HARNESSING THE POWER OF TECHNOLOGY FOR A SUSTAINABLE FUTURE Climate tech: Harnessing the power of technology for a sustainable future #GetTheFutureYouWant Climate tech: Harnessing the power of technology for a sustainable future e y v r i a t m u c m e x u E S Climate technologies – a diverse range of innovative technologies that includes renewables, batteries, lowcarbon hydrogen, carbon capture and alternative fuels – are crucial to formulating an effective response to the climate and ecological crisis. Th ...

Will the rebound in Chinese stocks continue? China registered better-than-expected GDP growth figures in the first quarter of 2024. What's your take on that data? Within this context, how do you view stock earnings and valuations? Client Login Published on 11 JUL 2024 Topic: CHINA GDP growth has undoubtedly fared better than expected for China in the first quarter. China met its areas that have been promising include fixed asset investment – driven by faster manufacturing and Client Login sector recovery ha ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or companies involved Core Insights - The Indonesian banking, tobacco, and telecoms sectors dominate the brand value rankings, accounting for 61% of the total brand value [17][20] - BRI remains the most valuable brand in Indonesia at USD5.4 billion, followed by Pertamina at USD4.5 billion and Bank Mandiri at USD3.7 billion [20][21] - The banking sector's combined brand value increased by 14% to USD16.8 billion, driven by digital innovation and customer-centric strategies [38][39] - Pertamina leads in sustainability perceptions with a value of USD377 million, highlighting its commitment to environmental initiatives [35][36] Summary by Sections Ranking Analysis - BRI's brand value increased by 26% to USD5.4 billion, maintaining its top position for the second consecutive year [20] - Pertamina's brand value rose by 21% to USD4.5 billion, while Bank Mandiri's value increased by 9% to USD3.7 billion [20][21] - Siloam Hospital recorded the fastest brand value growth at 52%, reaching USD70 million [29][31] Sector Analysis - The banking sector is the largest contributor to brand value, with significant growth attributed to digital transformation and customer engagement [38] - The food sector also saw an 18% increase in brand value, driven by changing consumer preferences and economic growth [43] - The tobacco sector faced challenges, with a 13% decline in brand value, influenced by regulatory changes [17][18] Brand Value Ranking - The top three most valuable brands are BRI (USD5.4 billion), Pertamina (USD4.5 billion), and Bank Mandiri (USD3.7 billion) [20][49] - BCA is recognized as the strongest brand for six consecutive years, with a brand strength rating of AAA+ [25][26] - The report highlights the importance of brand strength and sustainability perceptions in driving brand value [34][36]

2* Cash flow, in general, refers to payments made into or out of a business, project, or financial product. It also may refer to the real or virtual movement of money. 4* Consumer Price Index. The Consumer Price Index measures the overall change in consumer prices based on a representative basket of goods and services over time. 6* The Magnificent Six or "Mag 6" stocks are a group of high-performing and influential companies in the US stock market: Alphabet, Amazon, Apple, Meta Platforms, Microsoft and NVID ...

al The Archeter of th ie V Opportunity V Synergy Mainland China li— Pin Vi— e and 首页 : 279 2012D 2017年 1219 www.kos-intl.cn. t About Us KOS International Holdings Limited (KOS Group) is the first local recruitment company listed on the HKEX (8042.HK). Our brands include KOS Recruitment, KOS Staffing, KOS Executive and KOS Solutions. Operating across mainland China, Hong Kong SAR, Macau SAR and Singapore, we specialise in delivering recruitment, staffing and a wide range of human resources solutions to clien ...

Investment Rating - The report maintains a "BUY" rating for FIT Hon Teng, with a target price (TP) raised to HK$4.24 based on a rolled-over 13x FY25E P/E, up from the previous 11x P/E [2][13]. Core Insights - FIT Hon Teng has announced a positive profit alert for 1H24, projecting earnings between US$28-33 million, a significant recovery from a net loss of US$9 million in 1H23, primarily driven by stronger demand in the computing and networking segments [2][7]. - The stock price has faced pressure due to concerns regarding the pace of earnings recovery in 2024 and increased operating expenses (OPEX) related to AirPods and Voltaira businesses. However, the report suggests that the recent stock correction is overdone, and the company is expected to benefit from multiple product launches and operating leverage in the second half of 2024 [2][8]. - The management has maintained a core operating profit margin (OPM) estimate of 5.5% for FY24, up from 4.9% in 2023, indicating improved operational efficiency [2][7]. Financial Summary - Revenue is projected to grow from US$4,196 million in FY23 to US$5,108 million in FY24, reflecting a year-on-year growth of 21.8%. This growth is expected to continue, reaching US$6,332 million in FY25 and US$7,497 million in FY26 [3][16]. - Net profit is forecasted to rebound significantly, from US$131.8 million in FY23 to US$194.3 million in FY24, representing a 47.4% year-on-year increase. The net profit is expected to further rise to US$298.3 million in FY25 and US$373.4 million in FY26 [3][16]. - The report revises FY25 and FY26 EPS estimates upward by 12% and 10%, respectively, reflecting stronger demand for AI servers and progress in AirPods production [2][8]. Market Outlook - The management has expressed optimism regarding the outlook for FY24, driven by recovery in the PC market, networking demand, and AirPods shipments. The company anticipates a 48% and 54% year-on-year increase in net profit for FY24 and FY25, respectively [2][8]. - Near-term catalysts include the progress of AirPods shipments, potential auto mergers and acquisitions, and updates on AI server products, which are expected to enhance earnings visibility [2][13].

