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@_ShahKruti Avatar @_ShahKruti Kruti Shah

Kruti Shah posts on X about core, morgan stanley, hosted, ceo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% countries XXXX% fashion brands XXXX% travel destinations XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX%

Social topic influence core 8.97%, morgan stanley #37, hosted #794, ceo 6.41%, $barcl #190, meituan 5.13%, strong 5.13%, target 3.85%, netflix inc 3.85%, warner bros XXXX%

Top assets mentioned Morgan Stanley (MS) Goldman Sachs (GS) Warner Bros Discovery, Inc. (WBD) Taiwan Semiconductor (TSM) Fiserv Inc (FISV) Fiserv, Inc. (FI) Deutsche Bank Aktiengesellschaft (DB) Home Depot, Inc. (HD) Netflix Inc (NFLX) Klarna Group (KLAR)

Top Social Posts

Top posts by engagements in the last XX hours

"Bernstein Meituan Q3: War does not determine who's right. We rate Meituan Market-Perform (PT HK$85) Meituan: Results summary Meituan: summary of estimate changes"
X Link 2025-12-01T02:31Z XXX followers, XXX engagements

"Jefferies Meituan Quick Take: Meituan 3Q25 Results Meituan's 3Q25 revenue came in X% below consensus and our estimate respectively. By segment core local commerce revenue (CLC) declined XXX% YoY (vs consensus and our estimate of flattish YoY). CLC operating loss is better than our forecasts. New initiatives segment operating loss in 3Q25 was (RMB1.3bn) vs consensus of (RMB2.3bn) loss and our estimate of (RMB2.4bn) loss. The co will host a conference call today at 7pm HKT (6am ET). 3Q25 results review. Total revenue grew X% YoY to RMB95.5bn X% below consensus and our estimate respectively."
X Link 2025-12-01T16:30Z XXX followers, XX engagements

"UBS Pernod Ricard Further downgrades likely but priced in Growth outlook likely below framework: Pernod faces prolonged industry headwinds and balance sheet constraints limiting medium-term growth and organic deleveraging but valuation already reflects much of the risk. We now expect FY27 organic revenue growth at +2.3% vs consensus +3.4% well below the company's 3-6% medium-term target. Industry downturn persists and structural challenges mean recovery will be slower than anticipated. Our FY26/27 EPS estimates are c5/6% below consensus. We maintain our Neutral rating. Topline weakness across"
X Link 2025-12-05T16:30Z XXX followers, XXX engagements

"Morgan Stanley Imperial Brands PLC Feedback from MS Global Consumer & Retail Conference We hosted IMB management at our Global Consumer & Retail Conference in NYC this week. Overall the company delivered a confident message. We include key feedback in this note. The "First XXX Days". We hosted IMB's CEO Lukas Paravicini and CFO Murray McGowan at Morgan Stanley's Global Consumer & Retail Conference in NYC over 2-3 December. Overall management. struck an upbeat tone on the business but a balanced view on industry trends. With the new leadership team (but not new to IMB) having been in place for"
X Link 2025-12-06T15:00Z XXX followers, XXX engagements

"🧵 "The Benefits of Bubbles" - Ben Thompson's latest (Nov X 2025) is one of his best ever. His core argument: The Al bubble will almost certainly pop and it will hurt but that popping is actually necessary and the over-investment we're seeing right now is overwhelmingly net-positive for the long-term technological future"
X Link 2025-12-07T16:19Z XXX followers, XXX engagements

"Morgan Stanley Netflix Inc NFLX.O Once Upon a Time in Hollywood. In acquiring Warner Bros. and HBO Netflix is making the bet that the combination of WB's content and Netflix's distribution can create value above and beyond the purchase price. It is a bold move with clear risks but one that in success could further strengthen its streaming leadership. Implications for OW thesis: There is much to admire in a former DVD-by-mail company building the world's largest entertainment company and then using that scale to acquire these two iconic businesses - Warner Bros. and HBO. There is also a long"
X Link 2025-12-08T15:00Z XXX followers, XX engagements

