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WuXi AppTec Co. (2359.HK)_ Investor day takeaways_ Robust TIDEs momentum; resilience amid uncertainty
umwelt bundesamt· 2024-10-07 16:08
1 October 2024 | 4:01PM HKT _ WuXi AppTec Co. (2359.HK): Investor day takeaways: Robust TIDEs momentum; resilience amid uncertainty WuXi AppTec hosted the annual investor day on Sep 26th, where mgmt highlighted 1) strong rebound of US/EU funding in 1H24 with upfront payment serving as key alternative to source capital; 2) CRDMO business model positions the company to continue growth in both good and challenging time; 3) reiterated their leading position in small molecule industry evidenced by producing 7 ou ...
Oil Tracker_ Prices Jump on Geopolitical Escalation
umwelt bundesamt· 2024-10-07 16:08
_ 2 October 2024 | 4:32AM EDT Oil Tracker: Prices Jump on Geopolitical Escalation | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------| | | | | suggest that this premium ...
Yum China Holdings (YUMC)_ 3Q24 preview_ SSSG pressure lingers in 3Q yet profitability intact; Buy
umwelt bundesamt· 2024-10-07 16:08
2 October 2024 | 9:21PM HKT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------|---------------------------------------------------------------------------|--------------------------------------------------------|----------------------------|----------------------------------------------------------------------------------|-------------------------------------------|------------|-------------|----------------| | | | | | | | | | | | 3Q24 | Yum China Holdings preview: SS ...
Global Semis_ CHIPS Act 2_ China's accelerating momentum
umwelt bundesamt· 2024-10-07 16:08
EQUITY RESEARCH | October 2, 2024 | 8:59 AM HKT _ esearch Global Semis CHIPS Act 2: China's accelerating momentum Eighteen months ago, we laid out the pieces of the technology puzzle necessary for China to realize self-suciency in semiconductors. At the time, we highlighted capital investment, talent and government support as the most critical ingredients. The mature nodes are import substitution capable (e.g. power semis, CIS, RF and deposition tools), leading to a larger % of the value chain being domesti ...
Multi-Industry_ Chart of the Day_ Exiting a Mid-Cycle Slumber
umwelt bundesamt· 2024-10-01 12:42
September 24, 2024 10:00 AM GMT M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
Kanzhun Ltd_ Chart of the Day - iOS Grossing continued to decline WoW due to Mid-Autumn Festival Holiday
umwelt bundesamt· 2024-09-29 16:06
September 23, 2024 05:59 AM GMT M Update | --- | --- | |---------------------------------|-------| | | | | Kanzhun Ltd \| Asia Pacific | | | Chart of the Day - iOS Grossing | | | continued to decline WoW due | | | to Mid-Autumn Festival Holiday | | Key Takeaways Weekly grossing declined 14% WoW (vs. -33% WoW in the prior week), as recruitment activities slowed during the mid-Autumn Festival Holiday. Sep MTD grossing -3% MoM/-2% YoY (vs. -10% MoM in Sep 2023, +19% MoM/ +7% YoY in Aug 2024). 3Q24 QTD grossing ...
HTSC_ Resuming coverage – we rate both the H- and A-shares EW
umwelt bundesamt· 2024-09-26 16:38
M Idea | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------ ...
China Leisure, Beauty and Transport _Analyst call series_ how consumer..._
umwelt bundesamt· 2024-09-26 16:38
ab 20 September 2024 Global Research and Evidence Lab YES Powered by UBS Evidence Lab | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Rumble(RUM.US)24年第二季度业绩电话会
umwelt bundesamt· 2024-08-14 03:30
Greetings and welcome to the Rumble second quarter 2024 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star and zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Shannon Devine, Investor Relations. Please go ahead. Thank you, Operator. I'm here ...
US ekly Kickart_ Whipla! Epic moment reversal will persi unless mega cap Tech ises forward revenue guidance
umwelt bundesamt· 2024-07-21 04:06
20\REPOST-USKickstart\Kickstart2020-11- 20T22_44_20Z2020-11-20T23_19_23Z.pptx byercr\home\Desktop\BCB_0-SA_MAIN\BCB_2020-NOV- 19 July 2024 | 4:50PM EDT d167510246fd4ce99a1e32310e9ef8de US Weekly Kickstart Whiplash! Epic momentum reversal will persist unless mega cap Tech raises forward revenue guidance Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four factors explain the reversal: (1) Decelerating inflation and in ...