In today’s briefing:
- Nidec (6594 JP): Wait for Hard Numbers
- Chinese Express Firms All Saw H1 OPM% Fall — Except SF Hldg | Pair Trade: LONG SF Vs SHORT ZTO, J&T
- GMS: Strategic Expansion in Complementary Product Offerings to Drive Incremental Revenue Growth Over The Coming Years!
- Robert Half International: An Insight Into Its Protiviti Growth
- Valmont Industries Unlocks $400 Million Growth Potential with Bold Infrastructure Expansion!
Nidec (6594 JP): Wait for Hard Numbers
- Nidec dropped 22% on Thursday following management’s decision to establish an independent committee to investigate accounting irregularities. It bounced back nearly 5% on Friday, but finished the week down 20%.
- In June, the Company received approval to postpone submitting its FY Mar-25 securities report until September 26. In July, it released incomplete 1Q results while postponing full disclosure.
- Without correct numbers, we can only guess at the full impact of the accounting irregularities and their effect on management.
Chinese Express Firms All Saw H1 OPM% Fall — Except SF Hldg | Pair Trade: LONG SF Vs SHORT ZTO, J&T
- With the exception of SF Holding, all listed express firms reported lower H1 OP%
- SF’s independence and unique product mix protected profits as volume surged
- We suggest going Long SF Hldg against Short positions in ZTO & J&T
GMS: Strategic Expansion in Complementary Product Offerings to Drive Incremental Revenue Growth Over The Coming Years!
- GMS Inc.’s latest earnings for the fourth quarter of fiscal year 2025 reflects a mixed performance amidst a challenging macroeconomic environment.
- On the positive side, the company reported net sales of $1.3 billion for the quarter, which aligns with the high end of their expectations provided earlier in the year.
- The sales were bolstered by recent acquisitions, including Kamco, Yvon Building Supply, R.S. Elliott, and Howard & Sons Building Materials, which contributed positively to their revenue.
Robert Half International: An Insight Into Its Protiviti Growth
- Robert Half’s latest earnings for Q2 2025 presents a mixed picture with some notable challenges and opportunities for its business units.
- The company’s global revenues were reported at $1.37 billion, reflecting a 7% year-over-year decline.
- This decline was in line with the midpoint of the company’s previous guidance.
Valmont Industries Unlocks $400 Million Growth Potential with Bold Infrastructure Expansion!
- Valmont Industries, Inc.’s second quarter 2025 results reveal a complex picture of achievements and strategic recalibrations aimed at positioning the company for future growth while addressing current market conditions.
- The company’s revenue for the quarter reached $1.05 billion, marking a slight increase from the previous year, primarily driven by strong performance in the Utility, Telecommunications, and International Agriculture sectors.
- However, this modest growth is offset by challenges faced in other segments, such as Lighting & Transportation and the Solar business.
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