flex LNG Ltd.'s first quarter 2025 results which will be presented in a live video webcast today at 15:00 CEST (09:00 a.m.

Flex LNG - Key information relating to the cash distribution for the first quarter 2025 — Neutral
FLNG PRNewsWire — May 21, 2025HAMILTON, Bermuda , May 21, 2025 /PRNewswire/ -- Key information relating to the cash distribution to be paid by Flex LNG Ltd. (the "Company") for the first quarter 2025.

CMB.TECH ANNOUNCES Q1 2025 RESULTS 1 BILLION USD CONTRACT BACKLOG ADDED ANTWERP, Belgium, 21 May 2025 – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT & Euronext: CMBT) reported its non-audited financial results today for the first quarter ended 31 March 2025. HIGHLIGHTS Financial highlights: Profit of USD 40.4 million in Q1 2025 CMB.TECH increases its contract backlog by USD 921 million (to USD 2.94 billion) Corporate highlights: CMB.TECH buys Hemen stake in Golden Ocean Term sheet signed for a stock-for-stock merger transaction between CMB.TECH and Golden Ocean Fleet highlights: Fortescue and CMB.TECH sign agreement for ammonia-powered Newcastlemax CMB.TECH …
