reports
- Ewa Manthey
- Warren Patterson
- Leonard Law
- Trung Nguyen
- Adrian Loh Tzum Yung
DFI Retail Group (DFI SP) - Bolder Targets And Greater Expectations
DFI’s bolder sales and ROCE targets as well as guidance for higher operating margins by 2028 have given us greater confidence in its execution of its revenue and profit improvement plans. We upgrade our estimates by 6-12% for 2025-27. Maintain BUY with a higher PE-based target price of US$5.30.
- Adrian Loh Tzum Yung
- Kenny Yong Hui Lim
- Lester Siew
- Posmarito Pakpahan
- Tanapon Cholkadidamrongkul
Regional Morning Meeting Notes: Monday, January 19, 2026
Greater China Company Update | Prudential (2378 HK/BUY/HK$123.40/Target: HK$138.00) We expect Prudential to report >10% growth in NBP, earnings and free surplus generation in 2025, in line with management guidance. It also announced that it would utilise part of the US$1.4b net proceeds from the IPAMC IPO to conduct a US$700m share buyback, with the remainder to be distributed in 2027. With a solid 5% yield and attractive growth outlook over the next two years, we believe Prudential continues to...
- Adrian Loh Tzum Yung
Singapore Daily: Monday, January 19, 2026
Top Stories Company Update | DFI Retail Group (DFI SP/BUY/US$3.94/Target: US$5.30) DFI’s bolder sales and ROCE targets as well as guidance for higher operating margins by 2028 have given us greater confidence in its execution of its revenue and profit improvement plans. We upgrade our estimates by 6-12% for 2025-27. Maintain BUY with a higher PE-based target price of US$5.30. Market Spotlight US stocks were lower on Friday, with all three indexes falling as the healthcare, communication serv...
- Posmarito Pakpahan
Banking - Liquidity Is Back, But Growth Must Be Earned
Sector Update | Banking Indonesia’s banking sector enters 2026 in a normalisation phase, with liquidity improving and funding costs easing, leaving system liquidity more manageable. Achieving BI’s 8-12% loan growth target hinges on a broader corporate and MSME recovery. Meanwhile, with NIM expected to be stable to mildly softer and credit costs near structural floors for some banks, the key differentiator shifts to deployable liquidity and credit-cost resilience across banks. Valuations remain r...
- Maskun Ramli
- Posmarito Pakpahan
Indonesia Daily - Monday, January 19, 2026
Sector Update | Banking Indonesia’s banking sector enters 2026 in a normalisation phase, with liquidity improving and funding costs easing, leaving system liquidity more manageable. Achieving BI’s 8-12% loan growth target hinges on a broader corporate and MSME recovery. Meanwhile, with NIM expected to be stable to mildly softer and credit costs near structural floors for some banks, the key differentiator shifts to deployable liquidity and credit-cost resilience across banks. Valuations remain r...
Private Equity Expert Speed Liu Joins FTI Consulting in Hong Kong
Private Equity Expert Speed Liu Joins FTI Consulting in Hong Kong HONG KONG, Jan. 18, 2026 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of as a Senior Managing Director in the Business Transformation practice in Asia within the firm’s Corporate Finance & Restructuring segment. Mr. Liu, who is based in Hong Kong, joins FTI Consulting with more than 20 years of experience in private equity driving growth strategies, turnaround plans and cost optimization initiatives. He has substantial expertise advising on buyout transactions, business transformati...
FDA Acknowledges Effects on Pain Intensity Favor Rexlemestrocel-L, Con...
FDA Acknowledges Effects on Pain Intensity Favor Rexlemestrocel-L, Confirms 12-Month Reduction in Back Pain Supports Product Efficacy Approval Label May Include Opioid Reduction NEW YORK, Jan. 18, 2026 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, today provided feedback received from the U.S. Food & Drug Administration (FDA) on potential filing of a Biologics License Application (BLA) for its allogeneic cell therapy product rexlemestrocel-L in patients with chronic discogenic low back pain (CLBP)....
