Alphabet (GOOG US) - Inline 2Q24 Results; GenAI Gains Traction
Alphabet reported 2Q24 financial results: total revenue increased by 14% YoY to US$84.7bn, in line with Bloomberg consensus estimate
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QuantumPharm (2228 HK) - Advanced Quantum Physics-Based, AI-Powered and Robotics
Accelerating the design and discovery of novel drugs and materials leveraging quantum physics, AI and robotic automation.
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BOE Varitronix (710 HK) - Margin Weakness Priced In; Expect Gradual ASP/Margin Recovery in 2H
On the company’s 1H24 earnings call, we will look for more details on high-end display project wins, overseas expansion, product pipeline and...
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Insurance - 6M24 Monthly: Life Prints Better-Than-Expected on High Base; P&C Dragged by Auto Sales
Ping An L&H grew by 14.7% YoY in Jun (vs May: +10.4% YoY) thanks to life and health segments, which expanded +16.2%/+19.7% YoY in Jun (vs May:...
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TK Group (2283 HK) - Positive Profit Alert in 1H24E
After speaking with TK’s mgmt., we reiterate our positive view on TK’s 2H24 outlook, driven by strong order pipelines, new client wins, and revenue...
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