"Barclays Integrated Energy Buyback watch Free cash flow in the European Energy sector remains healthy despite the volatile oil price. The strong balance sheets allowed companies to allocate surplus free cash flow to support share repurchases. Reflecting this we monitor the pace of buybacks through our tracker. Below we highlight the recent buyback programmes announced by the European Integrated companies. European Integrated Energy POSITIVE Cost of buybacks in mn Buyback completion rate"
X Link 2025-12-09T06:00Z XXX followers, XX engagements

"Barclays Netflix Inc. / Warner Bros. Discovery Inc. Poisoned Chalice or Holy Grail The asset quality across Netflix and Warner will have no parallel globally but success of the deal will take a long time to manifest and Netflixs investment narrative will likely be weighed down by short-term considerations associated with the deal. Netflix announced a deal to buy WBD this morning for $23.25/share in cash and $XXXX in stock (subject to a collar that fixed the value at $XXXX when NFLXs 15-day VWAP is between $97.91119.67). The deal effectively implies $82.7bn EV (14.3x EV/EBITDA including"
X Link 2025-12-09T07:30Z XXX followers, XX engagements

"Barclays Victoria's Secret & Co. 3Q25 Review: 2026 Mid-Cap Pick; This is Just the Warm Up VSCO reported 3Q25 results that beat across the board seeing strength across its major categories at both the VS and PINK brands. The company also raised its FY25 guidance across all metrics with EPS up $XXXX at the m/p as the company continues to execute on its Path to Potential Strategy. 2026 Mid-Cap Pick; This is Just the Warm Up. We believe VSCO's turnaround is just getting started. As VSCO returns to its core heritage and roots both Victoria's Secret and Pink are reconnecting with lapsed customers"
X Link 2025-12-09T10:30Z XXX followers, XX engagements

"The Battle for Warner Bros. A side-by-side comparison of Netflix's and Paramount's vying bids Paramount Skydance Corp. launched a hostile takeover bid for Warner Bros. Discovery Inc. at $XX a share in cash valuing Warner Bros. at $XXXXX billion including debt. Paramount has argued that it has US President Donald Trump's blessing"
X Link 2025-12-09T10:39Z XXX followers, XXX engagements

"Citi (BIDU.O) ASEAN Summit Takeaways: Unleashing AI Investment into AI-Powered Revs ; 90D +Ve CW CITIS TAKE We recently hosted Baidu at Citis ASEAN Summit in KL. Key discussions included: 1) strong balance sheet and continuous optimization and ways to unlock value; 2) AI investment yielding achievement and increasing AI-powered revs; 3) latest progress of Apollo Go; 4) AI Cloud Infra and architecture; 5) AI applications progress and AI-native marketing services revs update. Buy Catalyst Watch: Upside Price (05 Dec XX 16:00) US$125.66 Target price US$181.00 Expected share price return 44.0%"
X Link 2025-12-09T12:00Z XXX followers, XX engagements

"Citi Fiserv Inc. (FISV.O) CEO/ CFO Regaining Their Footing CITI'S TAKE On Friday in New York City we held a lengthy investor meeting with Fiservs CEO and CFO to discuss the material guidance revision of 3Q25 and outlook forward. The companys recent announcement and dialogue reflect a deliberate reset centered on transparency durability and long-term value creation. Following a rigorous internal review management acknowledged prior short-term optimization particularly around pricing fee actions and capital discipline had begun to impact relationships and undercut sustainable growth. FISV is"
X Link 2025-12-09T13:30Z XXX followers, XXX engagements

"Citi PetroChina / Sichuan Visit Takeaways; Raising TPs CITI'S TAKE We attended PetroChinas reverse roadshow in Sichuan confirming robust natural gas competitiveness. Management expects gas production cost in Sichuan Basin to drop to Rmb0.81/m3 this year (2024: Rmb0.85/m3) and 2030 gas output could reach 60bcm implying 25-30 CAGR of 3.8%. While PetroChinas overall P1 gas reserve replacement was XXX% in 2021-23 (2024: 100%) we see upside potential given its 2024 Sichuan P1 reserve of 0.49tcm (based on SEC standard) was a fraction of PRC standard 4tcm (only XXX% of resources are proven) while"
X Link 2025-12-09T15:00Z XXX followers, XX engagements

