[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @_ShahKruti Kruti Shah Kruti Shah posts on X about $barcl, strong, morgan stanley, ceo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1992862340623347712/interactions)  - X Week XXXXX +158% ### Mentions: XX [#](/creator/twitter::1992862340623347712/posts_active)  - X Week X -XX% ### Followers: XXX [#](/creator/twitter::1992862340623347712/followers)  - X Week XXX +9.60% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1992862340623347712/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) **Social topic influence** [$barcl](/topic/$barcl) #78, [strong](/topic/strong), [morgan stanley](/topic/morgan-stanley) #163, [ceo](/topic/ceo), [ai](/topic/ai), [warner bros](/topic/warner-bros) #914, [hosted](/topic/hosted) #1208, [longterm](/topic/longterm) #427, [canada](/topic/canada), [sentiment](/topic/sentiment) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Warner Bros Discovery, Inc. (WBD)](/topic/warner-bros-discovery-inc) [Goldman Sachs (GS)](/topic/goldman-sachs) [AstraZeneca PLC (AZN)](/topic/$azn) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Dollar General Corp (DG)](/topic/dollar-general-corp) [Dollar Tree Inc (DLTR)](/topic/dollar-tree-inc) [Ulta Beauty Inc (ULTA)](/topic/ulta-beauty-inc) [Unilever plc (UL)](/topic/$ul) [Fiserv Inc (FISV)](/topic/fiserv-inc) [Fiserv, Inc. (FI)](/topic/$fi) ### Top Social Posts Top posts by engagements in the last XX hours "Rockwool income statement summary" [X Link](https://x.com/_ShahKruti/status/1995170187629478063) 2025-11-30T16:36Z XXX followers, XX engagements "UBS Ambev Canada Industry volumes were relatively stable at -0.8%y/y in October. Our Take YTD industry beer volumes are down 2.8%. Our 4Q estimate for Ambevs Canada volumes stands at XXX% with Canada representing roughly X% of Ambevs consolidated volumes. Neutral R$13.00 Highlights (R$m)" [X Link](https://x.com/_ShahKruti/status/1995734677823311914) 2025-12-02T06:00Z XXX followers, XX engagements "Jefferies Adyen BFCM Takes: Strong Four-Day Event Supports Sentiment into Q4 As Black Friday & Cyber Monday (BFCM) are seen as the kickoff to the annual shopping season in western countries in particular the US we looked at various data points with key focus being around e-Commerce trends. Adyen reported $43bn TPV up XX% y/y making up c3% of our 2025E TPV. The +26% compares to +c29% at Stripe +27% at Shopify. We feel encouraged with the strong increase in TPV and the improved metrics around in-store and LPMs. Adyen's BFCM performance - largest event on platform ever: With Adyen expanding its" [X Link](https://x.com/_ShahKruti/status/1996799191742665174) 2025-12-05T04:30Z XXX followers, XX engagements "Bernstein AstraZeneca PLC AZN: SDC feedback - R&D engine purring nicely Our three key takeaways post hosting a fireside chat with Dr Greg Rossi (AstraZenecas head of Oncology for Europe & Canada) were on pricing underappreciated phase X drugs and what is AZNs secret sauce in R&D. 1/ Pricing: (a) Most Favoured Nation (MFN): Dr Rossis channel checks suggest that European payers believe its reasonable that wealthy countries outside the US should fund a higher proportion of global pharma R&D given that a large gap has opened between them and the US over the last two decades. Dr Rossi also" [X Link](https://x.com/_ShahKruti/status/1997501319884489052) 2025-12-07T03:00Z XXX followers, XX engagements "Citi KION Group Downgrade to Neutral CITI'S TAKE KION shares are up XXX% YTD driven by two clear themes the prospect of a German industrial production recovery and improving sentiment on global warehouse capex. While valuation at 11.5x EBITA on 2026 forecasts is now only just back to approaching the long run average. We think the eCommerce boom induced peaks in valuation in 2020/21 are unlikely to be revisited. We see close to X% organic sales growth in 2026 but with any German stimulus boost likely H2 weighted we think recent out-performance fairly reflects the growth outlook at this stage" [X Link](https://x.com/_ShahKruti/status/1997954302849978575) 2025-12-08T09:00Z 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](https://x.com/_ShahKruti/status/1995326997657162126) 2025-12-01T03:00Z XXX followers, XXX 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](https://x.com/_ShahKruti/status/1996504877330251784) 2025-12-04T09:00Z XXX followers, XX engagements "UBS Brambles What we've learnt about NPC this year Earlier this year we wrote about the strategic value in Brambles non-pooling capex program (see: APAC Focus: Welcome robot overlords) namely the operational