Latest news with #emergingMarkets
Yahoo
11 hours ago
- Business
- Yahoo
IHS Holding Limited (IHS): A Bull Case Theory
We came across a bullish thesis on IHS Holding Limited (IHS) on Deep Value Capital's Substack. In this article, we will summarize the bulls' thesis on IHS. IHS Holding Limited (IHS)'s share was trading at $5.22 as of 28th May. A telecommunications tower reaching high into the sky, connected to a satellite system. IHS Holdings (IHS) is a misunderstood infrastructure powerhouse the market has mispriced as a risky, FX-exposed telecom play concentrated in Nigeria. In reality, IHS operates a high-margin telecom tower business across emerging markets like Nigeria and Brazil, where mobile data usage is surging and 4G/5G penetration is set to rise from 57% to 86% by 2029. Its model is simple and scalable: mobile carriers lease space on IHS towers via long-term, inflation-linked contracts—adding tenants drives near-pure profit, with minimal incremental cost. This recurring, CPI-protected revenue base underpins a robust infrastructure compounding story, with management targeting $1B in run-rate free cash flow (FCF) by 2029. Recent moves validate the strategy: IHS sold a non-core fiber business at 5x its current EBITDA multiple, signaling that the market's current valuation deeply discounts its asset quality. Meanwhile, free cash flow margins are climbing, and the company is trading at a steep discount despite improving fundamentals. Management's guidance for 2025 appears conservative, hinting at a potential beat-and-raise setup. Despite FX volatility and geopolitical noise, the math points to a 6.5x upside from current levels, with the potential for significant re-rating as investors reappraise IHS as a critical digital infrastructure enabler in fast-growing regions. In the face of rising data demand, tower utilization, and CPI-linked escalators, IHS stands to compound cash flows for years, and recent portfolio actions plus management's capital discipline bolster the bullish case. This is a classic case of market misperception creating outsized opportunity for those willing to look beyond headlines. For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of their bullish thesis on Atlassian Corporation (TEAM). Since our coverage, the stock is up 2.3%. IHS Holding Limited (IHS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held IHS at the end of the first quarter which was 17 in the previous quarter. While we acknowledge the risk and potential of IHS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than IHS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Globe and Mail
2 days ago
- Business
- Globe and Mail
Steel Casting Market Report on the Untapped Growth Opportunities in the Industry
The Steel Casting Market is witnessing steady growth driven by demand across automotive, construction, and industrial sectors. Technological advancements in casting processes further support market expansion. Key players such as Precision Castparts Corp., Hitachi Metals, and Kobe Steel continue to lead through innovation and global reach, shaping the competitive landscape. The market for steel casting is approximated to be USD 33.90 billion in 2025, and it is projected to reach USD 42.18 billion by 2029, at a CAGR of 5.6%. The Research report presents a complete judgment of the market which consists of future trends, steel casting market growth factors, consumption, production volume, CAGR value, attentive opinions, profit margin, price, and industry-validated market data. during the forecast period. Steel casting refers to the pouring of molten steel into molds to produce specified shapes and parts with high strength, toughness, and wear resistance. These castings are used widely in automotive, construction, aerospace, energy, and machinery due to their toughness and resistance to extreme conditions. The steel casting market is being driven by factors such as rapid industrialization, increased demand from automotive and renewable energy sectors, and technological advancements in casting technologies. Still, high production costs, supply chain disruptions, and competition from lightweight materials restrain growth in the market. Emerging markets, customization demand, and sustainability trends offer substantial opportunities for growth in the following years. Download PDF Brochure: By Type, carbon steel casting accounted for the largest market share in 2024 Carbon steel casting leads with the highest share in the global steel casting market in 2024. It finds its application within a large majority of industries ranging from automotive and construction to the manufacturing sector as well. Its strength, machining, and good durability are compared to other varieties of steel available at a more reduced cost. Some of the high demanding components include an engine block, valves, and structural parts which are usually found in cast form. The versatility of carbon steel in handling both high and low temperatures, along with its ability to withstand wear and corrosion, further drives its demand in critical applications. By Process, Sand Casting Process accounted for the largest market share in 2024 The highest demand for sand casting process is because of its flexibility, economy, and capacity for large and intricate components. Its application