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CEO Jakob Stausholm emphasized the focus remains on continuous improvement and controlling costs during growth, rather than simple cost-cutting. On Genalco, he confirmed that dialogue is ongoing and the company is serious about finding a pathway for share buybacks, but had no specific solution to announce.

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CEO Jakob Stausholm emphasized that Rio Tinto's focus is on continuous improvement and controlling costs while growing volume, rather than outright cost-cutting. Regarding Chinalco, he confirmed that dialogue is ongoing and the company is serious about finding a pathway for a share buyback, but he had no specific solution to announce.

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CEO Jin Hui described the Intercity brand as a redefinition of the upper mid-scale segment, blending Chinese and Western elements. He projected reaching approximately 100 Intercity hotels in operation by the end of 2025, with a focus on securing flagship locations in key cities to build the brand. He also noted this is part of a multi-brand strategy that includes Crystal, Mercure, and Novotel, with the latter two positioned to benefit from rising inbound tourism.

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CEO Hui Jin described the Intercity brand as a key driver in redefining the upper-midscale segment with its blend of Chinese and Western elements. He projected reaching approximately 100 Intercity hotels in operation by the end of 2025, many in flagship locations. He placed this within a broader multi-brand strategy for the segment, where international brands like Mercure and Novotel are positioned to capture rising inbound tourism.

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CEO Peter Scott affirmed that strong fundamentals support rent growth but the immediate focus is balancing lease economics with occupancy gains, which he believes will create more pricing power later. He prioritized using disposition proceeds for deleveraging to strengthen the balance sheet over stock buybacks, which he views as a tactic for when the company has more balance sheet capacity.

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Chief Risk Officer Xu Yifang responded, stating that as a technology company, Jiayin is committed to leveraging data to connect consumers and financial institutions. He highlighted increased investment in big data and AI, including the deployment of multi-node AI agents and empowering all tech personnel with AI-driven tools. Mr. Xu also mentioned the exploration of lightweight AI applications in risk management to reinforce the company's competitive advantage.

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Tomer Weingarten (CEO) explained that the go-to-market strategy is in constant evolution, with a focus on improving productivity, driving platform sales, and offering more flexible pricing. He noted that key indicators like win rates and channel contributions are improving, with these strategic decisions aimed at long-term sustainable growth.

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Chief Financial Officer JR Herlihy reiterated a previously stated target of $0.09 per share per quarter as a longer-term run rate for Longbridge's contribution to adjusted distributable earnings (ADE). He noted that while Q4 performance nearly doubled this figure, the $0.09 run rate remains a good baseline for modeling future performance, even if the company has exceeded it in recent quarters.

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CEO Mikael Opstun Skov stated there was 'no factual reason' for the share price drop, attributing it to short-term market sentiment and uncertainty. He emphasized that the long-term fundamentals remain very strong, with the potential removal of the dark and sanctioned fleet far outweighing the newbuild order book, making the recent share price decline unjustified in management's view.

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CEO Ole Hjertaker explained that SFL's focus on long-term charters makes short-term spot market profitability less relevant. However, he provided a positive general outlook for shipping, highlighting historically low order books, reduced shipbuilding capacity, and strong Asia-centric demand, which creates an interesting supply-demand dynamic across major segments.

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CEO William Burns confirmed that healthcare reemerged as the company's fastest-growing vertical in the latter half of 2024 and he expects that strength to continue into 2025. He cited growing opportunities in clinical mobility, home health care, patient engagement, and virtual care as key drivers for the company's purpose-built portfolio.

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An executive responded that the MAU strategy is centered on unique and self-commissioned content, alongside product functionality improvements. They highlighted that ROC-focused promotions proved effective on QQ Music and will be replicated on Kugou. Future growth is expected from in-car and IoT device usage. Regarding Weixin (WeChat), it is viewed as a key platform for distributing self-commissioned content.

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CEO Jay Mazelsky reiterated a 2025 launch target for the IDEXX cancer diagnostic, starting with lymphoma, and noted it is being positioned as a wellness screen with excellent feedback from key opinion leaders. Regarding the Reference Lab, he stated there has been no change in the competitive dynamic, citing positive net new business gains and high retention. He emphasized that differentiation through menu innovation like SDMA and upcoming products continues to drive the business's strength, as evidenced by recent major contract wins.

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Executive Tomomi Kato identified Hitachi Energy's transformers, DSS's storage via Vantara, and CI's industrial products as key growth drivers for data centers, noting that overseas business is currently larger but Japanese demand is growing. He detailed that the generative AI investment is progressing across three pillars: infrastructure development (e.g., Hitachi iQ), strengthening service engineering, and reinforcing personnel, with M&A also being considered.

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CFO Kamil Kalyon stated that the company has adequate cash reserves but is exploring alternatives like a new bond or bank loan, waiting for an opportune time by monitoring economic conditions. Executive Ali Koç projected a 5G auction in 2025 with a 2026 launch, but noted terms are not set. He emphasized Turkcell's focus on using local technologies and confirmed that Turkcell owns all its towers, which it also leases to competitors.

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Executive Emmanuel Camacho responded that the impact from Acapulco is limited due to its small share of total traffic. He reiterated that the growth in commercial revenue per passenger is broad-based, driven by overall strategy in areas like parking and retail, and is not solely dependent on the international passenger mix, with the exception of duty-free sales.

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CEO Ian Marcel Craig García noted that in Argentina, the more significant trend is an increase in returnable packaging mix, not a major shift to multi-serve. For Guatemala, he attributed strong growth to low per capita consumption (now at 220) with significant room to grow, a young population, strong remittances, and a stable, pro-business environment. CFO Gerardo Celaya added that significant market share gains were also a key driver.

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An executive explained that the increased capital expenditure is targeted at key growth areas, including factory development in India, the NPe joint venture with Stellantis, and water cooling module projects. The executive clarified that the strategy balances organic investment with M&A; for instance, the successful acquisition of TAKISAWA Machine Tool Co., Ltd. negated the need for a separate organic investment in that area. The company's growth model is now an even 50/50 split between organic initiatives and M&A, with the capacity to pursue larger acquisitions.

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