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年第四季度业绩:GAAP,收入为56亿美元,略有超市预期,同比增长16%,同比增长0.6%,毛利率为43%,同比下降7个百分点;2022年,收入为236亿美元,同比增长44%,毛利率为45%,同比下降3个百分点,净利润为13.2亿美元,同比下降58%。
1. 数据中心强劲发展为第一家业务,平滑了 PC 总线...
1. 数据中心强劲发展为第一家业务,平滑了 PC 总线...
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![AMD 22Q2:PC 23Q1 触底,基本面逆转迫在眉睫](https://ussnsimg.moomoo.com/72877825/editor_image/659390d8013e3fdfaf146a9315dcdea6.png/thumb)
![AMD 22Q2:PC 23Q1 触底,基本面逆转迫在眉睫](https://ussnsimg.moomoo.com/72877825/editor_image/e7adcb213813372cade416844045af3d.png/thumb)
![AMD 22Q2:PC 23Q1 触底,基本面逆转迫在眉睫](https://ussnsimg.moomoo.com/72877825/editor_image/0d33158472013299bae49ece12914756.png/thumb)
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As of January 28, $iShares费城交易所半导体ETF (SOXX.US)$ was up 16.99% for the 2023 year and $英伟达 (NVDA.US)$ rebounded nearly 40% to regain its $500 billion market value, surpassing $台积电 (TSM.US)$.
The $意法半导体 (STM.US)$ 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 $意法半导体 (STM.US)$ 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 $500 billion](https://ussnsimg.moomoo.com/72877825/editor_image/76eb0bb1cd38399596c590d4d25bd9c0.png/thumb)
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在过去的十年中,半导体和半导体设备股票的表现一直比整个市场平均高出约1100个基点,在过去10年中有7年(以往计算),年度表现跑赢大盘。
从长远来看,半导体和半导体设备股票的表现应优于大盘,这要归因于五个关键驱动因素:
1) 意识到半导体是所有人的基础构件...
从长远来看,半导体和半导体设备股票的表现应优于大盘,这要归因于五个关键驱动因素:
1) 意识到半导体是所有人的基础构件...
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![为什么半导体长期以来表现优于市场?](https://ussnsimg.moomoo.com/71079732/editor_image/4ff35a73c910345a9cf02215f9f393d1.png/thumb)
![为什么半导体长期以来表现优于市场?](https://ussnsimg.moomoo.com/71079732/editor_image/2584f28d7fe839ab8b15044f4de0b53b.png/thumb)
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$药明生物 (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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$拼多多 (PDD.US)$ 11月28日发布了 2022Q3 财务业绩。第二十二季度收入增长强劲,营业收入为355.04亿元人民币,同比增长65.1%;收益增长超出预期,归属于母公司的非公认会计准则净收入为124.47亿元人民币,同比增长295.1%。凭借坚实的消费者心态、明显的农产品竞争优势、持续的品牌升级和国际业务的快速发展...
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