reports
- Claire Wang Kelai
- Tham Mun Hon
China Economics: Trade -- A weaker start for 2025.
2M25 exports saw a modest growth of 2.3% yoy, a significant deceleration from Dec 24’s 10.7% yoy growth. Imports shrunk by 8.4% yoy over this period, reversing the improvement in Dec 24. Overall, the fall in imports is a concern, and like the soft consumer price data, highlights weakness in domestic demand.
- Claire Wang Kelai
- Tham Mun Hon
China Economics: Inflation -- Deflationary pressures return.
February CPI inflation fell to -0.7% yoy, the first deflation in 12 months. While it may be due to the Chinese New Year effect, core CPI also dropped 0.1% yoy as both goods and services inflation saw a bigger dip to -0.9% yoy and -0.4% yoy respectively. On a positive note, PPI deflation eased slightly to -2.2% yoy (+0.1ppt), as the decline in raw material prices eased. The divergence between upstream and downstream is reflective of the soft consumer demand in China.
- Claire Wang Kelai
- Greater China Research Team
- Tham Mun Hon
Greater China Daily: Monday, March 10, 2025
KEY HIGHLIGHTS Economics Inflation February CPI inflation fell to -0.7% yoy, the first deflation in 12 months. While it may be due to the Chinese New Year effect, core CPI also dropped 0.1% yoy as both goods and services inflation saw a bigger dip to -0.9% yoy and -0.4% yoy respectively. On a positive note, PPI deflation eased slightly to -2.2% yoy (+0.1ppt), as the decline in raw material prices eased. The divergence between upstream and downstream is reflective of the soft consumer demand in...
Methanex Provides Update on Geismar Operations
Methanex Provides Update on Geismar Operations VANCOUVER, British Columbia, March 09, 2025 (GLOBE NEWSWIRE) -- Methanex Corporation (TSX:MX) (Nasdaq:MEOH) announced today that its 1.8 million tonne methanol plant, Geismar 3 (G3), in Geismar, Louisiana was impacted by an unplanned outage in late February. Upon completing various inspections, management has decided to complete repairs to the autothermal reformer (ATR), and management currently estimates a plant startup by early May 2025. During this outage, management is taking the opportunity to bring forward the completion of other pla...
- Llelleythan Tan Tan
Singapore Daily - Monday, March 10, 2025
KEY HIGHLIGHTS Results Singapore Post (SPOST SP/BUY/S$0.56/Target: S$0.72): 9MFY25: Soft results as rising costs hurt margins, upcoming EGM in Mar 25. TRADERS’ CORNER Singapore Telecommunications (ST SP): Trading BUY Singapore Exchange (SGX SP): Trading BUY
- Paula Ruth
WIR Asia (WIRG IJ) - Digital Reality Tech Company With AI Features; 9M...
Several highlights on WIRG: a) Indonesia’s AR and VR market could grow at an 8% CAGR in 2025-29, b) AI in the global AR and VR market might increase at a 35% CAGR (2024-31), c) WIRG targets 2025 revenue growth of 10% yoy, and d) WIRG aims to improve its 2025 profit margin. 9M24 net profit rose 18% yoy to Rp59b. WIRG trades at around 17.6x PE (based on annualised 9M24 net profit).
- Maskun Ramli
- Paula Ruth
Indonesia Daily - Monday, March 10, 2025
WIR Asia (WIRG IJ/NOT RATED/Rp116): Digital reality tech company with AI features; 9M24 NPAT up 18% yoy. TRADERS’ CORNER Sumber Alfaria Trijaya (AMRT IJ): Technical BUY Timah (TINS IJ): Technical BUY
- Chong Lee Len
- Claire Wang Kelai
- Llelleythan Tan Tan
- Paula Ruth
- Tanaporn Visaruthaphong
- Tham Mun Hon
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Monday, March 10, 2025
GREATER CHINA Economics Inflation Deflationary pressures intensify as CPI turns negative. Trade A weaker start for 2025. INDONESIA Small/Mid Cap Highlights WIR Asia (WIRG IJ/NOT RATED/Rp116) Digital reality tech company with AI features; 9M24 NPAT up 18% yoy. MALAYSIA Sector T...
