reports
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
SHAK SHAKE SHACK INC. CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WLDN WILLDAN GROUP
WFC WELLS FARGO & COMPANY
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CYBR CYBERARK SOFTWARE LTD.
CROX CROCS INC.
AXTI AXT INC.
ARDX ARDELYX INC
WD WALKER & DUNLOP INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CELH CELSIUS HOLDINGS INC.
VTR VENTAS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
PEAK HEALTHPEAK PROPERTIES INC.
SMCI SUPER MICRO COMPUTER
RKT INC.
ABNB ROCKET COMPANIES
ELEV AIRBNB INC. CLASS A
LBPH ELEVATION ONCOLOGY
MRVL LONGBOARD PHARMACEUTICALS
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
COIN GLOBALFOUNDRIES INC
DBD COINBASE GLOBAL INC
NCR DIEBOLD NIXDORF INC
NCR NIGERIA
- Soomit Datta
MercadoLibre, Inc. Reports First Quarter 2024 Financial Results
MercadoLibre, Inc. Reports First Quarter 2024 Financial Results Montevideo, May 02, 2024 (GLOBE NEWSWIRE) -- MercadoLibre, Inc. (Nasdaq: MELI) () today reported financial results for the quarter ended March 31, 2024, in a Letter to Shareholders, which is now posted to the company’s Investor Relations website . The Company will host its earnings video conference, as well as a conference call and audio webcast for any questions that investors may have, on May 2, at 5:00 p.m. Eastern Time. To access our video webcast and the live audio, investors, analysts and the market in general may ...
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Zhejiang Narada Power Source Co Ltd: 1 director
A director at Zhejiang Narada Power Source Co Ltd maiden bought 50,000 shares at 10.450CNY and the significance rating of the trade was 71/100. 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 ov...
MercadoLibre, Inc. to Report First Quarter 2024 Financial Results
MercadoLibre, Inc. to Report First Quarter 2024 Financial Results Montevideo, April 29, 2024 (GLOBE NEWSWIRE) -- MercadoLibre, Inc. to Report First Quarter 2024 Financial Results MONTEVIDEO, Uruguay; April 29, 2024; (GLOBE NEWSWIRE) -- MercadoLibre, Inc. (Nasdaq: MELI) () announces that it intends to release financial results for its first fiscal quarter ending March 31, 2024, on May 2, 2024. The Company will host its earnings results video conference, as well as a conference call and audio webcast, on May 2, at 5:00 p.m. Eastern Time. In order to access our video webcast and...
Credicorp Ltd.: Credicorp’s Earnings Release and Conference Call 1Q24
Credicorp Ltd.: Credicorp’s Earnings Release and Conference Call 1Q24 Lima, April 26, 2024 (GLOBE NEWSWIRE) -- Lima, PERU, April 26th, 2024 – Credicorp Ltd. announces to its shareholders and the market that its 1Q24 Earnings Release Report will be released on Thursday, May 9th, 2024, after market close. Credicorp’s Webcast / Conference Call to discuss such results; will be held on Friday, May 10th, 2024, at 10:30 a.m. ET (9:30 a.m. Lima, Peru time). The call will be hosted by: Gianfranco Ferrari – Chief Executive Officer, Cesar Rios - Chief Financial Officer, Francesca Raffo – Chief In...
Credicorp Ltd.: Credicorp Raises Annual Dividend 40% to S/35.0 per Sha...
Credicorp Ltd.: Credicorp Raises Annual Dividend 40% to S/35.0 per Share Lima, April 25, 2024 (GLOBE NEWSWIRE) -- Lima, PERU, April 25th, 2024 -- Credicorp Ltd. (“Credicorp” or the “Company”) (NYSE: BAP | BVL: BAP), the leading financial services holding company in Peru with presence in Chile, Colombia, Bolivia and Panama today announces to its shareholders and the market that the Board of Directors declared a dividend of S/35.0 per share on the issued shares of the common stock of Credicorp, an increase from the prior annual dividend of S/25.0 per share. The cash dividend will be paid o...
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
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.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
HAFC HANMI FINANCIAL CORPORATION
EWBC EAST WEST BANCORP INC.
ETSY ETSY INC.
BANC BANC OF CALIFORNIA INCORPORATED
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
TWTR TWITTER INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
CHWY CHEWY INC. CLASS A
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
AIRC INC.
MRVL APARTMENT INCOME REIT
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Jo Yee Ng
- Shirley Wang Xueyi
- Stella Guo Yuting
Jonjee Hi-Tech Industrial & Commercial Page 10 (600872 CH): 1Q24: Resu...
1Q24 earnings ran ahead of our full-year estimate due to higher-than-expected gross margin expansion, which we attribute to product mix upgrade and lower raw material costs. We remain optimistic on Jonjee’s operating efficiency in 2024, given the low base, clear strategic goals by the new management team which is vastly experienced, as well as gross margin expansion. Maintain BUY with an unchanged target price of Rmb36.10.
- Damon Shen
- Jieqi Liu
China And Hong Kong Property: A comparison between H-REITs and C-REIT...
CSRC announced on 19 April that China and Hong Kong REITs will be included in Stock Connect. In the short term, we believe investors will find H-REITs attractive, considering the quality of underlying assets and liquidity of the stocks. Please find an updated list of C-REITs and H-REITs in this report. Maintain MARKET WEIGHT on Hong Kong’s and China’s property sectors. Maintain BUY on LINK REIT, which is trading at an 2025 yield of 8%.
