Waiting on a Housing Turnaround for Reliance, Don't Expect It in Fiscal 2025
Reliance has moved some of SharkBite’s manufacturing to the US from 2024. In shifting some production to the US we think this will reduce transportation costs and improve supply in the US, which can ...
We Expect Reduced Fixed-Price Exposure to Improve Fluor's Risk Profile
While the balance sheet is solid, there is a risk that further cost overruns on fixed-price contracts could lead to additional cash outflows and weaken the company's balance sheet. Considering that an ...
Sabio Holdings Inc.: Sabio Delivers Record Revenues and Adjusted EBITDA Profitability in Q4 and 2024 Fiscal Year, Based on Preliminary Results
Record full-year consolidated revenues of approximately US$49.3 million to US$49.5 million in FY2024, an increase of 37% compared to the prior year, with a gross ...
JAKKS Pacific, Inc. (JAKK): A Bull Case Theory
We came across a bullish thesis on JAKKS Pacific, Inc. (JAKK) on Substack by Inflexio Research. In this article, we will summarize the bulls’ thesis on JAKK. JAKKS Pacific, Inc. (JAKK)’s share was ...