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bullish
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Connect
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05 Nov 2024 19:10
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Issuer-paid
Smiths News - FY24 trading good, special dividend proposed
Smiths News’ FY24 trading was robust and results came in ahead of consensus. This, along with the debt refinancing announced in May, has resulted...
Edison Investment Research
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2 Views
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bearish
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Vanguard Intl Semiconductor
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05 Nov 2024 17:45
Vanguard (5347.TT): 4Q24 Outlook Is a Bit Better, but Investment in EPISIL Isn't a near Term Payback
4Q24 shipments to decrease by 10-12% due to reduced demand, while ASP will increase by 3-5%. Vanguard's investment in Episil focuses on 8" SiC...
Patrick Liao
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35 Views
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bearish
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China Traditional Chinese Medicine
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05 Nov 2024 08:55
China TCM (570.HK) Update - The Real Reason For the Deal Break and the Valuation Outlook
China TCM's decision to abandon privatization may be due to national security concerns. We lowered 2024 forecast. Valuation rebound rely on...
Xinyao (Criss) Wang
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306 Views
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bullish
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Panasonic Corp
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05 Nov 2024 07:12
Panasonic (6752): Blows Past Consensus
Panasonic outperforms in Q2, trading at 60% of book value; Jtekt misses but raises dividend; Aisin misses slightly, price/book value falls to...
Michael Allen
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161 Views
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bearish
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Spark New Zealand
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04 Nov 2024 10:26
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Broker
Spark NZ - No Spark
What is structural and what is cyclical? There is no doubt that NZ macro conditions have been weak, so the answer is probably a bit of both.
Forsyth Barr
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159 Views
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