"Bernstein Hansoh Pharmaceutical Group Co Ltd Quick Take: Hansoh's B7H3 ADC pleasantly surprises in NSCLC at ESMO Asia Hansoh reported on HS-20093 (B7H3 ADC) at ESMO Asia on Friday with unexpectedly positive data on late line wild-type NSCLC especially in non-sq patients. The Ph1 ARTEMIS-001 study showed XX% confirmed ORR and 7m median PFS for median 3L patients failing immunotherapy and chemo. Already a front-runner in ES-SCLC the asset could now unlock the 3-4X larger TAM of NSCLC and beyond that a pan-solid tumor potential. Hansoh stock was up XXXX% Friday. We have a modest US$1.7 Bn peak"
X Link 2025-12-10T03:00Z XXX followers, XX engagements

"Bernstein Taiwan Semiconductor Manufacturing Co Ltd TSMC: More CoWoS for more revenue toward 5-year Al target More CoWoS more XPU & XX% revenue growth in 2026. We raise TSMC CoWoS capacity to 125K wpm exiting 2026 & together with some from OSATs the total CoWoS capacity 1250K/yr in 2026. This will be roughly just enough to support projects announced recently (e.g. US$0.5T from Blackwell & Rubin for NVIDIA in 2025 & 2026) but not much more. N2 & price hike on N3/5 will buttress smartphone revenue & mature-node demand is also improving. Thus we forecast TSMC revenue to grow XX% this year & 20%"
X Link 2025-12-10T04:30Z XXX followers, XXX engagements

"Jefferies AB InBev US Bolt-On Just Beat(Box) It The acquisition of BeatBox a wine-based portable party punch signals a further blurring of the lines between beer/spirits/wine. Consumers want products that are approachable portable and good value. We think BeatBox delivers on all three and complements ABI's Beyond Beer strategy. We estimate it will enhance ABI's US growth by 30bps p.a. With a consideration of $490m it is worth 0.02x to ND/EBITDA and the SBB will be unaffected. BUY PRICE TARGET XXXXX +21%"
X Link 2025-12-10T12:00Z XXX followers, XX engagements

"UBS Compass Group (CPG.L) 2026 outlook: More of the same is no bad thing. Upside remains to expectations. Buy Few reasons to believe FY26 will see a large step down in growth. Market concerns around a potentially weakening US labour market skepticism around the merits of investing in relatively lower-margin European operations (as we have previously analyzed) and more recently concerns that AI job displacement at clients will lead to volume pressure for Compass Group have all taken the shine off what has been another operationally excellent year for Compass which saw the group grow top line"
X Link 2025-12-11T01:30Z XXX followers, XX engagements

"UBS Mitsubishi Electric (6503.T) A small meeting with the company president Reform seems to be progressing steadily The company hosts small meetings between the CEO and sell-side analysts every June and December. Fresh information to emerge this time round includes 1) the announcement in December or January of specific restructuring measures for the auto equipment business 2) the announcement in January or February of physical AI-related acquisition plans 3) the clarification by March 2026 of the companys stance on the power semiconductor business including either integration with another"
X Link 2025-12-11T04:30Z XXX followers, XX engagements

"Deutsche Bank Kingsoft Cloud AI opportunities and strategic partnerships intact 3Q margin beat driven by one-offs Kingsoft Clouds 3Q revenue grew by XX% YoY largely in line with market expectations. However the adjusted NPM of +1.2% significantly surpassed street consensus of -XXX% primarily due to one-off factors like reduced credit loss expenses and higher other income. AI business gross billings continued to gain traction growing XXX% YoY and representing XX% of public cloud revenue. Additionally revenue from Xiaomi and Kingsoft Group surged by XX% YoY contributing XX% of total revenue."
X Link 2025-12-01T03:00Z XXX followers, XXX engagements

"UBS Meituan 3Q25 result quick take; In line but core local commerce missed Q: How did the results compare vs expectations A: Revenue -X% YoY missed X% likely hurt by the lower take rate from food delivery subsidies amid heated competition as well as Meituan Select's scaleback. Adj. OP loss in line at Rmb15.3bn with core local commerce (CLC) missed but offset by new initiatives loss narrowing. By segment: CLC (miss): Revenue -X% YoY OP loss at Rmb14.0bn (cons Rmb12.8bn loss) driven by sustained user subsidies and rider incentives. New initiatives (beat): Revenue moderated to +16% YoY likely on"
X Link 2025-12-04T04:30Z XXX followers, XX engagements

