reports
Ubisoft Entertainment: 1 director
A director at Ubisoft Entertainment bought 100,000 shares at 4.624EUR and the significance rating of the trade was 65/100. 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...
- Jin Yoon
- Greater China Research Team
- Johnny Yum
- Malaysia Research Team
- Singapore Research Team
- Thailand Research Team
Regional Strategy: Alpha Picks - April 2026
Greater China Strategy | Alpha Picks: April Conviction Calls Chinese equities consolidated further in March amid outbreak of hostilities in the Middle East, with the HSI and MSCI China Index declining 6.9% mom and 7.5% mom respectively. We expect markets to stay volatile in April, though oversold rebounds are possible. We continue to focus on names with stronger fundamentals and remain buyers of tech names, adding Li Ning and Zijin Mining to our BUY list while taking profits on Ganfeng Lithium a...
AS7 ANTA SPORTS PRODUCTS LTD.
FR FIRST INDUSTRIAL REALTY TRUST INC.
KTC KRUNGTHAI CARD PCL
00823 LINK REAL ESTATE INVESTMENT TRUST
544 CSE GLOBAL LTD.
C09 CITY DEVELOPMENTS LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
ENRG ENERGI MEGA PERSADA
02331 LI NING COMPANY LIMITED
TOP THAI OIL PUBLIC CO. LTD.
BN2 VALUETRONICS HOLDINGS
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
IVL INDORAMA VENTURES PUBLIC CO. LTD.
JPFA JAPFA COMFEED INDONESIA
ADVANC ADVANCED INFO SERVICE PUBLIC CO. LTD.
INKP PT INDAH KIAT PULP & PAPER TBK
3816 MISC BHD
5347 TENAGA NASIONAL BHD
BBCA PT BANK CENTRAL ASIA TBK
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
PTTEP PTT EXPLORATION & PRODUCTION PLC
CENTEL CENTRAL PLAZA HOTEL
BN4 KEPPEL CORPORATION LIMITED
GLOBAL SIAM GLOBAL HOUSE PCL
AKRN ACRON
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
CPN CENTRAL PATTANA PUBLIC CO. LTD.
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
000333 MIDEA GROUP CO. LTD. CLASS A
00700 TENCENT HOLDINGS LTD.
2899 ZIJIN MINING GROUP CO. LTD. CLASS H
MINT-R MINOR INTERNATIONAL PCL NVDR
SATS SP SATS LTD.
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
PDD PINDUODUO INC. SPONSORED ADR CLASS A
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
RHBBANK RHB BANK BHD
GAM GAMUDA BHD
VSI V.S. INDUSTRY BERHAD
BURSA BURSA MALAYSIA BHD
CAO CHINA AVIATION OIL SINGAPORE CORP LTD
RATCH RATCH GROUP PUBLIC CO. LTD.