is extensive among construction machinery, automotive, mining, and energy industries where large and intricate steel parts are in high demand. Sand casting is particularly preferred for its flexibility towards a high range of sizes and sizes, for both small and high volumes. In addition, its relatively low tooling costs as well as the flexibility to use various alloys are the reasons it finds widespread preference. Its versatility in being applied to diverse sectors ensures that sand casting is at the core of the steel casting market. By Formulation, Solvent-based formulation accounted for the largest share in 2024. Solvent-based formulation currently dominate the market due to their their proven in performance and widely applicablility to all forms of industries. Such formulation is preferred when excellent adhesion, durability, and resistance under extreme conditions to be sustained in critical components of a construction automobile industry and energy sector. Solvent-based formulations ensures that results on complex and high-strength steel parts are consistent and that is where the reliability of finished products will be maintained. As an established efficiency and adaptability factor, they continue to dominate the market despite growing environmental regulations, especially in regions that place a priority on performance rather than the use of eco-friendly alternatives. Get a Sample Copy of This Report: By Application, Power generartion segment accounted for the largest share in 2024 The power generation segment dominated the steel casting market in 2024 due to the rising demand for energy across the globe and the growing upgradations in infrastructure. Steel castings are the backbone of the manufacturing of components in the turbines, generators, and other heavy-duty equipment used in thermal, hydro, nuclear, and renewable energy plants. Steel's strength, resistance to high temperatures, and mechanical strength make it a critical component in many power generation applications where extreme conditions prevail. Renewable energy, particularly wind and solar power, added more momentum to the demand for steel castings because these sources require precision-engineered steel components. Asia Pacific accounted for the largest share of the steel casting Market in 2024 The Asia-Pacific region is projected to dominate the steel casting market, driven by strong industrial base, increasing infrastructure development, and expanding manufacturing sector. India and Japan have also emerged as lead contributors in this account because of their increasing demand for steel component usage in the Automotive, Construction, and Energy Sector respectively. The large-scale infrastructure projects undertaken by China and giant industrial output of India coupled with rapid construction activities and automotive production certainly enhanced the demand for steel castings. Coupled with the abundance of raw materials, the cheap labor charges, and advancements in manufacturing technologies, this has added further robustness to the region. Government policies that helped accelerate industrialization further assisted the market to reach further heights. It has also been fueled by ever-increasing foreign investments. Steel Casting Companies The steel casting Market comprises major players such as ArcelorMittal (Luxembourg), Doosan Corporation (South Korea), Kobe Steel, Ltd., (Japan), Nucor Corporation (US), Isgec Heavy Engineering Ltd. (India), and Georg Fischer Ltd. (Switzerland), The Japan Steel Works, Ltd. (Japan), Nelcast Limited (India), Ferralloy, Inc. (US), POSCO (South Korea) and others are covered in the steel casting market. Expansions, acquisitions, joint ventures, and new product developments are some of the major strategies adopted by these key players to enhance their positions in the steel casting Market. ArcelorMittal (Luxembourg) was formed in 2006 with the merger of Arcelor and Mittal Steel. With the help of a broad range of employees, the company manufactured a wide range of high-quality finished and semi-finished steel products. The company has steel manufacturing plants in 16 countries and serves its customers in 155 countries across the globe in different end-use industries such as automotive, construction, appliances, energy, transport, and machinery. ArcelorMittal produces blooms, rebar, billets, wire rods, sections, castings, sheet piles, rails, and drawn wires, along with seamless and welded tubular products. ArcelorMittal offers a wide range of standard and special rebar for use in reinforced concrete structures in all possible fields of application. The company is one of the largest steel manufacturers in North America, South America, and Europe. Doosan Corporation (South Korea) is a multinational conglomerate primarily engaged in various sectors, including power generation facilities, industrial equipment, construction machinery, engines, and the manufacture of castings and forgings. The company is a global leader in the design and production of major nuclear equipment, contributing significantly to energy infrastructure worldwide. In addition to manufacturing, Doosan Corporation has extended its reach into key sectors, such as engineering, construction, and environmental solutions, further enhancing its global competitiveness. Doosan