"UBS Metcash Group UBS SnapShot: 1H26 Result ONE LINER UEBIT below mkt & UBSe due to Hardware & Liquor with Food better. KEY NUMBERS (INCL. CHARGE-THROUGH) Sales A$9.6bn +0.4% (-1.3% ex Superior Foods SF) below UBSe & Visible Alpha (mkt) (A$9.7bn). Underlying EBIT (UEBIT) A$240.2m -XXX% below UBSe (A$253.7m) & mkt (A$253.2m). Underlying NPAT (UNPAT) A$126.7m -XXX% below UBSe (A$136.1m) & mkt (A$136.2m). DPS: A8.5cps below UBSe & mkt (A8.6cps). RESULT HIGHLIGHTS (INCL. CHARGE-THROUGH) 1) Total Food sales (A$5.2bn) -XXX% (UBSe +0.7%) -XXX% ex SF; with +2.2% wholesale inflation ex-tobacco &"
X Link 2025-12-04T09:00Z XXX followers, XX engagements

"UBS Meituan 3Q25 inline; early sign of moderating industry competition 3Q25 inline Revenue +2% YoY slight miss (see our quick take). Adj. OP loss inline at Rmb15.3bn with core local commerce (CLC) missed but offset by new initiatives loss narrowing. Key focuses 1) CLC (-ve): Food delivery: 3Q volume is estimated to accelerate to +13% YoY but revenue -XX% YoY as dragged by lower AOV and higher subsidies (counter revenue). On competition mgmt believes the peak of food delivery loss is likely behind. Into 4Q especially after Double XX the competition has moderated but still needs to be"
X Link 2025-12-05T01:30Z XXX followers, XX engagements

"Barclays Halma Acquisition of E2S Group - HLMA's largest deal thus far. HLMA has announced the acquisition of E2S Group for 230m representing for now its largest ever acquisition. Sitting within the Safety division it represents a further extension into fire detection/alarms. Mechanically all else equal it will be c1.5% accretive to FY26e Group EPS on a proforma basis Summary Halma has announced the acquisition of E2S for 230m representing the biggest deal they have completed thus far (ahead of IZI at 150m) and the third deal this fiscal year. Sitting within the Safety division it is"
X Link 2025-12-09T01:30Z XXX followers, XX engagements

"Barclays AIG Inc. Analyzing EPS Accretion/Dilution Following TransactionsDowngrade to Equal Weight Following the announcements of deals with Onex Convex and Everest we analyzed each deal's potential impact on AIG's EPS and capital level. We downgrade AIG to Equal Weight given the company's reduced appetite for capital redeployment and muted accretion to earnings. Summary: We are downgrading AIG to Equal Weight from our prior Overweight rating underpinned by 1) limited accretion potential from recent transactions with heightened execution risk associated with the pricing environment 2)"
X Link 2025-12-09T03:00Z XXX followers, XX engagements

"Goldman Sachs Galderma (GALD.S) Galderma (GALD.S): LOreal to acquire additional XX% equity stake in Galderma Following an announcement this morning (Dec 8) we highlight that LOreal is to acquire an additional XX% equity stake in Galderma for an undisclosed amount building on its initial XX% acquisition back in August 2024 (see HERE and HERE) and increasing its overall ownership to 20%. The stake will be acquired from Sunshine SwissCo GmbH (a consortium led by EQT Abu Dhabi Investment Authority (ADIA) and Auba Investment Pte. Ltd) and is expected to close in 1Q26. The transaction involves the"
X Link 2025-12-10T07:30Z XXX followers, XX engagements

"Goldman Sachs Kakaopay Corp (377300.KS) Kakaopay Corp (377300.KS): Key takeaways from CEO US NDR; Neutral We hosted an NDR with Kakaopay management including the group CEO Mr. Allen Shin Kakaopay Securities CEO Simon Shin and the group CPO Jeff Park. Given its brokerage strength and stablecoin initiative discussions were centered on structural levers to capturing retail market share stablecoin opportunities and UI/UX strategy to drive up user engagement. Neutral 12m Price Target: W49000 Digital finance revenue contribution as % of total revenue Kakaopay Secs customer asset composition and"
X Link 2025-12-10T09:00Z XXX followers, XX engagements

