We are bullish on H World Group due to its strong positioning in China's hospitality industry and potential for overseas expansion. HTHT benefits from China's consumption downgrade trend, favoring domestic travel and affordable leisure, positioning it well in the mid-scale and economy hotel segments. Near-term growth driven by lower-tier city expansion and long-term growth supported by global expansion, particularly in Europe, GCC, and ASEAN regions.

Rana Gupta, managing director for Indian equities at Manulife Investment Management, discusses opportunities in India's renewables space as well as other sectors he sees benefiting from the policy pivot from capital expenditure to consumption.

Super Micro has overcome accounting concerns and is poised to thrive, with U.S. hyperscalers driving AI data center spending. Despite a sales hit from the 10-K delay, the AI server company guided FY25 revenues to $23.5 to $25.0 billion, with a potential target of $40 billion in FY26. Super Micro raised $700 million via a convertible debt offering in a sign of a return in investor confidence.

French industrial gases company Air Liquide on Tuesday announced a joint investment with French oil major TotalEnergies to develop two large-scale, low-carbon hydrogen production plants in the Netherlands.

Denny's stock has fallen nearly 60% over the past decade, but its current inexpensive valuation and share repurchase program make it a speculative buy. Despite recent underwhelming earnings, Denny's hidden asset, Keke's Breakfast Café, shows promising growth potential and could drive future profitability and market re-rating. Keke's expansion into new states and remodeling efforts are yielding positive results, with analysts predicting it will boost Denny's EBITDA growth by 5-7% annually.

Tilray stock price has continued to crash this year even as most shares have roared back. TLRY has crashed by 30% this year, making it one of the top laggards on Wall Street and in Canada, where it is also listed.

SHANGHAI, Feb. 18, 2025 (GLOBE NEWSWIRE) -- TH International Limited (NASDAQ: THCH), the exclusive operator of Tim Hortons coffee shops in China (“Tims China” or the “Company”) today announced the launch of its "Light Bagel Sandwich Lunch Box Series", enhancing its commitment to providing high-quality, convenient coffee and warm, healthy food experiences. Centered around a bagel sandwich + salad + coffee combination, this new lunch offering targets urban consumers seeking convenient and healthy meal options, tapping into a new trend in healthy Western-style lunches.

Mario Morales, group vice president of enabling technologies and semiconductors at IDC, says Intel's manufacturing side needs "a lot of work," posing risks even for TSMC, the world's biggest chip foundry.

SINGAPORE--(BUSINESS WIRE)--Sea Limited (NYSE: SE) (“Sea” or the “Company”) plans to announce its fourth quarter and full year 2024 results before the U.S. market opens on March 4, 2025, U.S. Eastern Time. The Company's management will host a conference call to discuss the fourth quarter and full year 2024 results. A live webcast of this conference call will be available on the Company's website. Details of the webcast are as follows: Date and time: 7:30 AM U.S. Eastern Time on March 4, 2025 8:.

Press Release Telefónica selects Nokia Packet Core to deliver superior network quality for enterprises in Spain #MWC25 Nokia Packet Core solutions will support Telefónica in rolling out 4G and 5G low latency services and other use cases to the operator's enterprise customers. Telefónica will deploy the Nokia cloud-native software solutions on top of its telco cloud and as packet core appliances on enterprise premises.

New approach enables broad, simple and affordable access to trusted scholarly content for learning and research LONDON , Feb. 18, 2025 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced a new subscription-based content access strategy. The new approach breaks down barriers through broad and affordable access to highly curated, trusted academic resources, including Ebooks and primary digital collections, enabling every library to support research, teaching and learning goals.

Rogers Communications' share price decline in 2025 is overdone; the company trades at the lowest EV/EBITDA multiple among peers and has a clear debt reduction strategy. RCI's high debt stems from acquiring Shaw Communications and potentially MLSE; however, synergies and strategic benefits are expected to help drive future growth. A potential $7 billion structured equity investment and strong free cash flow will aid debt reduction, positioning Rogers to improve its financial standing relative to Bell and Telus.

Assura Group (LSE:AGR) has confirmed what the market already knew, that it rejected a fourth takeover offer from US private equity firm KKR. The board of the healthcare focused real estate investment trust said the most recent cash offer, priced at 48p per share, had been considered "carefully" with its advisers and together they concluded it "materially undervalued the company and its prospects".

Tesla is hiring for roles based in Mumbai, India. The recruitment efforts come just days after Elon Musk met with Indian Prime Minister Narendra Modi.

U.S. fund KKR has signed an agreement with Italy's Eni to buy an additional 5% stake in Eni's biofuel business Enilive for 587.5 million euros ($614.17 million), bringing its total stake to 30%, the energy group said on Tuesday.

CME Group has a dividend yield and a P/E ratio of 23.71, with a robust 10-year growth rate of 8%. The stock appears undervalued due to its strong balance sheet and market moat, presenting a potential buying opportunity. CME Group owns the world's largest derivatives exchanges, including CME, NYMEX, and COMEX, enhancing its market position.

Enovix, a pre-revenue company, is developing high-performance batteries and aims to start mass production in Malaysia by late 2025. The key to Enovix's success is achieving 95% battery yields, which would enable scaling production and securing major customers. Despite past misjudgments, I'm bullish on Enovix's long-term potential, especially with a Fortune 50 partnership in the works.

Genmab reported strong Q4 2024 results, with $897.4 million in revenue, beating expectations and showing 29% Y/Y growth, driven by Darzalex royalties. 2025 revenue guidance was slightly ahead of consensus and expense guidance was surprisingly low, indicating only 7% growth, and enhancing the company's financial outlook. J&J's decision on GEN3014 is pending; I expect J&J to opt out, but remain bullish on Genmab's product portfolio, pipeline, and growth prospects.

GSK's revenue and EPS exceeded my expectations and those of analysts, thanks to the strong performance of its oncology and HIV franchises. So, Ojjaara/Omjjara sales amounted to $150 million in the fourth quarter of 2024, more than tripling year-on-year. While sales of the HIV therapy called Cabenuva also did not disappoint, totaling $396 million, up 23.8% quarter-on-quarter.

Expedia Group has streamlined operations, unified technology, and focused on core brands, enhancing efficiency and customer experience. International expansion and a thriving B2B segment drive growth, with non-U.S. revenue outpacing U.S. growth significantly. Strong free cash flow, attractive valuations and disciplined capital allocation position Expedia well for significant shareholder returns.