Heavy Industries & Construction Co., Ltd. specializes in manufacturing of products like power plant equipment, chemical and petrochemical plant equipment, iron and steel making machinery, marine diesel engines, and heavy castings and forgings. Kobe Steel, Ltd., (Japan) also known by its unified brand name KOBELCO, is a prominent Japanese steel manufacturer headquartered in Chuo-ku, Kobe. With a diverse portfolio, the company offers a range of innovative and reliable products and technologies across several industries, including iron and steel, welding, aluminum and copper, machinery, engineering, construction machinery, and electric power. As of March 2024, the Kobe Steel Group operates with 202 subsidiaries and 45 affiliated companies, cementing its strong presence in the global industrial sector. About MarketsandMarkets™ MarketsandMarkets™ has been recognized as one of America's best management consulting firms by Forbes, as per their recent report. MarketsandMarkets™ is a blue ocean alternative in growth consulting and program management, leveraging a man-machine offering to drive supernormal growth for progressive organizations in the B2B space. We have the widest lens on emerging technologies, making us proficient in co-creating supernormal growth for clients. Earlier this year, we made a formal transformation into one of America's best management consulting firms as per a survey conducted by Forbes. The B2B economy is witnessing the emergence of $25 trillion of new revenue streams that are substituting existing revenue streams in this decade alone. We work with clients on growth programs, helping them monetize this $25 trillion opportunity through our service lines – TAM Expansion, Go-to-Market (GTM) Strategy to Execution, Market Share Gain, Account Enablement, and Thought Leadership Marketing. Built on the 'GIVE Growth' principle, we work with several Forbes Global 2000 B2B companies – helping them stay relevant in a disruptive ecosystem. Our insights and strategies are molded by our industry experts, cutting-edge AI-powered Market Intelligence Cloud, and years of research. The KnowledgeStore™ (our Market Intelligence Cloud) integrates our research, facilitates an analysis of interconnections through a set of applications, helping clients look at the entire ecosystem and understand the revenue shifts happening in their industry.
Forbes
2 days ago
- Business
- Forbes
The Real Reason You Can Still Buy A Great Domain
Businessman touching the screen in the office getty If you're a startup founder, chances are you've fallen in love with a name, only to find the domain is already taken. It's frustrating. I get it. I've been there too. But before you start calling the owner a cybersquatter, take a moment to reconsider. Because what you're likely dealing with isn't squatting. It's domain investing. And whether you realize it or not, it's probably the reason you'll end up with a better name. Let me explain. Let's draw a clean line. Cybersquatting is when someone registers a domain that matches an existing brand or trademark and holds it hostage for a payout. It's shady, unethical, and yes, illegal. But that's not what most domain investors do. They're not targeting brand names like Apple or Nike. They're buying clean, unclaimed words: phrases and combinations that could one day become something. Like real estate investors buying land in emerging neighborhoods, domain investors are betting on language. They're trying to be early. There's a big difference between stealing and speculating. Imagine a city that doesn't exist yet. A few years before anyone moves in, someone starts buying land. Not because they know who's coming, but because they believe the area has potential. When people finally arrive, that land is ready. Not free, but available. Accessible. That's exactly what domain investors do. They spot promising words and hold them, sometimes for years, until the right founder comes along. When we were rebranding, the name Atom immediately stood out. It was short, clean, and full of energy. More than anything, it aligned with our vision of where everything starts. The atom is the foundational unit of matter, and in many ways, we see startups the same way: small, but full of potential. But wasn't obviously available. The domain had originally been owned by Paramount. After their digital project shut down, it eventually passed to a domain investor. That one detail changed everything. Had it still been held by a large corporation, it likely would've been buried for good. But because it was in the hands of someone who saw its future potential, we had a chance. We paid a meaningful amount. And it turned out to be one of the best strategic decisions we've made. The domain didn't just give us a name. It gave us clarity, trust, and a brand that fully reflected who we were becoming. Another great example is RehabPath, a company focused on mental health and addiction recovery. They acquired through and it wasn't a cheap name either. But for a company helping people through life-altering decisions, a name like wasn't a luxury, it was core to the mission. It builds instant trust. It's unforgettable. And it positions them as a leader in a space that's deeply personal and often overwhelming. In behavioral health, clarity isn't just helpful. It