M Foundation April 16, 2024 01:00 PM GMT Thematics | Europe Morgan Stanley & Co. International plc+ Edward Stanley Equity Strategist Venture Vision: A Rare Vintage Edward.Stanley@morganstanley.com +44 20 7425-0840 Matias Ovrum Equity Strategist Matias.Ovrum@morganstanley.com +44 20 7425-9902 2025/26 have outsized odds of being top 3 vintage years for growth equity as far back as our records go. Please take 2 minutes to vote in the ongoing II survey. Our Venture Vision weeklies look at (1) early- stage cross ...

M Update April 19, 2024 04:57 PM GMT China Quantitative Strategy | Asia Pacific Morgan Stanley Asia Limited+ Gilbert Wong, CFA Quantitative Strategist Chinese Growth/Tech – Active Gilbert.Wong@morganstanley.com +852 2848-7102 Laura Wang Equity Strategist Fund Flows and Short Interest Laura.Wang@morganstanley.com +852 2848-6853 Jason Ng, CFA Quantitative Strategist Jason.Dl.Ng@morganstanley.com +852 2848-8845 We observed that active long-only managers resumed net selling on Chinese Growth/Tech segment from M ...

ab Global Research and Evidence Lab 17 April 2024 APAC Economic Perspectives Economics ASEAN: Oil, the Fed, and central bank reaction Asia functions Grace Lim Economist grace-k.lim@ubs.com +65-6495 5965 Risks to inflation and US rate cuts imply bar to easing is higher Rohit Arora Events of the past few weeks have significant implications for ASEAN central bank Strategist reaction functions. Given a resilient US economy and sticky inflation, the Fed is unlikely rohit-b.arora@ubs.com +65-6495 5232 to cut in a ...

Accessible version Global Research Highlights A spring in inflation’s step Investment Strategy Solid growth, but inflation takes away the punch bowl 2 6 April 2024 The first print of 1Q US GDP showed that the economy grew at a sub-par 1.6% q/q saar. Global This was below our Economics team’s and consensus expectations of 2.5% growth. The Investment Strategy team notes that the largest drags on growth came from trade and inventories, which are BofAS volatile categories where large swings tend to be reversed ...

Good afternoon, my name is Krista and I will be your conference operator today. At this time, I would like to welcome everyone to the META first quarter earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, again, press star one. We ask that you limit yourself to one question. This cal ...

Texas Instruments, Inc. (NASDAQ:TXN) Shareholder Analyst Call April 25, 2024 9:30 AM ET Company Participants Richard Templeton - Chairman of the Board Cynthia Trochu - Senior Vice President and Secretary Richard Kent - Chief Investment Officer of Friends Fiduciary Corporation Conference Call Participants Cynthia Trochu Good morning, everyone. If we can have your attention, I'll turn it over to our Chairman, Richard Templeton. Richard Templeton Good morning. The 2024 Annual Meeting of Stockholders of Texas I ...

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Transcripts Amphenol Corporation (APH) Q1 2024 Earnings Call Transcript Apr. 24, 2024 5:18 PM ET|Amphenol Corporation (APH) Stock SA Transcripts 145.9K Followers Play Earnings Call Amphenol Corporation (NYSE:APH) Q1 2024 Earnings Conference Call April 24, 2024 1:00 PM ET Company Participants Craig Lampo - CFO Adam Norwitt - CEO Conference Call Participants Amit Daryanani - Evercore Luke Junk - Baird Saree Boroditsky - Jefferies Wamsi Mohan - Bank of America Mark Delaney - Goldman Sachs ...

Prada S.p.A. (OTCPK:PRDSY) Sales Call April 24, 2024 8:00 AM ET Company Participants Andrea Guerra - Chief Executive Officer and Executive Director Andrea Bonini - Chief Financial Officer Conference Call Participants Chris Huang - UBS Edouard Aubin - Morgan Stanley Chiara Battistini - JPMorgan Melania Grippo - BNP Paribas Erwan Rambourg - HSBC Louise Singlehurst - Goldman Sachs Thomas Chauvet - Citi Charles Louis Scotti - Kepler Cheuvreux Liwei Hou - CICC Chris Gao - CLSA Operator Good day, and thank you fo ...

Company and Industry Overview * **Company**: Goldman Sachs Group, Inc. (NYSE:GS) * **Industry**: Investment Banking, Financial Services * **Event**: Annual Shareholders Meeting Conference Call, April 24, 2024 Key Points 1. Company Performance and Strategy * **2023 was a year of execution**: Despite a challenging operating environment, Goldman Sachs narrowed its strategic focus and delivered on its strategy, positioning the firm for future growth. * **Significant progress**: Stock doubled over the last 5 years, dividend tripled, and book value per share grew by 54%. * **Long-term focus**: Continue to be a trusted advisor, employer of choice, and generate mid-teens returns through the cycle. 2. Culture and People * **Investment in culture**: Significant focus on reinvigorating the firm's culture, led by CEO David Solomon. * **People as a differentiator**: Emphasis on the talent and capabilities of Goldman Sachs employees. 3. Board of Directors * **Introduction of Board members**: Highlighted the roles and contributions of the Board of Directors. * **Outgoing members**: Recognized the contributions of outgoing Lead Director Bayo Ogunlesi and Jessica Uhl. 4. Shareholder Proposals and Voting Results 4.1 Election of Directors * **Unanimous recommendation**: Shareholders approved the election of all director nominees. 4.2 Executive Compensation * **Say-on-pay vote**: Shareholders approved the executive compensation of named executive officers with approximately 86% support. 4.3 Ratification of Independent Auditors * **Unanimous recommendation**: Shareholders approved the ratification of PricewaterhouseCoopers as independent auditors with approximately 95% support. 4.4 Independent Chair Proposal * **Shareholder proposal**: Proposed by the National Legal and Policy Center, advocating for the separation of CEO and chair roles. * **Voting result**: Rejected by approximately 33% of shareholders. 4.5 Transparency and Lobbying Report * **Shareholder proposal**: Proposed by John Chevedden, requesting disclosure of lobbying expenditures and dark money payments. * **Voting result**: Rejected by approximately 39% of shareholders. 4.6 Outcome Report on Protected Classes of Employees * **Shareholder proposal**: Proposed by The Nathan Cummings Foundation, requesting data on efforts to eliminate harassment and discrimination. * **Voting result**: Rejected by approximately 15% of shareholders. 4.7 Environmental Justice Impact Assessment * **Shareholder proposal**: Proposed by the Sierra Club Foundation, requesting an assessment of environmental justice risks related to energy and power sector financing. * **Voting result**: Rejected by approximately 10% of shareholders. 4.8 Clean Energy Supply Financing Ratio * **Shareholder proposal**: Proposed by the New York City Comptroller, requesting disclosure of the ratio of financing for low-carbon energy supply relative to fossil fuel energy supply. * **Voting result**: Rejected by approximately 29% of shareholders. 4.9 GSAM Proxy Voting Review * **Shareholder proposal**: Proposed by the Presbyterian Church (USA), requesting a review of proxy voting policies related to diversity and climate change. * **Voting result**: Rejected by approximately 8% of shareholders. 4.10 Financial Statement Assumptions Regarding Climate Change * **Shareholder proposal**: Proposed by the National Center for Public Policy Research, requesting a report on financial statement assumptions regarding climate change. * **Voting result**: Rejected by approximately 1% of shareholders. 4.11 Pay Equity Reporting * **Shareholder proposal**: Proposed by Newground Social Investment, requesting transparent disclosure of racial and gender pay gaps. * **Voting result**: Rejected by approximately 30% of shareholders.