Semiconductors - China’s ADAS/AD Players Are Set to Gain Ground at Accelerated Pace
We expect the market size of ADAS/AD solutions in China to grow from RMB33bn in 2024E to RMB101bn by 2028E, representing a 32% CAGR over 2024-28E.
308 Views
Thermo Fisher (TMO US) - Taking Measures to Counteract Macro Headwinds
Thermo Fisher (TMO) reported its 1Q25 results, with revenue rising 0.2% YoY to US$10.4bn and adjusted EPS up 0.8% YoY to US$5.15.
173 Views
ServiceNow (NOW US) - 1Q25 CRPO Beats Guidance Despite Macro Uncertainty
ServiceNow announced 1Q25 financial results: total revenue grew by 19% YoY to US$3.09bn, in line with Bloomberg consensus estimate
198 Views
ZTE (763 HK) - Strong Growth in Second-Curve Businesses
Revenue increased by 8% YoY and 5% QoQ to RMB33.0bn, driven by strong revenue growth in enterprise/gov’t segment (doubled YoY growth per mgmt.)
207 Views
New Oriental (EDU US) - Overseas-Related Business Drags Revenue Growth
We trim FY25-27E earnings forecast by 2-8% mainly in view of the pressure on overseas-related business, and now estimate FY25-27 non-GAAP OP CAGR...
174 Views