can literally change lives. And without a domain investor holding and maintaining that name, it likely never would've made its way into the hands of a company like RehabPath. Your domain is the front door to your business. It shows up in every email, every pitch deck, every ad, and every investor memo. It's the one part of your brand that can't easily be changed later. Strong domains don't just look good. They work hard for you. Research shows that .com names are still considered significantly more trustworthy by consumers, and shorter, more pronounceable names increase brand recall and conversion. So while a great domain might seem expensive, it's often far cheaper than years of brand confusion, lost traffic, or the cost of rebranding. One of the least talked about benefits of domain investing is liquidity. Without it, naming would be a zero-sum game. If someone got to a great name first, it would be gone forever, either parked, buried, or simply unused. But because domain investors exist, names circulate. They resurface. They can be found, negotiated, and bought. That's a good thing for founders. Just like stock markets make it possible to trade company ownership, domain marketplaces make it possible to trade identity. You don't have to settle for a third-tier name just because the first-tier one was taken 10 years ago. Here's something most people don't realize. At based on our own data, only about 2–4% of domains sell each year. And that's in a curated marketplace. The average sell-through rate across the broader industry is often even lower. That means investors are holding, renewing, and maintaining 97% of their domains without return. Year after year. They do it not for quick flips, but because they believe in long-term value. It's not about gaming the system. It's about patience, conviction, and playing the long game. It's easy to get frustrated when your dream name is taken. But maybe, just maybe, the person who registered it saw what you're seeing now. They believed in that name. They kept it alive. They made it possible for you to own it today. That's not squatting. That's vision. It's what allowed us to own It's what allowed RehabPath to own And it's what allows thousands of founders every year to launch with the kind of clarity, confidence, and brand power that moves companies forward.
Yahoo
2 days ago
- Business
- Yahoo
Isothermal Forging Industry Report 2025: Market Opportunities and Strategies to 2034 - Strategic Partnerships and Collaborations Among Market Players To Drive Innovation and Growth
Growth in the historic period resulted from the expansion of aerospace and defense sectors, increase in industrialization and surge in oil and gas exploration activities. Factors that negatively affected growth in the historic period were stringent government regulations and geopolitical tensions. Going forward, rapid growth in the automotive industry, expanding energy and power generation sector and strong economic growth in emerging markets will drive the growth. Factor that could hinder the growth of the isothermal forging market in the future include shortage of skilled labor. Isothermal Forging Market Dublin, May 29, 2025 (GLOBE NEWSWIRE) -- The "Isothermal Forging Market Opportunities and Strategies to 2034" report has been added to report describes and explains the isothermal forging market and covers 2019-2024, termed the historic period, and 2024-2029, 2034F termed the forecast period. The report evaluates the market across each region and for the major economies within each global isothermal forging market reached a value of nearly $9.01 billion in 2024, having grown at a compound annual growth rate (CAGR) of 4.13% since 2019. The market is expected to grow from $9.01 billion in 2024 to $12.23 billion in 2029 at a rate of 6.29%. The market is then expected to grow at a CAGR of 6.48% from 2029 and reach $16.74 billion in 2034. The global isothermal forging market is fairly fragmented, with a large number of small players operating in the market. The top ten competitors in the market made up to 21.1% of the total market in 2023. Allegheny Technologies Incorporated (ATI). was the largest competitor with a 7.01% share of the market, followed by Precision Castparts Corp. with 5.17%, Larsen & Toubro Ltd. with 2.80%, Bharat Forge Ltd. with 2.22%, Aubert and Duval. with 1.80%, Andritz AG (Schuler AG). with 1.52%, Anchor-Harvey Components LLC with 0.37%, ALD Vacuum Technologies Pvt. with 0.07%, CFS Forge with 0.06% and H C Starck Solutions Services Inc. with 0.04%.Asia Pacific was the largest region in the isothermal forging market, accounting for 37.34% or $3.36 billion of the total in 2024. It was followed by Western Europe, North America and then the other regions. Going forward, the fastest-growing regions in the isothermal forging market will be Asia Pacific and Middle East where growth will be at CAGRs of 6.99% and 6.74% respectively. These will be followed by North America and South America where the markets are expected to grow at CAGRs of 6.52% and 5.70% isothermal forging market is segmented by raw material into carbon steel metal forging, alloy steel metal forging, aluminum metal forging, magnesium metal forging, stainless steel metal forging, titanium metal forging and other raw material metal forging. The carbon