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Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: May 4, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

 PRESS RELEASE

ITW Board of Directors Declares Quarterly Dividend

ITW Board of Directors Declares Quarterly Dividend GLENVIEW, Ill., May 03, 2024 (GLOBE NEWSWIRE) -- The Board of Directors of Illinois Tool Works Inc. (NYSE: ITW) declared a dividend on the company's common stock of $1.40 per share for the 2nd quarter of 2024. The dividend equates to $5.60 per share on a full-year basis. The dividend will be paid on July 11, 2024 to shareholders of record as of June 28, 2024. About Illinois Tool WorksITW (NYSE: ITW) is a Fortune 200 global multi-industry manufacturing leader with revenue of $16.1 billion in 2023. The company’s seven industry-leading se...

Greater China Research Team ... (+7)
  • Greater China Research Team
  • Johnny Yum
  • Kitpon Praipaisarnkit
  • Malaysia Research Team
  • Singapore Research Team
  • Thailand Research Team
  • Vincent Khoo Boo Aik

REG: Strategy: Alpha Picks - May 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. INDONESIA Strategy Alpha Picks: Slight Outperformance In A Bear Market: Our picks are BSDE, TLKM, ACES, BBTN, CMRY, SIDO, JSMR and AKRA. MALAYSIA Strategy Alpha Picks: Well-Positioned For 1Q Results Season: Our April picks again beat the KLCI. May 24 picks: GENM, Inari, Mah Sing, MrDIY, MYEG, Press Meta...