"Jefferies NextEnergy Solar Fund (NESF.LN) Giving Way To The Prefs - Downgrading to Under-perform The triggering of a preference share gearing covenant implies material deleveraging if the fund is to regain compliance with the specified threshold. This represents a challenge given limited private market activity for the core UK assets while successful deleveraging would also pose risks to the current dividend. Consequently we downgrade to Under-perform. UNDER-PERFORM (HOLD) PRICE TARGET NA"
X Link 2025-12-10T13:30Z XXX followers, XX engagements

"UBS Victoria's Secret & Co Turnaround In Full Motion; Raise PT and Reiterate Buy Rating We see VSCO as an attractive turnaround stock and XX% PT upside: We believe VSCO's management' is successfully repositioning its Victoria's Secret and PINK brands. VSCO's beat and raise Q3 report (link) reinforced our conviction the company's turnaround playbook is working. This should lead to sustained comp sales growth and operating margin recapture. Buy* US$60.00"
X Link 2025-12-11T09:00Z XXX followers, XX engagements

"Bernstein Home Depot Inc Investor Day presents a Pro roadmap but no macro rebound in sight yet Home Depot hosted its Investor Day at the NYSE yesterday. Management reaffirmed FY25 guidance and provided FY26 guidance with muted expectations for home improvement market growth (-1% to +1%) and below expectation EPS growth for both the short term and long term likely as it is more costly to pursue new growth opportunities in Complex Pro. Market-Perform $XXXXXX FY26 Guidance Table BERN HD Estimates vs Consensus"
X Link 2025-12-11T13:30Z XXX followers, XXX engagements

"Bernstein Netflix Inc NFLX: Regulatory review to acquire WBD S&S - some constructive arguments but at a disadvantage Now that NFLX has both feet in it can't easily back off. The $5.8B break-up fee is substantial but isn't the point. In our view the deal is an insurance policy perhaps a long-term catalyst to sustain its growth trajectory which is the far more important narrative. In trying to secure that future Netflix may have created a problem it didn't previously have or at least exacerbated it. If the deal were to proceed as planned - a question at this point - they need a compelling set"
X Link 2025-12-11T15:00Z XXX followers, XXX engagements

"Bernstein Taiwan Semiconductor Manufacturing Co Ltd TSMC: 4025 sales tracking ahead of consensus and guidance This afternoon TSMC reported November revenue at NT$344B down XXX% MoM but up XXXX% YoY. October + November added up to NT$711B representing XX% of TSMC's 4Q25 guidance mid-point in NT$. This is in the upper end of the historical range of 65-72% (Exhibit 2). Should December follow seasonality 4Q25 revenue would be 3-4% above the guidance mid-point and consensus (Exhibit 1). Actual FX likely presented X% tailwind but is not enough to fully explain the beat. Outperform NT$1800.00 Should"
X Link 2025-12-11T16:30Z XXX followers, XX engagements

"Jefferies Engie SA (ENGI FP) More Power In The Tank; Reiterate Buy We believe the market could be underestimating Engie's ability to execute on 10bn of B/S headroom to deliver growth. We forecast X% net income CAGR over 2026-30 vs cons of 5%. Engie offers best in class risk-reward across integrated in 2026. With significant exposure to sector tailwinds strong management track record and potential for increased visibility over growth over 2026/27. Reiterate Buy with +17% in PT to XXXXX implying 13x FY27 P/E and X% D/Y. Buy XXXXX JEF Engie SOTP JEF Engie P&L (m unless stated) JEF Engie"
X Link 2025-12-12T01:30Z XXX followers, XX engagements

"Jefferies Yara International ASA (YAR NO) Blue Skies Ahead Air Products Negotiation De-Risks Yara's Outlook Negotiations with Air Products de-risks Yaras investment case: hurdle rate cleared capex overhang reduced and 2.8mtpa low-carbon ammonia ensures long-term stability as CBAM allocations fade. Dividend outlook and net debt trajectory remain supportive even during the 5Y capex spend. We upgrade our PT to 450NOK/share. BUY NOK450.00 Yara DCF Valuation Yara SOTP Valuation Yara Financial Summary #Yara #YARNO #Jefferies #BlueAmmonia #LowCarbonAmmonia #CBAM #Fertilizers #Nitrogen #EVEBITDA"
X Link 2025-12-12T04:45Z XXX followers, XX engagements

