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Schaeffler: Dividend Bearing
Source: Investor Presentation of Schaeffler India Ltd Source link
This Small Energy Company Set Off a Bidding War: Should You Buy Before a Buyout?
Recently, Canadian energy giants Strathcona (TSX:SCR) and Cenovus Energy (TSX:CVE) have been locked in a bidding war over the smaller pure play E&P, MEG Energy Corp (TSX:MEG). The two larger companies have made their bids for the smaller E&P and look committed to closing the deal. The stakes involved here are relatively large. MEG is…
Linkfest: 29 August, 2025
Some stuff I am reading today morning: India’s growth will slip below 6% (DH) India’s 3-way balancing act (CNBC) Trump’s Trade War is hurting the US economy (Yahoo) Adani Group’s EBITDA crosses 90,000 Cr (Rediff) SEBI clears Groww’s IPO (MC) Stock Talk: Defence Shipbuilders (FE) When markets concentrate (Novel Investor) The Probability Machine (Big Picture)…
Thursday: CPI, Unemployment Claims, Flow of Funds
by Calculated Risk on 9/10/2025 08:11:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday:• At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 240 thousand from 237 thousand last week. • Also at 8:30 AM, The…
July Vehicle Forecast: Sales “Rebound”
by Calculated Risk on 7/24/2025 04:21:00 PM From J.D. Power: New-Vehicle Retail Sales Up 4.1% for July and Consumer Spending Sets Record for Month with $49.8 Billion Spent on New Vehicles Brief excerpt: The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 16.4 million units, up 0.8 million units from…
Ticking Time Bond – Fat Tail Daily
Tariffs are a kind of duct tape for this administration. An all-purpose fix-it, they are used — with equal effectiveness — to gum up trade, to stop drug trafficking, bully foreign courts and influence foreign elections, pay off campaign contributors, protect domestic industries from competition, discourage immigration, show dissatisfaction with foreigners’ opinions…try to hamstring challengers…and…
