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Core Points - Redodo is offering significant discounts of up to 70% on its products during the Black Friday and Cyber Monday sales, with additional limited-time discount codes available [1][5] - The company promotes a special deal where customers can buy four batteries and receive a fifth one for free, limited to the first five customers [1][3] - Redodo provides high-quality free gifts based on order value, enhancing the overall shopping experience [3][4] Product Offerings - The company features a range of bestselling LiFePO4 batteries with substantial price reductions, such as the 12V 100Ah battery reduced from €289.99 to €209.99 [6] - Additional models include the 12V 100Ah H190 Bluetooth battery, now priced at €235.99, and the 24V 100Ah battery, reduced to €369.99 [6] - Free chargers and battery monitors are offered with larger purchases, incentivizing higher order values [7] Company Overview - Redodo is recognized as a leading brand in the LiFePO4 battery market, emphasizing safety, long runtime, and high energy efficiency [5] - The company caters to various applications, including motorhomes, solar storage, camping, and emergency power solutions [5]

Core Insights - Walmart has launched its first store in South Africa, marking a significant expansion into the African market [1][2] - The store aims to provide a wide range of international products and low prices, particularly ahead of the Black Friday shopping event [1][4] Group 1: Store Launch and Offerings - The Johannesburg mega-store opened on November 22, offering products not typically available in the region, including the popular children's toy Labubus [1] - The store is part of a broader plan to establish multiple locations across South Africa and the continent [2] Group 2: Economic Impact and Competition - The opening of the store has created new jobs in the area and involved partnerships with local businesses to offer locally-sourced products [3] - Walmart's entry into the market introduces competition for existing services, such as Checkers' Sixty60 on-demand delivery service [3] Group 3: Sales Expectations - With Black Friday approaching, there is anticipation regarding the store's sales performance compared to Walmart's other locations globally [4]

Portfolio Allocation & Risk Management - The report suggests constructing a portfolio like a Thanksgiving plate, with the S&P 500 as the main course (turkey), representing the core market exposure [1][2] - Defensive sectors and bonds are likened to mashed potatoes and stuffing, providing stability to returns [2] - AI and growth stocks are the "gravy," enhancing returns but potentially leading to concentration risk due to existing S&P 500 exposure [2][3] - Speculative bets like high beta ETFs and crypto are the "cranberry sauce," to be taken in small portions to avoid significant losses [3] - Single stock trades and meme stocks are the "pumpkin pie," representing fun money with carefully sized positions [4] Market Analysis & Strategies - The report compares cap-weighted and equal-weighted S&P 500 strategies, noting the cap-weighted index's outperformance in the recent bull market [5][6] - Equal weighting offers broader exposure to industrials, financials, and smaller companies within the S&P 500 [6] - Small caps, REITs, and international stocks are presented as "unloved side dishes" that may offer opportunities, with tax deductions available for losses [7] - Gold, the dollar, foreign exchange, and crypto are likened to "uncomfortable politics," requiring careful consideration of risk tolerance and time horizon [8] Thanksgiving Week Market Outlook - Lower liquidity during Thanksgiving week can amplify market moves, potentially leading to surprises [9] - Black Friday sessions are shorter (9:30 a m Eastern until 1:00 p m) and can present buying opportunities [9][10] - Key retail numbers from big box and cyber sales will be closely watched by Wall Street [10]

Group 1: Federal Reserve and Market Sentiment - Market confidence in a Federal Reserve rate cut has increased, with expectations now over 75% for a cut next month [2][10][54] - Federal Reserve Bank of New York President John Williams indicated that a December rate cut is a possibility, contributing to market optimism [3][11] - The CME Fed Watch tool suggests potential for rates to drop to around 3% by next Christmas, indicating a significant shift from current levels [13] Group 2: Technology Sector Developments - Alphabet's shares are expected to rise following a multi-million dollar deal with NATO for AI-enabled cloud services and the launch of its new AI model, Gemini 3 [4][40] - Alibaba's Quen app achieved over 10 million downloads post-relaunch, positioning it as a competitor to OpenAI's ChatGPT [5] - Nvidia's market performance remains under scrutiny due to concerns over an AI bubble and competition from China, despite strong earnings [14][40] Group 3: Retail Sector Insights - Upcoming earnings reports from major retailers like Kohl's and Best Buy are anticipated, with mixed consumer sentiment reflected in recent retail performance [7][16] - The economic landscape shows signs of a bifurcated consumer market, with some consumers feeling financial strain while others thrive [17][56] - Gap's CEO discussed growth strategies amid a challenging retail environment, emphasizing the importance of both physical and digital presence [57][58] Group 4: Defense and Agricultural Stocks - European defense stocks have seen a decline due to growing hopes for a peace deal between Russia and Ukraine, reversing earlier gains [35] - Eli Lilly has become the first trillion-dollar company in the agricultural sector, driven by its leadership in obesity drugs [38] - Bayer's stock is rallying due to progress in clinical trials for a new stroke prevention drug, while Nova Nordisk faces challenges with underwhelming trial results for Alzheimer's drugs [39]

