Core Viewpoint - Imperial Petroleum Inc. (IMPP) is considered undervalued, with strong earnings and a solid balance sheet, alongside favorable macroeconomic and geopolitical conditions [1] Company Summary - Imperial Petroleum Inc. is identified as a small-cap stock with significant potential for growth at a reasonable price, appealing to investors looking for turnaround opportunities [1] - The company’s valuation is emphasized as a critical factor in stock selection strategy, indicating a focus on stocks with limited downside and significant upside potential [1] Analyst Background - The analysis is conducted by a professional portfolio manager with a decade of experience in investment banking, highlighting a robust educational background and independent investment opinions [1]

Core Viewpoint - Imperial Petroleum (IMPP) stock is considered to have a value advantage and is trading at a dislocation from its intrinsic value, leading to a Buy rating on the stock [1] Summary by Relevant Sections - Stock Price: The current stock price of Imperial Petroleum is $4.3 [1]

The Tel Aviv Stock Exchange was mixed today. The Tel Aviv 35 Index fell 0.15% to 4,162.90 points, the Tel Aviv 125 Index rose 0.73% to 4,146.46 points; and the BlueTech Global Index rose 1.41% to 673.74 points. The All Bond corporate bond index fell 0.07% to 423.32 points. Turnover totaled NIS 5.02 billion in equities and NIS 5.82 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.45% lower from Tuesday, at NIS 3.10/$, and the representative shekel-euro rate ...

Investment Rating - The report indicates a positive outlook for Thailand's manufacturing sector, highlighting strong foreign direct investment (FDI) and robust demand for serviced industrial land plots (SILP) [1][51]. Core Insights - Thailand's FDI reached THB 1.14 trillion across 2,259 projects in H2 2025, with a record high demand for SILP, totaling 12,955 rai sold [1][51]. - The average asking price for SILP increased by 5.0% to THB 6.65 million per rai, reflecting a tightening market with high occupancy rates in ready-built factories (RBF) at 98.4% [2][66]. - Future demand is expected to be robust but more specialized, driven by supply chain relocations and growth in digital and electrical industries, with structural factors becoming more critical for investors [3][79]. Market Overview - Thailand's economy saw a slowdown in Q3 2025, with real GDP growth at 1.2% YoY, down from 2.8% in the previous quarter, although external demand and a trade surplus provided some support [8]. - Goods exports rose by 11.5% YoY to USD 86.2 billion, with high-technology manufacturing leading the growth [9]. - Private investment grew by 4.2%, while public investment contracted by 5.3%, indicating a divergence between investment and consumption [10][13]. Foreign Direct Investment (FDI) - Cumulative FDI approvals increased significantly from THB 629.6 billion in Q2 to THB 1.14 trillion by the end of 2025, with the digital sector attracting the largest share of investment [24][26]. - The digital sector's capital inflow rose by 71.6%, highlighting a shift towards technology-driven industries [26]. Serviced Industrial Land Plots (SILP) - The total supply of SILP grew by 0.8% H-O-H to 185,498 rai, with the Eastern Economic Corridor (EEC) commanding a 63.6% market share [42][49]. - The cumulative sales rate for SILP reached 93.5%, indicating a highly competitive market with limited available inventory [52][56]. Ready-Built Factory (RBF) Market - The RBF market saw a national occupancy rate of 98.4%, with the EEC achieving total utilization at 99.94% [66][72]. - Average rental rates increased to 202.9 THB per sqm, reflecting a landlord's market driven by high demand from sectors like EV and electronics [74]. Structural Shifts in the Market - The industrial property market is transitioning towards more capital-intensive and infrastructure-dependent activities, influenced by trade policies and tariff asymmetries [79][80]. - Developers are increasingly adopting built-to-suit models, reducing speculative development and contributing to supply constraints [82]. Future Outlook - Industrial demand is expected to remain resilient but selective, with ongoing supply chain diversification and digitalization [84]. - Long-term structural constraints in power and infrastructure capacity may impact effective supply, leading to uneven land and rental price growth [84].

