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Eurozone Industrial Production Jumps in January as Hopes for Sustained Revival Grow, Says ING
ING: Driven by AI demand, the Global Semiconductors market is expected to grow by 9.5% in 2025, but the performance of segmented markets will vary.
ING stated that driven by strong demand for Datacenter services (including AI), the Global Semiconductors market is expected to grow by 9.5% in 2025. However, at the same time, Other more mature market segments are expected to stagnate.
Express News | Shares of Banking Stocks Are Trading Lower Amid Economic Worries Driven by Tariffs and Trade Policies. Investors May Be Expecting a Decline in Investment and Consumer Spending, Which May Also Be Weighing on the Industry
6-K: ING to nominate Petri Hofsté and Stuart Graham as members of the Supervisory Board
Soochow: The annual contract pricing scheme for Henry Hub Natural Gas has been released, and it is expected that the procurement cost of urban gas will decrease in 2025.
Soochow Securities released a Research Report stating that the annual contract pricing scheme for Henry Hub Natural Gas will be introduced in 2025-2026. The contract price for China National Petroleum Corporation (00857) has slightly increased, while coastal prices have declined. The contract price for China Petroleum & Chemical Corporation (00386) has decreased, and it is expected that the procurement cost for urban gas will decrease in 2025. Supply is loose, and gas companies are optimizing costs; the pricing mechanism continues to be refined, and demand is increasing. Attention should be paid to whether companies with access to US gas sources can mitigate the impact through resale and other means after policy changes related to the USA. 1) Reducing costs and increasing volume for urban gas; 2) Releasing overseas gas sources, focusing on companies with quality long-term contracts, flexible scheduling, and cost efficiency.
Upstart, Jefferies Retreat, While ING, MARA Jump: Week's Financials Roundup
