reports
- Adrian Loh Tzum Yung
- Bella Lu Yifei
- Benjaphol Suthwanish
- Jacquelyn Yow Hui Li
- Jonathan Koh
- Jun Sian Tan
- Keith Wee Teck Keong
- Ken Lee
- Kitpon Praipaisarnkit
- Leow Huey Chuen
- Stevanus Juanda
- Tanaporn Visaruthaphong
Regional Morning Meeting Notes: Tuesday, May 21, 2024
GREATER CHINA Initiate Coverage Joyson Electronics Corp (600699 CH/BUY/Rmb16.71/Target: Rmb26.00) Riding on the vehicle electrification and intelligentisation trends. Initiate coverage with BUY. Target price: Rmb26.00. Results Li Auto (2015 HK/SELL/HK$99.90/Target: HK$70.00) 1Q24: Results miss estimates with unexpected operating loss. Cut target price from HK$85.00 to HK$70.00. Maintain SELL. INDONESIA Update United Tractors (UNTR IJ/SELL/Rp22,850/Target: Rp20,...
FCT FRASERS CENTREPOINT TRUST
UNTR PT UNITED TRACTORS TBK
CENT CENTRATAMA TELEKOMUNIKASI INDONESIA
1295 PUBLIC BANK BHD
TS0U OUE COMMERCIAL REAL ESTATE INVESTMENT TRUST
AJBU KEPPEL DC REIT
MINT MINOR INTERNATIONAL PUBLIC CO. LTD.
AW9U FIRST REAL ESTATE INVESTMENT TRUST
HANA HANA MICROELECTRONICS PCL
O5RU AIMS APAC REIT
SK6U SPH REIT
SAWAD SRISAWAD CORPORATION PUBLIC COMPANY LTD
CDREIT CDL HOSPITALITY TRUSTS
SUN SUNTECH SA
KREIT KEPPEL REIT
SGREIT STARHILL GLOBAL REIT
MLT MAPLETREE LOGISTICS TRUST
FEHT FAR EAST HOSPITALITY TRUST
MTC MUANGTHAI CAPITAL PCL
PREIT PARKWAYLIFE REAL ESTATE
SCGB SUNWAY CONSTRUCTION GROUP BH
FHT MAPLETREE INDUSTRIAL TRUST
KLK FRASERS HOSPITALITY TRUST
SASSR KUALA LUMPUR KEPONG BHD
CNNU SASSEUR REAL ESTATE INVESTMENT TRUST
TXG CROMWELL EUROPEAN REIT
CICT 10X GENOMICS INC CLASS A
LREIT SP CAPITALAND INTEGRATED COMMERCIAL TRUST
TIDLOR LENDLEASE GLOBAL COMMERCIAL REIT
CLCT NGERN TID LOR PCL
FLT CAPITALAND CHINA TRUST
ME FRASERS LOGISTICS & COMMERCIAL TRUST
DCREIT 23ANDME HLDG CO
MPACT DIGITAL CORE REIT
CLAS MAPLETREE PAN ASIA COMMERCIAL TRUST
CLAR CAPITALAND ASCOTT TRUST
EREIT CAPITALAND ASCENDAS REIT
Z29 ESR-LOGOS REIT
02015 029 GROUP SE
600699 LI AUTO INC
JOYSON ELECTRONICS CORP
Lemonaid Health Now Offers Prescription ED Medication STENDRAⓇ Through...
Lemonaid Health Now Offers Prescription ED Medication STENDRAⓇ Through Collaboration with Petros Pharmaceuticals Lemonaid Health will offer customers more affordable access to fast-acting branded ED medication that works as quickly as 15 minutes prior to sexual activity SUNNYVALE, Calif., May 14, 2024 (GLOBE NEWSWIRE) -- Lemonaid Health, Inc., a subsidiary of 23andMe Holding Co., (Nasdaq: ME), and a leading telemedicine provider, is now offering Petros Pharmaceuticals, Inc.’s (Nasdaq: PTPI), prescription erectile dysfunction (ED) medication Ⓡ (avanafil) through its telehealth platform. ...
23andMe to Report Q4 and Full Year FY2024 Financial Results
23andMe to Report Q4 and Full Year FY2024 Financial Results SOUTH SAN FRANCISCO, Calif., May 09, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME) (23andMe), a leading human genetics and biopharmaceutical company with a mission to help people access, understand, and benefit from the human genome, announced today that it will report financial results for the fourth quarter and full fiscal year 2024 (FY2024) after the market closes on Thursday, May 23, 2024. The Company will webcast a conference call at 4:30 p.m. Eastern Time on that date to discuss the quarter and year’s financial ...