steel metal forging market was the largest segment of the isothermal forging market segmented by raw material, accounting for 33.60% or $1.13 billion of the total in 2024. Going forward, the magnesium metal forging segment is expected to be the fastest growing segment in the isothermal forging market segmented by raw material, at a CAGR of 10.52% during isothermal forging market is segmented by processes into conduction heating and induction heating. The conduction heating market was the largest segment of the isothermal forging market segmented by processes, accounting for 64.27% or $2.16 billion of the total in 2024. Going forward, the induction heating segment is expected to be the fastest growing segment in the isothermal forging market segmented by processes, at a CAGR of 7.30% during isothermal forging market is segmented by end-use vertical into aerospace and defense, automotive, construction and mining equipment and components, energy and power, industrial and manufacturing, marine and rail, oil and gas and others. The aerospace and defense market was the largest segment of the isothermal forging market segmented by end-use vertical, accounting for 23.76% or $800.08 million of the total in 2024. Going forward, the aerospace and defense segment is expected to be the fastest growing segment in the isothermal forging market segmented by end-use vertical, at a CAGR of 8.11% during top opportunities in the isothermal forging market segmented by raw material will arise in the carbon steel metal forging segment, which will gain $884.64 million of global annual sales by 2029. The top opportunities in the isothermal forging market segmented by processes will arise in the conduction heating segment, which will gain $1.94 billion of global annual sales by 2029. The top opportunities in the isothermal forging market segmented by end-use vertical will arise in the aerospace and defense segment, which will gain $943.63 million of global annual sales by 2029. The isothermal forging market size will gain the most in China at $794.74 strategies for the isothermal forging market include focus on developing innovative and advanced technologies, such as vacuum technology to enhance the quality and precision of forged components by minimizing contamination and improving material properties, focus on developing strategic partnerships to enhance their technological capabilities, expand their market reach and improve production efficiency and focus on strategic investments to expand their production capabilities, enhance technological advancements and strengthen their market strategies in the isothermal forging market include focus on strategic investments to expand production capabilities, enhance technological advancements and strengthen their market take advantage of the opportunities, the analyst recommends the isothermal forging companies to focus on advanced vacuum technology, focus on strategic investments, focus on the magnesium metal forging segment, focus on the induction heating segment, expand in emerging markets, continue to focus on developed markets, focus on strategic partnerships, provide competitively priced offerings, continue to use B2B promotions, participate in trade shows and events and focus on the aerospace and defense Market Trends Advancing Closed-Die Forging Techniques For Enhanced Aerospace Manufacturing Capabilities Strategic Partnerships and Collaborations Among Market Players To Drive Innovation and Growth Investments in Isothermal Forging Technology To Strengthen High-Performance Component Production Key Mergers and Acquisitions Aubert & Duval Acquired by Airbus, Safran, and Tikehau Capital Zetwerk Manufacturing Acquired Unimacts Arlington Capital Partners L.P. Acquired Continental Forge Mutares Acquires Sheffield Facility of ATI Companies Featured Allegheny Technologies Incorporated (ATI) Precision Castparts Corp. Larsen & Toubro Ltd. Bharat Forge Ltd. Aubert and Duval Andritz AG (Schuler AG) Anchor-Harvey Components LLC ALD Vacuum Technologies Pvt CFS Forge H C Starck Solutions Services Inc. Balu Forge Industries Ltd. Greg Sewell Forgings Nanshan Forge Company Howmet Aerospace Inc. Hindustan Aeronautics Limited (HAL) Goodluck India Ltd. MTU Aero Engines Fincantieri Forging Industries Aciturri Aerospace Schmiedewerke Groditz GmbH Sheffield Forgemasters Forgex Polska Sp. z o.o. PGO S.A. Kuznia Polska Continental Forge KDK Forging Alcoa Corporation ALD Vacuum Technologies GmbH H.C. Starck Solutions Leistritz Turbinentechnik GmbH LISI Aerospace SCHULER GROUP Arconic Corp. Trenton Forging Company Pratt & Whitney For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Isothermal Forging Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
3 days ago
- Business
- Bloomberg
Poland's World-Beating Rally Is Facing an Election Reality Check
Revved-up Polish markets will be put to the test this weekend as voters head to the polls in the biggest challenge facing Premier Donald Tusk. Polish assets have been on a blistering surge since Tusk swept to power in late 2023 with a promise to repair relations with the European Union and undo populist policy. Government bonds have returned 27% in the period, the zloty is the best-performing emerging currency after the ruble and Warsaw stocks are up 42% in dollar terms this year alone.
