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...
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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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Wise Shark
讚了
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...
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Wise Shark
讚了
截至 1 月 28 日, $iShares費城交易所半導體ETF (SOXX.US)$ 二零二三年增長了 16.99%, $英偉達 (NVDA.US)$ 反彈近 40%,重獲 500 億美元的市值,超過 $台積電 (TSM.US)$.
該 $意法半導體 (STM.US)$ 是 STMicroelectronics 第二大公司,由於汽車和工業的強勁需求,其淨收入為 4.424 億美元,它突破了...
該 $意法半導體 (STM.US)$ 是 STMicroelectronics 第二大公司,由於汽車和工業的強勁需求,其淨收入為 4.424 億美元,它突破了...
已翻譯
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在過去十年中,半導體和半導體設備股票持續優於廣泛市場的表現,平均每年約 1100 個基點,在過去 10 年中,每年的七個年表現優於(尾盤基準)。
半導體和半導體設備股票在五個關鍵驅動因素上,長遠應優於更廣泛市場的表現:
1)意識到半導體是所有人的基礎建築元素...
半導體和半導體設備股票在五個關鍵驅動因素上,長遠應優於更廣泛市場的表現:
1)意識到半導體是所有人的基礎建築元素...
已翻譯
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$藥明生物 (02269.HK)$ 是生物製品 CRDMO(從藥物發現到商業生產的綜合商業模式)的全球領導者,提供服務涵蓋生物藥物開發的整個週期。隨著人口的老化加速和流行病的持續影響,生物產業擁有一個光明的未來。 中信證券從兩個角度分析無錫生物產品的投資價值:...
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$拼多多 (PDD.US)$ 11 月 28 日公佈了 2022Q3 財務業績。第二季度收入增長強勁,營業收入 355.05 億元,同比增長 65.1%;盈利增長超出預期,父母應佔非公認會計準則淨收入 12.4.47 億元人民幣,同比增長 295.1%。憑藉堅實的消費者心態,在農產品方面具有明顯的競爭優勢,持續品牌升級和國際商業快速發展...
已翻譯
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