Hints and tips:
Related Special Reports
...And there were no questions from the sellside analysts about reduced potential cost savings, nor what would need to be sacrificed to create the new capacity....
...But investors have long memories, argues Jefferies analyst Mark Wilson....
...Some analysts probed Musk on whether he was now talking about building a budget version of the carmaker’s recently re-engineered Model 3. He did not engage....
...Net income was $23.7bn, up 57 per cent from $15.1bn in the same period a year earlier, beating analysts’ consensus of $19.1bn....
...Analysts expect revenue growth of 12 per cent this fiscal year to July, followed by 13 per cent in the following two. But making money from AI could prove to be easier said than done....
...Nonetheless, James Shin, a biopharma analyst at Deutsche Bank, said the sharp increase in biosimilar prescriptions in recent weeks would be “alarming” to AbbVie....
...Richard Chamberlain, an analyst with RBC Capital Markets, said the purchase would increase JD’s presence in the US market, but “the concern now is that JD is somewhat substituting organic growth with M&A...
...However, Barclays analyst Dan Levy said investors seeking clarity about Tesla’s strategy were likely to be disappointed....
...But it is a new generation of non-addictive painkillers that analysts say are the most promising drugs in Vertex’s pipeline....
...Analysts estimate that NetEase, as the publisher of Blizzard games in China, made as much as 5 per cent of its total sales from Blizzard games before the partnership was terminated....
...Analysts at Bank of America think late fees represent between 14 per cent and 30 per cent of the companies’ credit card revenue....
...SAP’s announcement “does go to show this is not a net job loss; it’s more of a reskilling”, said TD Cowen analyst Derrick Wood....
...Q4 earnings call, August 2023 Analyst: “[How] would you assess overall health of the handbag and accessories category globally today[?]...
...“Tokenisation can be seen as the next evolution of financial markets, similar to the ETF wave of the last two decades,” Gautam Chhugani, an analyst at Bernstein, wrote last month....
...Revenues from operations rose 3 per cent in the quarter to $21bn, again better than analysts had expected....
...“These are extraordinary concessions by Visa, Mastercard and the banks,” said Jaret Seiberg, an analyst at brokerage TD Cowen, who added that the settlement could represent a threat to credit card rewards...
...BlackRock’s operating margin improved to 35.8 per cent, slightly better than analysts expected....
...This idea of asymmetry is seductive as a theory, but the trade it implies does not yet look crowded, say analysts....
...The contrast is stark: some analysts suggest today’s modest stimulus measures aren’t even being taken up....
...Analysts have viewed the uptick in losses as manageable. “Over the course of the year, look for loan losses to continue to grind higher,” said Jason Goldberg, banking analyst at Barclays....
...Salmon is the only analyst to have published his forecasts....
...Find someone who loves you like sellside analysts love coming up with painful acronyms for arbitrary groupings of stocks and countries....
...Paolo Pescatore, an analyst at PP Foresight, said Netflix’s decision to no longer disclose quarterly subscriptions starting in 2025 “will not go down well”....
...TikTok generated around $6bn from US advertising last year, according to digital advertising analyst Brian Wieser — a drop in the bucket compared to the $138bn in advertising Meta produced....
...But an affordable Tesla that costed about $25,000 “will drive greater EV adoption” overall, Morningstar analyst Seth Goldstein said....
International Edition