reports
Theratechnologies enters into Definitive Agreement to be Acquired by C...
Theratechnologies enters into Definitive Agreement to be Acquired by CB Biotechnology, an Affiliate of Future Pak Offer of US$3.01 in cash plus one contingent value right for potential additional aggregate payments of up to US$1.19 per shareUpfront and total potential cash consideration represent respectively a 126% and 216% premium to Nasdaq closing price on date prior to announcement of Future Pak’s initial non-binding proposalTransaction with Future Pak represents culmination of sale process whereby Theratechnologies solicited interest from a number of potential counterpartiesBoard unani...
Theratechnologies conclut un accord définitif en vue de son acquisitio...
Theratechnologies conclut un accord définitif en vue de son acquisition par CB Biotechnology, un membre du même groupe que Future Pak Une offre de 3,01 $ US en espèces plus un droit conditionnel à la valeur représentant des paiements supplémentaires totaux potentiels pouvant atteindre 1,19 $ US par actionLa contrepartie initiale et la contrepartie totale en espèces potentielles représentent respectivement une prime de 126 % et de 216 % par rapport au cours de clôture au Nasdaq à la date précédant l’annonce de la proposition initiale non contraignante de Future PakL’opération avec Future Pak...
- Thailand Research Team
- Thanawat Thangchadakorn
Thailand Daily - Thursday, July 03, 2025
KEY HIGHLIGHTS Strategy Key Highlights From BOT Event Political situation will be key factor affecting GDP growth. Update Thanachart Capital (TCAP TB/HOLD/Bt46.25/Target: Bt48.00) 2Q25 results preview: Credit costs are expected to decrease qoq due to a continued rise in the used truck price index.
- Trung Nguyen
Regional Morning Meeting Notes: Thursday, July 03, 2025
GREATER CHINA Strategy Alpha Picks: July Conviction Calls Add CATL, KE Holdings, Longfor, Midea Group, Tencent and TME to our BUY list. Take profit on Prudential. Sector Online Games Upcoming new game releases to capitalise on the summer holiday season. INDONESIA Strategy Alpha Picks: Good Performances In June Our new alpha picks are ANTM, BBCA, ERAA, ICBP, MYOR, MIKA...
AEONTS AEON THANA SINSAP (THAILAND) PCL
CK CH. KARNCHANG PCL
KTC KRUNGTHAI CARD PCL
A0M4P7 HAN'S LASER TECHNOLOGY INDUSTRY GROUP CO. LTD. CLASS A
00291 CHINA RESOURCES BEER (HOLDINGS) CO. LTD.
ANTM PT ANEKA TAMBANG TBK
BN2 VALUETRONICS HOLDINGS
3K1 KINGSOFT CORP. LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
AMRT SUMBER ALFARIA TRIJAYA TBK PT
AIY IFAST
COM7 COM7
558 UMS HOLDINGS LIMITED
MYOR MAYORA INDAH
C52 COMFORTDELGRO CORPORATION LIMITED
KBANK KASIKORNBANK PUBLIC CO. LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
BBCA PT BANK CENTRAL ASIA TBK
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
ERAA ERAJAYA SWASEMBADA
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
000333 MIDEA GROUP CO. LTD. CLASS A
00700 TENCENT HOLDINGS LTD.
TCAP THANACHART CAPITAL PCL
MIKA MITRA KELUARGA KARYASEHAT
SAWAD SRISAWAD CORPORATION PUBLIC COMPANY LTD
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
01810 XIAOMI CORP. CLASS B
VSI V.S. INDUSTRY BERHAD
MTC MUANGTHAI CAPITAL PCL
SSG SHENG SIONG GROUP LTD
ICBP INDOFOOD CBP SUKSES MAKMUR T
CPALL TB CP ALL
01801 INNOVENT BIOLOGICS INC.
PROP PROPNEX LTD
FEH FOOD EMPIRE HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
02618 JD LOGISTICS INC
02423 KE HOLDINGS INC.
CLAR CAPITALAND ASCENDAS REIT
SDG SD GUTHRIE BHD
STECON STECON GROUP PUBLIC COMPANY LIMITED
1698 HK TENCENT MUSIC ENTERTAINMENT GROUP
TIDLOR TIDLOR HOLDINGS PCL
3750 CONTEMPORARY AMPEREX TECHNOLOGY (3750 HK)
- Greater China Research Team
- Julia Pan Mengyao
- Ming San Soong
Greater China Daily: Thursday, July 3, 2025
KEY HIGHLIGHTS Strategy Alpha Picks: July Conviction Calls June’s HSI and MSCI China Index rose 3.4% mom and 4.0% mom respectively, despite the pullback due to the Middle East tensions. July may see increased volatility as the US looks to bring the tariff negotiations to a close. At this juncture, we continue to favour domestic policy beneficiaries and sector leaders. New additions to our BUY list are CATL, KE Holdings, Longfor, Midea Group, Tencent and Tencent Music Entertainment. We take pro...
- Singapore Research Team
Alpha Picks: Outperforms In Jun 25 And 2Q25; Add UMSH And CLAR; Remove...
