Johnson & Johnson (NYSE:JNJ) Guggenheim Global Healthcare Conference November 12, 2024 10:30 AM ET Company Participants Biljana Naumovic - Worldwide VP, Global Commercial Strategy, Oncology Mark Wildgust - VP, Global Medical Affairs Oncology Conference Call Participants Vamil Divan - Guggenheim Securities Edouard Mullarky - Guggenheim Securities Vamil Divan All right. I think we're ready to get started. Thanks, everyone, again, for joining us at the Guggenheim Inaugural Healthcare Innovation Conference this ...

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 ...

Honeywell International Inc (NASDAQ:HON) Baird Global Industrials Conference November 12, 2024 8:20 AM ET Company Participants Ken West - President and CEO, Energy and Sustainability Solutions Conference Call Participants Peter Arment - Baird Peter Arment Okay. Good morning, everyone. Thank you for joining us. My name is Peter Arment. I'm a senior aerospace defense analyst here at Baird. We're delighted to have Honeywell International with us. And with us from Honeywell, we have Ken West, who's the Presiden ...

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. ...

"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 — ...

****** FRIDAY, NOVEMBER 15, 2024 ~ VOL. CCLXXXIV NO. 117 WSJ.com HHHH $5.00 How Beijing Took Over Banking Hub INSIDE DJIA 43750.86 g 207.33 0.47% NASDAQ 19107.65 g 0.6% STOXX 600 507.03 À 1.1% 10-YR. TREAS. À 6/32 , yield 4.425% OIL $68.70 À $0.27 GOLD $2,568.20 g $12.60 EURO $1.0531 YEN 156.27 World's Largest Coral Found Off Solomon Islands SEASCAPE: Divers swim over the newly discovered coral, believed to be the world's largest, in the Pacific Ocean. The coral, MANU SAN FELIX/NATIONAL GEOGRAPHIC PRISTINE ...

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 | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

The Economist What to make of Trump's picks Paying the climate bill Bangladesh after the revolution Investing in Africa NOVEMBER 16TH-22ND 2024 WPF P What to make of Trump's picks The The Economist Paying the climate bill Bangladesh after the revolution Investing in Africa NOVEMBER 16TH-32ND 2024 -- 0 T 47 The Economist [11月 15, 2024] The world this week Leaders Letters By Invitation Briefing United States The Americas Asia China Middle East & Africa Europe Britain International Business Finance & economics ...

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

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 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： 10 November 2024 | 8:24PM HKT SMIC (0981.HK): Improving product mix to support Rev/ GM in 4Q24; capacity expansion continues shuinu9870 3Q24 earnings call: SMIC delivered +14% QoQ revenue growth and higher-than-expected gross margin of 20.5% (up 6.5ppts QoQ) in 3Q24, thanks to 更多一手调研纪要和研报数据加 ...