大和将万科H股目标价从6.15港元下调至4.70港元。 ...

Core Viewpoint - Morgan Stanley has downgraded Budweiser APAC's 2025 earnings forecast by 14% due to ongoing challenging market conditions, particularly in China where beer demand remains weak, impacting the company's premium and super-premium beer categories [1] Group 1: Earnings and Sales Forecast - The sales and operating profit forecasts for Budweiser APAC have been reduced by 7% and 13% respectively, reflecting the continued inventory destocking situation [1] - The earnings forecast for 2026 to 2027 has been adjusted downwards by 8% from the low base of 2025 [1] Group 2: Target Price and Rating - The target price for Budweiser APAC has been lowered from HKD 9.5 to HKD 9.3 [1] - The rating for Budweiser APAC remains "Overweight" despite the downgrades [1]

Core Viewpoint - Oppenheimer has lowered the target price for agricultural equipment manufacturer Deere from $566 to $512 while maintaining an "Outperform" rating [1] Company Summary - The target price adjustment reflects a more cautious outlook on Deere's performance in the agricultural equipment sector [1] - The "Outperform" rating indicates that the company is still expected to perform better than the market average despite the price reduction [1]

高盛将新思科技的目标价从700美元下调至600美元，维持"买入"评级。(格隆汇) ...

Core Viewpoint - Wells Fargo has lowered the target price for Dow Chemical from $32 to $30 while maintaining an "Outperform" rating [1] Related Events - Deutsche Bank has also reduced the target price for Dow Chemical to $22 [1]

Core Viewpoint - Bank of America Global Research has lowered the target price for Texas Instruments (TXN.US) from $218 to $208 [1] Company Summary - The target price adjustment reflects a more cautious outlook on Texas Instruments' performance in the semiconductor industry [1]

Core Viewpoint - UBS has lowered the target price for GitLab from $73 to $60 while maintaining a "Buy" rating [1] Group 1 - The adjustment in target price reflects a reassessment of GitLab's market position and future growth potential [1]

Core Viewpoint - RBC Capital has lowered the target price for Figma from $75 to $65 while maintaining a "market perform" rating [1] Group 1 - The target price adjustment reflects a more cautious outlook on Figma's performance in the current market environment [1] - The "market perform" rating indicates that Figma is expected to perform in line with the broader industry trends [1]

Group 1 - UBS has lowered Adobe's target price from $430 to $400 while maintaining a "Neutral" rating [1]

Group 1 - Needham has lowered the target price for Lululemon Athletica from $317 to $238 while maintaining a "Buy" rating [1]