Daily Brief Energy/Materials: Suzhou Kematek, Petroleo Brasileiro , Valvoline and more

In today’s briefing:

Quiddity CSI All Share Semiconductors Jun25 Results: 11 ADDs/DELs; Couple of Surprises
Petrobras: Expansion & Optimization of Key Oil Basins to Maintain Resilience Against Fluctuating Global Oil Prices!
Valvoline Inc.: Igniting Growth With Aggressive Franchise Expansion & Market Penetration!

Quiddity CSI All Share Semiconductors Jun25 Results: 11 ADDs/DELs; Couple of Surprises

The June 2025 index review results for the CSI All Share Semiconductors Index were announced after market close on Friday 30th May 2025.
There will be 4 ADDs and 7 DELs for the CSI All Share Semiconductors Index.
We estimate one-way flows of approximately US$84mn in the June 2025 index rebal event.

Petrobras, short for Petróleo Brasileiro S.A., recently released its financial results for the first quarter of 2025, set against a challenging backdrop of declining global oil prices.
A key aspect of the company’s strategy involves adapting to these external pressures while maintaining financial sustainability and shareholder returns.
From the results, Petrobras posted a net income of $6 billion for the quarter, a significant increase from $4 billion in the previous quarter.

Valvoline reported its second-quarter 2025 financial results, providing a mixed picture of its current standing and projections.
The company experienced an 11% increase in system-wide sales to $826 million, driven by a 5.8% same-store sales growth and an expansion of its store network by 8% over the previous year.
Total net sales saw an increase of 11% to $403 million, adjusted for refranchising impacts.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network