Columns PepsiCo 4Q22: DB Sees Upside to Consensus Estimates for Organic Growth, Leading to Higher EPS
Deutsche Bank believes the current consensus EPS appears likely to be elevated given ongoing cost pressures, supply chain bottlenecks, growing BTL headwinds, and PEP's own propensity to reinvest. Therefore, while constructive on PEP's performance in the current quarter following the recent pullback, Deutsche Bank maintains its Hold rating with a $186 price target as it awaits further clarity on the cost ...
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Related to future considerations, although Deutsche Bank believes K should be positioned to meet its long-term sales and operating profit targets in FY23 (i.e., FX-neutral sales growth of +1%-3% and FX-neutral operating profit growth of +4%-6%), it notes that +DD cost inflation and supply disruptions could challenge such expectations. Thus, Deutsche Bank maintains the Hold rating but lowers the forward estimat...
![Kellogg 4Q22 Earnings Preview: DB Lowers Target Price Based on Unexpected Future Trends](https://ussnsimg.moomoo.com/71079732/editor_image/253cdc49a8313323b3f1f50dce0a231e.jpg/thumb)
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Despite a weak advertising market leading to less-than-impressive revenue in this segment, solid parks and competitive park attendance have allowed Disney to remain positive in revenue. UBS expects the price target on the Disney F1Q23 preview to be $122 and maintains a buy rating based on the following analysis.
Solid Parks and slightly improved DTC dilution benefit total revenue growth
With the continued Parks strength and the slightly improved DTC ...
Solid Parks and slightly improved DTC dilution benefit total revenue growth
With the continued Parks strength and the slightly improved DTC ...
![Can Disney Generate Positive Revenue in F1Q23?](https://ussnsimg.moomoo.com/71079732/editor_image/d3ba019b58f53c1cb799c245f5333672.jpg/thumb)
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AMD 2022 Q4 results: GAAP, revenue of $5.6 billion slightly supermarket expectations, up 16% year-on-year, 0.6% month-on-month, gross margin of 43% , down 7 percentage points year-on-year; For 2022, revenue was $23.6 billion, up 44% year-on-year, gross margin was 45% , down 3 percentage points year-on-year, and net profit was $1.32 billion, down 58% year-on-year.
1.Data centers grow strongly to the first business, smoothing PC bus...
1.Data centers grow strongly to the first business, smoothing PC bus...
![AMD 22Q2: PC 23Q1 bottoms out, with a fundamental reversal looming](https://ussnsimg.moomoo.com/72877825/editor_image/659390d8013e3fdfaf146a9315dcdea6.png/thumb)
![AMD 22Q2: PC 23Q1 bottoms out, with a fundamental reversal looming](https://ussnsimg.moomoo.com/72877825/editor_image/e7adcb213813372cade416844045af3d.png/thumb)
![AMD 22Q2: PC 23Q1 bottoms out, with a fundamental reversal looming](https://ussnsimg.moomoo.com/72877825/editor_image/0d33158472013299bae49ece12914756.png/thumb)
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As of January 28, $iShares Semiconductor ETF (SOXX.US)$ was up 16.99% for the 2023 year and $NVIDIA (NVDA.US)$ rebounded nearly 40% to regain its $500 billion market value, surpassing $Taiwan Semiconductor (TSM.US)$.
The $STMicroelectronics (STM.US)$ was the second biggest STMicroelectronics, with net revenue of $4.424 bn on the back of strong demand from the automotive and industrial sectors, it beat the consensus forecast of...
The $STMicroelectronics (STM.US)$ was the second biggest STMicroelectronics, with net revenue of $4.424 bn on the back of strong demand from the automotive and industrial sectors, it beat the consensus forecast of...
![NVDA come back again? YTD rebounded nearly 40%, market value $500 billion](https://ussnsimg.moomoo.com/72877825/editor_image/76eb0bb1cd38399596c590d4d25bd9c0.png/thumb)
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Over the past decade, semiconductor and semiconductor equipment stocks have consistently outperformed the broader markets, on average, by ~1100 bps per year, withannual outperformances in seven out of the last 10 years (trailing basis).
semiconductor and semiconductor equipment stocks should outperform the broader markets longer term on five key drivers:
1) realization that semiconductors are the foundational building block for all...
semiconductor and semiconductor equipment stocks should outperform the broader markets longer term on five key drivers:
1) realization that semiconductors are the foundational building block for all...
![Why Semiconductor Have Outperformed the Market for a long time?](https://ussnsimg.moomoo.com/71079732/editor_image/4ff35a73c910345a9cf02215f9f393d1.png/thumb)
![Why Semiconductor Have Outperformed the Market for a long time?](https://ussnsimg.moomoo.com/71079732/editor_image/2584f28d7fe839ab8b15044f4de0b53b.png/thumb)
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$WUXI BIO (02269.HK)$ is a global leader in biologics CRDMO (integrated business model from drug discovery to commercial production), with services covering the whole cycle of biologics development. With the accelerated aging of the population and the continued impact of epidemics, the biologics industry has a bright future. CITIC Securities analyzes the investment value of WuXi Biologics from two perspectives:...
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Columns PDD Q3 Results Beat Expectations
$PDD Holdings (PDD.US)$ released its 2022Q3 financial results on Nov. 28. 22Q3 revenue growth was strong, with operating income of 35.504 billion yuan, up 65.1% year-over-year; earnings growth exceeded expectations, with Non-GAAP net income attributable to parents of 12.447 billion yuan, up 295.1% year-over-year. With solid consumer mindset, obvious competitive advantage in agricultural products, continued branding upgrade and rapid development of international busine...
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