Semiconductors - Nvidia’s 3Q Earnings Takeaway: Strong Demand for Blackwell Well into Next Year
Nvidia (NVDA US, NR) announced 3QFY25 results on 21 Nov (HKT). Quarterly revenue was US$35.1bn, up 93.6% YoY and 16.8% QoQ (vs. 17.8%/15.3% QoQ in...
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Thermo Fisher (TMO US) - A Global Leader in Life Sciences with Favourable Industry Trends
Thermo Fisher, distinguished by its extensive portfolio of products and services, stands as a global leader in life science services.
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Kuaishou (1024 HK) - Inline 3Q24 Results; Resilient Core Commercial Business
Kuaishou reported 3Q24 results: total revenue grew by 11% YoY to RMB31.1bn, in line with Bloomberg consensus estimates of RMB31.0bn; adjusted net...
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NIO Inc. (NIO US) - NIO’s Cost Control Disappoints Us Again
With the Onvo L60’s designed GPM and continuous investments in battery swap, we see limited GPM improvement in FY25E despite 45% YoY growth in...
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ZTO Express (ZTO US) - Still Positive on Profitable Growth Strategy Despite Lower Volume Guidance
ZTO Express (ZTO) EBIT grew 17% YoY to RMB2.8bn, which is in line with our expectation. Reported net profit in 3Q24 grew only 1% YoY to RMB2.46bn
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