FUTU FUTU HOLDINGS ADS
PROP PROPNEX LTD
0606923D CHINA DUTY FREE GROUP CO LTD
RSTON RIVERSTONE HOLDINGS LTD
CRC CENTRAL RETAIL CORP
FEH FOOD EMPIRE HOLDINGS LTD
HAPL HAP SENG PLANTATIONS HOLDINGS BHD
601138 FOXCONN INDUSTRIAL INTERNET CO. LTD. CLASS A
MPM MARCO POLO MARINE LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
SCGP SCG PACKAGING PCL
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
2269 WUXI BIOLOGICS (CAYMAN) INC.
HLA HONG LEONG ASIA LTD
OR PTT OIL AND RETAIL BUSINESS PUBLIC CO LIMITED
01024 KUAISHOU TECHNOLOGY CLASS B
06160 BEIGENE LTD.
09888 BAIDU INC
GOTO GOTO GOJEK TOKOPEDIA
CLAR CAPITALAND ASCENDAS REIT
MDKA MERDEKA COPPER GOLD TBK PT
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
YINSON YINSON HOLDINGS BHD
IOIPG IOI PROPERTIES GROUP BHD
0303 ALPHA IVF GROUP
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
1523 PLOVER BAY TECHNOLOGIES LTD (1523 HK)
KOPI MK ORIENTAL KOPI HOLDINGS BHD
BRMS IJ BUMI RESOURCES MINERALS
HRUM HARUM ENERGY TBK PT
NTTDCR SP NTT DC REIT
DEWA IJ DARMA HENWA (DEWA IJ)
ASSA IJ ADI SARANA ARMADA TBK PT (ASSA IJ)
ZETRIX MK ZETRIX AI (ZETRIX MK)
ARCI IJ ARCHI INDONESIA (ARCI IJ)
OXB MK OXFORD INNOTECH BHD (OXB MK)
002371 CH NAURA TECHNOLOGY GROUP CO LTD
ASL SP ASL MARINE (ASL SP)
UGAI ULTRAGREEN.AI LIMITED
HUAGL HUATIONG GLOBAL (HUAGL SP)
Information sur les droits de vote et les actions au 31 mars 2026
Information sur les droits de vote et les actions au 31 mars 2026 Le 8 avril 2026 Information relative au nombre total de droits de vote et d’actions composant le capital social Article 223-16 du Règlement Général de l’Autorité des Marchés Financiers Place de cotation : Euronext Paris Compartiment : Compartiment ACode ISIN : FR0000054470Site web : Information mensuelle au 31 mars 2026(Articles L. 233-8, II, du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers) DateNombre total d’actions composant le capital so...
- Julia Pan Mengyao
China Internet: 4Q25 Results Recap: AI Bringing Disruptions And Opport...
China online retail companies’ 4Q25 revenue and margins were pressured by the high-base effect and the persistently intense on-demand delivery competition, which are likely to ease in 2026, seeing the solid NBS retail data for Jan-Feb 26, and the latest policy. Meanwhile, online gaming and OTA reported resilient 4Q25 top-line growth and continuous margin improvement, empowered by improved AI efficiency and benign competition. We expect improving AI monetisation and mixed earnings as AI investmen...
JD JD.COM INC. SPONSORED ADR CLASS A
K3SD BAIDU INC SPONSORED ADR CLASS A
A117ME ALIBABA GROUP HOLDING LTD. SPONSORED ADR
00700 TENCENT HOLDINGS LTD.
PDD PINDUODUO INC. SPONSORED ADR CLASS A
03690 MEITUAN CLASS B
TME TENCENT MUSIC ENTERTAINMENT GROUP SPONSORED ADR CLASS A
00780 TONGCHENG-ELONG HOLDINGS LIMITED
TCOM TRIP.COM GROUP LTD. SPONSORED ADR
BEKE KE HOLDINGS INC. SPONSORED ADR CLASS A
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
09618 JD.COM INC. CLASS A
01024 KUAISHOU TECHNOLOGY CLASS B
09888 BAIDU INC
02423 KE HOLDINGS INC.
09961 CTRIP.COM INTERNATIONAL
1698 HK TENCENT MUSIC ENTERTAINMENT GROUP
- Greater China Research Team
Greater China Strategy: Alpha Picks -- April Conviction Calls
Chinese equities consolidated further in March amid outbreak of hostilities in the Middle East, with the HSI and MSCI China Index declining 6.9% mom and 7.5% mom respectively. We expect markets to stay volatile in April, though oversold rebounds are possible. We continue to focus on names with stronger fundamentals and remain buyers of tech names, adding Li Ning and Zijin Mining to our BUY list while taking profits on Ganfeng Lithium and cutting losses on LINK REIT.
A117ME ALIBABA GROUP HOLDING LTD. SPONSORED ADR
02331 LI NING COMPANY LIMITED
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
00700 TENCENT HOLDINGS LTD.
2899 ZIJIN MINING GROUP CO. LTD. CLASS H
FUTU FUTU HOLDINGS ADS
601138 FOXCONN INDUSTRIAL INTERNET CO. LTD. CLASS A
09988 ALIBABA GROUP HOLDING LTD.
01024 KUAISHOU TECHNOLOGY CLASS B
06160 BEIGENE LTD.
002371 CH NAURA TECHNOLOGY GROUP CO LTD
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
ACRS ACLARIS THERAPEUTICS INC.
