Indecent Exposure

Business

Investor Exit Sparks Debate Over Corteva's Future as Breakup Talks Emerge

Hardman Johnston Global Advisors has sold its entire stake in Corteva Inc. (NYSE: CTVA) following management discussions about potentially splitting the company's Seeds and Crop Protection units. The move highlights growing investor unease over strategic direction, liability concerns, and the unclear path to value creation, casting a shadow over the agricultural giant's recent strong performance.

Jan 31, 2026

Business

Private Equity and Institutions Bear Brunt as BCI Minerals Shares Tumble 7.8%

Last week's sharp sell-off in BCI Minerals wiped AU$103 million from its market value, with private companies and institutional investors, who collectively control nearly 70% of the stock, feeling the deepest pain. The drop raises questions about shareholder influence and the company's near-term outlook.

Jan 31, 2026

Business

CK Hutchison's Stock Surge: Momentum Play or Overheated Valuation?

CK Hutchison Holdings (SEHK:1) has seen its share price rally sharply, with recent one- and three-month returns significantly outpacing its year-to-date performance. This surge prompts a closer look at whether the conglomerate's current valuation represents a genuine opportunity or has run ahead of fundamentals.

Jan 31, 2026

Business

First Hawaiian Bank's Valuation Under Scrutiny Amid Volatile Trading

First Hawaiian Bank (FHB) shares have captured investor interest following a period of mixed performance, trading at $26.55. While recent daily declines contrast with solid monthly and quarterly gains, analysts debate whether the stock's current discount to intrinsic value represents a buying opportunity or reflects underlying economic risks.

Jan 31, 2026

Business

Analysts Revise Outlook: What's Driving the New Price Target for Illinois Tool Works (ITW)

A revised price target for industrial conglomerate Illinois Tool Works has refocused investor attention, prompting a fresh assessment of the company's strategic positioning and market sentiment.

Jan 31, 2026

Business

Oracle's TikTok Partnership and AI Expansion: A High-Stakes Balancing Act on Growth and Reliability

Oracle's deepening role as TikTok's U.S. data guardian and its aggressive push into regulated AI sectors present a dual narrative of strategic growth and heightened operational scrutiny, following a service outage linked to its infrastructure.

Jan 30, 2026

Business

Franchise Power: The Resilient Investment Play in a Shifting Restaurant Landscape

As the restaurant industry navigates post-2025 challenges of traffic recovery and margin pressure, the franchise model emerges as a defensive cornerstone for investors, offering scalability and predictable cash flows.

Jan 30, 2026

Business

From Crash Prophet to Housing Alarmist: Peter Schiff Warns of Looming 'Emergency' in U.S. Real Estate

Economist Peter Schiff, famed for foreseeing the 2008 collapse, now predicts a severe market correction driven by high mortgage rates and unsustainable prices, potentially triggering widespread defaults. While today's market fundamentals differ, his warning underscores deep-seated affordability concerns.

Jan 30, 2026

Business

Institutional Money Fuels Dover's Meteoric Rise: A 2,357% Journey Since 1996

Dover Corporation (DOV), the diversified industrial manufacturer, continues to attract heavy institutional investment, driving a remarkable long-term share price appreciation. Strong quarterly earnings and bullish guidance underscore the fundamental strength behind the sustained Big Money inflows.

Jan 30, 2026

Business

Kirby Corporation Sees Surge in Institutional Interest as Fundamentals and Money Flows Align

Kirby Corporation (KEX), a leading tank barge operator, is attracting significant institutional capital amid strong quarterly results and optimistic guidance, with its stock rising 11% year-to-date.

Jan 30, 2026

Business

Deutsche Bank Bets on NNN REIT's Resilience, Upgrades to Buy Amid Sector Headwinds

Deutsche Bank has upgraded NNN REIT to 'Buy' with a $47 price target, highlighting its defensive portfolio and sustainable dividends as relative strengths in a challenging real estate investment trust environment expected to persist through 2026.

Jan 30, 2026

Business

Eupe Corporation Berhad: Is the Property Developer Trading at Fair Value?

A discounted cash flow analysis suggests Eupe Corporation Berhad (KLSE:EUPE) may be trading close to its intrinsic value. We examine the assumptions behind the numbers and what investors should consider beyond the model.

Jan 30, 2026

Business

B. Riley Trims Skyworks Price Target Amid Persistent Android Market Headwinds

B. Riley Securities lowered its price target on Skyworks Solutions, citing ongoing softness in the Android smartphone segment that is expected to weigh on near-term guidance, despite strength from Apple's iPhone cycle and diversification efforts.

Jan 30, 2026

Business

Valuation Check: Is Micro-Mechanics (Holdings) Trading at a Fair Price?

A deep dive into the intrinsic value of Micro-Mechanics (Holdings) Ltd. (SGX:5DD) using a Discounted Cash Flow model suggests the stock is trading close to its estimated fair value of S$1.83, presenting a nuanced picture for investors.

Jan 30, 2026

Business

Flagstar Bank Posts Q4 Profit, Marking Turnaround as It Shifts Away from Commercial Real Estate

Flagstar Bank returned to profitability in Q4 2025, driven by improved net interest income, cost controls, and a strategic pivot from commercial real estate towards commercial and industrial lending. Executives outline a path for sustained growth through 2027.

Jan 30, 2026

Business

Eastman Chemical Navigates Market Headwinds, Pins Hopes on Operational Shifts and Circular Economy

While outlining stabilization efforts in challenged segments like Fibers, Eastman Chemical's leadership emphasized that a sustained recovery hinges on broader end-market demand. The company is betting on strategic projects and chemical recycling to drive future growth amid persistent pricing pressures and global trade dynamics.

Jan 30, 2026

Business

Deutsche Bank Hits 2025 Targets, Sets Sights on Higher Returns Amid Strategic Shift

Deutsche Bank reported meeting its key 2025 financial objectives, including a 10.3% return on tangible equity, and outlined a path to boost profitability above 13% by 2028. The update, delivered during a fixed income call, highlighted revenue growth, cost discipline, and a strengthened balance sheet, even as management signaled caution on parts of the commercial real estate market.

Jan 30, 2026

Business

Chevron Caps 'Year of Execution' with Record Output, Dividend Hike, and Strategic Gains

Chevron reported robust fourth-quarter results, emphasizing record global production, major project startups, and increased shareholder returns. Executives detailed progress in the Permian Basin, Gulf of Mexico, and international ventures while outlining a confident outlook for 2026.

Jan 30, 2026

Business

Covenant Logistics Sees Freight Market Turning, But Margin Pressures Linger

Covenant Logistics Group struck a cautiously optimistic note in its Q4 2025 earnings call, citing improving freight fundamentals and rising bid activity, even as margin compression across key segments weighed on profits. The company is navigating the shift through fleet optimization, a reduced capex plan, and the integration of a new brokerage unit.

Jan 30, 2026

Business

Church & Dwight Charts Course for Growth After Portfolio Overhaul, Eyes Acquisitions

Buoyed by strategic brand exits and tariff mitigation, Church & Dwight enters 2026 with robust cash flow and a sharpened focus on its 'power brands' like Arm & Hammer and TheraBreath, despite a challenging consumer landscape.

Jan 30, 2026