In today’s briefing:
- Meituan (3690 HK): 1Q25, Main Businesses Up by 20%
- Thai Beverage (THBEV): Undervalued with Catalysts Coming
- United Overseas Insurance: The Samsung Family of Singapore?
- TransDigm Group: An Insight Into Its Recent Aftermarket Growth, Market Dynamics & Key Growth Levers!
- Datadog’s AI Playbook: Will Data Observability Be the Key to Dominating the Future?
- The Beat Ideas: Jubilant Ingrevia-Specialty Formula for Margin Expansion
- Linde India (LINDEINDIA IN): High-Quality Compounder Riding India’s Industrial and Steel Growth
- AMD’s Epic Earnings & Shocking Setback: What Is The Impact Of The MASSIVE China-Related Revenue Loss?
- Fidelity National Information Services (FIS): Is The Sales Pipeline & Recurring Revenue Growth Here To Stay?
- Super Micro Computer’s (SMCI) AI Server Shock: NVIDIA Transition Woes & Profit Wipeout Rock Wall Street!
Meituan (3690 HK): 1Q25, Main Businesses Up by 20%
- In 1Q25, total revenue grew by 18% YoY, with main businesses up by 20% YoY.
- The operating margin rose by 3.6 ppt YoY by cutting every cost in 1Q25.
- We expect EPS will grow by 37% in 2025 and the stock has an upside of 48%.
Thai Beverage (THBEV): Undervalued with Catalysts Coming
- Thai Beverage (THBEV SP) share price has been quite beaten down in the last few years and has not recovered since COVID.
- A few near-term catalysts that could revive the share price i.e. government subsidies for tourist flights, Chinese tourists are back, and the lifting of the alcohol sales ban in afternoon.
- Cheapest earnings multiple, pays higher dividend yield, high ROE, and also generated USD 420 million free cash flow.
United Overseas Insurance: The Samsung Family of Singapore?
- UOI received much media attention when a minority shareholder group attempted to push the company to distribute its Haw Par shares and appoint a financial advisor to unlock shareholder value.
- Although the Board dismissed the request due to the failure to meet statutory requirements, the ownership structure between UOI, UOB, Haw Par, and Wee family remains a valid concern.
- UOI has underperformed the broader market over the past 5 years; the key to management is how it can grow from a mid-sized local insurer to a leading regional one.
TransDigm Group: An Insight Into Its Recent Aftermarket Growth, Market Dynamics & Key Growth Levers!
- TransDigm Group Inc.’s recent earnings discussion sheds light on both its strengths and challenges, providing insights into the company’s ongoing strategies and performance outlook.
- During the second quarter of fiscal 2025, TransDigm reported strong operational performance with significant contributions from its commercial aftermarket and defense market channels.
- Revenue from these divisions displayed healthy growth, while commercial OEM revenues remained largely flat compared to the previous year, indicating an area of potential improvement as production recovers from past disruptions.
Datadog’s AI Playbook: Will Data Observability Be the Key to Dominating the Future?
- Regarding Datadog’s Q1 2025 financial results, the company reported a solid performance with a revenue of $762 million, representing a 25% year-over-year increase.
- This figure surpassed the high end of their guidance.
- Datadog revealed a customer base of approximately 30,500, with about 3,770 customers having an Annual Recurring Revenue (ARR) of $100,000 or more, accounting for 88% of ARR.
The Beat Ideas: Jubilant Ingrevia-Specialty Formula for Margin Expansion
- Jubilant Ingrevia has launched its “Pinnacle 3.4.5” strategy targeting 3x revenue and 4x EBITDA growth by FY30, signaling a focused shift toward higher-margin segments.
- The company’s business mix is rapidly evolving, with Specialty Chemicals and Nutrition now contributing 62% of revenue, improving margin visibility and reducing cyclicality.
- With increasing downstream integration, global CDMO expansion, and a robust R&D pipeline, Jubilant Ingrevia is transitioning into a structurally higher-margin, innovation-driven player.
Linde India (LINDEINDIA IN): High-Quality Compounder Riding India’s Industrial and Steel Growth
- Linde India plans to double gas capacity to 20,000 TPD by FY27 with ₹32 bn capex, including new ASUs for Tata Steel.
- FY25 PAT rose 5% despite a 10% revenue dip, driven by margin gains and cost efficiency.
- Trades at over 80× P/E FY27, appears justified by annuity-like cash flows from critical long-term contracts with top steelmakers.
AMD’s Epic Earnings & Shocking Setback: What Is The Impact Of The MASSIVE China-Related Revenue Loss?
- Advanced Micro Devices (AMD) delivered a robust start to 2025, reporting stronger-than-expected earnings that reinforced the company’s growth trajectory in high-demand areas like AI and data centers.
- The semiconductor firm posted first-quarter adjusted earnings per share of $0.96, slightly above Wall Street’s estimate of $0.94, with total revenue hitting $7.4 billion, surpassing the projected $7.1 billion.
- This performance was fueled by the impressive 57% year-over-year growth in AMD’s Data Center segment, which reached $3.7 billion.
Fidelity National Information Services (FIS): Is The Sales Pipeline & Recurring Revenue Growth Here To Stay?
- The first quarter of 2025 results for Fidelity National Information Services, Inc. (FIS) demonstrated both operational progress and strategic initiatives that position the company robustly for future growth.
- The revenue growth for the quarter was 4%, with a significant acceleration in recurring revenues, indicative of a resilient business model that thrives across different economic conditions.
- The quarter was marked by strategic structural changes, notably the announced acquisition of Global Payments’ issuer business and the sale of a minority stake in Worldpay.
Super Micro Computer’s (SMCI) AI Server Shock: NVIDIA Transition Woes & Profit Wipeout Rock Wall Street!
- Super Micro Computer shares experienced their steepest decline in months after the company released preliminary third-quarter fiscal 2025 results that came in well below Wall Street expectations.
- SMCI stock fell 14% to $30.96, marking its largest one-day drop since late February.
- The artificial intelligence server maker reported revenue between $4.5 billion and $4.6 billion and adjusted earnings per share of $0.29 to $0.31, significantly below analysts’ forecasts of $5.4 billion in revenue and $0.53 EPS.
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