Employg Wide Range ta ock Analysis
informs· 2024-05-08 15:54
Hello everyone, this is Sarah from WinIn4. I'm glad to be here and to have the chance to share the WinIn5 live stream series with you. In the training program, I will show you how to use Win's financial terminal to do stock analysis. In the WinIn5 series, we will offer a range of training programs that cover various aspects of financial markets. Our official live stream, as shown on the slide, includes topics related to economic research, the stock market, and the bond market. If you would like to view past ...
LUD GROUP
CINNO Research· 2024-05-07 16:26
Ladies and gentlemen, thank you for standing by, and welcome to the LUCID Group First Quarter 2024 Earnings Conference Call. Please be advised that today's conference is being recorded. Later, we will conduct a question and answer session. To ask a question during this time, please press star 1-1 on your touchtone telephone. You will then hear an automated message advising your hand is raised. To remove yourself from the queue, please press star 11 again. I would now like to hand the conference over to your ...
PALANTIR TECHNOLOGIES
2024-05-07 16:25
Good afternoon. I'm Anna Saro from Palantir's finance team, and I'd like to welcome you to our first quarter 2024 earnings call. We'll be discussing the results announced in our press release issued after the market closed and posted on our investor relations website. During the call, we will make statements regarding our business that may be considered forward-looking within applicable securities laws, including statements regarding our second quarter and fiscal 2024 results, management's expectations for ...
JP-Fabret-
informs· 2024-05-07 14:48
J P M O R G A N North America Equity Research 05 May 2024 Hardware & Networking C1Q Optical Preview: COHR Appears Best Placed; FN to Deliver; LITE with High Risk-Reward The amount of interest in the Optical ecosystem and more specifically in the IT Hardware/ Telecom & Networking Optical component manufacturers that will be reporting on Monday and Tuesday Equipment is much higher than anytime historically. While the average Hardware investor has Samik Chatterjee, CFA AC historically avoided the Optical compo ...
Carrier Global Corporation (CARR) Presents at Oppenheimer 19th Annual Industrial Growth Conference Transcript
2024-05-06 23:30
Carrier Global Corporation (NYSE:CARR) Oppenheimer 19th Annual Industrial Growth Conference Call May 6, 2024 3:00 PM ET Company Participants Patrick Goris - Senior Vice President and Chief Financial Officer Sam Pearlstein - Vice President, Investor Relations Conference Call Participants Noah Kaye - Oppenheimer & Company Noah Kaye Well, good afternoon, everyone. Welcome to day one of Oppenheimer's 19th Annual Industrial Growth Conference. I'm Noah Kaye, Managing Director in Oppenheimer's sustainable growth a ...
COINBASE GLOBAL-
2024-05-06 15:52
Good afternoon. My name is Sarah and I will be your conference operator today. At this time, I would like to welcome everyone to the Coinbase first quarter 2024 earnings call. All lines have been placed on mute to prevent any background noise. After the prepared remarks, there will be a question and answer session. And if you would like to ask a question during this time, please press star one on your telephone keypad. If you wish to withdraw your question, simply press star one again. Anil Gupta, Vice Pres ...
MS-Positions of Active Long-only Managers ChaHK
informs· 2024-05-06 03:48
M Update May 3, 2024 03:29 PM GMT China Quantitative Strategy | Asia Pacific Morgan Stanley Asia Limited+ Gilbert Wong, CFA Quantitative Strategist Positions of Active Long-only Gilbert.Wong@morganstanley.com +852 2848-7102 Laura Wang Equity Strategist Managers in China/HK Laura.Wang@morganstanley.com +852 2848-6853 Jason Ng, CFA Quantitative Strategist Jason.Dl.Ng@morganstanley.com +852 2848-8845 MSCI China gained 6.6% in April, but EPFR data shows that active long-only managers were net sellers in the mar ...
SK Innovation-
2024-05-05 13:16
以下内容来自SK Innovation 业绩交流会,不代表 东吴证券研究所观点 主题:SK Innovation Q1 Earnings call 日期:2024年4月29日 嘉宾:Chung Soyoung, 投资者关系 Kim Jin-Won, 首席财务官 Kyung-hoon Kim, 企业规划办公室主任 Jin-Ho Lee, 资产证券分析师 摘要 公司经营 营业利润:Q1营业利润2204亿韩元,增长34亿韩元,随旺季,预计Q2盈利能力保持。24年税前利润将超5000亿韩 元 收入:销售额环比下降6742亿韩元,系平均售价和电池业务销量下降 资产:Q1末金融资产总额863841亿韩元,有形资产增3万亿韩元 其他:中国17/03区块产量于Q3登顶,化工业务将于Q2 PE和PP利差持平。电池业务Q2出货量增加,SKIET业务销 量和盈利能力逐步增加,Q2和Q3价差将改善 公司业务 扩产:在建海外电池生产基地 消费者需求预计:汽油、煤油市场消费者需求增加,Q2,Q3混合汽油恢复,苯需求持续,PX需求改善 定价:电池业务ASP下降,公司预计维持较低OSP水平,电池业务季度销售额1.395万亿韩元,预计车辆层面 ...
20240505
2024-05-05 12:46
每天十分钟拆解新闻背后的逻辑大家好今天是2024年的5月5号星期天我是董小姐一起来花十几分钟时间回溯一下这个五一国内国外发生了哪些重要的信息我们放假的这几天国外的中国类资产大涨那么会不会直接串联到国内市场明天迎来一个开门红两个赛道尤其值得看一下一个是科技赛道一个是房地产赛道那么会不会成为这一轮当中非常亮眼的表现呢 好了我们回到事件本身先来看一下外围市场在五一放假期间的精彩表现大家看到我们放假的5月2号和3号香港市场是没放假的香港市场的中国概念资产大涨恒生科技指数这两天加在一起涨幅是超过了7%我们再来看一下美国这边纳斯达克中国金融指数整体两天的时间涨幅也是超过了7% 这个背后它跟什么有关呢其实最主要的还是外资对于中国资产的态度发生了一些微妙的转变再加上说5月1号的时候美联储这边是新一次的议息会是决定没有加息而且呢对外吹了暖风啊意思就是美国这边呢对于加息这件事情还是非常的谨慎啊那么降息在今年也是有可能会看到的所以整体全球的市场都是稍微松了一口气不用那么的担心说整个的资金在美联储 这么高的利率水平之下进一步的回流美国对其他的市场造成抽血所以有美联储这一阵暖风的加持我们看到在整体这几天全球市场都迎来了不小的涨幅这个不 ...
JPrgan Market -Flows Liquidity A repeat of last August-
ray dalio· 2024-05-01 13:18
J P M O R G A N Global Markets Strategy 17 April 2024 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Flows & Liquidity A repeat of last August? Global Markets Strategy Nikolaos Panigirtzoglou AC (44-20) 7134-7815 nikolaos.panigirtzoglou@jpmorgan.com J.P. Mo ...