20 July 2025 | 1:49PM HKT Huaqin Technology (603296.SS): 2Q25 guidance beat; AI servers and Switches in strong growth; Buy (on CL) Huaqin announced 1H25 guidance (link), implying: (1) 2Q25 revenues at Rmb48bn to Rmb49bn, or midpoint at Rmb48.5bn (+39% QoQ, +109% YoY), or 43% ahead of our estimates; and (2) 2Q25 net income at Rmb1.0bn to Rmb1.1bn, or midpoint at Rmb1,043m (+24% QoQ, +52% YoY), or 30% ahead of our estimates. Management attributed the strong guidance to growing generative AI, reaffirming our p ...

Prologis (PLD) Q2 2025 Earnings Call July 16, 2025 12:00 PM ET Company ParticipantsAbhishek Kastiya - Director - IRTim Arndt - CFOChris Caton - MD - Global Strategy & AnalyticsDan Letter - PresidentCaitlin Burrows - Vice PresidentHamid Moghadam - Co-Founder, Chairman & CEOThomas Catherwood - MD & REITs Equity ResearchKi Bin Kim - MD - US REIT Equity ResearchVikram Malhotra - Managing DirectorSamir Khanal - Director - US REITsVince Tibone - Managing Director and Head of US Industrial & Mall ResearchBrendan L ...