In today’s briefing:
- Alliant Energy’s Data Center Push: What $10 Billion Means for Growth!
- Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025
- Lucror Analytics – Morning Views Asia
- Sempra: Strategic Equity Sale & Financial Maneuvering to Ensure Sustained Financial Stability While Optimizing Its Capital Structure!
Alliant Energy’s Data Center Push: What $10 Billion Means for Growth!
- Alliant Energy has reported its second quarter financial results for 2025, showcasing a notable performance amidst ambitious growth objectives and strategic investments.
- The company announced ongoing earnings of $0.68 per share, a healthier position than the $0.57 per share reported in the same quarter last year, driven by successful capital investment programs and improved electric and gas sales.
- The company reaffirms its full-year 2025 earnings guidance range of $3.15 to $3.25 per share and maintains a long-term annual earnings growth target of 5% to 7%.
Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025
- In this insight, we detail about insider buying activity in Indian Equities for the month of August 2025.
- Driven by pressure of increased tariffs, Indian equity market have been underperforming. But as seen in past during such times promoter buying activity increases.
- This insight details about companies with notable insider buying (large and small caps), sectors which witnessed buying and stocks which trade above and below the insider purchase price.
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: China Oil & Gas
- UST yields fell yesterday, led by the front end, despite a soft auction of 5Y notes (which tailed by 0.7 bps). The UST curve bullsteepened, with the yield on the 2Y UST falling 7 bps to 3.61%, while the yield on the 10Y UST declined 3 bps to 4.24%. Equities ended higher, ahead of Nvidia’s Q2/25 results release (out after the market closed). The S&P 500 and Nasdaq were both up 0.2% at 6,481 and 21,590, respectively.
- New York Fed President John Williams said that the current rates are “modestly restrictive”, which means the US central bank could “reduce interest rates and still be somewhat restrictive going forward, but again, we’re going to have to figure out exactly what’s happening in the economy”.
Sempra: Strategic Equity Sale & Financial Maneuvering to Ensure Sustained Financial Stability While Optimizing Its Capital Structure!
- Sempra Energy’s latest earnings results present a complex picture of both strategic progress and operational challenges.
- The company reported second-quarter 2025 adjusted earnings per share (EPS) of $0.89, mirroring last year’s results.
- This aligns with Sempra’s guidance range for the full year of $4.30 to $4.70 and supports its forward-looking 2026 EPS guidance of $4.80 to $5.30.
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