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Cognex(CGNX) - 2025 Q1 - Earnings Call Presentation
2025-04-30 21:20
Cognex Q1 2025 Earnings April 30, 2025 1 © 2025 Cognex Corporation Forward Looking Statements Certain statements made in this presentation, as well as oral statements made by the Company from time to time, constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Readers can identify these forward-looking statements by our use of the words "expects," "anticipates, ...
Outbrain to Release First Quarter 2025 Financial Results on May 9, 2025
GlobeNewswire News Room· 2025-04-29 12:30
Media Contact press@outbrain.com Investor Relations Contact NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Outbrain Inc. (NASDAQ: OB), which is operating under the new Teads brand, announced today that the company will release its first quarter 2025 results before the market opens on Friday, May 9, 2025, followed by a conference call at 8:30 a.m. (Eastern Time) that same day to discuss the company's results and business outlook. The conference call can be accessed live over the phone by dialing 1-877-497-9071 ...
高盛:中国思考-搭上加速南下的列车
Goldman Sachs· 2025-04-28 04:59
Investment Rating - The report raises the 2025 Southbound flow forecast from US$75 billion to US$110 billion, indicating a positive investment outlook for Southbound flows [4][39][41]. Core Insights - Southbound investors have shown strong net buying activity, with US$78 billion in net purchases year-to-date, representing 75% of the expected full-year inflows for 2024 [1][9]. - The performance of the Hong Kong market is increasingly correlated with Southbound flows, suggesting that these investors are gaining pricing power [2][11]. - The report identifies key drivers for Southbound inflows, including attractive H-share profiles, increased domestic institutional investment, and hedging demand against potential RMB depreciation [10][41]. Summary by Sections Southbound Flows and Market Impact - Southbound investors currently hold US$577 billion of HK-listed stocks, accounting for 13% of the market cap of eligible stocks, up from 10% a year ago [2][11]. - The turnover contribution from Southbound investors has increased from 17% in 2024 to 21% year-to-date [2][11]. - The report notes that the Southbound flows have become a significant influence on the Hong Kong market, with a notable increase in ownership and turnover [11][12]. Investor Composition - Both onshore retail and institutional investors are participating in Southbound trading, with institutional investors estimated to account for at least half of the Southbound ownership [3][25]. - Domestic mutual funds have raised their equity allocation to historical highs, contributing to the Southbound inflows [28][39]. Forecast and Drivers - The report forecasts that Southbound flows could reach US$110 billion in 2025, driven by factors such as the attractiveness of H-shares, increased dual-primary listings, and potential dividend tax exemptions for Southbound investors [4][39][43]. - The report highlights that the home-coming of US-listed Chinese companies could further boost Southbound buying, with Alibaba's dual-primary listing serving as a precedent [41][50]. Investment Opportunities - A refreshed Southbound Favorite Portfolio includes 50 companies identified for their scarcity value, valuation discounts, and high sensitivity to Southbound flows, expected to outperform if inflows remain strong [5][49]. - The report also screens for 33 ADRs eligible for HK dual-primary listing, which may benefit from Southbound buying post-inclusion [5][50].
邀请函:2025起点轻型动力电池技术高峰论坛、2025第五届起点两轮车换电大会(2025年7月10-11日·无锡)
起点锂电· 2025-04-03 09:23
2025起点 轻型动力电池 技术 高峰 论坛 2025第五届起点两轮车换电大会 聚焦轻型电池技术 拓展新兴应用市场 时间: 7月10-11日 地点:江苏无锡 一、活动背景及亮点 二、活动组织架构 活动名称: 2025起点轻型动力电池技术高峰论坛 2025第五届起点两轮车换电大会 电动两轮车及换电企业: 雅迪、新日、爱玛、小牛、九号、绿源、 铁塔能源、智租换电、光宇出行、美团、滴滴、青桔、这锂换电(宇谷科技)、 小哈换电、活绿出行、锂享换电(四川享锂来科技)等; 举办地点: 江苏无锡 活动主题: 聚焦轻型电池技术 拓展新兴应用市场 主办单位: 起点锂电、起点钠电、起点两轮车及换电 活动规模: 500+ 起点研究院( SPIR)轻型动力电池及两轮车换电TOP排行榜权威发布(覆盖 中国轻型动力电池出货量TOP20,中国中小储能电池出货量 TOP20、无人机电池/电动工具电池/两轮车电池关键细分环节出货量TOP10、锂电电动两轮车/两轮车换电运营商TOP10 等),为行业树立 标杆,为投资及采购决策者提供参考; 海内外轻型动力及中小储能市场高速增长,低空飞行、移动电动工具、人形/智能机器人、智能家居、智慧储能等热门应 ...