"Morgan Stanley Mazda Motor (7261.T 7261 JP) Management Meeting in Hiroshima Mazda holds management meeting in Hiroshima: In attendance at Mazda's management small meeting for sell- and buy-side analysts on Dec X were CFO Jeffrey Guyton Yasuhiro Aoyama Director & Senior Managing Executive Officer with oversight of cost reduction. CTO Ryuichi Umeshita and Tetsuya Fujimoto Senior Managing Executive Officer & Assistant to the CFO. Much of the Q&A session focused on the core CX-5 model facing its first full model change in nine years. Main points were as follows. Equal-weight 1100 Valuation"
X Link 2025-12-12T06:00Z XXX followers, XX engagements

"Morgan Stanley Klarna Group Plc (KLAR.N KLAR UN) Apple Pay Yet Another Driver of a Compelling Multi-Year GMV Opportunity What happened Yesterday Klarna announced that it is now live on Apple Pay in eight countriesU.S. UK Canada Denmark Spain Sweden France and Italyacross online in-app and in-person channels. We estimate Apple Pay could be close to a $9bn+ multi-year GMV opportunity for Klarna. We take a top-down approach to estimate the theoretical GMV opportunity for Klarna and Apple Pay by combining demographic iOS market share and population penetration assumptions. Equal-weight $39.00"
X Link 2025-12-12T07:30Z XXX followers, XX engagements

"Jefferies Travis Perkins Too Soon to Price in Turnaround - Cut to Under-perform We see Travis Perkins' UK and RMI skew as limiting investor interest and sales growth into 2026. The elevated 18.6x 2026E P/E also suggests hopes of a turnaround under the new CEO joining at start-2026 may already be priced in but we see risk that the core Merchanting division's margin does not return to more normalized levels over the next 3-5 years and JEFe sits double digits below consensus by 2027-28. Cut to Under-perform (PT 535p -XX% TSR). UK RMI profile to limit relative investor interest and growth"
X Link 2025-12-05T07:30Z XXX followers, XX engagements

"Nomura PTT Exploration & Production PTTEP.BK PTTEP TB Five-year plan for 2026-2030 PTTEP announced its five-year plan (for 2026-30) on X Dec 2025 followed by a briefing call with analysts. Key takeaways from the announcement: modest sales volume growth guidance with disciplined capital allocation maintaining focus on the 3D strategy (Drive Value De-carbonize Diversify) while prioritizing value creation. The company targets a XXX% sales volume CAGR over the forecast period. marginally higher than the previous plan's XXX% CAGR. Production volume guidance includes PTTEP guiding for a XXX% sales"
X Link 2025-12-08T03:00Z XXX followers, XX engagements

"Bernstein TKMS Quick Take: TKMS FY25 - Setting the stage for February TKMS reported FY results this morning its first publication since the spin-off from Thyssenkrupp in October. Sales reached 2.2bn growing by +9% and coming in line with consensus expectations. Growth in Q4'25 was driven by Surface Vessels and Atlas Electronics while Submarines sales declined due to difficult comps. Adj. EBIT reached 131m in the middle of the guide (100-150m) and coming just below our forecast (139m) but beating consensus expectations (120m). EBIT margin reached XXX% for FY25 (vs. 4.3%). Order intake was"
X Link 2025-12-10T06:00Z XXX followers, XX engagements

"Goldman Sachs Yokohama Rubber (5101.T) Yokohama Rubber (5101.T) Procurement briefing: Natural rubber prices confirmed to be stabilizing; raise target price maintain Buy On December X Yokohama Rubber held a briefing on its raw material procurement. Our impression is that there is currently no risk of a sharp price surge for key raw materialsnatural and synthetic rubber. The company also indicated that it believes the implementation of the EUDR which requires proof of origin in Europe is likely to be postponed again from January 2026 to January 2027. BUY 12m Price Target: 7200 Natural rubber"
X Link 2025-12-10T10:30Z XXX followers, XX engagements

