Group 1 - Susquehanna raised Dell Technologies' target price from $105 to $120 [1]

Group 1 - The core viewpoint of the report is that WH Group (万洲国际) has slightly exceeded expectations in its Q2 performance, with operating profit increasing by 3% year-on-year and adjusted operating profit rising by 19% [1] - The interim dividend has doubled to 20 HK cents, and the company maintains a payout ratio of at least 50% [1] - Bank of America has raised its earnings per share estimates for WH Group by 3% for the next two years and increased the target price by 4% to 8.5 HKD, reaffirming a "Buy" rating, citing a positive outlook for the second half of the year and a high single-digit dividend yield [1] Group 2 - WH Group's market capitalization in Hong Kong is 102.513 billion HKD, ranking first in the food processing industry [2] - Key performance indicators for WH Group compared to the industry average include: - ROE: 15.68% vs. -0.2% (ranked 4th) - Revenue: 259.41 billion HKD vs. 72.32 billion HKD (ranked 3rd) - Net profit margin: 7.14% vs. -10.31% (ranked 9th) - Gross profit margin: 20.05% vs. 31.0% (ranked 32nd) - Debt ratio: 42.74% vs. 58.11% (ranked 24th) [2]

Core Viewpoint - The report from Credit Lyonnais indicates that Uni-President China achieved a year-on-year revenue growth of 10.6% in the first half of the year, exceeding market expectations by 2% due to an increase in OEM revenue [2] Financial Performance - Revenue growth of 10.6% year-on-year, driven primarily by an increase in OEM income [2] - Profitability increased by 33% year-on-year, surpassing market expectations by 6% to 7%, benefiting from lower-than-expected sales expense ratios [2] Future Outlook - Despite a slowdown in beverage business growth in the second half of the year, this is offset by higher OEM revenue and better-than-expected profit margin expansion [2] - Earnings forecasts for 2025 and 2026 have been raised by 5% and 2% respectively [2] - Target price adjusted from HKD 10.3 to HKD 10.5, maintaining an "outperform" rating [2]

Group 1 - The core viewpoint is that Bank of America has raised the target price for Apollo Global Management from $159 to $164 [1]

格隆汇8月6日｜美国银行：将辉瑞(PFE.US)目标价从27美元上调至28美元。 ...

Group 1 - Citigroup raised Pfizer's target price from $25 to $26 [1]

Group 1 - Citigroup has raised the target price for Pfizer (PFE.US) from $25 to $26 [1]

Core Viewpoint - UBS raised the target price for Palantir from $110 to $165 while maintaining a "Neutral" rating [1] Group 1 - The adjustment in target price indicates a positive outlook on Palantir's future performance [1] - Maintaining a "Neutral" rating suggests that while there is potential for growth, the company may not be a strong buy at this time [1] - The significant increase in target price reflects confidence in Palantir's business model and market position [1]

格隆汇8月5日｜瑞穗将Coinbase的目标价从217美元上调至267美元，维持"中性"评级。(格隆汇) ...

巴克莱将Visa的目标价从396美元上调至408美元，维持"增持"评级。(格隆汇) ...