Avolon Reports Full Year Net Income up 79% and Record Operating Cashflow — Neutral
M Business Wire — February 13, 2025DUBLIN--(BUSINESS WIRE)--Avolon, a leading global aviation finance company, announces results for the full year, 2024. 2024 | FINANCIAL HIGHLIGHTS Income Statement (US$M) FY24 FY23 US$ Change % Change Lease Revenue 2,582 2,473 +109 +4% Operating Cashflow 2,008 1,751 +257 +15% Net Income 608 339 +269 +79% Adjusted Net Income 458 339 +119 +35% Balance Sheet (US$M) December 31, 2024 December 31, 2023 US$ Change % Change Total Available Liquidity 11,634 7,228 +4,406 +61% Total Assets 33,637 30,513.

The December quarter is a key period for Sony, covering the holiday shopping season which is often a lucrative time for consumer electronics firms.

STAAR Surgical Company (STAA) Q4 2024 Earnings Call Transcript — Neutral
STAA Seeking Alpha — February 13, 2025STAAR Surgical Company (NASDAQ:STAA ) Q4 2024 Earnings Call Transcript February 11, 2025 5:00 PM ET Company Participants Brian Moore - VP, Investor Relations and Corporate Development Tom Frinzi - Chair of the Board, President and CEO Patrick Williams - CFO Conference Call Participants Iseult Mcmahon - BTIG Tom Stephan - Stifel Anthony Petrone - Mizuho Macauley Kilbane - William Blair Patrick Wood - Morgan Stanley Steve Lichtman - Oppenheimer Jim Sidoti - Sidoti & Co. Phillip Dantoin - Piper Sandler Jon Young - Canaccord David Saxon - Needham & Co. Mason Carrico - Stephens Operator Greetings and welcome to …

Alibaba chairman confirms AI partnership with Apple for Chinese iPhones — Positive
AAPL BABA Reuters — February 13, 2025Alibaba chairman Joe Tsai confirmed reports that the Chinese tech company will partner with Apple on AI for iPhones sold in the China market, while speaking at the World Governments Summit in Dubai on Thursday.

Equinor ASA: Ex. dividend third quarter 2024 today-Oslo Børs — Neutral
EQNR GlobeNewsWire — February 13, 2025The shares in Equinor ASA (OSE: EQNR; NYSE: EQNR) will as from today be traded on Oslo Stock Exchange exclusive the third quarter 2024 cash dividend as detailed below.

Japan's Honda Motor said on Thursday its third-quarter operating profit increased 5% from a year earlier, helped by strong U.S. vehicle sales and a weak yen.

ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the Fourth Quarter and the Full Year of 2024 — Neutral
ASX PRNewsWire — February 13, 2025TAIPEI , Feb. 13, 2025 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (TWSE: 3711, NYSE: ASX) ("We", "ASEH", or the "Company"), the leading provider of semiconductor assembly and testing services ("ATM") and the provider of electronic manufacturing services ("EMS"), today reported its unaudited net revenues[1] of NT$162,264 million for 4Q24, up by 1.0% year-over-year and up by 1.3% sequentially.

SCHD is a popular ETF for dividend growth investors, offering a low expense ratio, attractive yield, and a history of solid performance. The ETF's quarterly rebalancing can be a double-edged sword, often selling high-performing stocks like Microsoft and Exxon Mobil too early. Despite its strengths, I prefer using SCHD for idea generation, focusing on a buy-and-hold strategy to let winners ride.

Sony's operating profit rose 22.9% in the first nine months of the financial year ending March, the company reported on Thursday.

OneStream: Guidance Has Plenty Of Conservatism Baked In (Rating Upgrade) — Positive
OS Seeking Alpha — February 13, 2025Shares of OneStream dropped ~20% after reporting Q4 results, creating a great entry point. Investors reacted negatively to OneStream's guidance, which calls for FY25 revenue to decelerate to 19-20%. The company's 24% TTM billings growth rate, however, suggests that OneStream has plenty of room to raise its estimates this year.

Family Dollar Spin-Off: Dollar Tree's Path To Recovery — Positive
DLTR Seeking Alpha — February 13, 2025Dollar Tree reported a 3.5% increase in net sales for Q3, driven by higher store traffic and improved margins. Management is exploring the potential sale or spin-off of the underperforming Family Dollar segment. Dollar Tree is trading near its 52-week low; the firm is undervalued compared to historical and industry averages.

