reports
- Singapore Research Team
Strategy - Alpha Picks: A Softer Month; Add FEHT, MPACT, GENS; Remove ...
For Apr 24, our Alpha Picks portfolio rose 0.4% mom on an equal-weighted basis, underperforming the STI slightly by 1.7ppt. It was a mixed performance from our portfolio with the top performers being MPM, BAL and CD while FRKN, LREIT and ST underperformed. Our Alpha Picks portfolio has outperformed the STI in three out of the past four months. For May 24, we add FEHT, MPACT, GENS; remove BAL, LREIT and CLAS.
G13 GENTING SINGAPORE
544 CSE GLOBAL LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
C52 COMFORTDELGRO CORPORATION LIMITED
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
FEHT FAR EAST HOSPITALITY TRUST
TXG 10X GENOMICS INC CLASS A
RSTON RIVERSTONE HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
MPACT MAPLETREE PAN ASIA COMMERCIAL TRUST
- Bella Lu Yifei
- Benjaphol Suthwanish
- Greater China Research Team
- Jacquelyn Yow Hui Li
- Johnny Yum
- Jonathan Koh
- Kampon Akaravarinchai
- Kasemsun Koonnara
- Kate Luang
- Ken Lee
- Kong Ho Meng
- Leow Huey Chuen
- Limartha Adhiputra
- Malaysia Research Team
- Posmarito Pakpahan
- Singapore Research Team
- Vincent Khoo Boo Aik
Regional Morning Meeting Notes: Friday, May 03, 2024
GREATER CHINA Strategy Alpha Picks: May Conviction Call Adding CR Beer, Crystal, Geely, Haier, Kuaishou, Ningbo Tuopu, Pinduoduo, Shenzhou, and Tencent to our BUY list, closing out SELL calls. Small-Mid Cap Monthly Reiterate BUY on Crystal International. Sector Automobile Weekly: EV sales pick up; take...
600690 HAIER SMART HOME CO. LTD. CLASS A
02313 SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED
300014 EVE ENERGY CO. LTD. CLASS A
LH LAND & HOUSES PUBLIC CO. LTD.
ORI ORIGIN PROPERTY
G13 GENTING SINGAPORE
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
00992 LENOVO GROUP LIMITED
00291 CHINA RESOURCES BEER (HOLDINGS) CO. LTD.
002142 BANK OF NINGBO CO. LTD. CLASS A
CPF CHAROEN POKPHAND FOODS PUBLIC CO. LTD.
AKRA PT AKR CORPORINDO TBK
AALI ASTRA AGRO LESTARI
6963 V.S. INDUSTRY
544 CSE GLOBAL LTD.
D05 DBS GROUP HOLDINGS LTD
600660 FUYAO GLASS INDUSTRY GROUP CO. LTD. CLASS A
V03 VENTURE CORPORATION LIMITED
QH QUALITY HOUSES
ERW ERAWAN GROUP
U96 SEMBCORP INDUSTRIES LTD.
