Sumitomo Corporation remains a 'Buy', as I see the expected uptrend in ROIC and ROE justifying a higher P/B multiple. Management targets a 100bps ROIC expansion over the next five years at the recent ...
MPLX LP remains a strong buy, offering a 7.71% yield and robust long-term growth prospects in midstream infrastructure. MPLX's strategic focus on natural gas, especially sour gas treatment in the ...
Carnival Corporation & plc’s CCL latestearnings callhighlights a potential inflection point in its long-term profitability. Management reported return on invested capital (“ROIC”) above 13% in fiscal ...