Y BARCLAYS Equity Research 12 August 2024 Americas Small Cap Research Summary Summary of Changes | --- | --- | --- | --- | --- | --- | |-------------------------------|-------|-------|--------|--------------|-------| | | | | Rating | Price Target | | | Target Price Changes | | Old | New | Old | New | | Array Technologies, Inc. | ARRY | ow | OW | 18.00 | 11.00 | | Frontier Group Holdings, Inc. | ULCC | OW | OW | 7.00 | 6.00 | | Hanesbrands Inc. | HBI | EW | EW | 5.00 | 6.00 | | Hillman Solutions Corp | HLMN ...

® BARCLAYS Equity Research 12 August 2024 Americas Morning Research Summary Summary of Changes | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------|-------|-------|--------------|--------------------|--------|-------|-------------------|-------------------|-------| | Target Price Changes | | Old | Rating \nNew | Price Target \nOld | New | Old | EPS FY1 (E) \nNew | EPS FY2 (E) \nOld | New | | Array Technologies, Inc. | ARRY | OW | OW | 18.00 | 11.00 | 1.05 | 0.69 | 1 ...

Equity Research Report Sunny Optical Technology Group (2382 HK) July: Changes in Product Mix Impacted CCM Shipments Huatai ResearchCompany Update 13 August 2024 | China (Hong Kong)Electrical Components Our core views: handset lens grew robustly, CCM shipments fell On 9 August 2024, Sunny Optical (Sunny) released its shipment data for July. The handset CCMlens shipment volumes changed by -19.5/+20.7% yoy or +5.5/+6.1% mom. Management commented in the announcement that growth in handset lens shipments was mai ...

Equity Research Report Jafron Biomedical (300529 CH) Earnings Grew Strongly in 2024 Huatai ResearchInterim Results Review 13 August 2024 | China (Mainland)Medical Devices Earnings growth continued to pace up in 2Q24; maintain BUY Jafron Biomedical (Jafron) registered 1H24 revenue/attributable net profit (NP) of RMB1,496/553mn (up 47.8/99.1% yoy) and 2Q24 revenue/attributable NP of RMB751/268mn (up 70.9/230.6% yoy), which further picked up from the growth rates in 1Q24 (revenue/attributable NP: up 30/44.9% y ...

Equity Research Report Canmax Technologies (300390 CH) Lithium Ore Price Falls Dented Earnings, Awaiting Turnaround Huatai ResearchInterim Results Review 13 August 2024 | China (Mainland)Other New Materials & Processing 1H24 attributable NP down 39.26% yoy, maintain OVERWEIGHT Canmax has posted its interim results, with 1H24 revenue/attributable net profit (NP)/recurring NP down 44.09/39.26/55.92% yoy to RMB3,713/835/523mn. For 2Q24, revenue/attributable NP arrived at RMB1,959/333mn (-36.89/-32.49% yoy, +11 ...

Equity Research Report Fixed Income Reviewing Bond Market Volatility in Terms of Financial Security Huatai Research 13 August 2024 | China (Mainland) Weekly Analyst SAC No. S0570518110002 SFC No. AMB145 +(86) 10.6321.1166 Our core views The financial system exhibits pro-cyclical characteristics, and central bank regulation plays a crucial role in maintaining financial stability and policy credibility. However, given the current economic fundamentals and the pace of fiscal efforts, the PBoC is unlikely to ma ...

9 August 2024 | 2:58PM EDT Energy, Utilities & Mining Pulse: Investors Asking: How to Navigate Summer Volatility? The past two weeks have been highly volatile in the markets and across our Natural Resources coverage. As such, we ask our senior analyst team to reflect on where investors are positioned and general sentiment in their respective sector.The team additionally highlights a stock that has underperformed their expectations where they would be more positive from here. We additionally ask the team to ...

11 August 2024 | 7:15PM HKT _ Navigating China Internet: Key investor focuses into Tencent & Alibaba prints & what to watch out for With Tencent and Alibaba kicking off the China Internet results season amongst the mega-caps on Weds and Thurs (after HK market close) respectively, we expect broadly in-line 2Q prints, where we estimate Tencent adj. operating profit to grow 33% yoy on accelerating growth and Alibaba's group EBITA to decline 11% yoy on core businesses investments (mostly in-line with sell-side ...

9 August 2024 | 8:07PM EDT _ Healthcare Pulse: Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color; sector themes; charts to | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------- ...

9 August 2024 | 10:10AM BST _ Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption n The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8th August), down 4% from last Friday. n With little change in both supply and stocks, we view declining Chinese iron ore consumption as being the key factor driving prices lower. Mysteel's sample of 247 steel mills showed a 2% WoW drop in consumption of imported iron ore, reflecting a similar decline in hot metal output. n Meanwhile, flat ...