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
01299 AIA GROUP LIMITED
TU THAI UNION GROUP PUBLIC COMPANY LIMITED
GFPT GFPT
SPALI SUPALAI PCL
C52 COMFORTDELGRO CORPORATION LIMITED
BMRI PT BANK MANDIRI (PERSERO) TBK
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
M3I MINTH GROUP LIMITED
AP4 RIVERSTONE HOLDINGS
BSDE PT BUMI SERPONG DAMAI TBK
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
002340 GEM CO. LTD. CLASS A
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
ACES PT ACE HARDWARE INDONESIA TBK
AP AP THAILAND
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
00700 TENCENT HOLDINGS LTD.
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
PDD PINDUODUO INC. SPONSORED ADR CLASS A
FEHT FAR EAST HOSPITALITY TRUST
SIDO INDUSTRI JAMU DAN FARMASI SI
SCGB SUNWAY CONSTRUCTION GROUP BH
MYEG MY EG SERVICES BHD
WPRTS WESTPORTS HOLDINGS BHD
MSGB MAH SING GROUP BHD
PMAH PRESS METAL ALUMINIUM HOLDIN
333 MIDEA GROUP
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
PSH PRUKSA HOLDING PCL
RGB RGB INTERNATIONAL BHD
338 WEICHAI POWER
709 GIORDANO INTERNATIONAL LTD
1772 GANFENG LITHIUM CO. LTD. CLASS H
869 PLAYMATES TOYS LIMITED
FRKN FRENCKEN GROUP LTD
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
603305 NINGBO XUSHENG AUTO TECHNOLOGY (A)
MPM MARCO POLO MARINE LTD
3692 HANSOH PHARMACEUTICAL GROUP
01024 KUAISHOU TECHNOLOGY CLASS B
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
MPACT MAPLETREE PAN ASIA COMMERCIAL TRUST
CMRY PT CISARUA MOUNTAIN DAIRY TBK
123F 123FAHRSCHULE SE
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
2232 CRYSTAL INTERNATIONAL GROUP LTD
Z29 029 GROUP SE
02015 LI AUTO INC
09868 XPENG INC
BTG BETAGRO PUBLIC COMPANY LIMITED
GENTMK GENTING BERHAD
Sight Sciences Reports First Quarter 2024 Financial Results and Reaffi...
Sight Sciences Reports First Quarter 2024 Financial Results and Reaffirms Full Year 2024 Financial Guidance MENLO PARK, Calif., May 02, 2024 (GLOBE NEWSWIRE) -- Sight Sciences, Inc. (Nasdaq: SGHT) ("Sight Sciences" or the "Company"), an eyecare technology company focused on developing and commercializing innovative, interventional technologies that elevate the standard of care, today reported financial results for the first quarter ended March 31, 2024, and reaffirmed financial guidance for full year 2024. Recent Business and Financial Highlights Generated first quarter 2024 total reven...
89bio to Host Key Opinion Leader Webinar on Pegozafermin’s Opportunity...
89bio to Host Key Opinion Leader Webinar on Pegozafermin’s Opportunity in Advanced MASH Webinar to feature a presentation from expert hepatologist Arun Sanyal, M.D., on Thursday, May 16th at 10am ET SAN FRANCISCO, May 02, 2024 (GLOBE NEWSWIRE) -- 89bio, Inc. (Nasdaq: ETNB), a clinical-stage biopharmaceutical company focused on the development and commercialization of innovative therapies for the treatment of liver and cardiometabolic diseases, today announced that it will host a key opinion leader (KOL) event of pegozafermin’s opportunity in advanced metabolic dysfunction-associated ste...
embecta to Participate in Investor Events
embecta to Participate in Investor Events PARSIPPANY, N.J., May 01, 2024 (GLOBE NEWSWIRE) -- Embecta Corp. (“embecta”) (Nasdaq: EMBC), a global diabetes care company with a 100-year legacy in insulin delivery, today announced that management will participate in the following investor events: 2024 BofA Securities Healthcare Conference Management will host a fireside session on Thursday, May 16, 2024, at 10:00 a.m. Pacific Time (PT) at the Encore Hotel in Las Vegas. Audio webcasts of the presentations will be accessible under the “News & Events” section of the Company's investor relations...
Century Aluminum Company Reports First Quarter 2024 Results
Century Aluminum Company Reports First Quarter 2024 Results CHICAGO, May 01, 2024 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) today announced its first quarter 2024 results. Business Highlights Net sales of $489.5 millionRealized LME aluminum price of $2,190/T in first quarter is up $8/T from prior quarterReported net income attributable to Century stockholders of $246.8 million and adjusted EBITDA attributable to Century stockholders of $25.0 million1Cash and cash equivalents of $93.5 million and strong liquidity of $302.0 million as of March 31, 2024Selected by U.S. De...
