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Moody's affirms Central Garden & Pet's Ba3 CFR; Outlook is stable
Moody's Investors Service ("Moody's") today affirmed Central Garden & Pet Company's ("Central") Ba3 Corporate Family Rating ("CFR"), Ba3-PD Probability of Default Rating ("PDR"), and the B1 ratings on Central's senior unsecured notes. Moody's upgraded the company's speculative grade liquidity rating...
Nylabone Gives Donations Valued at Over $900,000 to Animal Welfare Gro...
NEPTUNE CITY, N.J.--(BUSINESS WIRE)-- Nylabone, an iconic brand in the Central Garden & Pet Company portfolio (NASDAQ: CENT) (NASDAQ: CENTA), has donated chew toys, treats, and monetary contributions valued at almost $1,000,000 to animal welfare groups in 2023. The donations were made through the brand’s Nylabone Cares program, which has regularly supported non-profit organizations across the country for years. This press release features multimedia. View the full release here: Nylabone Gives Donations Valued at Over $900,000 to Animal Welfare Groups in 2023 (Graphic: Business Wire) Throughou...
- Adrian Loh Tzum Yung
- Johnny Yum Chung Man
- Julia Pan Mengyao
- Kasemsun Koonnara
- Kitpon Praipaisarnkit
- Kong Ho Meng
- Kwanchai Atiphophai
- Ming San Soong
- Roy Chen Chengzhi
- Stevanus Juanda
- Ziv Ang Sze Champ
Regional Morning Notes - Friday, November 17, 2023
GREATER CHINA Sector Aviation: Airlines’ Oct 23 operational data: Recovery continued at a moderate pace; overcapacity issue remains. Maintain UNDERWEIGHT. Initiate Coverage Longi Green Energy Technology (601012 CH/BUY/Rmb23.71/Target: Rmb27.39): Solar modules: China’s dominance to persist; riding on the installation boom. Results Alibaba Group (9988 HK/BUY/HK$81.35/Target: HK$115.00): 2QFY24: Strong AIDC growth; cloud distribution cancelled due to chip restrictions. Lenovo Group (992 HK/BUY/HK$9...
00992 LENOVO GROUP LIMITED
UNTR PT UNITED TRACTORS TBK
MAPI MITRA ADIPERKASA
HANA HANA MICROELECTRONICS PCL
601012 LONGI GREEN ENERGY TECHNOLOGY CO LTD CLASS A
CENT CENTRAL GARDEN & PET COMPANY
SAWAD SRISAWAD CORPORATION PUBLIC COMPANY LTD
BAB BUMI ARMADA BERHAD
9988 ALIBABA GROUP HOLDING LTD
9999 HK NETEASE INC
- Adrian Loh Tzum Yung
- Chong Lee Len
- John Cheong Ming Chern
- Kampon Akaravarinchai
- Kochakorn Sutaruksanon
- Llelleythan Tan Tan
- Nurul Nazira Binti Abdullah
- Posmarito Pakpahan
- Tanaporn Visaruthaphong
- Ziv Ang Sze Champ
Regional Morning Notes - Tuesday, August 15, 2023
GREATER CHINA Sector Commodities: Weekly: Worsening property crisis weighing on economic recovery outlook. INDONESIA Update Bank Central Asia (BBCA IJ/BUY/Rp9,350/Target: Rp10,300): Plenty of room to grow its assets and NPAT. MALAYSIA Results KLCCP Stapled Group (KLCCSS MK/HOLD/RM6.77/Target: RM7.19): 2Q23: Earnings improve on higher occupancies in retail and hotel. Update TIME dotCom (TDC MK/BUY/RM5.40/Target: RM6.40): 2Q23 results preview: High single-digit growth supported by retail, wholes...
- Adrian Loh Tzum Yung
- John Cheong Ming Chern
- Jonathan Koh
- Llelleythan Tan Tan
Singapore Daily - Tuesday, August 15, 2023
KEY HIGHLIGHTS Results AEM Holdings (AEM SP/BUY/S$3.11/Target:S$3.65): 1H23: Earnings miss forecasts, but major negative news priced in; upgrade to BUY. Centurion Corp (CENT SP/BUY/S$0.425/Target: S$0.50): 1H23: Strong tailwinds seen, which should persist well into 2025. Raise target price to S$0.50 and re-iterate BUY. Frencken Group (FRKN SP/BUY/S$0.82/Target: S$1.00): 1H23: Earnings in line with expectations; stable outlook expected for 2H23. Upgrade to BUY. United Hampshire US REIT (UHU S...
- Adrian Loh Tzum Yung
Centurion Corp (CENT SP) - 1H23: Strong Tailwinds Seen, Which Should P...
CENT’s strong results in 1H23, with revenue up 8% yoy to $98m and PATMI up 16% to $38.3m, were driven by strong occupancies and positive rental revisions across both of its PBWA and PBSA segments. Going forward, we expect CENT to continue to see strong volume and rental growth with a strong pipeline of new contracts and robust demand. Maintain BUY. Target price: S$0.50.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
ANDE ANDERSONS INC.
