[P] VYX: Checking Out in 2025? (Part 3)
VYX executive chair James Kelly replaces David Wilkinson as CEO.
Tuesday, February 11
Tuesday, February 11, 2025
Everything we published on this day.
3 stories
catechwilliams on X
$NX Outlandishly guiding to flat 2025 sales, customers and channel -DD. Commodity window and door components facing pricing pressure from larger customers ($JELD, $OC). Now levered 4x, trading at a premium to higher value-add building products peers. Guide cut inevitable.
Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company
Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…