23andMe to Present Preliminary Efficacy and Biomarker Data for 23ME-00...
23andMe to Present Preliminary Efficacy and Biomarker Data for 23ME-00610 at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting Data from neuroendocrine and ovarian cancer patient cohorts in the Phase 1/2a clinical trial of 23ME-00610 to be presented SOUTH SAN FRANCISCO, Calif., April 24, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME) (“23andMe”), a leading human genetics and biopharmaceutical company, today announced that two abstracts on 23ME-00610, a first-in-class anti-CD200R1 antibody, have been accepted for poster presentations at the 2024 ASCO Annual ...
23andMe announces CEO’s intention to pursue a potential take-private
23andMe announces CEO’s intention to pursue a potential take-private SOUTH SAN FRANCISCO, Calif., April 18, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME), a leading human genetics and biopharmaceutical company, has been made aware that Anne Wojcicki, Chief Executive Officer, Co-Founder, and Chair of the Board of Directors of 23andMe, is considering making a proposal to acquire all of the outstanding shares of 23andMe that she does not currently own, as she stated in an amendment dated April 17, 2024 to her Schedule 13D filing with the Securities and Exchange Commission. Ms. Wo...
23andMe to Present Data on Two Clinical Stage Immuno-Oncology Programs...
23andMe to Present Data on Two Clinical Stage Immuno-Oncology Programs at the American Association for Cancer Research (AACR) Annual Meeting 2024 23ME-01473, antibody targeting ULBP6: Data will be presented on the discovery and biology of ULBP6, and the potential to restore natural killer and T cell-mediated anti-tumor immunity by targeting ULBP6 23ME-00610, antibody targeting CD200R1: Preclinical data will be presented on targeting the CD200R1 pathway in T cells and natural killer cells using 23ME-00610 as a single agent, or in combination with other anti-tumor therapies SAN DIEGO, April...
23andMe Initiates Phase 1 Clinical Trial for its Dual Mechanism Antibo...
23andMe Initiates Phase 1 Clinical Trial for its Dual Mechanism Antibody, 23ME-01473, Targeting ULBP6 23ME-01473 (‘1473) seeks to restore anti-tumor immunity through NK and T cells by blocking the immunosuppressive effects of soluble ULBP6 ‘1473 also induces Fc receptor-mediated killing of ULBP6-expressing cancer cells through enhanced effector function SOUTH SAN FRANCISCO, Calif., March 20, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME), a leading human genetics and biopharmaceutical company, today announced the first participant has been dosed in a Phase 1 clinical trial ev...
23andMe Launches New Feature Connecting Customers to Historical Indivi...
23andMe Launches New Feature Connecting Customers to Historical Individuals from Hundreds and Even Thousands of Years Ago Built upon peer-reviewed published science, the Historical Matches feature weaves customers’ ancestral connections into the story of human history and migration SOUTH SAN FRANCISCO, Calif., March 19, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME), a leading human genetics and biopharmaceutical company, released an exciting new feature for 23andMe+ Premium and Total Health members, that uncovers DNA connections to 335 unique historical individuals, from med...
23andMe Launches New Genetic Reports on Common Forms of Cancer
23andMe Launches New Genetic Reports on Common Forms of Cancer 23andMe customers can now gain deeper insight into their likelihood of developing breast, colorectal, and prostate cancer through new reports based on polygenic risk scores (PRS) developed by 23andMe SOUTH SAN FRANCISCO, Calif., March 06, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME), a leading human genetics and biopharmaceutical company, released three new genetic reports for 23andMe+ members on breast, colorectal and prostate cancer. The reports are based on statistical models known as polygenic risk scores (P...
23andMe Announces Three Presentations from Clinical-Stage Immuno-Oncol...
23andMe Announces Three Presentations from Clinical-Stage Immuno-Oncology Programs at the American Association for Cancer Research (AACR) Annual Meeting 2024 23andMe to give an oral presentation on the genetic signature of ULBP6, the target of 23ME-01473, along with poster presentations of the biology of ULBP6 and mechanism of 23ME-01473, and new non-clinical insights for 23ME-00610, targeting the CD200R1 pathway SOUTH SAN FRANCISCO, Calif., March 05, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME) (“23andMe”), a leading human genetics and biopharmaceutical company, today anno...