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ORIC KEROS THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
SANA VIRIDIAN THERAPEUTICS INC
PLTK SANA BIOTECHNOLOGY
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
STX DAY ONE BIOPHARMACEUTICALS INC
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GMTX GLOBALFOUNDRIES INC
TYRA GEMINI THERAPEUTICS INC
PEPG TYRA BIOSCIENCES INC
EWTX PEPGEN INC
SLDB EDGEWISE THERAPEUTICS INC
DDI SOLID BIOSCIENCES INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B APOGEE THERAPEUTICS INC
DNTH EMBRACER GROUP AB
ORKA DIANTHUS THERAPEUTICS INC
BCAX ORUKA THERAPEUTICS INC
ZBIO BICARA THERAPEUTICS INC.
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
JBIO MAZE THERAPEUTICS INC
IMA JADE BIOSCIENCES INC
IMAGENEBIO INC.
- Wedbush Research
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
STX REZOLUTE
GFS SEAGATE TECHNOLOGY HLDGS PLC
VFS GLOBALFOUNDRIES INC
BLACK SPADE ACQUISITION CO
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Piccolo
Daily Recap: TRIP, PUIG/EL, JEF/8316, JHG/VCTR, EA, ZION, BLX, PERF, A...
INDUSTRY NEWS - Convertible Bonds: Record Average Deal Sizes as Nebius, Oracle Drive $30.3 Billion in YTD 2026 Issuance. According to Bloomberg, the U.S. convertible bond market is on pace for another blockbuster year, with year-to-date issuance reaching $30.3 billion through late March 2026; a 76%
- Jin Yoon
Tencent 4Q25 Results: AI Investment to Partly Weigh Down Margins in FY...
What’s new: Tencent’s reported 4Q25 revs that were largely in line with consensus and above our expectations. Rev growth momentum could remain resilient in 1Q across key business segments. Tencent plans to at least double investments in AI to more than RMB36bn which could partly weigh down margins in FY26. We maintain our PT at HKD750. Analysts: Jin Yoon
- Julia Pan Mengyao
Tencent Holdings (700 HK): 4Q25: In-line results; AI Empowers All Busi...
Tencent’s 4Q25 earnings came in better than expected. Revenue grew 15.4% yoy to Rmb192.9b, 2-3% ahead of our and consensus estimates. Gross margin expanded 3.3ppt yoy to 56.4%, in line with consensus forecasts. Non-IFRS operating profit grew 18.4% yoy to Rmb72.6b, while non-IFRS operating margin expanded 1ppt yoy to 37.6% on a positive shift in revenue mix. Non-IFRS diluted EPS ramped up 19.5% yoy, 6.5% higher than consensus estimates. Maintain BUY with a lower target price of HK$757.00.
- Bella Lu Yifei
- Greater China Research Team
- Joyce Chu
- Julia Pan Mengyao
- Ken Lee
- Tham Mun Hon
Greater China Daily: Thursday, March 19, 2026
Top Stories Company Results | Fuyao Glass (3606 HK/BUY/HK$60.25/Target: HK$105.00) FYG’s 4Q25 GAAP net profit missed expectations at Rmb2,248m (+11.3% yoy/-0.5% qoq), due to forex losses. Stripping out one-off items, adjusted net profit met estimates at Rmb2,427m (+36.2% yoy/+4.0% qoq) on a yoy margin expansion. Its earnings outlook remains brilliant, backed by: a) continuous market share gain overseas, b) ASP increase on product mix optimisation, and c) its aluminium trim business. Maintain 20...
