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    Min Chung Cho

    Research Analyst in the Research Division at B. Riley Securities

    Min Chung Cho is a Research Analyst in the Research Division at B. Riley Securities, specializing in equity research and financial analysis within the industrials and housing sectors. He has covered companies such as L.B. Foster Co. and Legacy Housing Corp, contributing insights on earnings and sector trends while supporting senior analysts with corporate coverage. Cho began his analyst career prior to joining B. Riley and has held associate analyst responsibilities during multiple public company earnings calls since at least 2020. While specific performance rankings or licensing details are not publicly disclosed, his consistent presence in earnings discussions underscores his active role in research analysis at B. Riley Securities.

    Min Chung Cho's questions to DYCOM INDUSTRIES (DY) leadership

    Min Chung Cho's questions to DYCOM INDUSTRIES (DY) leadership • Q3 2025

    Question

    Min Chung Cho, on behalf of Alex Rygiel, asked about the potential impact of a new presidential administration on BEAD funding and requested an update on the Black & Veatch integration and the quarter's total wireless revenue.

    Answer

    President & incoming CEO Daniel Peyovich expressed confidence in the bipartisan support for rural broadband, viewing it as a national priority. He noted the Black & Veatch integration is proceeding well, with work ramping slightly ahead of schedule. CFO H. DeFerrari added that integration costs were $4.2 million in Q3 and stated that wireless revenues were just over 4.5% of total revenue for the quarter.

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    Min Chung Cho's questions to ALTA EQUIPMENT GROUP (ALTG) leadership

    Min Chung Cho's questions to ALTA EQUIPMENT GROUP (ALTG) leadership • Q3 2024

    Question

    Min Chung Cho inquired about the product support business, asking about technician headcount growth and the hiring environment. He also asked for an update on the e-mobility business, specifically the reason for the backlog reduction to $20 million and the status of the Harbinger relationship, and questioned if any material handling market trends had changed.

    Answer

    CFO Tony Colucci noted technician headcount is up nominally, but the focus is on efficiency, which has improved service gross margins. CEO Ryan Greenawalt described the skilled labor market as challenging but manageable due to Alta's scale. Colucci explained the e-mobility backlog change was due to some revenue recognition and deals being pushed out, not canceled. Greenawalt added that they are building a demo facility for Harbinger products for 2025. Finally, Colucci mentioned the automotive end market has been a soft spot for material handling.

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    Min Chung Cho's questions to Orion Group Holdings (ORN) leadership

    Min Chung Cho's questions to Orion Group Holdings (ORN) leadership • Q3 2024

    Question

    Min Chung Cho of B. Riley Securities questioned the business impact from recent hurricanes, sought confirmation on the ~$13 billion project pipeline with a focus on data center opportunities, and asked for guidance on SG&A expenses.

    Answer

    Executive Travis Boone stated that the hurricane impact was minimal, with only minor damage and a quick return to work, plus some new emergency repair projects. He and CFO Scott Thanisch confirmed the pipeline remains strong in the $13-$14 billion range, with data center work being particularly 'hot'. Thanisch projected Q4 SG&A dollar figures would be similar to Q3's level.

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    Min Chung Cho's questions to Titan Machinery (TITN) leadership

    Min Chung Cho's questions to Titan Machinery (TITN) leadership • Q2 2025

    Question

    Speaking for Alex Rygiel, Min Chung Cho of B. Riley Securities asked for the floorplan financing rate, whether CNH offers concessions in down markets, details on cost-cutting plans, and the non-ag revenue mix in the Construction segment.

    Answer

    Executive Bo Larsen provided the floorplan rate of ~7.45% and explained that OpEx is being held relatively flat, with a focus on controlling discretionary spending rather than large-scale cuts. Executive Bryan Knutson confirmed that CNH partners with them on financing programs and other support in downturns, and stated that over half of the Construction segment's revenue is non-ag related.

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    Min Chung Cho's questions to NR leadership

    Min Chung Cho's questions to NR leadership • Q1 2024

    Question

    The analyst asked for a U.S./U.K. rental revenue breakdown, differences in demand dynamics, the SG&A run rate, and progress on securing larger projects.

    Answer

    Rental revenue is 90% U.S. / 10% U.K., with slightly different industry mixes but similar strong infrastructure demand. The current underlying SG&A is a good run rate. The company is successfully building a backlog of larger projects.

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