In today’s briefing:
- Taiwan Top 50 ETF Rebalance: Another Inclusion for Caliway Biopharma & King Slide
- Last Week In Event SPACE: ZEEKR/Geely, Kangji Medical, HKBN, Lynas, Huaxin Cement, Nidec
- Boston Scientific in MedSurg: Will Double-Digit Growth Silence Competitors?
- Tenet Healthcare Launches Bold $1.5 Billion Buyback Amid Aggressive Growth Push!
- Thermo Fisher Scientific: Emerging Market Potential & Resilience As A Key To Its Growth Strategy!
Taiwan Top 50 ETF Rebalance: Another Inclusion for Caliway Biopharma & King Slide
- Caliway Biopharmaceuticals (6919 TT) and King Slide Works (2059 TT) replace Taiwan Cement (1101 TT) and Pharmaessentia Corp (6446 TT) in the Yuanta/P-Shares Taiwan Top 50 ETF in September.
- Caliway Biopharmaceuticals (6919 TT) and King Slide Works (2059 TT) were added to a global index in August and that resulted in a large percentage of float being bought.
- Caliway Biopharmaceuticals (6919 TT) will be added to another global index in September and that will further reduce the real float of the stock.
Last Week In Event SPACE: ZEEKR/Geely, Kangji Medical, HKBN, Lynas, Huaxin Cement, Nidec
- ZEEKR (ZK US) traded wide to the scrip terms ahead of Geely Auto (175 HK)‘s EGM Vote. That was a buying opportunity.
- A positive surprise as SAMR expediently signs off on the Hangzhou Kangji Medical Instrument Co., Ltd. (9997 HK) transaction. This could be wrapped up before Xmas.
- China Mobile (941 HK) comfortably clears the 50% conditional threshold into HKBN Ltd (1310 HK); however compulsory acquisition appears out of reach
Boston Scientific in MedSurg: Will Double-Digit Growth Silence Competitors?
- Boston Scientific Corporation delivered robust financial results in the second quarter of 2025, exceeding both market expectations and its own guidance.
- The company reported operational sales growth of 22% and organic sales growth of 17%, surpassing its forecasted range of 13% to 15%.
- Adjusted earnings per share (EPS) increased by 23% to $0.75, also exceeding expectations.
Tenet Healthcare Launches Bold $1.5 Billion Buyback Amid Aggressive Growth Push!
- Tenet Healthcare Corporation reported strong financial results for the second quarter of 2025.
- The company achieved net operating revenues of $5.3 billion and a consolidated adjusted EBITDA of $1.121 billion, reflecting a 19% increase from the previous year.
- The adjusted EBITDA margin was 21.3%, up 280 basis points compared to the prior year, driven by efficient operations and robust same-store growth.
Thermo Fisher Scientific: Emerging Market Potential & Resilience As A Key To Its Growth Strategy!
- Thermo Fisher Scientific’s second-quarter 2025 earnings showcased a company navigating a challenging macroeconomic environment positively and prudently.
- The company reported revenue growth of 3% to $10.85 billion and a 1% increase in adjusted operating income to $2.38 billion.
- Its adjusted earnings per share (EPS) was $5.36, signaling an ability to surpass internal guidance despite headwinds, primarily from tariffs affecting operations in China and broader policy uncertainties.
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