MAJOR MAJOR CINEPLEX GROUP PCL
TFG THAIFOODS GROUP
600690 HAIER SMART HOME CO. LTD. CLASS A
02313 SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED
AS7 ANTA SPORTS PRODUCTS LTD.
300014 EVE ENERGY CO. LTD. CLASS A
A117ME ALIBABA GROUP HOLDING LTD. SPONSORED ADR
G13 GENTING SINGAPORE
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
KKP KIATNAKIN BANK
00016 SUN HUNG KAI PROPERTIES LIMITED
00992 LENOVO GROUP LIMITED
00291 CHINA RESOURCES BEER (HOLDINGS) CO. LTD.
CPF CHAROEN POKPHAND FOODS PUBLIC CO. LTD.
ES ESSO SOCIETE ANONYME FRANCAISE
AKRA PT AKR CORPORINDO TBK
01109 CHINA RESOURCES LAND LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
CTRA CIPUTRA DEVELOPMENT
STEC SINO-THAI ENGINEERING & CONSTRUCTION PCL
02328 PICC PROPERTY & CASUALTY CO. LTD. CLASS H
600809 SHANXI XINGHUACUN FEN WINE FACTORY CO. LTD. CLASS A
V03 VENTURE CORPORATION LIMITED
ERW ERAWAN GROUP
TOP THAI OIL PUBLIC CO. LTD.
U96 SEMBCORP INDUSTRIES LTD.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
01299 AIA GROUP LIMITED
KLBF PT KALBE FARMA TBK
EA ENERGY ABSOLUTE PUBLIC CO. LTD.
TU THAI UNION GROUP PUBLIC COMPANY LIMITED
COM7 COM7
ADVANC ADVANCED INFO SERVICE PUBLIC CO. LTD.
600585 ANHUI CONCH CEMENT COMPANY LIMITED CLASS A
00027 GALAXY ENTERTAINMENT GROUP LIMITED
C52 COMFORTDELGRO CORPORATION LIMITED
BMRI PT BANK MANDIRI (PERSERO) TBK
ORI1 ORIENT OVERSEAS (INTERNATIONAL) LIMITED
MINT MINOR INTERNATIONAL PUBLIC CO. LTD.
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
MAPI MITRA ADIPERKASA
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
AP4 RIVERSTONE HOLDINGS
ADRO PT ADARO ENERGY TBK
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
ACES PT ACE HARDWARE INDONESIA TBK
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
ROTI NIPPON INDOSARI CORPINDO
00700 TENCENT HOLDINGS LTD.
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
SE SEA ADS
INRI INARI AMERTRON BHD
FEHT FAR EAST HOSPITALITY TRUST
PTTEP-R PTT EXPLORATION & PRODUCTION PCL NVDR
BAL BUMITAMA AGRI LTD
SCGB SUNWAY CONSTRUCTION GROUP BH
KPJ KPJ HEALTHCARE BERHAD
SMM SEMBCORP MARINE LTD
BURSA BURSA MALAYSIA BHD
MSGB MAH SING GROUP BHD
IOI IOI CORP BHD
CPALL TB CP ALL
GENM GENTING MALAYSIA BHD
MAHB MALAYSIA AIRPORTS HLDGS BHD
333 MIDEA GROUP
06098 COUNTRY GARDEN SERVICES HOLDINGS CO. LTD.
01801 INNOVENT BIOLOGICS INC.
2013 WEIMOB INC
EKO EKOVEST BHD
RGB RGB INTERNATIONAL BHD
SCB-R SIAM COMMERCIAL BANK PCL NVDR
709 GIORDANO INTERNATIONAL LTD
1093 CSPC PHARMACEUTICAL GROUP LTD
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
MRDIY MR DIY GROUP M BHD
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
2696 SHANGHAI HENLIUS BIOTECH INC
KEX KERRY EXPRESS (THAILAND)
OR PTT OIL & RETAIL BUSINESS PCL
TIDLOR NGERN TID LOR PCL
1209 CHINA RESOURCES MIXC LIFESTYLE SERVICES
3692 HANSOH PHARMACEUTICAL GROUP
BUKA BUKALAPAK.COM PT TBK
01024 KUAISHOU TECHNOLOGY CLASS B
PDD PINDUODUO PDD US
09888 BAIDU INC
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
BBNI BANK NEGARA INDONESIA PERSER
EXCL XL AXIATA TBK PT
MPACT MAPLETREE PAN ASIA COMMERCIAL TRUST
GOTO GOJEK TOKOPEDIA TBK PT
CMRY PT CISARUA MOUNTAIN DAIRY TBK
CLAS CAPITALAND ASCOTT TRUST
SMGR SEMEN INDONESIA PERSERO TBK
NATGATE NATIONGATE HOLDINGS BHD
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
2232 CRYSTAL INTERNATIONAL GROUP LTD
SUNWAY SUNWAY BHD
ESSO ESSO THAILAND PCL
HUME HUME CEMENT INDUSTRIES BHD
02015 LI AUTO INC
09961 CTRIP.COM INTERNATIONAL
BTG BETAGRO PUBLIC COMPANY LIMITED
Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: May 2, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

 PRESS RELEASE

Progress Software Corp. No Intention to Make an Offer for MariaDB plc

Progress Software Corp. No Intention to Make an Offer for MariaDB plc STATEMENT OF NO INTENTION TO MAKE AN OFFER (RULE 2.8 ANNOUNCEMENT) NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION (IN WHOLE OR IN PART) IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF SUCH JURISDICTION. THIS IS AN ANNOUNCEMENT UNDER RULE 2.8 OF THE IRISH TAKEOVER PANEL ACT, 1997, TAKEOVER RULES, 2022 (THE "TAKEOVER RULES"). BURLINGTON, Mass., May 02, 2024 (GLOBE NEWSWIRE) -- Software Corp. (”Progress”) (Nasdaq: PRGS) confirms today that it does not intend to ...

Moody's Ratings changes the outlook for Lennar to positive

Moody's Ratings (Moody's) changed the outlook for Lennar Corporation (Lennar) to positive from stable. At the same time, Moody's also affirmed Lennar's Baa2 senior unsecured note ratings. The positive outlook reflects Lennar's impressive deleveraging capabilities and currently the lowest debt to b...

