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Honda Motor(HMC) - 2026 Q2 - Earnings Call Presentation
2025-11-07 08:00
Fiscal First Half Year Ended September 30, 2025 Financial Results Operating Profit 438.1 bil. yen Motorcycles: Although sales in Vietnam declined, global sales remained strong, primarily driven by growth in Brazil. For the six months ended September 30, we achieved the record-high sales volume, operating profit, and operating margin. Automobiles: While price revisions had a positive impact, profit decreased due to tariff impacts and one-time expenses related to EVs. Operating cash flows after R&D adjustment ...
KT(KT) - 2025 Q3 - Earnings Call Transcript
2025-11-07 07:02
KT Corporation (NYSE:KT) Q3 2025 Earnings Call November 07, 2025 01:00 AM ET Company ParticipantsNone - Company RepresentativeJaegil Choi - Investor Relations OfficerMin Jang - CFOConference Call ParticipantsShin Eun-jung - AnalystKim Hoi-jae - Equity AnalystLee Chan-young - AnalystOperatorGood morning and good evening. Thank you all for joining this conference call, and now we will begin the conference of the third quarter of fiscal year 2025 earnings results by KT. We would like to have welcoming remarks ...
KT(KT) - 2025 Q3 - Earnings Call Transcript
2025-11-07 07:00
KT Corporation (NYSE:KT) Q3 2025 Earnings Call November 07, 2025 01:00 AM ET Speaker2Good morning and good evening. Thank you all for joining this conference call, and now we will begin the conference of the third quarter of fiscal year 2025 earnings results by KT. We would like to have welcoming remarks from KT IRO, and then CFO will present earnings results and entertain your questions. This conference will start with a presentation followed by a Q&A session. If you have a question, please press star one, ...
KT(KT) - 2025 Q3 - Earnings Call Presentation
2025-11-07 06:00
3Q25 Earnings Release Disclaimer This presentation has been prepared by KT Corp.(the "Company") in accordance with K-IFRS. This presentation contains forward-looking statements, which are subject to risks, uncertainties, and assumptions. This presentation is being presented solely for your information and is subject to change without notice. No presentation or warranty, expressed or implied, is made and no reliance should be placed on the accuracy, actuality, fairness, or completeness of the information pre ...
Hong Kong Exchanges (0388.HK)_ 3Q25 First Take_ Beat lead by investment income; Buy
2025-11-07 01:28
5 November 2025 | 1:42PM HKT Equity Research Hong Kong Exchanges (0388.HK): 3Q25 First Take: Beat lead by investment income; Buy HKEX reported 3Q25 EPS of HK$3.88, up 56% yoy. This is +9% higher vs GSe, but +4% ahead of Visible Alpha consensus of HK$3.72. Compared with GSe, the beat was again largely driven by better-than-expected investment income. Profit excluding investment income was in-line with GSe as core revenues were +1% vs. GSe and OPEX was in-line. We would expect a mild positive share price reac ...
China Consumer Durables_ White goods 3Q25 wrap_ Tough domestic comps well recognized by market, growth to be increasingly sup...
2025-11-07 01:28
5 November 2025 | 4:23PM CST Equity Research Four leading white goods companies (Midea, Haier, Gree, Hisense First Takes) reported increasingly divergent 3Q25 results. Midea and Haier came above expectations with ~10% revenue and profits growth, while Gree and Hisense missed both our and market expectations with SD% yoy profits decline. In the domestic market, we see notable divergence in split AC growth where Gree reported sequentially widened teens% yoy revenue decline while Midea, Haier and Hisense showe ...
Advanced Micro Devices-No surprises on qtr; all eyes on the analyst day
2025-11-07 01:28
November 5, 2025 03:58 AM GMT Advanced Micro Devices | North America No surprises on qtr; all eyes on the analyst day | What's Changed | | | | --- | --- | --- | | Advanced Micro Devices (AMD.O) | From | To | | Price Target | $246.00 | $260.00 | Reaction to earnings Unchanged Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research AMD had upside in 3q, guided in line with our estimate/slight ...
China_ Unofficial services PMI edged down in October; October inflation and credit preview
2025-11-07 01:28
5 November 2025 | 12:06PM HKT Economics Research China: Unofficial services PMI edged down in October; October inflation and credit preview Bottom line: The headline RatingDog China Services PMI (formerly the Caixin services PMI) edged down to 52.6 in October from 52.9 in September, suggesting services sector activity continued to expand but at a slightly slower pace. Key numbers: S&P Global services PMI: 52.6 in October (Bloomberg consensus: 52.5), vs. 52.9 in September. Main points: 1. The RatingDog China ...
Advanced Micro Devices Inc. (AMD)_ Strong Datacenter ramp with OpenAI on the horizon, but near-term operating leverage is lim...
2025-11-07 01:28
4 November 2025 | 8:52PM EST Equity Research Advanced Micro Devices Inc. (AMD): Strong Datacenter ramp with OpenAI on the horizon, but near-term operating leverage is limited Key stock takeaways: We expect the stock to be range bound following a beat-and-raise quarter driven by upside in the Datacenter and Client segments, largely offset by lower margins - against a backdrop of elevated expectations. We believe investors were constructively positioned heading into the report given the company's recent partn ...
Suzhou TFC Optical Communication Co Ltd-3Q25 Earnings Miss Reflected; Upgrade to EW
2025-11-07 01:28
November 5, 2025 05:35 PM GMT M Idea Suzhou TFC Optical Communication Co Ltd. | Asia Pacific 3Q25 Earnings Miss Reflected; Upgrade to EW | What's Changed | | | | --- | --- | --- | | Suzhou TFC Optical Communication Co Ltd. (300394.SZ) | From | To | | Rating | | Underweight Equal-weight | | Reaction to earnings | | | | Strengthens our thesis | Modest shortfall | Modest revision lower | | Impact to our thesis | Financial results versus consensus | Direction of next 12-month | | | | consensus EPS | Source: Com ...