AMATA AMATA CORP
SAWAD SRISAWAD CORPORATION PUBLIC COMPANY LTD
AXIATA AXIATA GROUP BERHAD
MAXIS MAXIS BHD
T TELEKOM MALAYSIA BHD
MTC MUANGTHAI CAPITAL PCL
SPOST SINGAPORE POST LTD
TDC TIME DOTCOM BHD
TIDLOR NGERN TID LOR PCL
688536 3PEAK INCORPORATED
CDB CELCOMDIGI BHD
Z29 029 GROUP SE
WIRG IJ WIR ASIA
- Llelleythan Tan Tan
Singapore Post (SPOST SP) - 9MFY25: Soft Results As Rising Costs Hurt ...
SPOST posted higher 9MFY25 revenue (+17.2% yoy) and operating profit (+22.3% yoy) but still fell short of our expectations. This was due to a soft 3QFY25 which saw higher revenue but weaker-than-expected operating profit, dragged by higher operating costs and a weak macroeconomic environment. We expect the sale of Famous Holdings to take place in the near to medium term, followed by the sale of SingPost Centre. Maintain BUY with the same target price of S$0.72, implying a 1.0x FY26F P/B.
FTI Consulting Further Bolsters Asia Business Transformation Practice ...
FTI Consulting Further Bolsters Asia Business Transformation Practice with Senior Appointments SINGAPORE, March 09, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of Zarif Munir as a Senior Managing Director and Head of Southeast Asia Business Transformation and Enqing Wang as a Managing Director in the firm’s Business Transformation practice within the Corporate Finance & Restructuring segment. , Global Leader of Strategy and Transformation at FTI Consulting, said, “We are delighted to welcome Zarif and Enqing to our growing Business Transforma...
- ABGSC Metals & Mining Research
- Adrian Gilani
- ABGSC Energy Research
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
iolite convoque une assemblée extraordinaire de Dynacor Group Inc. - D...
FREIENBACH, Suisse--(BUSINESS WIRE)-- iolite Capital Management AG, un gestionnaire d’investissement basé en Suisse (« iolite »), en tant que représentant d'iolite Partners Ltd., détenteur d’au moins 10 % des actions avec droit de vote émises et en circulation de Dynacor Group Inc. (TSX : DNG, la « Société »), a demandé au conseil d’administration actuel de la Société (le « Conseil ») de convoquer une assemblée extraordinaire des actionnaires de la Société. Comme le Conseil actuel n'a pas convoqué l'assemblée comme demandé, iolite a convoqué l'assemblée dans le meilleur intérêt des actionnair...
- Jonathan Moreland
InsiderInsights Weekly Report: March 8, 2025
InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process
WWW WOLVERINE WORLD WIDE INC.
TTSH TILE SHOP HOLDINGS INC.
TRS TRIMAS CORPORATION
STAA STAAR SURGICAL CO.
SRE SEMPRA ENERGY
SIGI SELECTIVE INSURANCE GROUP INC.
SEDG SOLAREDGE TECHNOLOGIES INC.
PEB PEBBLEBROOK HOTEL TRUST
PBF PBF ENERGY INC. CLASS A
OSUR ORASURE TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
LTRX LANTRONIX INC.
JCOM J2 GLOBAL INC.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
FTAI FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC
FRPT FRESHPET INC
ECPG ENCORE CAPITAL GROUP INC.
CDXS CODEXIS
AMRC AMERESCO
CMCO COLUMBUS MCKINNON CORPORATION
FMC FMC CORPORATION
PETS PETMED EXPRESS INC.
PLBC PLUMAS BANCORP
FLWS 1-800-FLOWERS.COM CL A
JELD JELD-WEN HOLDING INC.
FRAF FRANKLIN FINANCIAL SERVICES CO.
FTDR FRONTDOOR INC.
STRA STRATEGIC EDUCATION INC.
