Workflow
Fund Flow Insights_ Small recovery in EM fund flow
Flywheel飞未· 2024-12-10 02:48
V i e w p o i n t | 05 Dec 2024 21:56:26 ET │ 30 pages Fund Flow Insights Small recovery in EM fund flow CITI'S TAKE US$8.2bn inflow into equity funds — In the week ended 4 December 2024, bond funds and equity funds saw inflows of US$4.9bn and US$8.2bn respectively. Flows to US and Global ETFs remained strong at US$13.3bn and US$4.8bn respectively, but non-ETFs had seasonally weak flows. European funds saw large outflows of US$5.1bn. US$0.6bn inflow into EM funds — This is the first net inflow in 8 weeks to ...
China’s poultry industry_2025 outlook_ Supply pressure persists, but low costs may fuel an earnings improvement
6 December 2024 Equity Research Report China's poultry industry Equities Agricultural Products 2025 outlook: Supply pressure persists, but low costs may fuel an earnings improvement ◆ 9M24 chicken meat supply growth beats our estimates; we expect supply pressure to persist in 2025 ◆ Lower breeding costs due to falling raw material prices should improve breeding profitability in 2025 ◆ Maintain Buy on Sunner, TP to RMB19.40 (from RMB21.50), and Wellhope, TP to RMB9.10 (from RMB8.30) Recent share price rally ...
Global bond flows compass_2024 in review_ Flows in favour of high yielders
Flywheel飞未· 2024-12-10 02:48
6 December 2024 Global bond flows compass ixed Incon 2024 in review: Flows in favour of high yielders � Asia: India Gsecs recorded their largest inflow in EM Asia followed by KTBs in Korea; sizeable outflows from China government bonds ♦ LatAm: Strong inflows into Brazil local government debt; foreign demand for Mexico Mbonos has remained choppy ◆ CEEMEA: Strong foreign inflows into long-dated PolGBs and SAGBs; non-residents trimmed their exposure in CZGBs Chart of the week: Strong y-t-d foreign inflows int ...
Global Semiconductor_SIA Data_ October Below Seasonal
Berkeley· 2024-12-10 02:48
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US Equity Strategy_ 2025 Outlook_ Expect a Volatile Bull
06 Dec 2024 16:00:00 ET │ 24 pages US Equity Strategy 2025 Outlook: Expect a Volatile Bull CITI'S TAKE We maintain a positive view on US equities headed into 2025. A base case 6500 S&P 500 target allows for mid-single digit gains on the heels of backto-back 20%+ years. Ongoing soft landing and Artificial Intelligence tailwinds now interact with Trump policy promises, and risks. Continued broadening beyond Mega Cap Growth impacts is critical but an extended valuation starting point will be an ongoing hurdle. ...
Amazon.com Inc. (AMZN)_ AWS re_Invent 2024 Key Takeaways
AMD· 2024-12-10 02:48
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UIPATH
ATTRACTOR· 2024-12-09 01:19
Greetings, and welcome to the UiPath Third Quarter 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. If anyone should require operator assistance, please press star zero on your telephone keypad. A question and answer session will follow the formal presentation. You may be placed into question queue at any time by pressing star one on your telephone keypad. We ask that you please ask one question and one follow-up, then return to the queue. As a reminder, this conference ...
BOOKING
BOCI· 2024-12-09 01:19
Welcome to Booking Holdings third quarter 2024 conference call. Booking Holdings would like to remind everyone that this call may contain forward-looking statements which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not guaranteed of future performance and are subject to certain risks, uncertainties, and assumptions that are difficult to predict. Therefore, actual results may differ materially from these express ...
GITLAB
ABIResearch· 2024-12-09 01:19
Good day, everyone, and welcome to today's GitLab third quarter fiscal year 2025 conference call. At this time, all participants are in view and listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. If you'd like to ask a question, please use the raise hand function located in the menu of your Zoom controls at the bottom of your screen. In addition, please ensure your Zoom name reflects your full name and the firm you are joined with. And if you are ...
PayPal
Paloalto· 2024-12-09 01:19
earnings conference call. My name is Sarah and I will be your conference operator today. As a reminder, this conference is being recorded. I would now like to turn the program over to your host for today's conference, Steve Winokur, PayPal's Chief Investor Relations Officer. Please go ahead. Thanks, Sarah. Welcome to PayPal's third quarter 2024 earnings call. I'm joined by CEO Alex Criss and CFO Jamie Miller. Our remarks today include forward-looking statements that involve risks and uncertainties. Actual r ...