Latest news with #ICIS
Yahoo
5 hours ago
- Business
- Yahoo
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC (RELX) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on RELX. RELX PLC (RELX)'s share was trading at $52.97 as of 10th June. RELX 's trailing and forward P/E were 38.02 and 29.94 respectively according to Yahoo Finance. A data analyst using cutting-edge analytics to accurately interpret complex sets of data. RELX Plc (REL) has quietly transformed itself from a traditional publishing house into an indispensable data and analytics powerhouse embedded in the workflows of scientists, lawyers, regulators, and financial professionals. Its crown jewels—Elsevier, LexisNexis, ICIS, and FlightGlobal—don't chase headlines; they provide deeply validated, mission-critical information that professionals rely on daily. RELX doesn't sell news or trend-driven content—it sells trust, insight, and operational confidence. Whether diagnosing a rare disease or modeling global trade flows, its tools are often the first—and only—stop for users. This embedded relevance creates a business model with powerful economics: subscription-based revenue, high renewal rates, low marginal costs, and 30 %+ operating margins. Once inside an institution, RELX is rarely replaced. Behind its steady exterior, RELX is a stealth acquirer, layering AI, predictive analytics, and risk-scoring capabilities through targeted tuck-ins and bolt-ons that enrich its data ecosystems. These acquisitions are rarely flashy but sharply focused, reinforcing pricing power and customer retention across its segments. Each division amplifies the others—legal workflows benefit from real-time risk data, compliance platforms pull from dynamic regulatory feeds, and scientific research is elevated through AI-driven insights. The result isn't a fragmented portfolio but a deeply integrated web of solutions that are difficult to replicate or displace. With mid-single-digit organic growth, high-margin reinvestment, and an unyielding grip on high-stakes workflows, RELX stands out as a quiet compounder. It doesn't ride hype cycles or make splashy pivots—it wins by embedding itself where complexity, regulation, and trust converge. In a world obsessed with noise, RELX thrives on necessity. Previously, we covered a bullish thesis on SAP SE (SAP) by FluentInQuality, which framed the company as foundational infrastructure for global business, quietly evolving into a cloud-first, AI-augmented platform with remarkable customer stickiness and operational leverage. The stock price has appreciated by roughly 4% since our coverage. FluentInQuality's thesis on RELX PLC (RELX) echoes this theme of indispensable enterprise software; RELX operates behind the scenes, embedding itself deeply in mission-critical workflows across legal, scientific, and regulatory domains. Both companies are quiet compounders thriving on necessity, not novelty, with RELX paralleling SAP's durability through high-margin, subscription-based models and integrated data ecosystems that are nearly impossible to replace. RELX PLC (RELX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held RELX at the end of the first quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Yahoo
5 hours ago
- Business
- Yahoo
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC (RELX) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on RELX. RELX PLC (RELX)'s share was trading at $52.97 as of 10th June. RELX 's trailing and forward P/E were 38.02 and 29.94 respectively according to Yahoo Finance. A data analyst using cutting-edge analytics to accurately interpret complex sets of data. RELX Plc (REL) has quietly transformed itself from a traditional publishing house into an indispensable data and analytics powerhouse embedded in the workflows of scientists, lawyers, regulators, and financial professionals. Its crown jewels—Elsevier, LexisNexis, ICIS, and FlightGlobal—don't chase headlines; they provide deeply validated, mission-critical information that professionals rely on daily. RELX doesn't sell news or trend-driven content—it sells trust, insight, and operational confidence. Whether diagnosing a rare disease or modeling global trade flows, its tools are often the first—and only—stop for users. This embedded relevance creates a business model with powerful economics: subscription-based revenue, high renewal rates, low marginal costs, and 30 %+ operating margins. Once inside an institution, RELX is rarely replaced. Behind its steady exterior, RELX is a stealth acquirer, layering AI, predictive analytics, and risk-scoring capabilities through targeted tuck-ins and bolt-ons that enrich its data ecosystems. These acquisitions are rarely flashy but sharply focused, reinforcing pricing power and customer retention across its segments. Each division amplifies the others—legal workflows benefit from real-time risk data, compliance platforms pull from dynamic regulatory feeds, and scientific research is elevated through AI-driven insights. The result isn't a fragmented portfolio but a deeply integrated web of solutions that are difficult to replicate or displace. With mid-single-digit organic growth, high-margin reinvestment, and an unyielding grip on high-stakes workflows, RELX stands out as a quiet compounder. It doesn't ride hype cycles or make splashy pivots—it wins by embedding itself where complexity, regulation, and trust converge. In a world obsessed with noise, RELX thrives on necessity. Previously, we covered a bullish thesis on SAP SE (SAP) by FluentInQuality, which framed the company as foundational infrastructure for global business, quietly evolving into a cloud-first, AI-augmented platform with remarkable customer stickiness and operational leverage. The stock price has appreciated by roughly 4% since our coverage. FluentInQuality's thesis on RELX PLC (RELX) echoes this theme of indispensable enterprise software; RELX operates behind the scenes, embedding itself deeply in mission-critical workflows across legal, scientific, and regulatory domains. Both companies are quiet compounders thriving on necessity, not novelty, with RELX paralleling SAP's durability through high-margin, subscription-based models and integrated data ecosystems that are nearly impossible to replace. RELX PLC (RELX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held RELX at the end of the first quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Business Recorder
4 days ago
- Business
- Business Recorder
Qatar says its output at South Pars field steady
LONDON/DUBAI: Qatar's gas production at the South Pars field is steady and supply is proceeding normally, it said on Tuesday, after the world's largest gas field was hit by an Israeli airstrike on Saturday, prompting Iran to partially suspend its production. Qatar, the world's third-biggest liquefied natural gas exporter after the US and Australia, shares the South Pars gas field with Iran. 'So far, gas supplies are proceeding normally. However, the ill-advised targeting raises concerns for everyone regarding gas supplies,' Qatar foreign ministry spokesperson Majed Al-Ansari said. 'This is a reckless move ... The companies operating in the fields are international, and there is a global presence, especially in the North Field,' he said during a weekly press briefing in Doha. The South Pars field is located offshore in Iran's southern Bushehr province and accounts for the bulk of production in Iran, the world's third-largest gas producer after the United States and Russia. Loading of LNG from Qatar's Ras Laffan LNG Terminal, which usually loads about 90 cargoes a month, remains within the usual range so far, according to shipping data from ICIS LNG Edge. 'There appear to be more than a dozen vessels in ballast (not carrying any cargo) waiting outside the port. These would ordinarily be expected to load quickly, but it remains to be seen if these will be delayed,' said ICIS' LNG analyst Robert Songer. LNG tanker, HLAITAN, which delivered a cargo to India earlier this month, was on its way back to Ras Laffan but is idling away from the Strait of Hormuz.