 PRESS RELEASE

Altria to Host Webcast of 2024 Annual Meeting of Shareholders

RICHMOND, Va.--(BUSINESS WIRE)-- Altria Group, Inc. (Altria) (NYSE: MO) will host a live audio webcast of its 2024 Annual Meeting of Shareholders (“2024 Annual Meeting” or “meeting”) on Thursday, May 16, 2024 at 9:00 a.m. Eastern Time. The 2024 Annual Meeting will be held virtually via live webcast. During the meeting, shareholders as of the 2024 Annual Meeting record date (March 25, 2024) will be able to vote their shares electronically and will be able to submit questions during the meeting as time permits. Although shareholders will be able to vote their shares during the meeting, they ar...

 PRESS RELEASE

Parker Reports Fiscal 2024 Third Quarter Results

Parker Reports Fiscal 2024 Third Quarter Results Sales were a record at $5.07 billion; organic sales increased 1%Segment operating margin was 21.5%, or a record 24.7% adjusted, an increase of 150 basis pointsEPS were $5.56, or a record $6.51 adjusted, an increase of 10%Company increases outlook for segment operating margin and EPS2024 Investor Meeting scheduled for May 16 at 2 p.m. Eastern time CLEVELAND, May 02, 2024 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today reported results for the fiscal 2024 third quarter e...

 PRESS RELEASE

Regeneron Reports First Quarter 2024 Financial and Operating Results

Regeneron Reports First Quarter 2024 Financial and Operating Results First quarter 2024 revenues decreased 1% to $3.15 billion versus first quarter 2023; excluding RonapreveTM(a)(b), revenues increased 7%First quarter 2024 Dupixent® global net sales (recorded by Sanofi) increased 24% to $3.08 billion versus first quarter 2023First quarter 2024 U.S. net sales for EYLEA® HD and EYLEA® were $1.40 billion, including $200 million from EYLEA HDFirst quarter 2024 Libtayo® global net sales increased 45% to $264 million versus first quarter 2023First quarter 2024 GAAP diluted EPS of $6.27 and non-GA...

 PRESS RELEASE

Apollo Reports First Quarter 2024 Results

Apollo Reports First Quarter 2024 Results NEW YORK, May 02, 2024 (GLOBE NEWSWIRE) -- Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the first quarter ended March 31, 2024. Marc Rowan, Chief Executive Officer at Apollo said, “Our solid FRE and SRE results in the first quarter were on-trend with normalized growth rates for the business. Capital formation and origination activity in the quarter were robust, with inflows and debt origination volume each totaling $40 billion. With visible momentum across the platfo...

Moody's Ratings assigns Baa1 to Owens Corning's proposed notes

Moody's Ratings (Moody's) assigned a Baa1 senior unsecured rating to Owens Corning's (OC) proposed senior unsecured notes due 2030. The Baa1 ratings on OC's other senior unsecured notes are not affected by the new notes issuance. The outlook remains stable. The proposed notes are being exchanged f...

Wedbush Research
  • Wedbush Research
2454 MEDIATEK INC.
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SGMO SANGAMO THERAPEUTICS INC.
SBUX STARBUCKS CORPORATION
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PCRX PACIRA BIOSCIENCES INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MCD MCDONALD'S CORPORATION
KURA KURA ONCOLOGY INC.
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FTNT FORTINET INC.
FATE FATE THERAPEUTICS INC
EXLS EXLSERVICE HOLDINGS INC.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
SWKS SKYWORKS SOLUTIONS INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
TMHC TAYLOR MORRISON HOME CORPORATION
HPE HEWLETT PACKARD ENTERPRISE CO.
TWTR TWITTER INC.
UTHR UNITED THERAPEUTICS CORPORATION
CLSD CLEARSIDE BIOMEDICAL INC
ALBO ALBIREO PHARMA
ANAB ANAPTYSBIO INC.
KALA KALA PHARMACEUTICALS INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
ALPN ALPINE IMMUNE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
HEAR TURTLE BEACH CORP.
SURF SURFACE ONCOLOGY
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LQDA LIQUIDIA CORPORATION
REPL REPLIMUNE GROUP
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
BCEL ATRECA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
AQST INC.
IDYA AQUESTIVE THERAPEUTICS
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
CRSR ADICET BIO INC
ITOS CORSAIR GAMING
ZNTL ITEOS THERAPEUTICS
PRAX ZENTALIS PHARMACEUTICALS
FUBO PRAXIS PRECISION MEDICINES
TVTX FUBOTV
LSEA TRAVERE THERAPEUTICS INC
VRDN LANDSEA HOMES CORP (A)
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
THRX LONGBOARD PHARMACEUTICALS
MRVL THESEUS PHARMACEUTICALS
STX INC.
DSGN MARVELL TECHNOLOGY INC
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE DESIGN THERAPEUTICS INC
GFS ASTRIA THERAPEUTICS INC
RLYB AEROVATE THERAPEUTICS INC
KRTX GLOBALFOUNDRIES INC
FUSN RALLYBIO CORP
VIGL KARUNA THERAPEUTICS INC
EWTX FUSION PHARMACEUTICALS INC
VIGIL NEUROSCIENCE INC
EDGEWISE THERAPEUTICS INC
 PRESS RELEASE

