reports
Walmart Inc: 1 director
A director at Walmart Inc sold 4,000 shares at 100.960USD 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 sho...
Five Below, Inc. Announces Second Quarter 2025 Earnings Release and Co...
Five Below, Inc. Announces Second Quarter 2025 Earnings Release and Conference Call Date PHILADELPHIA, PA, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Five Below, Inc. (NASDAQ: FIVE), the trend-right, high-quality, extreme-value retailer for tweens, teens and beyond, today announced that its financial results for the second quarter of fiscal 2025 will be released after market close on Wednesday, August 27, 2025. The company will host a conference call at 4:30 p.m. Eastern Time to discuss the financial results. A live audio webcast of the conference call will be available online at , where a repl...
- Benjaphol Suthwanish
Minor International (MINT TB) - Less Deleveraging, But Still Expect A ...
We attended MINT’s 2Q25 analyst meeting, and the tone was positive. MINT is maintaining its growth guidance target as the core profit growth in 1H25 remains on track. MINT will utilise a capex of Bt2.5b-3.0b to delist MHEA, allowing greater flexibility for the planned REIT. As a result, MINT’s debt ratio will not improve. However, we are still optimistic on MINT as the cost of debt will continue to decrease, and the growth outlook in 3Q25 is still decent. Maintain BUY. Target price: Bt38.00...
- Arsit Pamaranont
- Benjaphol Suthwanish
- Kasemsun Koonnara
- Kitpon Praipaisarnkit
Thailand Daily - Thursday, August 07, 2025
KEY HIGHLIGHTS Results Advanced Info Service (ADVANC TB/BUY/Bt296.00/Target: Bt340.00) 2Q25: Results in line with our and consensus estimates. IRPC (IRPC TB/BUY/Bt1.02/Target: Bt1.20) 2Q25 Results: Losses were expected; better outlook in 3Q25. SVI (SVI TB/HOLD/Bt6.10/Target: Bt6.00) 2Q25: Earnings were weak and below our and market expectations Update CH Karnchang (...
- Adrian Loh Tzum Yung
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Chong Lee Len
- Colin Lee
- Desmond Chong Chee Wai
- Ejann Hiew
- Guan An Tan
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Jonathan Koh
- Kasemsun Koonnara
- Kenny Yong Hui Lim
- Kitpon Praipaisarnkit
- Malaysia Research Team
- Posmarito Pakpahan
- Roy Chen Chengzhi
- Sunny Chen
- Vincent Khoo Boo Aik
Regional Morning Meeting Notes: Thursday, August 7, 2025
GREATER CHINA Results BeOne Medicines (6160 HK/BUY/HK$182.70/Target: HK$240.00): 2Q25: Results beat; expects revenue and margins to expand further. Cathay Pacific Airways (293 HK/SELL/HK$10.85/Target: HK$10.23): 1H25: Results broadly in line. Cargo facing higher uncertainties in 2H25. Downgraded to SELL. Update AIA Group (1299 HK/BUY/HK$73.55/Target: HK$91.00): 1H25 results preview: Solid VONB and earnings growth. Xiaomi Corp (1810 HK/BUY/HK$54.00/Target: HK$69.20): 2Q25 results preview: Expect ...
BBRI PT BANK RAKYAT INDONESIA (PERSERO) TBK CLASS B
V03 VENTURE CORPORATION LIMITED
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
01299 AIA GROUP LIMITED
ADVANC ADVANCED INFO SERVICE PUBLIC CO. LTD.
7160 PENTAMASTER CORP. BHD
MINT MINOR INTERNATIONAL PUBLIC CO. LTD.
06160 BEIGENE LTD.
CLAR CAPITALAND ASCENDAS REIT
0293(HKG) CATHAY PACIFIC AIRWAYS LTD
- Benjaphol Suthwanish
Minor International (MINT TB) - 2Q25: Strong Results In Line With Expe...
MINT reported a net profit of Bt3.1b (+9.3% yoy, +640.2% qoq) in 2Q25. Excluding the non-core items, MINT reported a core profit of Bt3.4b (+5.6% yoy) which is in line with our and consensus forecasts. The key contributor was a robust hotel performance from every region except Thailand. MINT’s interest expense continues to decrease yoy on a lower cost of debt. We expect MINT’s interest expense to drop significantly to become the key earnings driver in 3Q25. Maintain BUY. Target price: Bt38....