Korea Herald
6 days ago
- Business
- Korea Herald
Stavian Chemical Climbs to Top 15 in ICIS Top 100 Global Chemical Distributors 2025
HANOI, Vietnam, June 16, 2025 /PRNewswire/ -- Stavian Chemical, a leading global chemical distributor and manufacturer, proudly announces its advancement to 15th place in the prestigious ICIS Top 100 Global Chemical Distributors 2025 ranking, up from 17th in 2024. The company also maintains its stronghold as one of the Top 7 distributors in the Asia-Pacific (APAC) region, reinforcing its strategic influence and operational excellence across global markets. This significant leap reflects Stavian Chemical's unwavering commitment to innovation, sustainability, and customer-centric solutions in the chemical distribution industry. The ICIS ranking, recognized as the industry benchmark, evaluates companies based on sales performance, global reach, and strategic growth. " We are honored to be recognized once again by ICIS and to see our efforts reflected in this year's rankings," said Mr. Dinh Duc Thang, Chairman and CEO of Stavian Chemical. " This achievement is a testament to the dedication of our global team, the trust of our partners, and our relentless pursuit of excellence in delivering sustainable chemical solutions worldwide." Over the past year, Stavian Chemical has expanded its global footprint, enhanced its digital transformation initiatives, and strengthened its ESG commitments. These strategic moves have positioned the company as a key player in shaping the future of the global chemical supply chain. As Stavian Chemical continues to grow, it remains focused on delivering value to its stakeholders while contributing to a more sustainable and resilient global economy. About Stavian Chemical Founded in 2009 and headquartered in Hanoi, Vietnam, Stavian Chemical is the flagship subsidiary of Stavian Group, a multinational corporation operating across technology, industry, and international trade. As a global leader in chemical distribution and a top-tier manufacturer of packaging, Stavian Chemical delivers a comprehensive "One-Stop Shop" solution, seamlessly connecting clients through its international network of offices and warehouses. With a proven track record of excellence and numerous industry accolades, Stavian Chemical remains at the forefront of innovation, committed to providing integrated, end-to-end services to partners across both regional and global markets.
Cision Canada
6 days ago
- Business
- Cision Canada
Stavian Chemical Climbs to Top 15 in ICIS Top 100 Global Chemical Distributors 2025
HANOI, Vietnam, June 15, 2025 /CNW/ -- Stavian Chemical, a leading global chemical distributor and manufacturer, proudly announces its advancement to 15th place in the prestigious ICIS Top 100 Global Chemical Distributors 2025 ranking, up from 17th in 2024. The company also maintains its stronghold as one of the Top 7 distributors in the Asia-Pacific (APAC) region, reinforcing its strategic influence and operational excellence across global markets. This significant leap reflects Stavian Chemical's unwavering commitment to innovation, sustainability, and customer-centric solutions in the chemical distribution industry. The ICIS ranking, recognized as the industry benchmark, evaluates companies based on sales performance, global reach, and strategic growth. " We are honored to be recognized once again by ICIS and to see our efforts reflected in this year's rankings," said Mr. Dinh Duc Thang, Chairman and CEO of Stavian Chemical. " This achievement is a testament to the dedication of our global team, the trust of our partners, and our relentless pursuit of excellence in delivering sustainable chemical solutions worldwide." Over the past year, Stavian Chemical has expanded its global footprint, enhanced its digital transformation initiatives, and strengthened its ESG commitments. These strategic moves have positioned the company as a key player in shaping the future of the global chemical supply chain. As Stavian Chemical continues to grow, it remains focused on delivering value to its stakeholders while contributing to a more sustainable and resilient global economy. About Stavian Chemical Founded in 2009 and headquartered in Hanoi, Vietnam, Stavian Chemical is the flagship subsidiary of Stavian Group, a multinational corporation operating across technology, industry, and international trade. As a global leader in chemical distribution and a top-tier manufacturer of packaging, Stavian Chemical delivers a comprehensive "One-Stop Shop" solution, seamlessly connecting clients through its international network of offices and warehouses. With a proven track record of excellence and numerous industry accolades, Stavian Chemical remains at the forefront of innovation, committed to providing integrated, end-to-end services to partners across both regional and global markets.
