European Earnings Preview_ Easy beats
informs· 2024-10-09 08:05
Deutsche Bank Research Q3 European Earnings Preview – Easy beats Maximilian Uleer, Head of European Equity- and Cross Asset Strategy +49 (0)69-910 41355 | maximilian.uleer@db.com Carolin Raab, European Equity- and Cross Asset Strategist +49 (0)69-910 43958 | carolin.raab@db.com Francesca Mazzali, European Equity- and Cross Asset Strategist +49 (0)69-910 47636 | francesca.mazzali@db.com October 2024 IMPORTANT RESEARCH DISCLOSURES AND ANALYST CERTIFICATIONS LOCATED IN APPENDIX 1. Deutsche Bank does and seeks ...
Podcast _ Metals & Mining Tracker_ Before & After
standard chartered· 2024-10-09 08:05
M Update Podcast | Metals & Mining Tracker | Europe October 4, 2024 08:01 AM GMT Before & After China's policy shift became a pivotal moment for M&M equities, that have been trading at a steep discount relative to the market. We calculate a US$12bn EBITDA 'swing' in M2M 2025 EBITDA pre and post the policy announcement, as commodity prices have rallied. Preferred plays: RIO PLC, MT, NHY, KGHM. Play Audio | --- | --- | |------------------------------------------------------------------------------------------ ...
S. Korea Autos_EV Batteries_ Asia Marketing Feedback + Recent Developments
informs· 2024-10-09 08:05
M Update S. Korea Autos/EV Batteries | Asia Pacific October 4, 2024 05:07 AM GMT Asia Marketing Feedback + Recent Developments Post our S. Korea EV battery upgrades in September, we met with a wide range of investors in Asia. Below, we highlight the key feedback for both EV Batteries and Autos from those meetings. Key feedback for EV Batteries: Improving sentiment: Compared to early September, when we upgraded LG Energy Solution (373220.KS) and the Korea EV battery sector, our recent discussions with invest ...
Energy & Utilities_ PM Ishiba's Policy Speech_ Plans to Use Nuclear in Energy Policy
shopee· 2024-10-09 08:05
October 4, 2024 08:06 AM GMT M Update Energy & Utilities | Japan | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------- ...
The Wall Street Journal-08.10.2024
Wavestone· 2024-10-09 01:07
****** TUESDAY, OCTOBER 8, 2024 ~ VOL. CCLXXXIV NO. 84 WSJ.com HHHH $5.00 What's News Business & Finance Chevron will sell its stakes in some oil-sands and shale assets to Canadian Natural Resources for $6.5 billion, pursuing its goal of refocusing its operations. B1 Major U.S. stock indexes fell, with the S&P 500 shedding 1% and the Dow retreating 0.9% from a record. The Nasdaq gave up 1.2%. B10 A judge ordered Google to make it easier for developers of mobile-app stores to compete on phones and tablets th ...
Consolidated Edison, Inc. (ED) Consolidated Edison Clean Energy Webinar (Transcript)
2024-10-08 18:43
Consolidated Edison, Inc. (NYSE:ED) Consolidated Edison Clean Energy Webinar October 8, 2024 9:00 AM ET Company Participants Jan Childress - Director, Investor Relations Tim Cawley - Chairman and Chief Executive Officer Jen Hensley - Senior Vice President, Corporate Affairs Matt Ketschke - President, Consolidated Edison Company, New York, Inc. Michelle O'Connell - President and Chief Executive Officer, Orange & Rockland Utilities Vicki Kuo - Senior Vice President, Customer Energy Solutions Katherine Boden - ...
Cameco Corporation (CCJ) TD Securities Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable - 2024 Conference (Transcript)
2024-10-08 18:03
Cameco Corporation (NYSE:CCJ) TD Securities Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable - 2024 Conference October 8, 2024 11:35 AM ET Company Participants Grant Isaac - Executive VP and CFO Conference Call Participants Craig Hutchison - TD Securities Craig Hutchison Good morning. Our next speaker is Grant Isaac, Executive Vice President and Chief Financial Officer of Cameco Corp. Welcome, Grant. Grant Isaac Hi there. Good to see you, Craig. Question-and-Answer Session Q - Craig Hutchis ...
Energy Fuels Inc (UUUU) M&A Call Transcript
2024-10-07 18:20
Energy Fuels Inc (NYSE:UUUU) M&A Call October 7, 2024 9:00 PM ET Company Participants Mark Chalmers - President & CEO Tim Carstens - EVP, Heavy Mineral Sands Operations, Base Resources Conference Call Participants Heiko Ihle - H.C. Wainwright Joseph Reagor - ROTH Capital Partners Operator Good morning. My name is Joel, and I will be your conference operator today. At this time, I would like to welcome everyone to the Energy Fuels Inc. acquires Base Resources Limited Conference Call. All lines have been plac ...
China_ PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting
ray dalio· 2024-10-07 16:08
30 September 2024 | 2:19PM HKT _ China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------| | Bottom line: | Xinquan Chen +852-2978-2418 \| | | The ...
China Weekly Kickstart_ Markets soared 16 on policy stimulus; September Politburo meeting sent clear easing signals
standard chartered· 2024-10-07 16:08
28 September 2024 | 12:58AM HKT _ | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------|--------------------------------------------------------------------------------------------------|-------------------------|-------------------------------------------------------------------------------------------------------------------------| | | | | | | | 1 ...