Business

H World Group Limited (HTHT) Q1 2026 Earnings Call Transcript

Published

1 day ago

15 May 2026

OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Good day, and thank you for standing by. Welcome to H World First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.

I’ll now hand the conference over to your first speaker today, Ms. Ivy Luo, Head of Investor Relations. Please go ahead.

Ivy Huili Luo

Thank you, operator. Good morning and good evening, everyone. Thanks for joining us today. Welcome to H World’s First Quarter 2026 Earnings Conference Call. Joining us today is our Founder and Executive Chairman, Mr. Ji Qi; our CEO, Mr. Jin Hui; our CFO, Mr. Arthur Yu, our COO, Mr. Chen Hui; and our CFO, Ms. Junrui Yu. Following our prepared remarks, management will be available to answer your questions.

Before we continue, please note that the discussion today will include forward-looking statements made under the safe harbor provision of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements involve inherent risks and uncertainties. As such, our results may be materially different from the views expressed today. A number of potential risks and uncertainties are outlined in our public filings with the SEC.

H World Group does not undertake any obligation to update any forward-looking statements, except as required under applicable laws. On the call today, we will also mention adjusted financial measures during the discussion of our performance. Reconciliation of those measures to comparable GAAP information can be found

Business

Nidec Corporation (NJDCY) Analyst/Investor Day Transcript

Published

3 minutes ago

16 May 2026

NewsAdmin

Nidec Corporation (NJDCY) Analyst/Investor Day May 13, 2026 4:00 AM EDT

Company Participants

Keita Watanabe – Corporate Communications Department Manager
Mitsuya Kishida – President, CEO, Chairman & Representative Director
Takako Sakai
Masayuki Minai – Senior VP, Chief Compliance Officer & Chief Human Resource Officer
Kazuo Nakagawa – VP & Deputy CFO

Conference Call Participants

Daiki Takayama – Goldman Sachs Group, Inc., Research Division
Shoji Sato – Morgan Stanley, Research Division
Ryosuke Katsura – SMBC Nikko Securities Inc., Research Division

Presentation

Keita Watanabe
Corporate Communications Department Manager

Now let us start the press conference. Now the presenters are as follows: Ms. Takako Sakai, the Chairperson of Nidec Corporation’s Nomination Committee; Mr. Mitsuya Kishida, Director, President and CEO of the company; Mr. Masayuki Minai, Senior Vice President and Chief Compliance Officer; and Mr. Kazuo Nakagawa, Acting Chief Financial Officer of the company. I’m Keita Watanabe, General Manager of the company’s Corporate Communication Department.

In this press conference, first, Mr. Kishida will make his opening remarks and explain quality matters and Nidec’s actions on corporate revival. Then Ms. Sakai will present the company’s new Board of Directors system, followed by Mr. Kishida’s presentation on the company’s matters on improving Nidec’s corporate value. Then the floor will be open for a question-and-answer session. Please kindly wait to ask your questions until then.

Now Mr. Kishida, please.

Mitsuya Kishida
President, CEO, Chairman & Representative Director

I’m Mitsuya Kishida, Nidec Corporation’s Representative Director and President. A recent inspection of Nidec Group companies led by the Nidec Corporate Reform Committee’s Quality Working Group has reviewed suspected inappropriate misconduct on our company’s products. We take this issue extremely seriously as quality is the very basis of the Nidec Group, which is a manufacturing company. In addition to the series of cases of accounting misconduct, we deeply apologize for the tremendous anxiety we have caused to our business partners, shareholders, investors, people of

Business

Market Leadership Is Narrow, Increasing Summer Risk

Published

23 minutes ago

16 May 2026

NewsAdmin

Market Leadership Is Narrow, Increasing Summer Risk

After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much “been there and done that” at one point or another. I am currently a partner at RIA Advisors in Houston, Texas. The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process. I am a managing partner of RIA Pro, a weekly subscriber based-newsletter that is distributed to individual and professional investors nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.

Business

DSV A/S (DSDVY) Analyst/Investor Day Transcript

Published

51 minutes ago

16 May 2026

NewsAdmin

Company Participants

Stig Frederiksen
Michael Ebbe – Group CFO & Member of Executive Board
Jens Lund – Group CEO & Member of the Executive Board
Saskia Blochberger – Group CPO
Jesper Riis – Group Chief Information Officer
Vishal Sharma – Group Chief Commercial Officer
Brian Ejsing – Group COO & Member of Executive Board
Frank Sobotka – Chief Executive Officer of Air & Sea Division
Helmut Schweighofer – Chief Executive Officer of Road Division
Maciej Walenda – CEO of Contract Logistics Division