- Thailand Research Team
Thailand Daily - Monday, August 04 , 2025
KEY HIGHLIGHTS Strategy Alpha Picks: A More Cautious Market Outlook We have a cautious outlook for the Thai equities market in August. We decide to take profit on SCGP, add GFPT to our portfolio, and replace TIDLOR with KTC. Results Minor International (MINT TB/BUY/Bt25.00/Target: Bt38.00) 2Q25: Strong results in line with expectations. Update Asset World Corporation (AWC TB/BUY/Bt2.10/Target: Bt3.30) 2Q25 earnings expected to weaken due to decline in Chinese guest arrivals. PTT (PTT TB/BUY/Bt...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Walmart Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 23 July 2025 in which we reassessed the appropriateness of the ratings in the context of the r...
- Benjaphol Suthwanish
Minor International (MINT TB) - Sustained Strong Growth Expected In 2Q...
We expect MINT to report a core profit of Bt3.4m in 2Q25 (+5.5% yoy, +6,714.1% qoq). The top-line should be at Bt43.2b (-1.3% yoy, +21.3% qoq), with the contraction mainly due to a strong yoy appreciation of the Thai baht vs the euro in 2Q25 and the high base last year due to several large events. In their local currencies, hotels in Europe and the Maldives are still showing strong yoy growth. We are bullish on MINT as its interest expense trends further downwards. Maintain BUY. Target pric...
- Benjaphol Suthwanish
- Kasemsun Koonnara
- Anas Fitri Bin Ahmad
- Audrey Celia
- Benjaphol Suthwanish
- Heidi Mo Jinghui
- Jo Yee Ng
- John Cheong Ming Chern
- Jonathan Koh
- Julia Pan Mengyao
- Kasemsun Koonnara
- Ming San Soong
- Posmarito Pakpahan
- Roy Chen Chengzhi
- Willinoy Sitorus
Regional Morning Meeting Notes: Wednesday, July 23, 2025
GREATER CHINA Update Kuaishou (1024 HK/BUY/HK$72.75 /Target: HK$80.00): 2Q25 results preview: Solid adtech upgrade and Kling AI monetisation progress. INDONESIA Strategy Industrial Estate: Positive sentiment on the industrial estate sector. MALAYSIA Sector Automobile: MAA TIV Jun 25: Sales declined mom and yoy. 2Q25 earnings expected to come in flattish or show slight growth. Maintain UNDERWEIGHT. Results Pavilion REIT (PREIT MK/BUY/RM1.71/Target: RM1.88): 2Q25: In line. PREIT remains our top ...
Five Below Inc: 1 director
A director at Five Below Inc sold 5,500 shares at 130.766USD and the significance rating of the trade was 67/100. 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 ...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Target Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 11 June 2025 in which we reassessed the appropriateness of the ratings in the context of...
Five Below, Inc. Announces First Quarter Fiscal 2025 Financial Results
Five Below, Inc. Announces First Quarter Fiscal 2025 Financial Results Q1 Net Sales Increase of 19.5% to $970.5 million; Comparable Sales Increase of 7.1% Q1 GAAP Diluted EPS of $0.75, Q1 Adjusted Diluted EPS of $0.86 Increases Full Year 2025 Sales Guidance; Raises Low End of EPS Guidance Range Announces CFO Transition PHILADELPHIA, PA, June 04, 2025 (GLOBE NEWSWIRE) -- Five Below, Inc. (NASDAQ: FIVE) today announced financial results for the first quarter ended May 3, 2025. For the first quarter ended May 3, 2025: Net sales increased by 19.5% to $970.5 million from $811.9 million i...
Target Corp: 1 director
A director at Target Corp sold 45,000 shares at 96.177USD and the significance rating of the trade was 70/100. 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 sho...
- Dave Nicoski
- Ross LaDuke
RCKY ROCKY BRANDS
PZZA PAPA JOHN'S INTERNATIONAL INC.
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
MU MICRON TECHNOLOGY INC.
MSA MSA SAFETY INC.
MPC MARATHON PETROLEUM CORPORATION
MCHP MICROCHIP TECHNOLOGY INCORPORATED
KOP KOPPERS HOLDINGS INC.
GPC GENUINE PARTS COMPANY
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CVGW CALAVO GROWERS INC.
BEN FRANKLIN RESOURCES INC.
AAP ADVANCE AUTO PARTS INC.
MEG. MEG ENERGY CORP.
FSLR FIRST SOLAR INC.
KALU KAISER ALUMINUM CORPORATION
PVH PVH CORP.
NHC NATIONAL HEALTHCARE CORP.
ELF E.L.F. BEAUTY INC.
DK DELEK US HOLDINGS INC
SCPH SCPHARMACEUTICALS INC
MTW MANITOWOC COMPANY INC.
TTEC TTEC HOLDINGS INC.
ADNT ADIENT PLC
ULBI ULTRALIFE
ELAN ELANCO ANIMAL HEALTH INC.