Investors who lost money on AppLovin Corporation(APP) should contact The Gross Law Firm about pending Class Action - APP
Prnewswire· 2025-03-27 09:45
Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of AppLovin Corporation regarding a class action lawsuit due to alleged misleading statements about the company's financial growth and advertising practices [1][2]. Group 1: Allegations and Financial Impact - The class period for the lawsuit is from May 10, 2023, to February 25, 2025, during which AppLovin allegedly provided investors with misleading information about its financial stability and growth [2]. - The complaint claims that AppLovin's executives expressed confidence in the launch of its AXON 2.0 digital ad platform and the use of advanced AI technologies, while engaging in dishonest advertising practices [2]. - Following the revelation of these practices on February 26, 2025, AppLovin's stock price fell from $377.06 to $331.00 per share, indicating a significant loss for investors [2]. Group 2: Next Steps for Shareholders - Shareholders are encouraged to register for the class action lawsuit by May 5, 2025, to potentially become lead plaintiffs and to receive updates on the case [3]. - There is no cost or obligation for shareholders to participate in the lawsuit, and they will be enrolled in a portfolio monitoring system for status updates [3]. Group 3: Law Firm's Commitment - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [4]. - The firm aims to ensure that companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [4].
HUTCHTEL HK(00215) - 2024 H2 - Earnings Call Transcript
2025-03-14 10:30
Hutchison Telecommunications Hong Kong Holdings (00215) H2 2024 Earnings Call March 14, 2025 05:30 AM ET Company Participants Kenny Koo Sing-fai - CEO & Executive DirectorNG Marcus Byron - Chief Financial Officer Operator Good evening, and welcome to Hechicin Telecommunications Hong Kong Holdings twenty twenty four Annual Results Webcast. Today, we have our Executive Director and CEO, Mr. Kenny Ku and our CFO, Mr. Marcus Ng, to give you an overview of our 2024 annual results. During the presentation, please ...
Mobile-health Network Solutions to Present at Centurion One Capital 8th Annual Growth Conference
Newsfile· 2025-02-27 13:30
Company Overview - Mobile-health Network Solutions (MNDR) is a pioneering MedTech company focused on enhancing human connection through technology [1] - The company is ranked 41 in the Financial Times 2024 listing of 500 High-growth Asia-Pacific Companies and is the first telehealth provider from the Asia-Pacific region to be listed in the US [4] - MNDR offers a range of telehealth solutions including teleconsultation services, prescription fulfillment, and personalized services such as weight management programs and gender-specific care [4] Upcoming Events - MNDR will present at the Centurion One Capital 8th Annual Growth Conference from March 3rd to March 6th, 2025, at the Four Seasons Hotel in Toronto [1][3] - Co-founders and co-CEOs, Dr. Tung Yeng Siaw and Dr. Rachel Teoh, are scheduled to present on March 6th, 2025, focusing on the company's latest AI technology innovations [2] - The presentation will include the newly deployed AI Agent platform aimed at improving healthcare providers' workflow efficiency [2] Industry Context - The telehealth solutions industry is experiencing growth, with MNDR positioned to capitalize on this trend through its innovative technology and services [4] - Centurion One Capital, the investment banking firm hosting the conference, is dedicated to supporting the growth of companies in North America, indicating a favorable environment for investment in the sector [5][6]