© 2025 Revolution Medicines, Inc. January 13, 2025 On Target to Outsmart Cancer 43rd Annual J.P. Morgan Healthcare Conference 2 Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current expectations, estimates and projections about our industry and our Company, management's beliefs and certain assumptions we have made. The words "plan," "anticipate," "believe," " ...

J.P. Morgan Healthcare Conference Note regarding forward-looking statements This presentation includes forward-looking statements that involve risks and uncertainties relating to future events and the future performance of Regeneron Pharmaceuticals, Inc. ("Regeneron" or the "Company"), and actual events or results may differ materially from these forward-looking statements. Words such as "anticipate," "expect," "intend," "plan," "believe," "seek," "estimate," variations of such words, and similar expression ...

V i e w p o i n t | 10 Jan 2025 17:47:00 ET │ 21 pages Thematic Equity Strategy US Growth: Navigate Volatility with the Reverse DCF CITI'S TAKE Our reverse DCF approach frames what growth rate markets may be pricing into stocks which, compared to consensus estimates, defines our take on GARP. For US Growth, specifically the NASDAQ-100, finding stocks where consensus at least aligns with market expectations has become increasingly difficult. Given that backdrop, and a top decile valuation, we believe investo ...

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 ab 7 January 2025 Global Research Global Real Estate Strategy A year of volatility Year 2024 in review It was only the second year since we've started tracking the data that the variance in performance was wider by sectors than by countries. The sector variance between best and worst performing sectors was 40%, i.e. 9pp larger than the historical average, while country variance was "only" 32%, i.e. 23pp lower than the historical average, during the world's biggest ele ...

Key Points Industry or Company * **Global Real Estate Valuation**: The report focuses on the global real estate industry, providing valuation metrics and analysis for over 200 real estate companies/REITs under UBS coverage. * **Regional Focus**: The report includes regional summaries and comparisons for key pricing metrics, performance, and dividend yields across various regions including the United States, Europe, Hong Kong and Singapore, Japan, Australia and New Zealand, China, India, Indonesia, Malaysia, Middle East, Philippines, Vietnam, Thailand, and Latin America. Core Views and Evidence * **Valuation Metrics**: The report presents key valuation metrics such as discount to NAV, P/B, PE, EV/EBITDA, dividend yield, and gearing metrics for the global real estate universe. * **Performance**: The report highlights recent performance data, including best and worst performing stocks, by region and sector. * **Dividend Yields**: The report provides dividend yield data for various real estate companies, indicating the attractiveness of dividend income for investors. * **EPS Growth**: The report forecasts EPS growth for the global real estate industry, highlighting potential growth opportunities. * **Leverage and Balance Sheet**: The report analyzes leverage and balance sheet metrics for real estate companies, assessing their financial health and risk profile. Other Important Points * **Analyst Team**: The report is prepared by a team of analysts with expertise in global real estate research. * **Conflict of Interest**: UBS may have a conflict of interest due to its business relationships with the companies covered in the report. * **Investment Decision**: The report should be considered as one of many factors in making an investment decision. Key Metrics * **Global Real Estate Universe**: As of 3rd January close, the universe under coverage is trading at a 9.5% discount to our NAV estimate, a 2025E P/E of 18.7x, a 2025E DPS yield of 4.0%, and we are forecasting 2024-25 EPS growth of 6.2%. Net debt to total assets is 31%. * **Regional Performance**: The report provides a detailed analysis of performance by region, highlighting the best and worst performing stocks and sectors. * **Dividend Yields**: The report provides dividend yield data for various real estate companies, indicating the attractiveness of dividend income for investors. * **EPS Growth**: The report forecasts EPS growth for the global real estate industry, highlighting potential growth opportunities. * **Leverage and Balance Sheet**: The report analyzes leverage and balance sheet metrics for real estate companies, assessing their financial health and risk profile.

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M Update December 2, 2024 05:15 AM GMT Propel Funeral Partners Ltd | Asia Pacific Risk Reward Update | --- | --- | --- | |-------|-------|--------------------| | | | | | | | | | | | | | | | What's Changed | | | | Updated Components | | EPS | | | | | | Investment Thesis | | | | | Risk Reward for Propel Funeral Partners Ltd (PFP.AX) has been updated Reason for change We lower our 2025-27 EPS and DPS forecasts by ~2% to reflect a minor adjustment to the share count. PT unchanged. | --- | --- | --- | --- | --- ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： USA | REITs Equity Research November 27, 2024 1 3 1 8 2 % 6 4 7 7 2 % 1 % 2 0 6 3 1 % Source: Jefferies, Compstak 1 2 1 7 1 9 4 9 4 6 5 5 Warehouse Rent Tracker (Oct 2024): Waiting for Trump shuinu9870 更多一手调研纪要和研报数据加V： Our NAREIT conversations surrounded Trump's incoming presidency, which has put potential tariff increases, and po ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Completed: 22-Nov-24, 05:32 GMT Released: 22-Nov-24, 05:36 GMT Restricted - External Equity Research Equity Strategy 22 November 2024 Equity Market Review Trump guessing game The guessing game about how Trumponomics plays out will likely keep price action jittery into inauguration day. Ukraine headlines may get worse before any attempt to broker a ceasefire, but reconstruction may well start in 2025. Away from the Trump noise, we still see AI investment theme intact. Equity Mark ...

November 15, 2024 02:21 PM GMT Jan Feb Mar Apr May Jun Jul Aug Sept Oct Oct MS Forecast Retail & food services -1.1 0.7 0.5 -0.2 0.2 -0.3 1.2 -0.1 0.8 0.4 0.3 ex autos -0.8 0.3 0.6 0.1 0.0 0.5 0.5 -0.1 1.0 0.1 0.3 Control-group -0.4 0.0 0.9 -0.3 0.4 0.9 0.4 -0.2 1.2 -0.1 0.2 Autos -2.2 2.2 -0.1 -1.0 1.1 -3.6 4.4 -0.3 0.2 1.6 0.5 Gasoline -1.4 1.9 0.8 1.6 -2.2 -2.1 0.5 -0.9 -0.9 0.1 -1.1 Building materials -3.9 2.4 -0.2 0.4 -0.5 1.5 0.9 0.3 1.0 0.5 1.1 Restaurants -0.9 0.1 -0.1 0.6 0.1 0.1 0.6 0.6 1.2 0.7 0. ...