Group 1 - The core viewpoint of the article indicates that Bruker (00325) experienced volatility in its stock price, initially rising over 5% before declining more than 4% in the afternoon, ultimately trading down 3.6% at HKD 107.1 with a trading volume of HKD 405 million [1] - Bruker announced a share buyback plan until December 31, funded by existing cash reserves and free cash flow, with the buyback not involving proceeds from the global share offering. The shares repurchased will be used for future employee equity incentives [1] - The board has been authorized to repurchase up to 10% of the total issued shares, which amounts to a maximum of 24.925 million shares [1] Group 2 - Citigroup released a report indicating that due to delays in the launch of new products, Bruker has revised its revenue guidance for the year to a growth of over 50% year-on-year, with expectations of a 70% to 80% revenue increase in the second half [1] - The management attributed the decline in gross margin in the first half to the costs associated with new products and initial overseas expansion. It is expected that as overseas business and new product sales grow, the impact on gross margin will lessen [1] - Citigroup believes that due to Bruker's ongoing investment in new products and R&D, the gross margin may take time to recover to last year's levels, and has lowered the target price for the company from HKD 155 to HKD 128. The market will continue to focus on the progress of new product launches in the short term [1]
布鲁可跌超4% 管理层下调今年收入指引 花旗料公司毛利率恢复去年水平仍需时