Elevance Health, Inc. (NYSE:ELV) UBS Global Healthcare Conference November 12, 2024 10:15 AM ET Company Participants Mark Kaye - Executive VP & CFO Conference Call Participants A.J. Rice - UBS A.J. Rice I think we'll go ahead and kick off today. I'm A.J. Rice, the health care services analyst at UBS. Thanks, everybody, for coming out to our conference this year. We're very pleased to have to kick off our session Elevance Health and principal speaker is going to be Mark Kaye, Chief Financial Officer and Exec ...

CRISPR Therapeutics AG (NASDAQ:CRSP) Guggenheim Inaugural Healthcare Innovation Conference November 12, 2024 2:00 PM ET Company Participants Samarth Kulkarni - CEO and Chairman Conference Call Participants Debjit Chattopadhyay - Guggenheim Partners Debjit Chattopadhyay Good afternoon and thank you for joining us at Guggenheim's Inaugural Healthcare Innovations Conference. I am Debjit and one of the therapeutic analysts here. And joining me today is Samarth Kulkarni, CEO and Chairman of CRISPR Therapeutics. ...

Summary of Key Points from the Conference Call Industry or Company Involved - The discussion primarily revolves around the implications of Donald Trump's re-election on various sectors, including the economy, trade, and climate change policies. Core Points and Arguments 1. **Market Reactions to Trump's Re-election** - Stock and corporate-bond markets are responding positively to Trump's re-election, with the S&P 500 hitting record highs and the Dow Jones Industrial Average closing above 44,000 for the first time. Tesla's stock valuation surpassed $1 trillion again, and Bitcoin surged by 30% to over $90,000 [29][30][39] 2. **Inflation and Interest Rates** - America's annual inflation rate increased to 2.6% in October, up from 2.4% in September. The Federal Reserve is expected to cut interest rates again, following a recent reduction to a range of 4.5% to 4.75% [30] 3. **China's Economic Stimulus** - China's latest stimulus package of 10 trillion yuan ($1.4 trillion) disappointed investors, failing to significantly boost household spending. The package aims to support distressed local authorities [32][101] 4. **SoftBank's Performance** - SoftBank reported a quarterly net profit of ¥1.2 trillion ($7.8 billion), driven by strong performance from its Vision Funds and a push into artificial intelligence [33] 5. **Siemens Energy's Recovery** - Siemens Energy reported a net profit of €1.3 billion ($1.4 billion), recovering from a €4.6 billion loss the previous year, although the outlook for renewable energy remains uncertain under a second Trump presidency [35] 6. **Volkswagen's Investment in Rivian** - Volkswagen increased its investment in Rivian from $5 billion to $5.8 billion to develop electric vehicle technology, with the first VW cars using Rivian's technology expected by 2027 [36] 7. **Just Eat Takeaway's Sale of Grubhub** - Just Eat Takeaway decided to sell Grubhub for $650 million, a significant loss compared to the $7.3 billion paid in 2021 [37] 8. **Tencent's Profit Growth** - Tencent's quarterly profit rose by 47% year-on-year to 53.2 billion yuan ($7.4 billion), aided by the release of the "Dungeon & Fighter Mobile" game in China [38] 9. **Netflix's Subscription Growth** - Netflix reported that 50% of new subscribers are opting for its ad-supported subscription, with 70 million monthly active users on this plan, up from 40 million six months ago [39] 10. **Climate Change and Technology** - The re-election of Trump is expected to negatively impact climate-related policies in the U.S., but the trend towards cheaper renewable energy technologies continues, providing hope for emissions reduction [81][82][87] 11. **Global Trade and Tariffs** - Trump's administration is likely to impose tariffs of up to 60% on China and 10-20% on other countries, which could harm global trade and economic growth [56][62] 12. **Bangladesh's Political Stability** - Following the overthrow of Sheikh Hasina, interim leader Muhammad Yunus has stabilized the economy, but faces challenges including food inflation and demands for elections [108][109] Other Important but Possibly Overlooked Content - The potential for a global trade war under Trump's administration could have severe implications for developing countries, particularly those reliant on exports to the U.S. [60][63] - The need for rich countries to assist poorer nations in transitioning to renewable energy is emphasized, as many lack the capital to invest in clean technologies [88][90] - The importance of establishing a clear plan for governance in Bangladesh to avoid a return to political instability is highlighted [115]

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Commanders come up short in 26-18 loss to Eagles. D1 RiCky CARioTi/The WAShingTon PoST Sen. John Cornyn (r-Texas) said he would like to have access to the House ethics Committee's findings on matt Gaetz. Prices may vary in areas outside metABCD ropolitan Washington. ESU V1 V2 V3 V4 | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

"All the News That's Fit to Print' VOL. CLXXIV .... No. 60,339 FRIDAY, NOVEMBER 15, 2 THE WEATHER Today, turning out partly sunny, in- reasingly windy, high 58. Tonight, mostly clear, windy, low 45. Tomor- row, partly to mostly sunny, windy, Weather map, Page B12 $4.00 Staff members cleaned out the office of Representative Matt Gaetz, who resigned after being nominated to be the attorney general. NEWS ANALYSIS Trump's Picks To the Senate A Warning to Confirm Or Be Elbowed Aside By KATIE ROGERS WASHINGTON — ...

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Key Takeaways Industry Overview - **Industry**: Asia Pacific Technology Hardware - **Coverage Universe**: Greater China Technology Hardware Company Specific - **Company**: Sunny Optical (2382.HK) - **Stock Rating**: Overweight - **Industry View**: In-Line - **Price Target**: HK$72.00 Financial Highlights - **Revenue**: 36,300 million RMB (12/24e) - **Net Income**: 2,618 million RMB (12/24e) - **EPS**: 2.39 RMB (12/24e) Performance Analysis - **Handset CCM**: YTD growth rate decelerated from -1% in Jan-Sep to -5% in Jan-Oct. - **Handset Lenses**: Recorded +17% YTD growth in Jan-Oct. - **Vehicle Lenses**: YTD growth remains stable at 12% in Jan-Oct. Outlook - **Handset CCM**: Weak shipments but ASP and margin recovery expected. - **Handset Lenses**: Resilient performance likely to beat target. - **Vehicle Lenses**: Mix improvement remains a priority. Risks - **Upside Risks**: Improvement in handset lens gross margin, faster-than-expected vehicle lens/module growth, etc. - **Downside Risks**: Component shortages, intense CCM competition, weaker-than-expected handset lens demand, etc. Valuation Methodology - **Base Case**: Residual Income Model (RIM)-derived SOTP methodology. - **Cost of Equity**: 11% - **Growth Rates**: 10%, 8%, and 20% for medium-term, and 3%, 3%, and 3% for long-term. Analysts - **Andy Meng, CFA**: Equity Analyst - **Betty Chen**: Research Associate - **Sharon Shih**: Equity Analyst

更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 | --- | --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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