Dell Technologies Inc. (DELL)_ Key takeaways from 2024 investor field trip to DELL HQ
standard chartered· 2024-10-07 16:08
2 October 2024 | 4:01AM EDT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|----------------------------------------------------------------------------------|-------------------------------------------------|----------|--------------------------------------------------------|-----------------------------------------|-----------|----------------------------|-------------------------| | | | | | | | | | | | | Dell Technologies Inc. Key takeaways from 2024 investor field trip to DEL ...
Nike Inc. (NKE)_ F1Q25 Earnings Review_ Several puts and takes in F1Q; emerging innovation greenshoots offset by weaker outlo...
shopee· 2024-10-07 16:08
1 October 2024 | 8:06PM MDT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------|-----------------|--------------------------------------------------------------------------------|------------------------------------|--------------------|-----------------|------------| | | Nike Inc. (NKE) F1Q25 Ea ...
GC Tech_ Highlighting 5 stocks into 4Q with valuation upside and solid growth outlook
standard chartered· 2024-10-07 16:08
3 October 2024 | 4:52PM CST _ | --- | --- | |-------------------------------------------------------------------|-------| | | | | GC Tech | | | Highlighting 5 stocks into 4Q with valuation upside | and | | solid growth outlook | | China's Communications and Networking stocks within our coverage have rallied 25% on average since Sept 23. The previous laggards (before Sept 23) and AI-related stocks outperformed vs. the rest of the pack since Sept 23. At this juncture, we continue to favor 5 stocks across AI n ...
China Resilience - Zijin Mining (2899.HK)_ A growing Chinese mining giant
informs· 2024-10-07 16:08
EQUITY RESEARCH | October 2, 2024 | 10:38PM HKT _ Research Zijin Mining (2899.HK) A growing Chinesemining giant | --- | --- | --- | --- | --- | |-------|-------|-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------- ...
What's Top of Mind in Macro Research_ Middle East escalation implications, even more China policy easing, US port strike impacts
standard chartered· 2024-10-07 16:08
2 October 2024 | 3:35PM EDT _ What's Top of Mind in Macro Research: Middle East escalation implications, even more China policy easing, US port strike impacts | --- | --- | |-------------------------------------------------------|----------------------------------------------------------------------------------------| | This week: | Jenny Grimberg \n+1(212)934-0199 \| jenny.grimberg@gs.com Goldman Sachs & Co. LLC | | Middle East: escalation implications | | | Policy easing: no longer piecemeal in China | Al ...
Asia Pacific Textile, Apparel & Footwear_ Negative-to-mixed read-across from Nike's 1QFY25 results
Testin· 2024-10-07 16:08
2 October 2024 | 12:03PM HKT Asia Pacific Textile, Apparel & Footwear: Negative-to-mixed read-across from Nike's 1QFY25 results | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
USA_ ISM Services Index Well Above Expectations; Factory Orders Somewhat Below Expectations
dentsu电通· 2024-10-07 16:08
3 October 2024 | 10:57AM EDT _ USA: ISM Services Index Well Above Expectations; Factory Orders Somewhat Below Expectations | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------- ...
Americas Technology_ Semiconductor Capital Equipment_ Modest Cut to 2025_26 Wafer Fab Equipment Market Forecasts; Maintain Bu...
standard chartered· 2024-10-07 16:08
1 October 2024 | 9:31PM EDT _ Americas Technology: Semiconductor Capital Equipment Modest Cut to 2025/26 Wafer Fab Equipment Market Forecasts; Maintain Buys on AMAT/LRCX/KLAC We adjust our 2024/25/26 Wafer Fab Equipment market forecasts by +1%/-4%/-5%, and now expect the market to grow 7%/12%/8% yoy, respectively. By application, we are raising our out-year estimates for Foundry (i.e. primarily TSMC), while we are reducing the outlook for NAND and Logic/Other (i.e. primarily Intel and Texas Instruments). De ...
Xiaomi Corp. (1810.HK)_ Lift TP on stronger EV execution; Assessing SU7 Ultra_SUV and Xiaomi 15 potential; Buy
standard chartered· 2024-10-07 16:08
3 October 2024 | 6:47PM HKT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------|----------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------|-------|-----------------------------------------------------------------|-----------------------------------------------|-------------------|------------------------|------------ ...
Tesla Inc. (TSLA)_ 3Q24 deliveries takeaways
dentsu电通· 2024-10-07 16:08
2 October 2024 | 6:14PM EDT Neutral GS Forecast ________________________________ Revenue ($ mn) Old 96,773.0 101,098.6 119,062.1 140,310.7 EBITDA ($ mn) 16,633.0 15,087.0 21,977.6 29,536.6 EBIT ($ mn) 8,891.0 6,749.1 11,438.6 16,811.2 EPS ($) Old 2.60 1.87 2.95 4.20 P/E (X) 83.5 138.0 84.3 59.3 Dividend yield (%) 0.0 0.0 0.0 0.0 Ne de/EBITDA (X) (0.9) (0.8) (0.9) (1.0) EPS ($) 0.42 0.47 0.57 0.54 _ Tesla Inc. (TSLA) 3Q24 deliveries takeaways TSLA 12m Prie Target: $230.00 Prie: $249.02 Downide: 7.6% Tesla de ...