"UBS L'Oral Galderma stake increased to XX% L'Oral to buy an additional XX% in Galderma Earlier today L'Oral announced its intention to acquire an additional XX% in Galderma from a consortium led by EQT "for an undisclosed amount". Based on Galdermas Friday closing price of CHF162.80 a XX% stake in the company would imply CHF3.8bn or EUR4.1bn. Following the completion of the transaction expected in Q1 2026 L'Oral would own a XX% stake in Galderma. Neutral 367.00"
X Link 2025-12-11T03:00Z XXX followers, XX engagements

"Morgan Stanley Exxon Mobil Corporation (XOM.N XOM UN) More Growth Less Spending Raising the bar again. Yesterday XOM hosted its annual Corporate Plan Update. Reflecting another year of strong progress management now expects $XX B of earnings growth and $XX B of cash flow uplift in 2024-30 at normalized prices and margins both +$5 B higher than prior guidance. The new targets reflect Permian outperformance (+$3 B) additional structural cost reductions (+$2 B) and base portfolio optimization (+$1 B) partially offset by less low-carbon investment (-$1 B). Notably these changes come with no"
X Link 2025-12-12T09:00Z XXX followers, XXX engagements

"Nomura CSPC (1093 HK) CSPC Innovation eyes Hong Kong listing What is new CSPCs subsidiary CSPC Innovation filed for a Hong Kong listing. On XX December CSPC Innovation (300765 CH Not rated) filed its Application Proof document on the Hong Kong Exchanges and Clearing (HKEX) website following what it announced in early October. CSPC Innovation has an R&D research pipeline that includes antibodies ADCs and mRNA vaccines besides manufacturing caffeine APIs and function foods. Key pipeline assets include SYS6010 (a phase III stage EGFR ADC) and SYS6002 (a phase III Nectin-4 ADC) that rank No.2 and"
X Link 2025-12-12T10:30Z XXX followers, XX engagements

"UBS ASML PART X - WHAT IS THE IMPACT OF HIGH NA ON ASML Questions: Why and when will High NA be adopted and why it matters X Why would you adopt high NA High NA could lead to 20-40% of cost saving vs double or even triple patterning critical layers key support to adoption. We identify X specific critical layers for logic likely to adopt high NA and X for memory. Advanced logic roadmap confirms that A10 node 2029-30 is likely to use below 20nm metal pitch which in our view would mean triple patterning low NA if high NA is not adopted. Why it matters for ASML We estimate High NA could account"
X Link 2025-12-12T13:30Z XXX followers, XX engagements

"UBS Gamuda (GAMU.KL) Q1 Below but mgmt believes on track to meet revenue and orderbook targets Q: How did the results compare vs expectations Gamuda's results came below both UBS/e and consensus forecasts with Q1FY26 revenue RM3.9bn and core PATAMI RM215m making up 18.3/19.0% and 15.3/15.1% respectively of UBS/consensus estimates for the quarter. Q1FY26 revenue fell X% YoY to RM3.9bn while core PATAMI rose X% YoY to RM215m supported by stronger domestic construction and Vietnam QTPs. Margins improved with net profit margin at XXX% from XXX% in Q1FY25 helped by a higher Malaysia mix and"
X Link 2025-12-12T15:00Z XXX followers, XX engagements

"UBS General Mills (GIS.N) Scouting Report What to Expect From F2Q GIS is scheduled to report F2Q EPS on Wednesday 12/17 before the market open. Shares have underperformed the XLP by -X% since the company last reported but our conversations would suggest that sentiment has become more mixed heading into the print itself. Underlying fundamentals remain challenging but we think many are of the view that this is largely reflected in Street estimates and with shares trading at a discount to PF peers on a historical basis and no major surprises expected for the print itself many find it difficult"
X Link 2025-12-12T16:30Z XXX followers, XX engagements

"UBS Nanya Technology Cycle keeps strengthening - upgrading to Buy The DRAM industry is heading towards unprecedented supply tightness leading us to upgrade Nanya Tech back to Buy from Neutral. HBM will continue to squeeze capacity allocated to DDR. This indirectly benefits Nanya Tech. As a consequence longer term economics may be structurally re-set. We forecast Nanya Tech ROE to average XXXX% 26-30E. We estimate that operating margin may range between XX% and XX% over the period. PT NT190 from NT140 Upgrade to Buy Nanya Tech UBSe vs Consensus Nanya Tech New vs Old #NanyaTech #UBS #BuyRating"
X Link 2025-12-13T01:30Z XXX followers, XX engagements