- Bella Lu Yifei
- Greater China Research Team
- Jack Goh Tooan Orng
- Jonathan Koh
- Julia Pan Mengyao
- Ken Lee
- Kitpon Praipaisarnkit
- Krit Tanarattananon
- Thailand Research Team
- Tham Mun Hon
Regional Morning Meeting Notes: Thursday, March 19, 2026
Greater China Company Results | Fuyao Glass (3606 HK/BUY/HK$60.25/Target: HK$105.00) FYG’s 4Q25 GAAP net profit missed expectations at Rmb2,248m (+11.3% yoy/-0.5% qoq), due to forex losses. Stripping out one-off items, adjusted net profit met estimates at Rmb2,427m (+36.2% yoy/+4.0% qoq) on a yoy margin expansion. Its earnings outlook remains brilliant, backed by: a) continuous market share gain overseas, b) ASP increase from optimisation of product mix, and c) its aluminium trim business. M...
TFG THAIFOODS GROUP
KTC KRUNGTHAI CARD PCL
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
PTT PTT PUBLIC COMPANY LIMITED
PRU PRUDENTIAL PLC
CPALL CP ALL PUBLIC CO. LTD.
MINT MINOR INTERNATIONAL PUBLIC CO. LTD.
7113 TOP GLOVE CORPORATION BHD.
CENTEL CENTRAL PLAZA HOTEL
00700 TENCENT HOLDINGS LTD.
MINT-R MINOR INTERNATIONAL PCL NVDR
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
MTC MUANGTHAI CAPITAL PCL
CPALL TB CP ALL
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
SCGP SCG PACKAGING PCL
KORE KEPPEL PACIFIC OAK US REIT
- Wedbush Research
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
TLS INC.
NUVB TELOS
STX NUVATION BIO INC (A)
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
GETY GLOBALFOUNDRIES INC
GETTY IMAGES HOLDINGS INC
Ubisoft Appoints New Leaders to Advance Its Creative Houses Operating ...
Ubisoft Appoints New Leaders to Advance Its Creative Houses Operating Model PRESS RELEASE Ubisoft Appoints New Leaders to Advance Its Creative Houses Operating ModelJulien Bares named General Manager of Creative Houses 3 and 5; Thomas Andrén named General Manager of the Creative Network PARIS – MARCH 17, 2026 – Today Ubisoft announced new leadership appointments supporting the rollout of its Creative Houses-led operating model, marking an important step in the company’s ongoing transformation. Julien Bares will join Ubisoft as General Manager of Creative Houses 3, focused on high...
Ubisoft nomme de nouveaux dirigeants et poursuit la mise en place de s...
Ubisoft nomme de nouveaux dirigeants et poursuit la mise en place de son nouveau modèle opérationnel, fondé sur les Maisons de Création COMMUNIQUÉ DE PRESSE Ubisoft nomme de nouveaux dirigeants et poursuit la mise en place de son nouveau modèle opérationnel, fondé sur les Maisons de Création Julien Bares nommé General Manager des Maisons de Création 3 et 5 ; Thomas Andrén nommé General Manager du Creative Network PARIS – 17 MARS 2026 – Ubisoft annonce aujourd’hui de nouvelles nominations au sein de sa direction afin d’accélérer le déploiement du modèle opérationnel de ses Mai...
- Michael Piccolo
Daily Recap: SSTK/GETY, BCRX, DSGR, AVAV, JHG/VCTR, MA, GIS, LNSR/ALC,...
BioCryst Pharmaceuticals, Inc. (BCRX - $9.30)Laura Chico's Thoughts On Betaville Rumors; Takeout Not Central To Our Thesis, But Possible; Remains OUTPERFORM. On Monday, Betaville published a potential comment indicating BCRX could be an M&A target for a US-listed biopharma over $15 billion. We
- Wedbush Research
VYGR VOYAGER THERAPEUTICS INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
OCUP INC.
FHTX OCUPHIRE PHARMA INC
STX FOGHORN THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
GETY CI&T INC
SLDB GETTY IMAGES HOLDINGS INC
DNTH SOLID BIOSCIENCES INC
SERV DIANTHUS THERAPEUTICS INC
VOYG SERVE ROBOTICS INC
VOYAGER TECHNOLOGIES INC
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