Zillow Group, Inc. (NASDAQ:Z) RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference November 19, 2024 8:45 AM ET Company Participants Jeremy Wacksman - Chief Executive Officer Jeremy Hofmann - Chief Financial Officer Conference Call Participants Brad Erickson - RBC Brad Erickson Hi everybody, I'm Brad Erickson, I cover Internet here at RBC. I'm very pleased today to have the Jeremys. Sorry, I had to say it. Jeremy Wacksman That’s all right. Brad Erickson Yeah. Hofmann an ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Wolfe 2024 Healthcare Results Conference November 19, 2024 8:00 AM ET Company Participants Marc Casper - Chairman, President and Chief Executive Officer Conference Call Participants Doug Schenkel - Wolfe Research Doug Schenkel All right. Good morning, everybody. I'm Doug Schenkel. I lead the Life Science Tools and Diagnostics Group here at Wolfe Research. It's my pleasure to welcome all of you to the sixth annual Wolfe Annual Healthcare Conference, my first conferenc ...

Datadog, Inc. (NASDAQ:DDOG) RBC Capital Markets Global TIMT Conference November 19, 2024 10:00 AM ET Company Participants David Obstler - CFO Conference Call Participants Matthew Hedberg - RBC Capital Markets Matthew Hedberg My name is Matt Hedberg. Thank you. By the way, I got a pause for a second. You guys make this -- this conference is fantastic. Like I was talking to Matt Finigan who runs sales, like you can't even hardly walk in the hallways, it's just it's great attendance. And so you guys make this ...

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Stifel 2024 Healthcare Conference November 19, 2024 8:00 AM ET Company Participants Stuart Arbuckle - EVP, COO Conference Call Participants Paul Matteis - Stifel Paul Matteis Great, good morning. It's my pleasure to be moderating this chat with Stuart Arbuckle, COO of Vertex Pharmaceuticals. Good to see you again. We had a nice dinner last night. Stuart Arbuckle We did. Question-and-Answer Session Q - Paul Matteis Maybe to start, Stuart, I think we can have ...

Teva Pharmaceutical Industries Limited (NYSE:TEVA) Jefferies London Healthcare Conference November 19, 2024 3:30 AM ET Company Participants Richard Francis - President & CEO Conference Call Participants Glen Santangelo - Jefferies Glen Santangelo Good morning, everyone. Thanks for joining us. For those of you who don't know me, I'm Glen Santangelo. I'm the Spec Pharm Analyst at Jefferies, and cover Teva amongst some other things. And we're very excited to be hosting, Teva, and to my right, the CEO of the Co ...

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14 Nov 2024 11:22:53 ET │ 11 pages China Battery Materials Takeaways from Battery Expert Call with GGII CITI'S TAKE We hosted a battery expert call on 14th Nov with Mr. HU Feng, chief analyst at GGII, who shared his take on the lithium-ion battery market. He expects EV battery demand to reach 900-950GWh and ESS demand to reach 350-400Gwh in 2025E. The expert call was conducted in Mandarin and below are our key takeaways. We believe we are at the trough of the battery cycle (see our notes part 1 and part 2). ...

14 Nov 2024 09:32:57 ET │ 10 pages China Materials 2024 On-ground Demand Monitor Series #136 – Aluminum Inventory and Consumption CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency onground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 7th to 13th Nov. We shift our n ...

15 Nov 2024 03:50:09 ET | 11 pages China Auto Manufacturers Oct-24 Imported Car Retail Sales -20% YoY / -7% MoM CITI'S TAKE ThinkerCar has published Oct-24 insurance registration data, with total Oct-24 retail sales of imported vehicles posting -20% YoY / -7% MoM to 48.5k units. 10M24 imported car retail sales were -14% YoY to 531.0k units. Figures 1& 2 below show Oct-24 imported sales by brand in China. Currently, we have Buy ratings on China luxury car dealers ZSG, Yongda, and Meidong. Also read: ZSG (088 ...