LBSRD LIBERTY STAR URANIUM & METALS
AMCR AMCOR PLC
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
PSN PARSONS
PCB PACIFIC CITY FINANCIAL CORP
ENX EATON VANCE NEW YORK MUNICIPAL BOND FUND
ORIC ORIC PHARMACEUTICALS
NOG NORTHERN OIL AND GAS
UAN CVR PARTNERS LP
CLVT CLARIVATE PLC
FLNC FLUENCE ENERGY INC
BHVN BIOHAVEN LTD
ECAT BLACKROCK ESG CAP ALLOCATION TR
MAIA MAIA BIOTECHNOLOGY INC
MBC_w MASTERBRAND INC
MRNA MODERNA
CVI INC.
BHRB CVR ENERGY
GF INC.
BURKE HERBERT FINANCIAL SERVICES CORP
THE NEW GERMANY FUND
INC.
Press Release: Dupixent late-breaking positive pivotal data in bullous...
Press Release: Dupixent late-breaking positive pivotal data in bullous pemphigoid presented at AAD Dupixent late-breaking positive pivotal data in bullous pemphigoid presented at AAD Five times more adults on Dupixent achieved sustained disease remission at 36 weeks compared to placebo; significant reductions were also seen in disease severity and itchDupixent also significantly reduced oral corticosteroid and rescue medicine use compared to placebo Data support the potential of Dupixent to be the first and only targeted medicine to treat bullous pemphigoid, a skin disease with underlyin...
Communiqué de presse : Présentation de dernière heure de données pivot...
Communiqué de presse : Présentation de dernière heure de données pivots positives sur le Dupixent dans le traitement de la pemphigoïde bulleuse à l’AAD Présentation de dernière heure de données pivots positives sur le Dupixent dans le traitement de la pemphigoïde bulleuse à l’AAD Cinq fois plus d’adultes traités par Dupixent présentaient une rémission soutenue à la semaine 36, comparativement à ceux traités par placebo ; des réductions significatives de la sévérité de la maladie et des démangeaisons ont également été observées. Le Dupixent a aussi significativement réduit les prises de cor...
Dupixent® (dupilumab) Late-Breaking Positive Pivotal Data in Bullous P...
Dupixent® (dupilumab) Late-Breaking Positive Pivotal Data in Bullous Pemphigoid Presented at AAD Five times more adults on Dupixent achieved sustained disease remission at 36 weeks compared to placebo; significant reductions were also seen in disease severity and itch Dupixent also significantly reduced oral corticosteroid and rescue medicine use compared to placebo Data support the potential of Dupixent to be the first and only targeted medicine to treat bullous pemphigoid, a skin disease with underlying type 2 inflammation; regulatory submissions are under review in the U.S. and the Eur...
Kaldalón hf.: Annual General Meeting 3 April 2025
Kaldalón hf.: Annual General Meeting 3 April 2025 The Board of Directors of Kaldalón hf. hereby announces that the Annual General Meeting of the company will be held on Wednesday, April 3, 2025, at 16:00 GMT. The meeting will be held at Reykjavík Natura, Nauthólsvegur 52, 101 Reykjavík. Enclosed is the agenda for the Annual General Meeting. Meeting documents and further information concerning the meeting is available on the website .
Kaldalón hf.: Aðalfundur 3. apríl 2025
Kaldalón hf.: Aðalfundur 3. apríl 2025 Stjórn Kaldalóns hf. boðar til aðalfundar í félaginu miðvikudaginn 3. apríl 2025 kl. 16:00. Fundurinn verður haldinn á á Reykjavík Natura, Nauthólsvegi 52, 101 Reykjavík. Meðfylgjandi er fundarboð aðalfundar og dagskrá. Gögn fundar má jafnframt finna á Viðhengi
Late-Breaking ESK-001 Phase 2 OLE Data Presented at 2025 AAD Annual Me...
Late-Breaking ESK-001 Phase 2 OLE Data Presented at 2025 AAD Annual Meeting Demonstrate Robust Clinical Responses Over 52-Weeks in Psoriasis ESK-001 is a highly selective, next-generation oral tyrosine kinase 2 (TYK2) inhibitor currently under development in moderate-to-severe plaque psoriasis and systemic lupusPhase 2 OLE data of ESK-001 at 40 mg BID demonstrated sustained or increasing clinical responses through week 52 on PASI 90, PASI 100, and sPGA 0ESK-001 was generally well-tolerated at one year, with no new safety findingsData further support ESK-001’s potential to offer a highly dif...
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