Core Viewpoint - U.S. equity markets faced volatility as resilient labor market data contrasted with a cautious outlook from Walmart, leading to concerns over consumer spending and geopolitical tensions impacting risk appetite [1]. Major Market Indexes Performance Recap - Major benchmarks ended in negative territory, with the S&P 500 declining 0.28% to 6,861.89, the Nasdaq Composite slipping 0.31% to 22,682.73, and the Dow Jones Industrial Average falling 267 points, or 0.54%, to close at 49,395.16 [2]. Small-Cap vs. Large-Cap Performance - The small-cap Russell 2000 managed a late-day recovery, finishing up 0.25%, indicating that smaller domestic-focused firms found support despite headwinds faced by larger retail and tech companies [3]. Economic Data Insights - Initial jobless claims fell to 206,000, significantly lower than the projected 223,000, marking the lowest level since early January, complicating the Federal Reserve's interest rate cut path [4]. - The U.S. trade deficit unexpectedly widened to -$70.3 billion in December, exceeding the forecasted -$56 billion, while the Philadelphia Fed Manufacturing Index rose to 16.3 in February from 12.6 the previous month, indicating strength in the industrial sector [5]. Corporate News and Stock Movements - Walmart reported better-than-expected fourth-quarter earnings and revenue but saw its stock fall 1.4% due to a disappointing profit forecast, overshadowing a $30 billion share buyback announcement [6]. - Deere & Company shares surged 11.6% after reporting higher-than-expected quarterly profits and raising full-year net income guidance to $4.5 billion to $5.0 billion [7]. - Etsy's stock increased by 21.2% following a significant earnings beat, while Booking Holdings dropped 7.1% amid competition concerns [8]. - Other notable stock movements included Occidental Petroleum rising 9.4%, Blue Owl Capital falling 5.9%, Robinhood Markets tumbling 11.3%, and Nvidia edging higher due to a partnership with Meta Platforms [8]. Upcoming Market Events - Investors are focused on upcoming corporate reports from Newmont Corp. and Consolidated Edison, as well as monitoring Live Nation Entertainment, Texas Roadhouse, and Sprouts Farmers Market for insights into consumer spending [9]. - Nvidia's earnings report is highly anticipated on February 25th, with geopolitical developments in Iran supporting oil prices, which rose 2.6% to $66.71 per barrel [10].

Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A, BRK.B) submitted its latest 13-F filing on February 17, 2026, revealing some interesting changes in the portfolio. The most newsworthy one was undoubtedly the staggering 77% reduction in the Amazon (NASDAQ: AMZN) stake, as the company has sold 7.7 million shares in the e-commerce leader, reportedly valued at nearly $1.7 billion.Berkshire first entered Amazon in 2019, and after seven years, the paradigm appears to be shifting again, with ‘The Oracle of Omaha’ ...

Core Insights - The presentation is part of IPC's Capital Markets Day for 2026, highlighting the company's strategic outlook and operational assets [1][2]. Group 1: Company Overview - The CEO, William Lundin, introduced the agenda, which includes an overview of the company's strategy and operational assets [2]. - The presentation will cover financial overviews for 2026 and reserves evaluation for the year [3]. Group 2: Presentation Structure - The presentation will begin with an introduction and strategy overview, followed by operational insights from team members Nicki and Chris [2]. - Christophe will provide a financial overview specifically for 2026, while Rebecca Gordon will discuss reserves evaluation [3].

Kenya’s price for super petrol will be reduced by four shillings and 24 cents per liter to 178.26 shillings in the capital, Nairobi, the Energy and Petroleum Regulatory Authority said in a statement on X https://t.co/0YnRgYE25W ...

Core Insights - The presentation focuses on the 2025 results of International Petroleum, highlighting a strong performance in production and cost management [2]. Production Performance - The average production for Q4 was 45,600 barrels of oil equivalent per day, with a full year average of 44,900 BOEs per day, which is near the top end of the guidance range of 43,000 to 45,000 BOEs per day [2]. Cost Management - Operating costs for Q4 were $17.40 per barrel of oil equivalent, while the annual operating cost was $17.80 per BOE, aligning with the forecast range of $18 to $19 per BOE for the full year [3]. Capital Expenditure - The total capital expenditure for IPC, including decommissioning, was $344 million, consistent with the company's financial plans [3]. Project Development - The Blackrod Phase 1 development project was completed approximately a quarter earlier than initially guided, indicating efficient project management [3].

As filed with the Securities and Exchange Commission on February 6, 2026. Registration No. 333-292265 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 3 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ARKO Petroleum Corp. (Exact name of registrant as specified in its charter) Delaware 5172 39-3168808 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification N ...