4DMT Announces Presentations at ARVO 2024 Annual Meeting
4DMT Announces Presentations at ARVO 2024 Annual Meeting Preclinical data for 4D-175 for geographic atrophy to be presented in an oral presentation4D-150 PRISM randomized Phase 2 Dose Expansion Cohort (N=51) 24-week encore results to be presented in a poster EMERYVILLE, Calif., May 01, 2024 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading clinical-stage genetic medicines company focused on unlocking the full potential of genetic medicines to treat large market diseases, today announced presentations at the 2024 Association for Research in Visio...
TG Therapeutics Provides Business Update and Reports First Quarter 202...
TG Therapeutics Provides Business Update and Reports First Quarter 2024 Financial Results First quarter 2024 BRIUMVI U.S. net revenue of $50.5 million, representing >25% quarter over quarter growth Total revenue for Q1 2024 of $63.5 million, including a $12.5 million milestone payment for BRIUMVI launch in first EU country New BRIUMVI prescriptions to the TG hub of over 1,250 for Q1 2024, representing >25% growth quarter over quarter Conference call to be held today, May 1, 2024, at 8:30 AM ET NEW YORK, May 01, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX) (the Compan...
TG Therapeutics to Host Conference Call on First Quarter 2024 Financia...
TG Therapeutics to Host Conference Call on First Quarter 2024 Financial Results and Business Update Conference call to be held tomorrow, Wednesday, May 1, 2024, at 8:30 AM ET NEW YORK, April 30, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced that a conference call will be held tomorrow, Wednesday, May 1, 2024, at 8:30 AM ET to discuss results for the first quarter of 2024 and provide a business outlook for 2024. Michael S. Weiss, Chairman and Chief Executive Officer, will host the call. In order to participate in the conference call, please call 1-877-40...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Are the Lows "In" for this Pullback? While we are not yet out of the woods, we continue to see evidence that suggests the lows may be "in" for this pullback. Last week (4/23/24 Compass) we discussed the possibility that further downside was limited on the S&P 500 due to a multitude of reasons (SPX had simply filled 2/22/24 gap support that we had been discussing since late-February, Russell 2000 and Equal-Weighted S&P 500 were holding above key supports, short-term oversold conditions, subdued ...
SUM SUMMIT MATERIALS INC. CLASS A
MATX MATSON INC.
SBL SAFE BULKERS INC.
GNK GENCO SHIPPING & TRADING LTD.
LCM COSTAMARE INC.
MLM MARTIN MARIETTA MATERIALS INC.
AWC BROOK CROMPTON HOLDINGS
CENX CENTURY ALUMINUM COMPANY
KEX KIRBY CORPORATION
NMM NAVIOS MARITIME PARTNERS
GSL GLOBAL SHIP LEASE INC. CLASS A
VNC VRANCART
DAC DANAOS
KNF KNIFE RIVER CORPORATION
HSHP HIMALAYA SHIPPING LTD.
HWM HOWMET AEROSPACE INC COM
Moody's Ratings changes Century Aluminum's outlook to positive; affirm...
Moody's Ratings (Moody's) changed Century Aluminum Company's ("Century Aluminum" or "Century") outlook to positive from stable and affirmed all ratings including the company's B3 corporate family rating (CFR), B3-PD probability of default rating (PDR) and the Caa1 rating on the senior secured notes....
Sight Sciences Announces Successful $34 Million Patent Infringement Ve...
Sight Sciences Announces Successful $34 Million Patent Infringement Verdict Against Alcon and its Hydrus Microstent for Microinvasive Glaucoma Surgery MENLO PARK, Calif., April 29, 2024 (GLOBE NEWSWIRE) -- Sight Sciences, Inc. (Nasdaq: SGHT) (“Sight Sciences”), an eyecare technology company focused on developing and commercializing innovative, interventional technologies that elevate the standard of care, today announced that it received a positive jury trial verdict of $34 million associated with the patent infringement case it filed on September 16, 2021 against Alcon Inc., Alcon Vision...