23andMe Reports Third Quarter Fiscal 2024 Financial Results
23andMe Reports Third Quarter Fiscal 2024 Financial Results Announced new non-exclusive data license with GSK, introduced 23andMe Total Health™, and received FDA clearance for IND on novel, dual-mechanism immuno-oncology asset 23ME-1473 SOUTH SAN FRANCISCO, Calif., Feb. 07, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME), a leading human genetics and biopharmaceutical company, reported its financial results for the third quarter of fiscal year 2024 (FY24), which ended December 31, 2023. Key Results Reported total revenue of $44.7 million in the third quarter of fiscal 2024, ...
23andMe Announces FDA Clearance of IND Application for its Dual Mechan...
23andMe Announces FDA Clearance of IND Application for its Dual Mechanism Antibody, 23ME-01473, Targeting ULBP6 23ME-01473 (‘1473) seeks to treat cancer by restoring anti-tumor immunity through NK and T cells‘1473 has dual mechanisms of blocking the immunosuppressive effects of soluble ULBP6, and inducing Fc receptor-mediated killing of ULBP6-expressing cancer cells through enhanced effector functionPhase 1 clinical study in patients with solid tumors to commence in H1 2024The target for ‘1473 was discovered through 23andMe’s proprietary research platform, the world's largest recontactable ...
23andMe Launches Month-Long Initiative to Amplify ARRAY’s “Seat16” Pro...
23andMe Launches Month-Long Initiative to Amplify ARRAY’s “Seat16” Program for Acclaimed Film ORIGIN by Ava DuVernay “Seat 16” program allows audiences to share the critically acclaimed film with teens across the country SUNNYVALE, Calif., Jan. 30, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME) (23andMe), a leading genetic health and biopharmaceutical company, announced a month-long initiative to amplify Ava DuVernay’s new film and the film’s groundbreaking program. Seat16 allows anyone to gift $16 or more to purchase an ORIGIN movie ticket for a young person who might not ...
23andMe to Report FY2024 Third Quarter Financial Results
23andMe to Report FY2024 Third Quarter Financial Results SOUTH SAN FRANCISCO, Calif., Jan. 24, 2024 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME) (23andMe), a leading human genetics and biopharmaceutical company with a mission to help people access, understand, and benefit from the human genome, announced today that it will report financial results for the fiscal year 2024 (FY2024) third quarter after the market closes on Wednesday, February 7, 2024. The Company will webcast a conference call at 4:30 p.m. Eastern Time on that date to discuss the quarter’s financial results and repo...
- Carol Dou Xiao Qin
- Sunny Chen
China Healthcare: Becoming more innovative; valuation increasingly att...
China’s healthcare industry has experienced a slump in stock prices due to weak market sentiment. Our channel check indicates that the industry is generally in good shape and has become increasingly innovative. Most healthcare companies are improving their operating efficiency and expecting to generate stronger revenue and/or earnings growth in 2024. The recent sell-off has made valuations more attractive. BUY on weakness. Maintain MARKET WEIGHT.
300015 AIER EYE HOSPITAL GROUP CO. LTD. CLASS A
01177 SINO BIOPHARMACEUTICAL LIMITED
X2S SINOPHARM GROUP CO. LTD. CLASS H
853 MICROPORT SCIENTIFIC CORP
2CRSI 2CRSI SA
1801 INNOVENT BIOLOGICS INC
3933 THE UNITED LABORATORIES INTE
2877 CHINA SHINEWAY PHARMACEUTICA
300760 SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO. LTD. CLASS A
241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD
1093 CSPC PHARMACEUTICAL GROUP LTD
1833 PING AN 1833 HK PAGD
1521 FRONTAGE HOLDINGS CORP
2359 WUXI APPTEC CO LTD
603259 WUXI APPTEC CO. LTD. CLASS A
3692 WUXI BIOLOGICS CAYMAN INC
ME HANSOH PHARMACEUTICAL GROUP
2269 23ANDME HLDG CO
WUXI BIOLOGICS (CAYMAN) INC
- Bella Lu Yifei
- Ken Lee
China Automobile Weekly: EV sales spiked in the last week of 2023 on y...