Financial Data and Key Metrics Changes - The company reported an EBITDA growth of 2.4%, driven by operational expense improvements, despite a 1.1% decline in software revenues year-on-year [5][22] - Revenue decreased by 1.1%, translating to a decline of approximately CHF 8 million, primarily due to a drop in Fixed Subscription Revenue [22][25] - Free cash flow generated was close to CHF 14 million, lower than Q2, attributed to interest payments typically made in Q1 and Q3 [25][30] Business Line Data and Key Metrics Changes - Mobile segment saw 20,000 postpaid net additions, supported by B2B growth, while the internet segment experienced a decline of 7,000 net adds due to software trading impacts and UPC migrations [5][18] - Fixed business reported negative net adds of 7,000, attributed to the tail end of UPC migrations and higher churn rates [13][14] - Mobile ARPU increased, benefiting from price increases and improved inflow values, while Fixed ARPU declined due to promotional pressures and accounting impacts from the new mobile portfolio [19][22] Market Data and Key Metrics Changes - The company observed unchanged competitive intensity in the market, with a focus on three growth engines: main brand, flanker brands, and B2B [7][36] - The FMC share increased by 0.5 percentage points compared to the previous quarter, now at 59% [18] Company Strategy and Development Direction - The company reaffirmed its midterm outlook of increasing free cash flows and attractive shareholder returns, despite slower stabilization in the Fixed business [7][36] - New product launches, including Home Security and CHmobile, aim to capture market opportunities and enhance service offerings [8][11] - The company is executing a fast follower strategy in response to competitor activities, particularly during the Black Friday sales period [11][12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a slower than expected stabilization of the Fixed business, with expectations for improvement during 2026 [36] - The company is taking countermeasures to address challenges in the Fixed segment, including loyalty initiatives and operational execution improvements [16][48] - Management remains optimistic about the liquidity in Q4 and the potential for growth through new product offerings [36] Other Important Information - The company confirmed its guidance for 2025, including a 2.7% year-on-year growth in dividends per share [6][32] - The termination of the Class A ADS program is expected to conclude on November 13, with a significant percentage of shares already converted [34][35] Q&A Session Summary Question: B2B interest in 5G services and EU vendor replacement risks - Management noted slow movement in B2B interest for 5G services, with no major inflow of new demands [41] - There is no immediate need for action regarding EU vendor replacement risks in Switzerland [41][42] Question: Black Friday sales and Fixed ARPU weakness - Management observed early promotional activities from competitors but noted no significant changes in aggression compared to previous years [46] - The stabilization of Fixed ARPU is delayed, with several actions being taken to improve the situation [48] Question: Brand strategy and fiber rollout focus - The launch of CHmobile is seen as a completion of market coverage rather than a shift in strategy, addressing gaps in the budget segment [58] - Management plans to enhance marketing efforts in fiber rollout areas to capture more customers [60] Question: Expectations for CHmobile and cost savings - No specific market share targets for CHmobile, but the aim is to participate in the growing budget segment [76] - Cost savings are expected from operational efficiencies, AI implementation, and effective marketing spending [77]

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Core Insights - Sony is offering significant discounts on three major PS5 games ahead of Black Friday and Cyber Monday, with each game priced at $7, representing a 90% discount from the usual $70 price [1][3][8] Group 1: Discount Details - The limited-time sale includes Gotham Knights, EA Sports PGA Tour, and Suicide Squad: Kill the Justice League, with two titles at their lowest-ever price on any platform and the third being the cheapest on PS5 [2] - The sale is available until 23 October, after which the games will return to their standard pricing of $70 [8] Group 2: Game Descriptions - Gotham Knights is an open-world action RPG set in a Gotham City without Batman, allowing players to control characters like Robin and Batgirl [4] - EA Sports PGA Tour marks EA's return to golf gaming, providing a detailed simulation experience with authentic courses [5] - Suicide Squad: Kill the Justice League features fast-paced combat and allows players to take on roles such as Harley Quinn and Deadshot to combat Brainiac's invasion [6][7]

Market Trend - The market may be experiencing significant sales or promotional activity, similar to Black Friday, indicating a potential surge in consumer spending [1]

Event Announcement - Under Exposed show featuring DeeZe, CSURAM88, and 0xGeebz will be broadcasted tomorrow [1] - The show will be live on Kick or X at 12 pm ET [2] Discussion Topics - Black Friday's impact and related events will be discussed [2] - Q4 current outlook will be analyzed [2] - The impact on perps, memes, and NFTs will be examined [2] Additional Information - A YEET giveaway will be part of the show [2]