reports
- Koray Pamir
- Mehmet Yigit Yorulmaz
Monthly Refining Margin Data (September 2025)
In September, within mid distillates, diesel cracks (in USD/bbl.) registered at 26.6 (up 4.6 m/m, up 11.8 y/y) and jet fuel cracks registered at 21.6 (up 3.3 m/m, up 9.4 y/y) based on Tupras provided data. Gasoline cracks came to 21.8 (up 3.4 m/m, up 10.5 y/y). HSFO cracks were realized at negative 9.1 (down 2.3 m/m, up 4.2 y/y). Differentials were slightly wider m/m. On a quarterly basis, diesel cracks came to 25.0 (up 60% y/y, up 46% q/q), jet cracks rose to 20.0 (up 48% y/y, up 26% q/q) and ...
- Erol Danis
- Koray Pamir
Model Portfolio Update - Adding Aygaz to our Model Portfolio
Yesterday may have been about iPhone 17; today is about Aygaz where, even after a 10% holding discount, the participation portfolio now trades broadly at par with its market cap, leaving the core LPG franchise (including net cash of TL2.3bn) effectively priced at zero—an inefficiency we expect to mean-revert. We recently upgraded to Buy and the shares have outperformed the BIST-100 by c.5% since; we now add Aygaz to our model portfolio to reiterate our conviction. Near-term EPS is supported by ...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
UNH UNITEDHEALTH GROUP INCORPORATED
SEDG SOLAREDGE TECHNOLOGIES INC.
RUN SUNRUN INC.
ROFIN SINAR TECH
RRGB RED ROBIN GOURMET BURGERS INC.
PBYI PUMA BIOTECHNOLOGY INC.
KE KIMBALL ELECTRONICS
GAIA GAIA INC CL A
UEC UNIMIT ENGINEERING
FI FRANK'S INTERNATIONAL NV
FSLR FIRST SOLAR INC.
DK DELEK US HOLDINGS INC
NEON NEONODE INC.
LYFT LYFT
ZETA ZETA GLOBAL HLDGS CORP
ARHS ARHAUS INC
EVLV EVOLV TECHNOLOGIES HLDGS INC
ESEA EUROSEAS LTD
VERB VERB TECHNOLOGY COMPANY INC.
MPLN MULTIPLAN CORPORATION
BKTI BK TECHNOLOGIES CORP
RIGL RIGEL PHARMACEUTICALS INC.
CSIOX CATALYST PERINI STRATEGIC INCOM ORD
SCLX SCILEX HOLDING COMPANY
- Dave Nicoski
- Ross LaDuke
- Koray Pamir
Aygaz - Core business valuation gyrates back to attractive following U...
Upgraded to Buy on improved relative valuation: We upgrade Aygaz to Buy (from Hold) with a revised 12-month target price of TL230/share (+23%), implying 50% upside potential. This follows a valuation refresh—including updated subsidiary assumptions and a shift in our valuation horizon to mid-2026. Our key argument centers on a compelling relative valuation reset: Aygaz has underperformed Tupras by 17% since our downgrade in January 2025, despite Tupras constituting approximately 68% of Aygaz’s t...
Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances
Nebius Group Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances 18-March-2025 / 21:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances Nebius will be an early adopter cloud provider of the NVIDIA Blackwell Ultra platform, offering NVIDIA GB300 NVL72-powered instances Announces general availability of NVIDIA Blackwell GPU capacity at U.S. data centers beginning in Q2 Also named as ecosystem partner for new NVIDIA Dynamo Inference Engine Amsterdam, March 18, 2025 — Nebius (NASDAQ:...
Nebius Academy and Stevens Institute of Technology launch lab to explo...
Nebius Group Nebius Academy and Stevens Institute of Technology launch lab to explore how AI can advance math research and education 12-March-2025 / 14:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius Academy and Stevens Institute of Technology launch lab to explore how AI can advance math research and education Opening March 12, the lab will explore applications for AI and related technologies to advance teaching and learning in mathematics Hoboken, N.J., March 12, 2025 – Stevens Institute of Technology is collaborating with , the le...
Nebius accelerates US expansion, adding up to 300 MW capacity at new d...
Nebius Group Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey 05-March-2025 / 13:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey New build-to-suit facility in New Jersey will have design capacity of up to 300 MW; Incremental capacity also being added at existing facility in Kansas City and new site in Iceland. Amsterdam, March 5, 2025 — Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a ...
Nebius Group N.V. announces fourth quarter and full-year 2024 financi...
Nebius Group Nebius Group N.V. announces fourth quarter and full-year 2024 financial results 20-Feb-2025 / 13:01 CET/CEST The issuer is solely responsible for the content of this announcement. Exhibit 99.1 Nebius Group N.V. announces fourth quarter and full-year 2024 financial results Amsterdam, February 20, 2025 – Nebius Group N.V. (“Nebius Group”, the “Group” or the “Company”; NASDAQ: NBIS),(1) a leading AI infrastructure company, today announced its unaudited financial results for the fourth quarter and full year ended December 31, 2024. In Q4 2024, the Group’s re...
Nebius Group N.V. announces date of fourth quarter and full year 2024 ...
Nebius Group Nebius Group N.V. announces date of fourth quarter and full year 2024 results conference call 06-Feb-2025 / 12:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius Group N.V. announces date of fourth quarter and full year 2024 results conference call Amsterdam, February 6, 2025 – Nebius Group N.V. (NASDAQ:NBIS) will release its financial results for fourth quarter and full year 2024 on Thursday, February 20, 2025 before market open. The Company will hold a conference call to discuss those results at 8:00 a.m. Eastern Time (5...
