Investment Banking Industry News
A collection of Investment Banking latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Wall Street giants lead China-profit surge despite market polarisation
Overseas-invested securities firms collectively saw income from their China businesses skyrocket in 2025, as combined net profits climbed more than fourfold from a year earlier to 2.65 billion yuan (US$390 million), according to their annual…
Miller Industries expects $850M-$900M 2026 revenue amid 3% price increase and production pause (NYSE:MLR)
Earnings Call Insights: Miller Industries (MLR) Q1 2026 'We entered the year with strong momentum' and management said actions taken in 2025 to 'reduce field inventory' and 'strengthen our supply chain' helped support 'solid sequential revenue…
Politics And The Markets 05/08/26
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor…
Perdoceo forecasts 2026 adjusted EPS of $3.05-$3.16, driven by retention and marketing investments (NASDAQ:PRDO)
Earnings Call Insights: Perdoceo Education Corporation (PRDO) Q1 2026 'First quarter operating performance exceeded our expectations' (President, CEO & Director Todd Nelson), as he highlighted a 'balanced approach' of 'delivering on our financial…
CF Industries outlines $1.3B 2026 capex as Blue Point targets 1.5M tons of ammonia capacity by late 2029 (NYSE:CF)
The Iran conflict and the closure of the Strait of Hormuz have severely tightened global nitrogen markets by causing significant supply shocks and export limitations, which management expects to persist and drive a higher risk-return framework in…
Congressmen Khanna and Deluzio talk about competing with China while touring Pittsburgh-area steel facilities
With steel production in the U.S. lagging significantly behind China, a top congressman from California offered potential solutions while touring steel plants in the Pittsburgh area on Thursday. Rep. Ro Khanna (D-California) and Rep. Chris Deluzio…
China robotics to drive next chapter of manufacturing dominance: Morgan Stanley
China is poised to leverage the humanoid and robotics market to consolidate its dominance over global manufacturing – a move that echoes its decade-long rise to the top of the electric vehicle (EV) sector, according to a new report.
Exclusive | Baidu chip unit eyes US$14.7b valuation in Hong Kong IPO: sources
Kunlunxin, the artificial intelligence chip unit of Chinese tech giant Baidu, is seeking a valuation of at least 100 billion yuan (US$14.69 billion) for its Hong Kong stock exchange listing, according to two people familiar with the matter. The…
Oil supply shock to worsen as inventories fall further even if conflict ends
Oil supplies are set to tighten further in coming weeks even if the U.S. and Iran agree on a peace deal to end their war because it will take weeks for oil shipments to resume from the Middle East Gulf and reach refiners worldwide — so oil…
Coach handbag parent tumbled 12% after earnings. JPMorgan tells clients to buy the dip
Tapestry is trading at an attractive level after its fiscal third-quarter earnings report added to investor concerns around demand for affordable luxury fashion, making now a good time to buy shares of the Coach owner, according to JPMorgan. The…
Plains outlines $2.88B 2026 adjusted EBITDA midpoint as it targets closing NGL sale in May (NASDAQ:PAA)
Raised due to NGL outperformance, Cactus III synergies, and a stronger macro environment. NGL sale boosts proceeds ($3.3B), reduces expected leverage, but eliminates prior plans for a special distribution. Risks include operational disruptions…
Pakistan Plans Debut Panda Bond Sale of Up to 1.75 Billion Yuan
Pakistan is looking to raise yuan-denominated bonds in China's onshore market, in what would mark its debut panda bond issuance, with a size of as much as 1.75 billion yuan ($257 million). The three-year sustainable development bonds could be…
AerSale expects to exceed $50M in expansion-related revenue as it targets leasing the remaining 4 757 freighters in 2026 (NASDAQ:ASLE)
Leasing revenue grew significantly while USM sales decreased due to more internal engine parts consumption, leading to a more predictable revenue stream through leasing and MRO. Recent expansions led to start-up costs and operating inefficiencies…
MSC Income Fund plans $0.11 monthly dividends starting July with $0.03 supplemental in September (NYSE:MSIF)
The fund is focusing on recycling capital from legacy lower middle market investments into private loans, expecting continued realizations from portfolio company sales and more emphasis on private loan deployment. Growth and outlook are impacted by…
Nephros expects tariff relief from 10% rate to support margins later in 2026 (NASDAQ:NEPH)
Strong programmatic performance and expansion into key markets such as New York and Puerto Rico drove revenue to a record high, despite a decrease in emergency response revenue. Gross margin declined due to tariffs, currency pressures, and product…
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