External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Thematic (Sector/Industry)

<ul><li>Coherent’s (COHR US, not rated) stock plunged after releasing 2Q23 earnings on Wednesday.</li><li>The Company gave a bullish outlook on demand within the Datacom AI/ML sector, combined with their perspective that the present AI demand, constitutes a transformative shift rather than a short-lived cycle, which has likely influenced market sentiment.</li><li>However, Coherent’s exclusion of US$200mn AI-related sales might suggest a slower-than-expected pace in its capacity ramp-up. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Coherent’s (COHR US, not rated) stock plunged after releasing 2Q23 earnings on Wednesday.The Company gave a bullish outlook on demand within the Datacom AI/ML sector, combined with their perspective that the present AI demand, constitutes a transformative shift rather than a short-lived cycle, which has likely influenced market sentiment.However, Coherent’s exclusion of US$200mn AI-related sales might suggest a slower-than-expected pace in its capacity ramp-up. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hardware – Optical transceivers: Implications from Coherent 2Q23 results and guidance

United States

Coherent, Inc. is a global company that manufactures and sells a variety of laser-based photonic products.  The Company's products are used in manufacturing and instrumentation applications that include optical telecommunication, semiconductor manufacturing, inspection and test, advance packaging, and reprographics.  The electro-optical market consists of Fortune 500 customers.

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