Salesforce (CRM US) - Solid 3QFY26 Results; Robust Agentforce and Data 360 Momentum
Salesforce announced 3QFY26 results: total revenue grew by 9% YoY to US$10.3bn, in line with Bloomberg consensus estimate; non-GAAP operating...
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Semiconductors - Wide-Bandgap Semiconductors – SiC/GaN: Powering the Next Wave of AI Infrastructure
We believe the wide-bandgap semiconductor sector, led by silicon carbide (SiC) and gallium nitride (GaN), is entering a new, multi-year growth phase.
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CMBI Fixed Income - European AT1s: Our Picks Under Basel III Finalization
In European USD AT1 space, we prefer UK and EU G-SIBs in view of their stance of equity should be written down ahead of AT1 in any resolution first.
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Baozun (BZUN US) - Profitability Improvement Trend Sustained
Among segments, Baozun E-commerce (BEC) recorded revenue of RMB1.8bn, up 2.4% YoY, with non-GAAP operating profit of RMB28.1mn (turning around from...
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Capital Goods - Key Themes in 2026: Focus on Mining Equipment...
On the power side, we forecast the global backup power engines for data centres to surge 70% between 2025E and 2030E, offering excellent...
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