benefits (unit costs quality loss rates auditability) from investments in automation and potentially Serialisation+. While we still see these investments as value-creative for Brambles the topic has evolved slightly this year: Spend has tracked lower so far At both the 1H and 2H results the FY25 proved lower than originally guided (original guide $280m Feb guide $210m Aug actual $147m" [X Link](https://x.com/_ShahKruti/status/1997184229835461004) 2025-12-06T06:00Z 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](https://x.com/_ShahKruti/status/1997863708521906596) 2025-12-08T03:00Z XXX followers, XX 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](https://x.com/_ShahKruti/status/1998044909249413478) 2025-12-08T15:00Z 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](https://x.com/_ShahKruti/status/1998203443568128372) 2025-12-09T01:30Z XXX followers, XX engagements "Barclays BIPS of Biz BIPS of Biz Into 2026E prefer CTAS upgrade ROL reiterate OW on ECL We upgrade ROL to OW reiterate ECL at OW and call out CTAS as our preferred OW pick among our Industrial Biz Services names going into 2026. If macros stay the same or better it will only help the fundamentals of all three names and if macros get worse investors may want to hide out in them. While we understand the ongoing rotation out of quality names into cyclical ones we think that valuations will: 1) screen attractive for CTAS after its 11x de-rating since June 2025 (now at37x); 2) stay resilient for" [X Link](https://x.com/_ShahKruti/status/1998248743590609218) 2025-12-09T04:30Z XXX followers, XX engagements "Barclays The Cooper Companies COO Delivers Solid F4Q with Upside to Sales and EPS Positioned for Sequential Improvement in F1Q; Reit OW Mgmt delivered solid F4Q performance stabilizing growth trends in both Vision and Surgical positioning the company for improving performance in F1Q and the remainder of F26. We have revised our estimates in-line with mgmts new guidance raising our target from $XX to $XX. Reit OW. Upside in Spheres and Office & Surgical Partially Offset by Shortfall in Toric & Multifocal and Fertility: Q4 total sales of $XXXX bil (+$3 MM vs. consensus of $XXXX bil) was up 3%" [X Link](https://x.com/_ShahKruti/status/1998316699905675344) 2025-12-09T09:00Z 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](https://x.com/_ShahKruti/status/1998339339319685612) 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](https://x.com/_ShahKruti/status/1998341730777907474) 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](https://x.com/_ShahKruti/status/1998361993871331756) 2025-12-09T12:00Z XXX followers, XX engagements "Goldman Sachs Bosideng International Holdings Earnings Review: resilient performance into peak season; Buy We came back from Bosidengs 1HFY26 result briefing with a slightly more constructive view. Company reiterated the outlook of XX% topline growth coupled with NPM expansion in view of QTD encouraging run-rate: Oct-to-Nov offline-channel delivered DD% yoy growth boost by new products and management view Double-11 performance as satisfactory likely consistent with market expectations as evidenced by recent share price rally. Additionally we are also encouraged to hear of the companys solid" [X Link](https://x.com/_ShahKruti/status/1995334539959472339) 2025-12-01T03:30Z 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](https://x.com/_ShahKruti/status/1996844488791413139) 2025-12-05T07:30Z 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](https://x.com/_ShahKruti/status/1996980384324620401) 2025-12-05T16:30Z XXX followers, XX engagements "Nomura Server supply chain" [X Link](https://x.com/_ShahKruti/status/1997280661376520389) 2025-12-06T12:23Z XXX followers, 1100 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](https://x.com/_ShahKruti/status/1997320134202171838) 2025-12-06T15:00Z XXX followers, XXX engagements "Bernstein BASF SE Quick Take: A day with BASF at the SDC Premium Review We hosted BASF CFO Dr. Dirk Elvermann for a fireside chat and meetings at this years SDC Premium Review in Paris. In this note we share our key takeaways. 