ZimVie to Report First Quarter Financial Results on May 8, 2024
ZimVie to Report First Quarter Financial Results on May 8, 2024 PALM BEACH GARDENS, Fla., April 24, 2024 (GLOBE NEWSWIRE) -- ZimVie Inc. (Nasdaq: ZIMV), a global life sciences leader in the dental market, today announced it will report financial results for the first quarter 2024 after market close on Wednesday, May 8, 2024. Company management will host a corresponding conference call beginning at 4:30 p.m. Eastern Time. Those interested in listening to the conference call should . Participants are encouraged to register more than 15 minutes before the start of the call. A replay of the ...
embecta to Report Fiscal Second Quarter 2024 Financial Results
embecta to Report Fiscal Second Quarter 2024 Financial Results PARSIPPANY, N.J., April 23, 2024 (GLOBE NEWSWIRE) -- Embecta Corp. (“embecta”) (Nasdaq: EMBC), a global diabetes care company with a 100-year legacy in insulin delivery, will host a conference call to discuss its fiscal second quarter 2024 financial results, provide an operational update, and host a question and answer session, at 8:00 a.m. Eastern Time (ET) on Thursday, May 9, 2024. Those who would like to participate may access the live webcast , or access the teleconference . The live webcast can also be accessed via the...
OraSure to Announce First Quarter 2024 Financial Results and Host Earn...
OraSure to Announce First Quarter 2024 Financial Results and Host Earnings Call on May 8th BETHLEHEM, Pa., April 22, 2024 (GLOBE NEWSWIRE) -- OraSure Technologies, Inc. (NASDAQ: OSUR) has scheduled its regular earnings conference call covering first quarter 2024 financial results and certain business developments for 4:45 p.m. ET on Wednesday, May 8, 2024. A webcast of the conference call will be available on the investor relations page of OraSure’s website at . Please click on the webcast link and follow the prompts for registration and access at least 10 minutes prior to the call. The ...
Century Aluminum Sets Date for First Quarter 2024 Earnings Announcemen...
Century Aluminum Sets Date for First Quarter 2024 Earnings Announcement CHICAGO, April 18, 2024 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) will report first quarter 2024 earnings on Wednesday, May 1, 2024 before market open. The news release will be issued through GlobeNewswire. The company will hold a follow-up conference call on Wednesday, May 1, 2024 at 11:00 a.m. Eastern time. The earnings call will be webcast live on the Century Aluminum Company website, located at . Plan to begin the registration process at least 10 minutes before the live call is scheduled to beg...
Sight Sciences to Report First Quarter Financial Results on May 2, 202...
Sight Sciences to Report First Quarter Financial Results on May 2, 2024 MENLO PARK, Calif., April 18, 2024 (GLOBE NEWSWIRE) -- Sight Sciences, Inc. (Nasdaq: SGHT) (“Sight Sciences” or the “Company”), an eyecare technology company focused on developing and commercializing innovative, interventional technologies that elevate the standard of care, today announced it will report financial results for the first quarter ended March 31, 2024, after the market close on Thursday, May 2, 2024. The Company’s management will discuss the results during a conference call beginning at 1:30 p.m. Pacific ...
TG Therapeutics Announces Additional Data Presentations for BRIUMVI® (...
TG Therapeutics Announces Additional Data Presentations for BRIUMVI® (ublituximab-xiiy) in Multiple Sclerosis at the American Academy of Neurology 2024 Annual Meeting NEW YORK, April 18, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced two additional data presentations from the ULTIMATE I & II Phase 3 trials evaluating BRIUMVI® (ublituximab-xiiy) in patients with relapsing forms of multiple sclerosis (RMS), at the 2024 American Academy of Neurology (AAN) annual meeting, being held in Denver, Colorado. Links to the data presented yesterday are included below. ...
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