Wedbush将The Trade Desk的目标价从50美元下调至40美元，维持"中性"评级。(格隆汇) ...

摩根大通将西方石油的目标价从51美元下调至44美元，评级从"中性"下调至"减持"。(格隆汇) ...

Piper Sandler将Okta的目标价从110美元下调至95美元，维持"中性"评级。(格隆汇) ...

Core Viewpoint - Vitasoy International (00345) experienced a decline of over 3%, with a current price of HKD 6.5 and a trading volume of HKD 43.68 million [1] Financial Performance - For the six months ending September 30, 2025, Vitasoy reported revenue of HKD 3.227 billion, a decrease of 6% year-on-year [1] - Gross profit was HKD 1.648 billion, down 7% compared to the previous year [1] - Profit attributable to equity holders was HKD 172 million, reflecting a year-on-year increase of 1% [1] Market Challenges - The revenue decline is primarily attributed to weak market conditions affecting the mainland China business, which is facing significant challenges [1] Analyst Adjustments - Macquarie has revised its net profit forecasts for Vitasoy for the fiscal years 2026 and 2027, lowering them by 16.3% and 13.3% respectively [1] - The target price for Vitasoy has been reduced from HKD 10 to HKD 7.4, while maintaining an "outperform" rating [1]

Group 1 - Barclays has lowered the target price for Hamanah from $245 to $234 while maintaining a "Hold" rating [1]

Core Viewpoint - China Wangwang (0151.HK) continues to decline, dropping over 5% and more than 10% over four days, reaching a new low of 4.66 HKD, with a total market value of 5.1 billion HKD [1] Financial Performance - For the six months ending September 30, 2025, China Wangwang reported total revenue of 11.108 billion RMB, an increase of 2.1% compared to the same period last year [1] - The net profit for the same period was 1.717 billion RMB, representing a year-on-year decrease of 7.83% [1] Analyst Reactions - Following the earnings report, major financial institutions including JPMorgan, Bank of America, Citibank, and UBS have downgraded their target prices for China Wangwang [1] - Bank of America has lowered its target price to 4.7 HKD and reiterated a "underperform" rating, citing the 7.8% decline in net profit as below expectations, and has reduced earnings per share forecasts for 2026 and 2027 by 8% to 10% [1]

Core Viewpoint - Roth MKM has lowered Target's price target from $122 to $90 while maintaining a "Hold" rating [1] Company Summary - The price target adjustment reflects a significant decrease of approximately 26.2% from the previous target [1]

Core Viewpoint - Morgan Stanley has lowered Netflix's target price from $127.5 to $124 while maintaining a "neutral" rating [1] Related Events - Warner Bros. Discovery saw a pre-market increase of over 3.3% amid reports that Paramount, Comcast, and Netflix are planning to participate in a bidding process [1]

Core Viewpoint - Mizuho has lowered the target price for Zoom Communications from $100 to $94 while maintaining a "Neutral" rating [1] Group 1 - The target price adjustment reflects a cautious outlook on Zoom Communications' performance [1] - The decision to maintain a "Neutral" rating indicates a balanced view on the company's potential and risks [1]

Core Viewpoint - UBS's research report indicates that Gao Xin Retail experienced a 12% year-on-year decline in revenue for the first half of fiscal year 2026, resulting in a net loss primarily due to reduced interest income, optimization costs in the Central China region, and decreased rental income during store renovations [1] Financial Performance - Gao Xin Retail reported a net loss for the first half of fiscal year 2026, attributed to several factors including reduced interest income and costs associated with business optimization and store renovations [1] - The company announced an interim dividend of HKD 0.085 per share, yielding a dividend rate of 4.5%, which aligns with market expectations [1] Earnings Forecast - UBS has revised its earnings per share (EPS) forecast for Gao Xin Retail downwards by 14% to 79% for the fiscal years 2026 to 2028 due to market competition, one-time costs, and tax impacts [1] - The target price for Gao Xin Retail has been adjusted from HKD 2.7 to HKD 2.4, while maintaining a "Buy" rating [1]