Economic Overview - The federal funds rate target range is maintained at 5.25% to 5.50%, reflecting a balance of risks to employment and inflation[3] - The unemployment rate was at a historically low level of 4.0% in May 2024, with significant employment gains across various sectors[43] - Real GDP growth moderated in the first quarter of 2024, primarily due to declines in net exports and inventory investment[58] Inflation Trends - The 12-month change in housing services prices decreased from over 8% in May 2023 to 5.5% in May 2024, indicating easing inflation[35] - Core goods prices saw a decline of 1.1% over the 12 months ending in May 2024, reflecting improvements in supply-demand imbalances[14] - The PCE price index for food prices slowed from a peak of 12.2% in August 2022 to just 1.2% in May 2024[13] Labor Market Dynamics - Payroll employment gains averaged 248,000 per month in the first five months of 2024, with over 60% of industries expanding their employment[68] - Nominal wage growth remains above levels consistent with 2% inflation, although it has slowed recently[56] - Employment disparities across demographic groups have narrowed, but significant gaps remain, particularly for prime-age women and minority groups[52] Financial Stability - The financial system is reported to be sound, with the credit-to-GDP ratio near a two-decade low, although vulnerabilities are emerging in asset markets and commercial real estate[58] - Delinquency rates for small business loans and credit cards have increased, indicating potential stress in the financial sector[58]

Economic Growth and Household Financial Assets - Household financial assets increased by 9.5% year-over-year (YoY) in Q1 2024, with a year-to-date (YTD) growth of 5.1%[11] - Disposable income per capita rose by 6.2% YoY in Q1 2024, recovering from the lowest level in 2022[11] - Household deposit growth moderated to approximately 11% in April and May 2024, down from 12% YoY in Q1 2024[6][11] Consumption Trends - Consumption payment growth for lower-ticket-size items has been significantly higher, with overall consumption payment growth remaining at 5-6% compound annual growth rate (CAGR) over the past three years[23] - Bank card consumption payment value increased by 7.6% YoY in Q4 2023, indicating stable consumption growth despite downgrades in first-tier cities[40] - A notable shift in job applications from internet and financial sectors to manufacturing and industrial sectors has been observed, reflecting changing employment trends[20] Financial Product Preferences - The proportion of insurance assets in household financial assets increased to 10% in Q1 2024, with insurance products growing by 9.7% YTD[12][42] - Wealth Management Products (WMP) assets under management (AUM) exceeded RMB 28 trillion in April 2024, indicating a recovery in this segment[44] Market Concerns - Structural changes in income allocation and increased competition among goods and service providers may negatively impact corporate margins[41] - The shift in consumption from goods to services could pose challenges for corporate profitability and producer price index (PPI) stability[41]

Group 1: Market Trends - Japan and India are expected to outperform, with Japan's ROE projected to reach 12% by 2025 due to sustained reflation and rising productivity[27] - The US net liquidity reversal in 2024 may lead to underperformance in US stocks, as 2023 was characterized by higher liquidity than anticipated[27] - The M&A and IPO market is showing signs of revival, with acquirer balance sheets flush with cash, indicating improved market sentiment[27] Group 2: Economic Challenges - Weather and conflict bottlenecks are impacting trade, with 80% of trade flows by sea facing longer journeys, increasing freight rates by over 30%[27] - The renewable energy sector is experiencing a recovery, but sentiment remains low despite the potential for growth in solar and wind energy[27] - Carbon capture technologies are generating renewed investor interest, although previous projects faced delays and challenges[27] Group 3: Sector-Specific Insights - The automotive sector is facing challenges from battery oversupply, but Western OEMs are managing risks effectively[27] - Generative AI companies have outperformed the market by over 40%, with expectations for Edge AI to catch up in 2024[27] - Fintech consolidation is anticipated, driven by renewed interest in cryptocurrencies, which have seen over 50% returns year-to-date[27]

Portugal 25 2024 The annual report on the most valuable and strongest Portuguese brands July 2024 Contents About Brand Finance 3 Foreword 4 David Haigh, Chairman & CEO, Brand Finance Foreword 5 Pilar Alonso Ulloa, Managing Director, Iberia (Spain, Portugal) and South America Ranking Analysis 8 Brand Value Ranking (EURm) 17 Insights 18 Impact of Sustainability on Consumer Decisions 19 Robert Haigh, Strategy and Sustainability Director, Brand Finance Methodology 21 Our Services 27 The world's leading brand va ...