EV sales in China spiked in the last week of Dec 23, driven by year-end promotions, which dampened margins. BYD gave Rmb10,000-20,000 in subsidies to customers in Dec 23, vs 3Q23 net profit per vehicle of Rmb11,000. Besides, BYD gave Rmb2b in cash reward to dealers. Looking into 2024, we expect China’s EV sales to grow 17% yoy to 10.5m units, well below consensus forecast, on the diminishing effect of stimulus and destocking. Maintain UNDERWEIGHT. Top SELLs: BYD and Ganfeng Lithium.
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
M3I MINTH GROUP LIMITED
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
2338 WEICHAI POWER CO. LTD. CLASS H
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
881 ZHONGSHENG GROUP HOLDINGS
1316 NEXTEER AUTOMOTIVE GROUP LTD
1772 GANFENG LITHIUM CO. LTD. CLASS H
002340 GEM CO LTD
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
603305 NINGBO XUSHENG AUTO TECHNOLOGY (A)
LI LI AUTO INC. SPONSORED ADR CLASS A
1585 YADEA GROUP HOLDINGS LTD
XPEV XPENG INC. ADR SPONSORED CLASS A
9868 XPENG INC
2015 LI AUTO INC
ME 23ANDME HLDG CO
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
23andMe announces further expansion of 23ME-00610 Phase 1/2a clinical ...
23andMe announces further expansion of 23ME-00610 Phase 1/2a clinical trial in advanced neuroendocrine and ovarian cancer patient cohorts Thirty additional patients with advanced neuroendocrine and advanced ovarian cancer will be enrolled in the study of 23ME-00610, an investigational antibody targeting CD200R1 A second potentially efficacious dose level to characterize safety and efficacy will be evaluated to identify the optimal dose in alignment with recently published regulatory guidance SOUTH SAN FRANCISCO, Calif., Dec. 19, 2023 (GLOBE NEWSWIRE) -- 23andMe Holding Co. (Nasdaq: ME) ...
- Arsit Pamaranont
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
Thailand Oil & Gas - Seasonal demand drives GRM recovery.
We hold an optimistic outlook on the rebound of GRM and anticipate limited downside of crude oil prices. The oil & gas sector is an appealing investment opportunity, particularly in the refinery business, where we expect a return to core profit levels in 1Q24, despite maintaining a pessimistic stance on the petrochemical sector due to the ongoing supply increase. In the oil & gas sector, we prefer PTTEP, Thai Oil, and BSRC. Maintain MARKET WEIGHT.
IRPC IRPC PUBLIC CO. LTD.
TOP THAI OIL PUBLIC CO. LTD.
IVL INDORAMA VENTURES PUBLIC CO. LTD.
SCC SIAM CEMENT PUBLIC CO. LTD.
PTTEP PTT EXPLORATION & PRODUCTION PLC
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
SPRC STAR PETROLEUM REFINING
BCPN BANCO COMERCIAL PORTUGUES S/A
OR PTT OIL & RETAIL BUSINESS PCL
ME 23ANDME HLDG CO
123F 123FAHRSCHULE SE
BCOW 1895 BANCORP OF WISCONSIN INC
EPIC 1CM INC
Z29 029 GROUP SE
- Arsit Pamaranont
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
IRPC IRPC PUBLIC CO. LTD.
TOP THAI OIL PUBLIC CO. LTD.
IVL INDORAMA VENTURES PUBLIC CO. LTD.
SCC SIAM CEMENT PUBLIC CO. LTD.
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
SPRC STAR PETROLEUM REFINING
BCPN BANCO COMERCIAL PORTUGUES S/A
PTTEP-R PTT EXPLORATION & PRODUCTION PCL NVDR
TXG 10X GENOMICS INC CLASS A
OR PTT OIL & RETAIL BUSINESS PCL
ME 23ANDME HLDG CO
BCOW 1895 BANCORP OF WISCONSIN INC
EPIC 1CM INC
Z29 029 GROUP SE
- Lindsay Whipp
4568 DAIICHI SANKYO COMPANY LIMITED
4666 PARK24 CO. LTD.
6758 SONY CORPORATION
7203 TOYOTA MOTOR CORP.
9064 YAMATO HOLDINGS CO. LTD.
MSFT MICROSOFT CORPORATION
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
4180 JP APPIER GROUP
ME 23ANDME HLDG CO
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
123F 123FAHRSCHULE SE
Z29 029 GROUP SE
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