Nebius AI Studio introduces one of the most cost-effective suite for t...
Nebius Group Nebius AI Studio introduces one of the most cost-effective suite for text-to-image generation with leading open-source AI models 22-Jan-2025 / 13:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius AI Studio introduces one of the most cost-effective suite for text-to-image generation with leading open-source AI models With the latest addition of Flux Schnell, Flux Dev, and SDXL models, Nebius AI Studio becomes one of the most competitive providers of text-to-image AI models in the market Nebius AI Studio’s standard capacity of...
Nebius announces oversubscribed strategic equity financing of USD 700 ...
Nebius Group Nebius announces oversubscribed strategic equity financing of USD 700 million to accelerate roll-out of full-stack AI infrastructure 02-Dec-2024 / 13:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius announces oversubscribed strategic equity financing of USD 700 million to accelerate roll-out of full-stack AI infrastructure Investment comes from a select group of institutional and accredited investors, including participation from Accel, NVIDIA, and certain accounts managed by Orbis Investments Supports additional capacity ...
Nebius expands in US with first GPU cluster in Kansas City, offices in...
Nebius Group Nebius expands in US with first GPU cluster in Kansas City, offices in San Francisco, Dallas and New York 19-Nov-2024 / 13:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius expands in US with first GPU cluster in Kansas City, offices in San Francisco, Dallas and New York AI infrastructure provider’s first GPU cluster in the US will service customer workloads from early 2025 GPU cluster in Kansas City has potential capacity to house up to about 35 thousand GPUs after expansion Nebius’s new customer hubs in San Francisco and...
Nebius Group N.V. announces third quarter 2024 financial results
Nebius Group Nebius Group N.V. announces third quarter 2024 financial results 31-Oct-2024 / 12:11 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius Group N.V. announces third quarter 2024 financial results Amsterdam, October 31, 2024 – Nebius Group N.V. (“Nebius Group”, the “Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced its unaudited financial results for the third quarter ended September 30, 2024. Nebius Group is a technology company building full-stack infrastructure to service the high-gr...
Nebius Group confirms schedule for resumption of trading on Nasdaq and...
Nebius Group Nebius Group confirms schedule for resumption of trading on Nasdaq and provides further company background information 21-Oct-2024 / 11:00 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius Group confirms schedule for resumption of trading on Nasdaq and provides further company background information Amsterdam, October 21, 2024 — Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS) confirms that the trading of the Company’s Class A ordinary shares on the Nasdaq Global Select Market is scheduled to resume at 9:00 a.m....
Investor Materials Ahead of Trading Resumption
Nebius Group Investor Materials Ahead of Trading Resumption 18-Oct-2024 / 22:18 CET/CEST The issuer is solely responsible for the content of this announcement. Investor Materials Ahead of Trading Resumption Dear investors, Today we published a detailed presentation about Nebius ahead of the start of trading in our shares on Nasdaq on Monday, October 21. Please see the , and here is a from our Chairman John Boynton and CEO Arkady Volozh who provide additional color. If you have any questions, please contact us on: Investor Relations Media Relations ...
Nebius Group Announces Planned Resumption of Trading on Nasdaq and Pro...
Nebius Group Nebius Group Announces Planned Resumption of Trading on Nasdaq and Provides Investor Update 17-Oct-2024 / 21:45 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius Group Announces Planned Resumption of Trading on Nasdaq and Provides Investor Update Amsterdam, October 17, 2024 — Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS) today announces that it has been informed by The Nasdaq Stock Market LLC (“Nasdaq”) that trading in the Company’s Class A ordinary shares is scheduled to resume on Monday October 21, 2024. ...
Nebius to triple capacity at Finland data center to 75 MW
Nebius Group Nebius to triple capacity at Finland data center to 75 MW 08-Oct-2024 / 09:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius to triple capacity at Finland data center to 75 MW Amsterdam, October 8, 2024 – Nebius (NASDAQ:NBIS), a leading AI infrastructure company, today announced that it will triple the capacity of its data center in Mäntsälä, Finland. The current expansion phase will enable Nebius to place up to 60,000 GPUs at the Mäntsälä location alone, with annual revenue potential of over USD 1 billion at full capacity ut...
Nebius Group provides corporate update
Nebius Group Nebius Group provides corporate update 02-Oct-2024 / 09:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius Group provides corporate update Amsterdam, October 2, 2024 — Following a number of enquiries from potential partners and investors, Nebius Group N.V. (NASDAQ: NBIS) has appointed Goldman Sachs as exclusive financial advisor to review certain strategic options that would enable the company to accelerate planned investments in its core AI infrastructure business. Arkady Volozh, founder and CEO of Nebius, said: “We have a...
Nebius to invest more than USD 1 billion to build AI infrastructure in...
Nebius Group Nebius to invest more than USD 1 billion to build AI infrastructure in Europe 25-Sep-2024 / 12:01 CET/CEST The issuer is solely responsible for the content of this announcement. Nebius to invest more than USD 1 billion to build AI infrastructure in Europe Build-out includes expansion of existing facilities; additional capacity deployment through colocations; and new-build GPU clusters at greenfield sites Nebius also announces launch of new GPU cluster in Paris Paris cluster will be one of the first in Europe to offer NVIDIA H200 Tensor Core GPUs Amsterdam, Septem...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.