Samsung Electronics: 1 director

A director at Samsung Electronics bought 10,000 shares at 50,600.000KRW and the significance rating of the trade was 89/100. 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 yea...

Wedbush Morning Call - Nov 22 2024 7:05AM

Another Solid Quarter And Guide

Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors

This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...

Wedbush Tech Weekly

Ad Expert Call Takeaways: GOOGL Ad Tech, TTD, PMax, Advantage+, and th...

Yesterday, we hosted a call with Jeremy Woodlee, CEO of Santa Ynez Partners, a boutique advisory firm focused on digital media and ad tech. Previously, he spent three years at Accenture leading its global relationship with Google Ads after spending 11 years at Google, and three years at Magnite (fka Rubicon Project).

Daily Views on Tech Headlines

Wedbush Morning Call - Nov 21 2024 7:10AM

Nvidia Delivers Flawless Results With Blackwell the LeBron Chip Releas...

Moody's Ratings affirms Apple's Aaa rating; outlook stable

Moody's Ratings (Moody's) affirmed Apple Inc.'s (Apple) Aaa senior unsecured rating, the (P)Aaa rating for its senior unsecured medium term notes program, and the Prime-1 rating for its commercial paper program. The ratings outlook is stable. RATINGS RATIONALE Moody's Ratings Senior Vice Presiden...

Bases Loaded as Blackwell Steps up to the Plate

Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone mi...

Demand is sluggish, with the 2024 and 2025 outlooks implying slight unit growth after 2022 & 2023 down 13% & 4% respectively. With saturation and elongating replacement cycles, we see that as a best case. The December quarter iPhone guide missed consensus expectations, and we expect further downside. Replacement cycles are elongating, share gains in China have stalled, and recent datapoints support our view (Apple lowering iPhone 16 production plans). Semi revenues are back to secular growth, dr...

Daily Views on Tech Headlines

Alphabet (GOOGL, Buy, target increases to $213 from $212) Amazon.com (...

We have updated our estimates for Amazon Web Services (AWS) and Google Cloud Platform’s (GCP) revenues from AI products and services after updating our installed base in our AI Capex update last week (see HERE), and more importantly, new pricing information we found on the AWS and GCP websites.

Top 500 Supercomputers - Key Takeaways From List #64

Wedbush Morning Call - Nov 19 2024 7:11AM

Daily Views on Tech Headlines

Xiaomi Corp (1810 HK): 3Q24: Beat across the board; expect sustained g...

Xiaomi’s 3Q24 adjusted net profit is a slight beat at Rmb6.3b, as its EV business continued to deliver positive surprises on both product mix and margins. Going forward, Xiaomi is expected to deliver robust sales growth and margin expansion across its smartphones, IoT and EV businesses on the back of competitive product launches and solid execution. Raise target price to HK$33.50 based on higher sales and margins assumptions for its EV business. Maintain BUY and keep Xiaomi as our top pick.

Greater China Daily: Tuesday, November 19, 2024

KEY HIGHLIGHTS Results Xiaomi Corp (1810 HK/BUY/HK$28.80/Target: HK$33.50) Xiaomi’s 3Q24 adjusted net profit is a slight beat at Rmb6.3b, as its EV business continued to deliver positive surprises on both product mix and margins. Going forward, Xiaomi is expected to deliver robust sales growth and margin expansion across its smartphones, IoT and EV businesses on the back of competitive product launches and solid execution. Raise target price to HK$33.50 based on higher sales and margins assump...

Regional Morning Meeting Notes: Tuesday, November 19, 2024

GREATER CHINA Results Xiaomi Corp (1810 HK/BUY/HK$28.80/Target: HK$33.50) 3Q24: Beat across the board; expect sustained growth across all key segments. Maintain BUY and raise target price to HK$33.50. INDONESIA Update Indo Tambangraya Megah (ITMG IJ/SELL/Rp26,850/Target: Rp25,100) Expect profit to decline by 12% yoy in 2025, fuelled by lower ASP. MALAYSIA Results CelcomDigi (CDB MK/BUY/RM3.37/Target: RM4.50) 9M24: In line; stock offers 5% yiel...