1.) The operating environment remains unfavourable Management saw the backdrop as little changed from the challenging picture painted in Antwerp (see report BASF: Keeping the faith - Antwerp edition). The weak chemicals environment is a function of many factors: challenged demand overcapacity a weak industrial production backdrop and structurally higher European energy" [X Link](https://x.com/_ShahKruti/status/1997523966660096217) 2025-12-07T04:30Z XXX followers, XXX engagements "Bernstein Dollar General Corp Quick Take: DG 3Q25 - Third beat & raise of the year; gross margin remains key driver DG reported 3Q earnings this morning with another strong beat and raise mostly led by shrink recovery. The company hosts its earnings call at 9am ET. DGs Q3 beat was mostly gross margin-led. Comp sales growth of XXX% was in line with consensus. It is of note that the comp was entirely led by traffic growth while ticket was flat. DG again meaningfully outperformed gross margin expectations with a 110bps YoY improvement led by lower shrink higher inventory markups partly offset by" [X Link](https://x.com/_ShahKruti/status/1997569265743077802) 2025-12-07T07:30Z XXX followers, XX engagements "Citi Alstom Upgrade to Buy: FCF cycle set to inflect CITI'S TAKE We think the seasonally low H126 free-cash-flow just reported will mark the FCF low point within the 3-year plan set out at the end of FY24. With the working capital drags of mix (higher rolling stock) project ramp-up and provision outflows set to ease we continue to see FCF 0.7bn in FY27 under Alstoms definition the highest since the Bombardier Transport (BT) acquisition equivalent to 0.5bn FCF attributable to common equity holders. We see profit improvement as the higher margin backlog converts and stability in working capital" [X Link](https://x.com/_ShahKruti/status/1997637216395546642) 2025-12-07T12:00Z XXX followers, XX engagements "8/9 Thompson's punchline: Without periodic bouts of speculative mania we get stagnation. Meta has lost $XX billion+ on AR/VR with essentially nothing to show for it because there was no bubble-level risk tolerance around the vision-only interfaces. Al has that mania. That is precious" [X Link](https://x.com/_ShahKruti/status/1997702555800068534) 2025-12-07T16:19Z XXX followers, XX engagements "Bernstein Dollar Tree Inc DLTR reported Q3 earnings yesterday with better than expected results but its long-term appeal remains in question in a de-globalized environment. DLTR reported Q3 earnings yesterday with better than expected results but its long-term appeal remains in question in a de-globalized environment. DLTR delivered a beat in Q3 aided by lower-than-expected corporate expenses. Comp of XXX% came in slightly above consensus of XXX% as DLTR experienced an acceleration post its Investor Day in October into Halloween. Gross margin was in line with consensus while adj. EBIT margin" [X Link](https://x.com/_ShahKruti/status/1997841057736966433) 2025-12-08T01:30Z XXX followers, XXX engagements "Good Read On How UAE Invests through its X sovereign wealth funds" [X Link](https://x.com/_ShahKruti/status/1997964360149524669) 2025-12-08T09:39Z XXX followers, XX engagements "Citi Hewlett Packard Enterprise HPE.N Mixed Results as AI Backlog Conversion Pushed Out into 2H Improved Profitability on Higher Networking CITI'S TAKE HPE shares traded down XX% after-market as revenues missed expectations largely a function of pushed out AI and federal segment. The company delivered on better-than-expected earnings and FCF generation based on cost discipline and sooner than anticipated operational efficiencies with the Juniper acquisition. Revenues are expected to be more back half loaded a function of sovereign AI deals materializing later in the FY. Buy Target price" [X Link](https://x.com/_ShahKruti/status/1997977077644230863) 2025-12-08T10:30Z XXX followers, XX engagements "Morgan Stanley Ulta Beauty Inc ULTA.O Looking Pretty Good How do Q3'25 results shape our view We are Overweight rated. Risk/reward is positive with 35%/20% upside/downside to our bull/bear cases and XX% upside to our raised $XXX PT based on the post-market price. Valuation at 21x NTM P/E is attractive for a business with consistent share gains and sustained momentum. We continue to be encouraged by ULTA's Unleashed plan to drive customer engagement and market share gains as evidenced by Q3'25 comps of +6.3% (vs. the Street at +3.6%) and raised '25 comp guidance to XXX% at the midpoint (vs. 3%" [X Link](https://x.com/_ShahKruti/status/1997999612226101597) 2025-12-08T12:00Z XXX followers, XX engagements "Morgan Stanley Trustpilot TRST.L Boarding Call. Upgrade to Overweight. Over the last few years Trustpilot has delivered strongly; transforming its go-to-market approach in the US accelerating bookings growth and demonstrating strong margin leverage - which we think still has a long way to go. However after two years of strong share price out-performance (Trustpilot delivered a total return of c. XX% in 2023 and c. XXX% in 2024) at the beginning of 2025 we believed there