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12.02.26 - 04:45
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Research: JPM: SMIC 4Q25 GM Misses; Rating Remains Underweight (AAStocks)
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JPMorgan published a research report on SMIC (00981.HK). The company reported a GM miss for 4Q25, primarily due to increased depreciation. Looking ahead to 2026, despite an anticipated revenue growth of around 15%, immense capex in 2025/26 are expected to drive up depreciation costs by 30%, resulting in sustained pressure on GMs......
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10.02.26 - 20:36
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III Capital Management Appoints Roxton McNeal as Head of QIS Strategies (Business Wire)
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BOCA RATON, Fla.--(BUSINESS WIRE)--III Capital Management is pleased to announce that Roxton McNeal has joined the firm as Head of QIS Strategies.
McNeal's considerable prior experience includes having served as Head of Investment Strategy and Allocation at UPS Pension Group (2015-2024), where he led portfolio construction and strategic allocation initiatives and focused on utilizing quantitative investment strategies (“QIS”), and having served on the Multi-Asset Strategic Investment Solutions team at General Motors Asset Management (2008-2015).
In his new role, McNeal will work closely with III's investors to integrate QIS into existing portfolios as well as new mandates, with a focus on seeking to generate uncorrelated alpha and enhancing risk mitigation.
III Capital Management's CIO, Dr. Lester Coyle added, "We have known Roxton for over 15 years and consider him to be a very talented and innovative investor. We are thrilled to have him join our investment team."
About III Capital Mana...
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10.02.26 - 00:19
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Cadillac Formula 1 CEO on GM′s Push into Racing (Bloomberg)
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Dan Towriss, CEO of Cadillac Formula 1, discusses the team's entry into Formula One amid new regulations and competition from rivals including Ford, as well as Cadillac Formula 1's Super Bowl ads. He speaks with Katie Greifeld and Matt Miller on “The Close.” (Source: Bloomberg)...
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09.02.26 - 16:36
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Kiwi Charge Launches Autonomous EV Charging Project with $1.7 Million in Funding (Business Wire)
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The Government of Ontario, and industry partners support robotics and AI startup to bring mobile EV charging infrastructure and solutions to marketTORONTO--(BUSINESS WIRE)--Robotics and AI startup Kiwi Charge today announced the launch of its autonomous electric vehicle (EV) charging project with the backing of the Government of Ontario through the Ontario Vehicle Innovation Network (OVIN), and support from General Motors Canada and Pfaff Automotive. The project represents a total investment of $1.7 million to fund the development of mobile EV charging solutions that combine artificial intelligence (AI), robotics, and electrification to close a critical gap in EV charging infrastructure. The investment includes a $500,000 grant through the OVIN R&D Partnership Fund and $1.2 million in funding from industry partners. As part of this milestone, Kiwi Charge will unveil the latest version of its autonomous charging robot at the Canadian International AutoShow from February 13 to 22, where it will be showcased...
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09.02.26 - 15:36
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GM Promises EV Profitability in 3 Years With Breakthrough Battery Launch Planned for 2028 (24/7 Wall St.)
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General Motors Co. (NYSE: GM) is doubling down on battery technology leadership with a breakthrough chemistry launch planned for 2028, even as the automaker absorbs $7.2 billion in special charges from scaling back EV capacity. The high-stakes bet could position GM to leapfrog competitors or leave it stranded with billions in sunk costs. CEO Mary ... GM Promises EV Profitability in 3 Years With Breakthrough Battery Launch Planned for 2028
The post GM Promises EV Profitability in 3 Years With Breakthrough Battery Launch Planned for 2028 appeared first on 24/7 Wall St.....
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06.02.26 - 07:48
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Year-end report: Margins continued to strengthen, strong cash flow and launch of new products according to plan (Cision)
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October - December 2025
· Net sales amounted to 209 MSEK (279). Organically net sales decreased by 21 %, mainly due to the ended cooperation with General Motors.
· The gross margin amounted to 63,2 percent (49,8).
· Adjusted EBITA amounted to 30 MSEK (25), corresponding to a margin of 14,3 percent (9,1).
· Cash flow from operating activities amounted to 131 MSEK (59).
· A strengthened financial position with a debt/equity ratio of 1.2 (1.8) creates flexibility.
”During the final quarter of the year, the Group´s margins strengthened further. We saw strong cash...
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04.02.26 - 13:48
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EV Bloodbath: Carmakers Suffer Face-Melting Losses As Buyers Flee, Credits End (ZeroHedge)
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EV Bloodbath: Carmakers Suffer Face-Melting Losses As Buyers Flee, Credits End
The push into electric vehicles was always bullshit, sold by the left as the move that would future-proof America's and Europe's legacy automakers and save the planet - and anyone not buying it was subject to a guilt trip from smug, private-jet-owning elitists. Instead, EVs are now looking like one of the costliest strategic blunders in modern automotive history. Major U.S. and European brands - including Ford, General Motors, Stellantis, Mercedes-Benz, and Volkswagen - have collectively burned through nearly a staggering $114 billion on EV ventures between 2022 and late 2025, according to an analysis by Robert Bryce in the The New York Post.
Thomas Edison with a Detroit Electric car in 1913. Credit: Wikimedia. Via RobertBryce.substack.com
Ford, Lucid, and Rivian report EV losses directly in their SEC filings, while GM, Stellantis, Mercedes, and Volkswagen do not break out EV performance, forcing analysts to r...
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04.02.26 - 13:33
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CarMax Named One of TIME′s America′s Most Iconic Companies (GlobeNewswire EN)
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RICHMOND, VA, Feb. 04, 2026 (GLOBE NEWSWIRE) -- CarMax, Inc. (NYSE: KMX), the nation's largest retailer of used cars, has been recognized by TIME Magazine as one of America's Most Iconic Companies. The project, created in partnership with Statista Inc., marks the 250th anniversary of the United States and honors 250 companies that have become enduring symbols of American business, culture, and identity. This positive recognition reaffirms CarMax's decades-long dedication to providing a transparent and customer-centric experience. CarMax is honored to be included among other automotive brands, including Ford Motor Company, General Motors, and Tesla. CarMax's commitment to innovation and iconic customer experiences has helped make the company the nation's largest retailer of used cars. As the original disruptor of the automotive industry, CarMax's "no-haggle" prices transformed car buying and selling from a stressful, dreaded event into the honest, straightforward experience all people deserve. Toda...
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