Capital Expenditure (Capex)

Search documents
大摩闭门会:全球贸易紧张局势下的亚洲关税
2025-07-11 01:05
Good morning and good afternoon, everyone. It is July 11th, Thursday. Welcome to Morgan Stanley Asia Micro webcast. My name is Crystal Ji, Asian EM, equity strategist. Before we start, please note that this event is for Morgan Stanley institutional clients and financial advisors only. It is not for members of press. If you're a member of the press, please log off and reach out separately. Please also note that this broadcast, your questions may be recorded. Today, we have Chetan Iyer, Chief Asia Economist, ...
SSE 2025财年业绩带来资本支出削减
Morgan Stanley· 2025-05-21 10:45
May 21, 2025 06:15 AM GMT SSE | Europe FY25 Results Bring Capex Cut Reaction to earnings Strengthens our thesis In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research We expect a positive reaction to SSE's solid FY25 results release, with capex cut a key positive, notwithstanding strong recent performance from April 9th lows. We interpret divisional guidance as giving operating profit & EPS marg ...
Liberty Latin America(LILA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 13:30
Liberty Latin America Ltd (LILA) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and thank you for standing by. Today's call is being recorded. I'll now turn call over to Sean Fitzgerald, VP of Tax of Liberty Latin America. Speaker1 Good morning, and welcome to Liberty Latin America's First Quarter twenty twenty five Investor Call. At this time, all participants are in listen only mode. Today's formal presentation materials can be found under the Investor Relation ...
Enterprise Products Partners L.P.(EPD) - 2025 Q1 - Earnings Call Transcript
2025-04-29 18:52
Enterprise Products Partners (EPD) Q1 2025 Earnings Call April 29, 2025 02:52 PM ET Speaker0 Thank you for standing by, and welcome to Enterprise Products Partners LP's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again. I would ...