Mondelēz International Reports Q1 2024 Results

Mondelēz International Reports Q1 2024 Results First Quarter Highlights Net revenues increased +1.4% driven by Organic Net Revenue1 growth of +4.2% with underlying Volume/Mix of -2.1%Diluted EPS was $1.04, down 31.6%; Adjusted EPS1 was $0.95, up +16.3% on a constant currency basisCash provided by operating activities was $1.3 billion, up $0.2 billion versus prior year; Free Cash Flow1 was $1.0 billion, up $0.1 billion versus prior yearReturn of capital to shareholders was $1.1 billion CHICAGO, April 30, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today reported ...

 PRESS RELEASE

Skyworks Reports Q2 FY24 Results

IRVINE, Calif.--(BUSINESS WIRE)-- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today reported second fiscal quarter results for the period ended March 29, 2024. Revenue for the second fiscal quarter of 2024 was $1.046 billion. On a GAAP basis, operating income for the second fiscal quarter was $189.2 million with diluted earnings per share of $1.14. On a non-GAAP basis, operating income was $279.1 million with non-GAAP diluted earnings per share of $1.55. “Skyworks delivered solid resu...

Dave Nicoski ... (+2)
  • 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 ...

 PRESS RELEASE

ITW Reports First Quarter 2024 Results

ITW Reports First Quarter 2024 Results Revenue of $4.0 billion, organic growth declined (0.6)% as expectedOperating income of $1.13 billion, an increase of 16% includes $117 million benefit from a one-time LIFO accounting change (“item”); ex-item, operating income was $1.01 billion, an increase of 4%Operating margin of 28.4%, an increase of 420 bps; 25.4% ex-item, an increase of 120 bps as enterprise initiatives contributed 140 bpsGAAP EPS of $2.73, an increase of 17%; EPS of $2.44 ex-item, an increase of 5%Reaffirming full-year organic growth guidance of 1 to 3% and raising full-year GAAP ...

 PRESS RELEASE

Martin Marietta Reports First-Quarter 2024 Results

Martin Marietta Reports First-Quarter 2024 Results First-Quarter Aggregates Gross Profit Per Ton Increased 14 Percent to $6.53 Magnesia Specialties Achieved Record Quarterly Gross Profit Quarter Highlights Include Significant Portfolio Enhancements Full-Year 2024 Guidance Raised to $2.37 Billion at the Midpoint RALEIGH, N.C., April 30, 2024 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (“Martin Marietta” or the “Company”), a leading national supplier of aggregates and heavy building materials, today reported results for the first quarter ended March 31, 2024. First-...

 PRESS RELEASE

NXP Semiconductors Reports First Quarter 2024 Results

NXP Semiconductors Reports First Quarter 2024 Results EINDHOVEN, The Netherlands, April 29, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the first quarter, which ended March 31, 2024. “NXP delivered quarterly revenue of $3.13 billion, in-line with the midpoint of guidance with all our focus end-markets performing as expected. Our first-quarter results, guidance for the second quarter, and our early views into the second half of the year underpin a cautious optimism that NXP is successfully navigating through this industry-wide cyclic...

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