Our Alpha Picks portfolio managed to beat a bullish market, surpassing the STI in Jun 25. On an equal-weighted basis, we beat the STI’s 1.8% gain by 1.7ppt. For 2Q25, our Alpha Picks portfolio performed even better, up 5.0% qoq on an equal-weighted basis and beating the STI by 5.2ppt. For Jul 25, we add UMSH and CLAR while removing STM and CENT.
AIY IFAST
558 UMS HOLDINGS LIMITED
C52 COMFORTDELGRO CORPORATION LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
SSG SHENG SIONG GROUP LTD
PROP PROPNEX LTD
FEH FOOD EMPIRE HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
CLAR CAPITALAND ASCENDAS REIT
- Jonathan Koh
Lendlease Global Commercial REIT (LREIT SP) - Deleveraging Within Acce...
New CEO will pursue asset recycling to reduce LREIT’s gearing. Management could consider divesting the Jem Office, which provides a paltry NPI yield of 4%. Rent review for lease with MND was completed with a rental uplift of 13%. We expect the Jem Office divestment to have a neutral impact on FY27 DPU. Aggregate leverage would drop 1.3ppt to 43.4% and ICR would improve from 1.57x to 1.76x. LREIT provides an FY26 distribution yield of 7%. Maintain BUY. Target price: S$0.76.
- Adrian Loh Tzum Yung
- Jonathan Koh
- Singapore Research Team
Singapore Daily: Thursday, July 3, 2025
KEY HIGHLIGHTS Strategy Alpha Picks: Outperformed The STI In Jun 25 And 2Q25: Our Alpha Picks portfolio beat the STI by a solid 1.7ppt in Jun 25 and 5.2ppt in 2Q25. Add UMSH, CLAR and remove STM, CENT. Update Lendlease Global Commercial REIT (LREIT SP/BUY/S$0.53/Target: S$0.76): Deleveraging within acceptable trade-offs. TRADERS’ CORNER Yangzijiang Financial Holding (YZJFH SP): Trading BUY Olam Group (OLG SP): Trading BUY
- Johnny Yum
Strategy - Alpha Picks: Good Performances In June
Our Jun 25 portfolio outperformed the JCI and LQ45 by +5.1%/+7.1% respectively, mainly driven by DKFT (+16% performance) and outperformances by other stocks such as ANTM, CMRY and AMRT. Several major events to watch out this month include upcoming IPOs (especially the sizeable Chandra Daya Investasi (CDIA) IPO worth about US$143m) and the outcome of the US-Indo reciprocal tariffs discussion on 9 July. Our new Alpha Picks are ANTM, BBCA, ERAA, ICBP, MYOR, MIKA, AMRT and TLKM.
- Johnny Yum
Business First Bancshares, Inc. Announces Second Quarter 2025 Earnings...
Business First Bancshares, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call BATON ROUGE, La., July 02, 2025 (GLOBE NEWSWIRE) -- Business First Bancshares, Inc. (Nasdaq: BFST), the parent company of b1BANK, announced today that it is scheduled to release its financial results for the second quarter ended June 30, 2025, before market open on Monday, July 28, 2025, at 7:00 a.m. CST. Executive management will host a conference call and webcast to discuss results on the same day (Monday, July 28, 2025) at 9:00 a.m. CST. Interested parties may attend the call by...
Moody's Ratings assigns ratings to two classes of notes issued and one...
Moody's Ratings (Moody's) has assigned ratings to two classes of notes issued and one class of loans incurred by Silver Point CLO 10, Ltd. (the Issuer or Silver Point 10): U.S.$145,000,000 Class A-1 Secured Floating Rate Notes due 2038, Assigned Aaa (sf) U.S.$165,000,000 Class A-1 Loans maturing ...
Moody's Ratings downgrades Del Monte's PDR to D-PD following Chapter 1...
Moody's Ratings (Moody's) downgraded Del Monte Foods Corporation II Inc.'s ("Del Monte" or "DMFC II") Corporate Family Rating ("CFR") to Ca from Caa2 and Probability of Default Rating ("PDR") to D-PD from Caa2-PD. At the same time, we downgraded ratings on DMFC II's backed senior secured first lien ...
Moody's Ratings assigns Aa3 UND/Aaa ENH to Frenship ISD, TX's GOs, Ser...
Moody's Ratings (Moody's) has assigned Aa3 underlying and Aaa enhanced ratings to Frenship Independent School District, TX's Unlimited Tax School Building Bonds, Series 2025A in the approximate par amount of $49.4 million. We maintain the district's Aa3 issuer and general obligation unlimited tax (G...
Onemain Holdings Inc: 1 director
A director at Onemain Holdings Inc sold 7,000 shares at 57.528USD and the significance rating of the trade was 53/100. 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 cle...
Block Inc: 1 director
A director at Block Inc sold 6,000 shares at 67.841USD and the significance rating of the trade was 51/100. 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 showin...
Twilio Inc: 1 director
A director at Twilio Inc sold 7,000 shares at 124.573USD and the significance rating of the trade was 68/100. 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 show...
Moody's Ratings assigns Aa2 and Aa2/VMIG 1 to Texas Health Resources' ...
Moody's Ratings (Moody's) has assigned Aa2 ratings to Texas Health Resources' (Texas Health) proposed Texas Health Resources System Revenue Bonds Series 2025A ($487 million), its proposed Texas Health Resources System Revenue Bonds Series 2025B ($327 million), and a Aa2/VMIG 1 rating to its proposed...
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