LZB LAZBOY INCORPORATED
CENT CENTRAL GARDEN & PET COMPANY
ETH ETHAN ALLEN INTERIORS INC.
COKE COCA-COLA CONSOLIDATED INC.
DLX DELUXE CORPORATION
UPWK UPWORK
KTB KONTOOR BRANDS
LBPH LONGBOARD PHARMACEUTICALS
RELY REMITLY GLOBAL INC
COOK TRAEGER INC
HAYW HAYWARD HLDGS INC
CLX CALNEX SOLUTIONS PLC
- Adrian Loh Tzum Yung
- Jonathan Koh
Singapore Daily - Monday, March 06, 2023
KEY HIGHLIGHTS Results Centurion Corp (CENT SP/BUY/S$0.34/Target: S$0.43): 2022: Results above expectations with PBWA demand remaining strong in Singapore. Maintain BUY. DFI Retail Group Holdings (DFI SP/BUY/US$3.07/Target: US$3.72): 2022: Results weaker than expected but 2H22 showed signs of life. Maintain BUY with a slightly lower target price of US$3.72. Update Mapletree Industrial Trust (MINT SP/BUY/S$2.35/Target: S$2.79): Weighting the risk of non-renewal. TRADERS’ CORNER Olam Group (OL...
- Adrian Loh Tzum Yung
- Jacquelyn Yow Hui Li
- Jo Yee Ng
- Jonathan Koh
- Leow Huey Chuen
- Stevanus Juanda
- Zhifeng Shen
Regional Morning Notes - Monday, March 06, 2023
GREATER CHINA Sector Consumer: Expecting more supportive policies to boost consumption and residents’ income growth. INDONESIA Results Nippon Indosari Corpindo (ROTI IJ/BUY/Rp1,540/Target: Rp2,000) ;4Q22: Higher-than-expected NPAT, up 129.2% yoy and 34.7% qoq. MALAYSIA Results IOI Corporation (IOI MK/BUY/RM3.87/Target: RM4.80): Oleochemical margins expected to be higher than historical trend; upcoming stronger China demand will mitigate the weak refining margin and CPO price downtrend. PPB Gro...
- Adrian Loh Tzum Yung
Centurion Corp (CENT SP) - 2022: Results Above Expectations With PBWA ...
CENT reported a strong increase in 2022 PATMI which was above expectations, driven by a broad-based increase in occupancy rates across all its geographies. PBWA remains its largest profit contributor, and demand in Singapore will remain very robust in 2023, underpinning its results for at least the next 12-18 months. Maintain BUY with target price lowered slightly to S$0.43.
- Adrian Loh Tzum Yung
- Adrian Loh Tzum Yung
Property - Developers: Increased Residential Supply Likely To Hit The ...
Public and private property prices remain strong in Singapore in 2022. However, we note that higher interest rates have resulted in a real estate downturn in other developed markets. Importantly, the Singapore government has doubled GLS in 2022 vs 2021, potentially injecting significant levels of supply in the near to medium term. We prefer CLI which does not have exposure to the Singapore residential market. Maintain OVERWEIGHT on the sector.
- Adrian Loh Tzum Yung
- John Cheong Ming Chern
- Llelleythan Tan Tan
Singapore Daily - Wednesday, August 17, 2022
KEY HIGHLIGHTS Results Centurion Corp (CENT SP/BUY/S$0.375/Target: S$0.450): 1H22: On recovery trajectory, with 2H likely to be similarly strong given higher occupancy rates and rental reversions. Riverstone Holdings (RSTON SP/HOLD/S$0.715/Target: S$0.67): 1H22: Results in line, although headwinds persist. TRADERS’ CORNER Sembcorp Industries (SCI SP): Trading Buy SATS (SATS SP): Trading Buy
- Adrian Loh Tzum Yung
- Ariel Poh Yun Li
- Desmond Chong Chee Wai
- Jieqi Liu
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Kampon Akaravarinchai
- Kwanchai Atiphophai
- Llelleythan Tan Tan
- Philip Wong
- Waritthorn Kaewmuang
Regional Morning Notes - Wednesday, August 17, 2022
GREATER CHINA Results Sunny Optical (2382 HK/HOLD/HK$120.50/Target: HK$118.20): 1H22: Net profit on low end of guidance, strong ASPs offset by opex spike. Update LINK REIT (823 HK/BUY/HK$65.75/Target: HK$75.69): Resilience and stability in volatility. MALAYSIA Results Duopharma Biotech (DBB MK/BUY/RM1.34/Target: RM2.05): 2Q22: Beyond expectations as robust sales and margins are sustained. Maintain BUY with a higher target price of RM2.05. Update VS Industry (VSI MK/BUY/RM1.01/Target: RM1.40): T...
CPF CHAROEN POKPHAND FOODS PUBLIC CO. LTD.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
PLANB PLAN B MEDIA
CENT CENTRAL GARDEN & PET COMPANY
SAWAD SRISAWAD CORPORATION PUBLIC COMPANY LTD
VSI V.S. INDUSTRY BERHAD
VGI VGI
DBB DUOPHARMA BIOTECH BHD
RSTON RIVERSTONE HOLDINGS LTD
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