00016 SUN HUNG KAI PROPERTIES LIMITED
00823 LINK REAL ESTATE INVESTMENT TRUST
01109 CHINA RESOURCES LAND LIMITED
SCNR SUNAC CHINA HOLDINGS LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
00014 HYSAN DEVELOPMENT CO. LTD.
01997 WHARF REAL ESTATE INVESTMENT CO. LTD.
00017 NEW WORLD DEVELOPMENT CO. LTD.
360ONE 360 ONE WAM LTD
- Damon Shen
- Greater China Research Team
- Jieqi Liu
- Jo Yee Ng
- Johnny Yum Chung Man
- Julia Pan Mengyao
- Kenny Yong Hui Lim
- Ming San Soong
- Shirley Wang Xueyi
- Stella Guo Yuting
- Ziv Ang Sze Champ
Greater China Daily: Wednesday, April 24, 2024
KEY HIGHLIGHTS Strategy China And Hong Kong Property A comparison between H-REITs and C-REITs. Results China Tourism Group Duty Free (601888 CH/BUY/Rmb71.72/Target: Rmb106.20) 1Q24: Core profit grew 0.2% yoy; inventories improving; expect further gross margin expansion. iFlytek (002230 CH/HOLD/Rmb41.97/Target: Rmb40.00) FY23 and 1Q24: Earnings missed; dividend of Rmb1.00 for every 10 shares. Jonjee Hi-Tech Industrial & Commercial (600872 CH/BUY/Rmb27.55/Target: Rmb36.10) 1Q24: Results abov...
600872 JONJEE HI-TECH INDUSTRIAL AND COMMERCIAL HOLDING CO. LTD. CLASS A
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
2318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS H
2899 ZIJIN MINING GROUP CO. LTD. CLASS H
- Anas Fitri Bin Ahmad
- Arsit Pamaranont
- Benjaphol Suthwanish
- Ceilica Su Rui
- Damon Shen
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- Jieqi Liu
- Jo Yee Ng
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Jonathan Koh
- Julia Pan Mengyao
- Kenny Yong Hui Lim
- Ming San Soong
- Posmarito Pakpahan
- Shirley Wang Xueyi
- Stella Guo Yuting
- Tanaporn Visaruthaphong
- Ziv Ang Sze Champ
Regional Morning Meeting Notes: Wednesday, April 24, 2024
GREATER CHINA Strategy China And Hong Kong Property A comparison between H-REITs and C-REITs. Results China Tourism Group Duty Free (601888 CH/BUY/Rmb71.72/Target: Rmb106.20) 1Q24: Core profit grew 0.2% yoy; inventories improving; expect further gross margin expansion. iFlytek (002230 CH/HOLD/Rmb41.97/Target: Rmb40.00) FY23 and 1Q24: Earnings missed; dividend of Rmb1.00 for every 10 shares. Jonjee Hi-Tech Industrial & C...
002230 IFLYTEK CO. LTD. CLASS A
600872 JONJEE HI-TECH INDUSTRIAL AND COMMERCIAL HOLDING CO. LTD. CLASS A
BBCA PT BANK CENTRAL ASIA TBK
NANO NANOCO GROUP
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
2318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS H
2899 ZIJIN MINING GROUP CO. LTD. CLASS H
KREIT KEPPEL REIT
SCI SCI E&C
WHA TB WHA CORP PCL
SCGP SCG PACKAGING PCL
AZTECH AZTECH GLOBAL LTD
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Chris Hoare
Chinese Telcos Q4 23 review: Outperformance by China Telecom; bullish...
China Telecom was the clear outperformer for service revenue growth this quarter and for the full year too, driven by an acceleration in Enterprise. Industry EBITDA trend was less upbeat in Q4 as China Mobile and Unicom declined. Both capex and dividend guidance were bullish; industry capex expected to lower by 5% while payout is expected to trend above 75% over the next three years (by 2026) for China Mobile and China Telecom.
Credicorp Ltd.: Credicorp’s “1Q24 quiet period”
Credicorp Ltd.: Credicorp’s “1Q24 quiet period” Lima, April 18, 2024 (GLOBE NEWSWIRE) -- Lima, PERU, April 18th, 2024 -- Credicorp (NYSE: BAP) announces that in accordance with its corporate disclosure policies and to prevent any leaks of financial results and ensure fairness, the Company will start the quiet period for 1Q24’s earnings release on April 25th. This period will end on the date of the release, May 9th. During the quiet period, the Company will not disclose any financial information, comment on financial results, or respond to related questions. About Credicorp Credicorp L...
- Damon Shen
- Jieqi Liu
China Property: Property transactions pull back in April; rising risks...
New-home sales in 30 cities contracted further in the second week of April. Secondhand home sales in Beijing/Shanghai/Guangzhou/Shenzhen also modestly pulled back mom in Apr 24. The rising risks of Vanke may worsen the sentiment towards quasi-SOEs and POEs. Maintain MARKET WEIGHT on China’s property sector and prefer SOEs for their defensiveness. We await the 1Q politburo meeting for possible policy changes.
- Soomit Datta
MELI US (Buy TP: $1,800, +28%) MercadoLibre - Investor Call feedback ...
We held a call with MercadoLibre in the run up to the Q1s (early May expected). Narrative continues to be dominated by Argentina, with the market focused mainly on EBIT (where street estimates look a shade too high still and may provide an ongoing headwind) but where focus should really be on PBT or net income i.e. after FX expatriation costs and where consensus feels better placed (though with the wrong maths we think!).
- Damon Shen
- Jieqi Liu
China Property: 2023 results wrap-up: Profitability deteriorates as ex...
In 2023, deteriorating profitability remained a key concern for major developers, with the deleveraging process being sluggish. For 2024: a) most management are cautious on 2024, with only COLI and Yuexiu targeting positive sales growth; b) downward pressure on margin should persist, and CR Land and COLI could take the lead in stabilising profitability; c) expect more defaults as net gearing remains high. Maintain MARKET WEIGHT. Cut estimate of national new-home sales growth to -10% yoy. Top pic...
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