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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关于未来考虑，尽管德意志银行认为K应该能够在FY23实现其长期销售和营业利润目标（即FX中立销售增长+1％-3％和FX中立营业利润增长+4％-6％），但它指出+DD成本通货膨胀和供应中断可能会挑战这些预期。 因此，德意志银行维持持有评级，但降低了未来预测...
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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 $122 and maintains a buy rating based on the following analysis.
Solid Parks and slightly improved DTC dilution benefit total revenue growth
With the continued Parks strength and the slightly improved DTC ...
Solid Parks and slightly improved DTC dilution benefit total revenue growth
With the continued Parks strength and the slightly improved DTC ...
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过去十年，半导体和半导体设备股票一直以每年平均超过标普500指数约1100个基点的表现，过去10年中的7年中均表现优异（环比）。
长期来看，半导体和半导体设备股票应该在五个关键驱动因素上表现优于整个市场：
1）意识到半导体是所有领域的基础构建模块...
长期来看，半导体和半导体设备股票应该在五个关键驱动因素上表现优于整个市场：
1）意识到半导体是所有领域的基础构建模块...
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$药明生物 (02269.HK)$ 是生物制剂CRDMO（从药物发现到商业生产的综合业务模式）领域的全球领导者，其服务涵盖生物制剂开发的整个周期。随着人口老龄化的加速和流行病的持续影响，生物制剂行业前景光明。 中信证券从两个角度分析药明生物的投资价值：...
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$拼多多 (PDD.US)$ 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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11月22日， $中通快递 (ZTO.US)$ 宣布其第三季度财报，显示营业收入大幅同比增长至人民币89.4亿（同比增长21.0%），调整后净利润为人民币18.7亿（同比增长63.1%），收入的显著增长主要是由于成交量和每张票收入的增长，以及持续的成本优化。在行业成交量增长放缓的背景下，中通快递的市场份额持续增加，领先优势持续增强。
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$叮咚买菜 (DDL.US)$ 于11月11日发布了2022Q3的业绩，营业收入为594.3亿元，同比下降4%，调整后净亏损为2900万元，与去年亏损的198亿元相比，亏损幅度明显缩小。公司创始人和CEO梁长林在发布财报后表示：“以目前的发展速度，基本上有望实现今年Q4的非GAAP标准盈利。”
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