Core Viewpoint - Daiwa has raised its earnings per share forecast for Samsonite from 7% to 16% for the years 2023 to 2027, citing changes in the product mix leading to more resilient gross margins and a gradual increase in market spending [1] Group 1 - The potential for a new revenue growth cycle and the possibility of a U.S. listing could attract more global investors [1] - The target price for next year, based on a forecasted price-to-earnings ratio of 13 times, is considered realistically achievable [1] Group 2 - Daiwa has increased its target price for Samsonite from HKD 16 to HKD 25 [1] - The investment rating has been upgraded from "Hold" to "Buy" [1]

Core Viewpoint - Baird has raised the target price for CrowdStrike from $490 to $550 while maintaining a "neutral" rating [1] Group 1 - The target price adjustment reflects a positive outlook on CrowdStrike's performance [1] - The "neutral" rating indicates a cautious stance despite the price increase [1]

Core Viewpoint - Tigress Financial has raised the target price for Rivian Automotive from $21 to $25 while maintaining a "buy" rating [1] Company Summary - The target price adjustment reflects a positive outlook on Rivian Automotive's performance and market position [1]

Core Viewpoint - Bank of America has raised the target price for Minhua Holdings (01999) by 15% from HKD 4.6 to HKD 5.3, maintaining a "Neutral" investment rating due to resilient profit margins and a 6% dividend yield offsetting uncertainties from tariff policies and domestic demand [1] Financial Performance - Minhua's net profit for the first half of the year was HKD 1.146 billion, a year-on-year increase of 0.6%, exceeding expectations by 7% [1] - Revenue decreased by 3% year-on-year to HKD 8.045 billion, primarily impacted by a 6% decline in the Chinese market (average selling price/sales volume: down 6%/flat) [1] - The gross profit margin was better than expected at 40.4%, benefiting from favorable raw material costs, with gross margins in China and the US both up by 1 percentage point compared to the same period last year [1] Cost and Expenses - Selling, general, and administrative expenses increased by 1.7 percentage points to 23.7%, mainly reflecting the tariff-sharing agreement reached with customers in Vietnam [1] Dividend Announcement - The company announced a dividend of HKD 0.15 per share, unchanged from the previous year [1]

Group 1 - Wells Fargo raised AMD's target price from $300 to $345, maintaining an "overweight" rating [1]

Core Viewpoint - Stifel has raised the target price for Rocket Lab from $65 to $75, indicating a positive outlook for the company [1] Company Summary - The adjustment in target price reflects Stifel's confidence in Rocket Lab's growth potential and market position [1]

Core Viewpoint - Wedbush has raised Lyft's target price from $17 to $20 while maintaining a "neutral" rating [1] Group 1 - The target price adjustment reflects a positive outlook on Lyft's performance [1] - The "neutral" rating indicates a cautious stance on Lyft's stock potential [1]

Group 1 - Goldman Sachs raised Uber's target price from $120 to $126 while maintaining a "Buy" rating [1]

Core Viewpoint - Deutsche Bank raised the target price for Palantir Technologies from $160 to $200 while maintaining a "Hold" rating [1] Group 1 - The target price adjustment indicates a positive outlook for Palantir Technologies [1] - The "Hold" rating suggests that the company is viewed as stable but not necessarily a strong buy at this time [1]

Core Viewpoint - Goldman Sachs raised the target price for Palantir Technologies from $141 to $188 while maintaining a "Neutral" rating [1] Group 1 - The target price adjustment reflects a positive outlook on Palantir Technologies' performance [1] - The new target price represents a significant increase of approximately 33.3% from the previous target [1]