BW LPG Limited – Q4 2024 Financial Report Release and Earnings Presentation on 27 February 2025 — Neutral
BWLP Business Wire — February 13, 2025SINGAPORE--(BUSINESS WIRE)--BW LPG Limited (“BW LPG”, the “Company”, OSE ticker code: “BWLPG.OL”, NYSE ticker code: “BWLP”) will release its Q4 2024 Financial Report at approximately 0700hrs CET/ 0100hrs EST/ 2100hrs SGT on 27 February 2025. In connection with this release, BW LPG will hold an Earnings Presentation with Kristian Sørensen (CEO) and Samantha Xu (CFO). The details are as follows: Date: Thursday, 27 February 2025 Location and Time Oslo, Norway (14:00 CET) New York, USA (08:00 EST).

Carlyle Group enters Indian auto parts industry with Highway-Roop platform buy — Positive
CG Reuters — February 13, 2025U.S.-based investment firm Carlyle Group has entered India's auto components market by buying a controlling stake in an entity formed by the combination of Indian auto parts companies Highway Industries and Roop Automotives.

Fidelity: Overreaction To Mixed Q4 Creates Opportunity (Rating Upgrade) — Neutral
FIS Seeking Alpha — February 13, 2025Fidelity National Information Services stock plunged 11% after weak Q4 earnings and guidance, prompting a downgrade to "hold" but now upgraded to "buy" due to price decline. FIS's banking revenue lagged expectations, causing skepticism about the transitory nature of Q4 weakness, but capital markets activity remains strong with 9% revenue growth. The company generated $700 million in adjusted free cash flow, executed $1 billion in buybacks, and raised its dividend by 11%, with more buybacks in 2025.

Press Release: Update on extraintestinal pathogenic E. coli vaccine phase 3 clinical study — Neutral
SNY GlobeNewsWire — February 13, 2025Update on extraintestinal pathogenic E. coli vaccine phase 3 clinical study Independent interim analysis of the E.mbrace phase 3 study finds that the vaccine candidate didn't demonstrate sufficient efficacy in preventing invasive E.

Autonomous Vehicles Are The Next Frontier, And Uber Plans To Conquer It — Neutral
UBER Seeking Alpha — February 13, 2025Uber pioneered the ride-hailing industry and has expanded its ecosystem to include food delivery, freight, and micromobility solutions. The company is aggressively investing in autonomous vehicles, securing supply through partnerships with Waymo and other OEMs. By integrating self-driving cars into its platform, Uber aims to revolutionize mobility and transform its fleet of vehicles into pure revenue-generating assets.

Mirion Technologies, Inc. (MIR) Q4 2024 Earnings Call Transcript — Neutral
MIR Seeking Alpha — February 13, 2025Mirion Technologies, Inc. (NYSE:MIR ) Q4 2024 Earnings Conference Call February 12, 2025 11:00 AM ET Company Participants Eric Linn - Vice President, Investor Relations Tom Logan - Chief Executive Officer Brian Schopfer - Chief Financial Officer Conference Call Participants Chris Moore - CJS Securities Joe Ritchie - Goldman Sachs Vlad Bystricky - Citigroup Yuan Zhi - B. Riley Securities Shubham Srivastava - Robert W.

Baidu makes ‘Ernie Bot' free from April 1 as AI competition intensifies in China — Positive
BIDU Invezz — February 13, 2025Baidu is making a strategic move to strengthen its position in China's artificial intelligence race by making its chatbot, Ernie Bot, free to all users starting April 1. The decision signals a shift in the company's approach as it grapples with intensifying competition from emerging players like DeepSeek and ByteDance's Doubao.

The technology sector has outperformed the broader market, with the Nasdaq delivering 126.5% returns over the last 5 years, compared to the S&P 500's 95.05%. SCHG, a large-cap tech fund, has underperformed the Nasdaq, offering 13% returns since July 2024, due to its defensive holdings and reduced tech exposure. SCHG's current sector allocation includes 46.86% in tech, 13.45% in communication, and 13.22% in consumer cyclicals, with top holdings in Apple, NVIDIA, Microsoft, and Amazon.
