July 10, 2025 04:27 AM GMT Investor Presentation | Asia Pacific HK/ASEAN Financials: July 2025 Slowing GDP growth and uncertainty over US rates keep our industry views In-Line, with high TSR stocks in SG/HK preferred. We are less positive on EM ASEAN, with PH preferred. MY looks defensive near term, but valuations are stretched. ID looks better later in the year; for now, stick with BCA. We expect the debate in 2H to still be dominated by macro events: For ASEAN banks, the debate is likely to revolve around ...

June 16, 2025 10:48 AM GMT Multi-Industry | North America CoTD: China Exports Turning Lower in June Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. I would greatly appreciate your support in the 2025 All-America Extel survey, it is very important to Morgan Stanley and myself (Request a Ballot). Thank you, Chris Exhibit 1: China Maritime Exports (YoY): While we would have expected a race t ...

Lifetime Brands (LCUT) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Jamie Kirchen - Senior VPRobert Kay - CEO & DirectorLaurence Winoker - Executive VP, Treasurer & CFO Conference Call Participants Anthony Lebiedzinski - Senior Equity Research AnalystBrian McNamara - MD & Senior Analyst - Consumer Operator Good morning, ladies and gentlemen, and welcome to Lifetime Brands First Quarter twenty twenty five Earnings Conference Call. At this time, I would like to inform all participants t ...

Fortune Brands Innovations (FBIN) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Leigh Avsec - Chief of Staff & Executive VP - External AffairsNicholas Fink - CEODavid Barry - President, Security & Connected ProductsPhilip Ng - Managing DirectorTrevor Allinson - Director - Equity ResearchMichael Rehaut - Executive Director Conference Call Participants John Lovallo - Senior US Homebuilding & Building Products Equity Research AnalystSusan Maklari - Senior Equity Research Analyst Operator ...

Fortune Brands Innovations (FBIN) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good afternoon, everyone. My name is Morgan, and I will be your conference operator today. Welcome to the Fortune Brands First Quarter twenty twenty five Earnings Conference Call. All lines are muted to prevent background noise. Following the speakers' remarks, we will open the call for a Q and A session. At this time, I'll turn the call over to Leigh Avsek, Executive Vice President, External Affairs and Chief of Staff ...