OCGN OCUGEN INC
ITOS ITEOS THERAPEUTICS
ETWO E2OPEN PARENT HOLDINGS INC (A)
PAX PATRIA INVESTMENTS
VAL VALARIS LTD
DINO HOLLYFRONTIER CORP
NE NOBLE CORP (NEW)
ADCT ADC THERAPEUTICS SA
SVV SAVERS VALUE VILLAGE INC
GUTS FRACTYL HEALTH INC
LRCX LAM RESEARCH CORPORATION
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrading Consumer Discretionary (XLY) to Overweight A weak 20-year note auction last Wednesday sparked the first semi-meaningful pullback since this lockout rally began on April 22nd, which is when we turned short-term bullish (4/22/25 Compass) as the SPX was testing 5100-5120 support. We will be watching the 10- and 30-year Treasury yields closely, as both are approaching important resistance levels (more on that below). Unsurprisingly, SPX only tested short-term gap support on the pullback a...
Five Below, Inc. Announces First Quarter 2025 Earnings Release and Con...
Five Below, Inc. Announces First Quarter 2025 Earnings Release and Conference Call Date PHILADELPHIA, PA, May 21, 2025 (GLOBE NEWSWIRE) -- Five Below, Inc. (NASDAQ: FIVE), the trend-right, high-quality, extreme-value retailer for tweens, teens and beyond, today announced that its financial results for the first quarter of fiscal 2025 will be released after market close on Wednesday, June 4, 2025. The company will host a conference call at 4:30 p.m. Eastern Time to discuss the financial results. A live audio webcast of the conference call will be available online at , where a replay will ...
- Dave Nicoski
- Ross LaDuke
DXCM DEXCOM INC.
XRAY DENTSPLY SIRONA INC.
WING WINGSTOP INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
STKS ONE GROUP HOSPITALITY
SNPS SYNOPSYS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFST SOUTHERN FIRST BANCSHARES
RGNX REGENXBIO INC.
RCKY ROCKY BRANDS
PRGO PERRIGO CO. PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
IRM IRON MOUNTAIN INC.
GPC GENUINE PARTS COMPANY
GD GENERAL DYNAMICS CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CROX CROCS INC.
CAL CALERES INC.
BKE BUCKLE INC.
ASC ARDMORE SHIPPING
AMOT ALLIED MOTION TECHNOLOGIES
ACAD ACADIA PHARMACEUTICALS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
MEG. MEG ENERGY CORP.
MDU MDU RESOURCES GROUP INC
NAT NORDIC AMERICAN TANKERS LIMITED
EVTC EVERTEC INC.
FSLR FIRST SOLAR INC.
IONS IONIS PHARMACEUTICALS INC.
NMIH NMI HOLDINGS INC. CLASS A
AGYS AGILYSYS INC.
SJM J.M. SMUCKER COMPANY
FIZZ NATIONAL BEVERAGE CORP.
NHC NATIONAL HEALTHCARE CORP.
INSW INTERNATIONAL SEAWAYS INC.
FLGT FULGENT GENETICS
DK DELEK US HOLDINGS INC
CELH CELSIUS HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TTEC TTEC HOLDINGS INC.
AVGO BROADCOM INC.
ST SENSATA TECHNOLOGIES HOLDING PLC
ELAN ELANCO ANIMAL HEALTH INC.
MEC MAYVILLE ENGINEERING
DELL DELL TECHNOLOGIES INC CLASS C
CSTM CONSTELLIUM SE CLASS A
OI O-I GLASS INC
BWMN BOWMAN CONSULTING GROUP LTD
DINO HOLLYFRONTIER CORP
EVEX EVE HOLDING INC
SPXC SPX TECHNOLOGIES INC
WEST WESTROCK COFFEE COMPANY LLC
ADCT ADC THERAPEUTICS SA
SVV SAVERS VALUE VILLAGE INC
GUTS FRACTYL HEALTH INC
AGEN AGENUS INC.
ARDT ARDENT HEALTH PARTNERS INC
PCT PROVIDENT CAP TR II SKIS 8.75%29
MKTW MARKETWISE INC
- Benjaphol Suthwanish
Minor International (MINT TB) - Expect MINT’s Hotel Performance To Rem...
We attended MINT’s 1Q25 analyst meeting, and the tone was neutral. 1Q25 earnings were strong, attributable to the robust performance of its hotels in Europe, Thailand and the Maldives. Despite the poor Thai tourism outlook, MINT is maintaining its guidance as it is confident in its room pricing strategy. We are optimistic on MINT as the outlook in 2Q25 is improving, and MINT could also benefit from the indirect impact of the tariffs. Maintain BUY. Target price: Bt38.00.
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