Conference Call Participants

Lars Heindorff – Nordea Markets, Research Division
Marco Limite – Barclays Bank PLC, Research Division
Alexia Dogani – JPMorgan Chase & Co, Research Division
Arthur Truslove – Citigroup Inc., Research Division
Alexander Irving – Bernstein Institutional Services LLC, Research Division
Jacob Lacks – Wolfe Research, LLC
Cedar Ekblom – Morgan Stanley, Research Division
Muneeba Kayani – BofA Securities, Research Division
Ulrik Bak – Danske Bank A/S, Research Division
Kristian Godiksen – SEB, Research Division
Andy Chu – Deutsche Bank AG, Research Division
Dmitriy Pokaluhin
Marc Zeck – Kepler Cheuvreux, Research Division
Patrick Creuset – Goldman Sachs Group, Inc., Research Division
James Hollins – BNP Paribas, Research Division
Cristian Nedelcu – UBS Investment Bank, Research Division
Leszek Sulewski – Truist Securities, Inc., Research Division
Andy Chu – Deutsche Bank AG, Research Division

Conversation

Stig Frederiksen

Good morning. Welcome to the Capital Markets Day of DSV. My name is Stig Frederiksen. I’m heading the Investor Relations team. Pleasure seeing so many people here today and also behind the screen.

I’ll do a few housekeeping stuff, and then I’ll give the word to Michael. First of all, you can see and Michael will show you, we have a very packed agenda today. So like in school, please be back during the break after the break, so we can start up productivity, efficiency, keywords. Secondly, there will be Q&A sessions. And I will do the stuff here. But for you watching from home, you can always

Business

US Treasury allows sanctions waiver on Russian seaborne oil to lapse

Published

1 hour ago

16 May 2026

NewsAdmin

US Treasury allows sanctions waiver on Russian seaborne oil to lapse

Business

Altria: Diversified Tobacco With Rich Return Prospects – Reiterate Buy (NYSE:MO)

Published

1 hour ago

16 May 2026

NewsAdmin

Woman holding regular, electronic cigarette and disposable vape on white background. Tobacco heating systems.

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Business

VGT And XLK: Why I Am Downgrading Them (NYSEARCA:VGT)

Published

2 hours ago

16 May 2026

NewsAdmin

VGT And XLK: Why I Am Downgrading Them (NYSEARCA:VGT)

Alan Brochstein, CFA has been contributing articles to Seeking Alpha since 2007. He has worked on the sell-side and the buy-side in fixed-income and on the buy-side in equities. Alan got his start as a financial professional in the securities industry in 1986 after earning a B.A. in Economics and in Mathematical Methods in the Social Sciences from Northwestern University. He was managing investments in institutional environments until he founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors. He also prepared management reviews for Management CV, a firm focused on evaluating the skill and quality of management teams at publicly-traded companies.Alan was one of the first investment professionals to focus exclusively on the cannabis industry when he started to doing so in 2014. In 2013, he launched 420 Investor, a subscription service focused on cannabis stocks that he now runs on the Seeking Alpha platform, and he is also the managing partner of New Cannabis Ventures, a leading provider of relevant financial information in the cannabis industry since 2015. Alan has been a big fan of ETFs for decades, liking both how they enable individual investors to manage diversified investment portfolios at a reasonable cost and investment managers to help their clients have passively managed portfolios among their holdings. He has been writing about ETFs extensively at Seeking Alpha since 2025, aiming to help readers better understand the ETF universe, which has gotten quite large Alan is trying to help investors understand what they own or what they could own and to also help them become aware of the risks of their ETFs relative to other ETFs.He maintains a 85 ETF Focus List (all passive) that is broad, including both very large and popular ETFs as well as many that are not as widely followed but that stand out in his view. He has also created a model portfolio as of year-end 2025.

Business

Quebecor Inc. (QBR.A:CA) Shareholder/Analyst Call Transcript

Published

2 hours ago

16 May 2026

NewsAdmin

Sylvie Lalande

Dear shareholders, dear fellow directors, dear members of the Quebecor family, good morning, and welcome to Quebecor’s Annual Shareholders Meeting. We are delighted to welcome you back to our offices and to take stock together of another eventful year.

The business of the meeting will be conducted in French. However, the proceedings are being interpreted into English, and audio devices are available at the entrance to the room.

With that, allow me to introduce you to the individuals joining me on this stage. Firstly, Mr. Pierre Karl Peladeau, President and Chief Executive Officer; Mr. Hugues Simard, Chief Financial Officer; Marie-Pierre Simard, Senior Vice President, Legal Affairs and Corporate Secretary, who is on my immediate right — my left rather, who will serve as Secretary of this meeting.

Before officially opening the meeting, allow me to share a few words about the year just ended. Last April, we celebrated the third anniversary of the acquisition of Freedom Mobile, a landmark and profoundly transformative event for Quebecor. Three years later, this decision, which lies at the heart of our success, continues to be lauded within the company and is told by many shareholders, analysts, investors and financial columnists.

Quebecor embarked on this major shift toward geographic expansion in 2023 with a clear ambition of becoming the fourth major player in Canada’s telecommunications landscape. Today, when we look at the prominent position Freedom has carved out for itself in the Canadian