economic calendar

AOUT beats EPS estimates but sales dip 3.3%. Tariffs pressure margins, but new products offer growth.

Thames Water's lenders propose £10bn rescue, injecting cash & debt to avoid renationalization. Potential customer payout if sold.

Iran oil flows via Hormuz unhindered, boosting supply. Brent crude near $102, but Sec. Bessent sees prices falling below $80 post-conflict.

Iran ships ~1M bpd via Hormuz despite conflict, US eyes oil infra. Valuation unclear.

PLUG's 9% 2026 gain follows a 64% 2023 drop. Cash burn persists, risking dilution despite valuation.

Soybeans drop 3.5% on US-China trade talk delay fears. Bulls face downside risk as hope for demand is priced in.

Meritage Homes lost 17.3% on weak EPS growth & declining ROIC. Trades at 10.6x P/E, but upside is limited.