- Charlotte de Montpellier
- ABGSC Strategy Research
- Christer Linde
- Bert Colijn
- Carsten Brzeski
Europe finds itself back in a new, and more severe, tariff fight
US President Donald Trump's announcement to impose new tariffs on eight European countries set off alarm bells across European capitals over the weekend. At this point, the outcome of these new trade tensions is unclear, but what has long been evident is that there is no such thing as trade or tariff certainty anymore
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- Jonathan Moreland
SCL STEPAN COMPANY
MOD MODINE MANUFACTURING COMPANY
LTC LTC PROPERTIES INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
DAKT DAKTRONICS INC.
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
WHF WHITEFIELD
ADC AGREE REALTY CORPORATION
PAR PAR TECHNOLOGY CORP.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
PLBC PLUMAS BANCORP
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ESQ NIKE INC. CLASS B
FGBI ESQUIRE FINANCIAL HOLDINGS
GRX FIRST GUARANTY BANCSHARES
JYNT THE GABELLI HEALTHCARE & WELLNESSRX TRUST
ALT THE JOINT
APG ALTIMMUNE INC
ZNTL API GROUP CORP
IVFH ZENTALIS PHARMACEUTICALS
TMC INNOVATIVE FOOD HLDG
IMRX TMC THE METALS CO INC
WRB IMMUNEERING CORP
LUCY W.R. BERKLEY CORPORATION
PMCB INNOVATIVE EYEWEAR INC
GLSI PHARMACYTE BIOTECH INC
MAIA GREENWICH LIFESCIENCES INC
ACRV MAIA BIOTECHNOLOGY INC
SUNS ACRIVON THERAPEUTICS INC
GF SUNRISE REALTY TRUST
MSTR THE NEW GERMANY FUND
MPTI INC.
SQNS MICROSTRATEGY INCORPORATED
MIGI M-TRON INDUSTRIES
INC.
SEQUANS COMMUNICATIONS
MAWSON INFRASTRUCTURE GROUP INC
Lotus Tech Responds to Canada's New Tariff Policy, Positive for Eletre...
Lotus Tech Responds to Canada's New Tariff Policy, Positive for Eletre Model in the Country Canada slashes 100% tariffs on Chinese EVs to 6.1%, directly benefiting Lotus Technology Inc. (NASDAQ: LOT)—the only mobility provider with Chinese-made EV entering the North American market above the $80,000 price segment.Under the new policy, the planned retail price of the Eletre in Canada is expected to be revised down approximately 50%, with wholesale deliveries projected to achieve exponential growth.Leveraging its North American homologation completed in 2024 and well-established retail networ...
4DMT Announces New Employment Inducement Grants
4DMT Announces New Employment Inducement Grants EMERYVILLE, Calif., Jan. 17, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotechnology company advancing durable and disease-targeted therapeutics with potential to transform treatment paradigms and provide unprecedented benefits to patients, today announced that on January 13, 2026, the compensation committee of the Company’s board of directors granted four new non-executive employees 23,600 Restricted Stock Units (RSUs). The RSUs were granted pursuant to the Company’s 2025 Em...
Greenpower Motor Co Inc: 1 director
A director at Greenpower Motor Co Inc bought 1,044,250 shares at 0.958USD and the significance rating of the trade was 86/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
Vox Royalty Corp: 1 director
A director at Vox Royalty Corp sold 22,500 shares at 6.930CAD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
Goldquest Mining Corp: 1 director
A director at Goldquest Mining Corp sold/sold after exercising options 600,000 shares at 1.684CAD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direc...
Alimentation Couche-Tard Inc: 2 directors
Two Directors at Alimentation Couche-Tard Inc sold after exercising options/sold 12,624 shares at between 73.400CAD and 74.240CAD. The significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trad...
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