was less scope for material out-performance this year given the multiple gap to peers had largely closed. Overweight Price" [X Link](https://x.com/_ShahKruti/status/1998022249643708695) 2025-12-08T13:30Z XXX followers, XX engagements "Barclays ZIM / Hapag-Lloyd / Maersk ZIM: No strategic fit (and BS) for Maersk/HLAG We think Maersk/HLAG want to reduce the Ocean weight in their IC. We estimate pro forma balance sheets. Maersk might digest ZIM but leverage would increase to =1.0x from 0.3x in our FY26 forecasts posing a risk to SBB. We think HLAG doesn't have enough BS firepower. Press reports interest from HLAG Maersk and MSC in ZIM: As reported by ZIM (here) the board is conducting a strategic review to assess possible interest from multiple parties as an alternative to the 'CEO-led bid. According to Globes (click here)" [X Link](https://x.com/_ShahKruti/status/1998067550375055819) 2025-12-08T16:30Z 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](https://x.com/_ShahKruti/status/1998294041012605125) 2025-12-09T07:30Z XXX followers, XX engagements "Bernstein Unilever Unilever (ULVR.LN): Fare thee well Colonel Colman What's next Press reports indicate Unilever is exploring the sale of iconic British legacy brands including Colmans Marmite and Bovril. This aligns perfectly with the Foods divisions stated plan (CMD Nov 2024) to divest 11.5bn of small local mostly European brands. Despite the CEO change designed to accelerate execution visible progress in 2025 has been minimal so any movement is welcome. We review the portfolio and highlight what should come next. Knorr + Hellmanns = XX% of Foods revenue; the remaining XXX brands form an" [X Link](https://x.com/_ShahKruti/status/1995163641910583692) 2025-11-30T16:10Z XXX followers, XXX engagements "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](https://x.com/_ShahKruti/status/1995319691263565867) 2025-12-01T02:31Z 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](https://x.com/_ShahKruti/status/1997702535910707511) 2025-12-07T16:19Z XXX followers, XXX engagements "7/9 Cognitive layer is just as important. The bubble is causing thousands of extremely smart people in Silicon Valley and China to work obsessively on Al full-time accelerating consumer familiarity and forcing parallel invention across the stack (new lithography machines thermodynamic chips custom silicon etc.)" [X Link](https://x.com/_ShahKruti/status/1997702553459687757) 2025-12-07T16:19Z 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](https://x.com/_ShahKruti/status/1998226105006788611) 2025-12-09T03:00Z XXX followers, XX engagements "Bernstein Five Below Inc. Five Below delivered a strong beat in Q3 against high expectations. Comp was XXXX% vs. previous guidance of 5-7% and sell-side consensus of 7.3%. The strong result was equally led by traffic and ticket. Adjusted gross margin came in -30bps below consensus hurt by tariff costs. However adjusted EBIT margin of XXX% was a 290bps beat given strong operating leverage. Adj. EPS of $XXXX was a 44c beat. Five Below delivered a strong beat in Q3 against high expectations. Comp was XXXX% vs. previous guidance of 5-7% and sellside consensus of 7.3%. The strong result was" [X Link](https://x.com/_ShahKruti/status/1997546618892001407) 2025-12-07T06:00Z 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](https://x.com/_ShahKruti/status/1998271395797860369) 2025-12-09T06:00Z XXX followers, XX 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](https://x.com/_ShahKruti/status/1998407289762635781) 2025-12-09T15:00Z 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](https://x.com/_ShahKruti/status/1998656428316438582) 2025-12-10T07:30Z 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](https://x.com/_ShahKruti/status/1998384639421861983) 2025-12-09T13:30Z XXX followers, XXX 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](https://x.com/_ShahKruti/status/1998588482768482801) 2025-12-10T03:00Z XXX followers, XX engagements
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@_ShahKruti Kruti Shah
Kruti Shah posts on X about $barcl, strong, morgan stanley, ceo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +158%
Mentions: XX #
- X Week X -XX%
Followers: XXX #
- X Week XXX +9.60%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance stocks countries technology brands travel destinations currencies fashion brands
Social topic influence $barcl #78, strong, morgan stanley #163, ceo, ai, warner bros #914, hosted #1208, longterm #427, canada, sentiment
Top assets mentioned Morgan Stanley (MS) Warner Bros Discovery, Inc. (WBD) Goldman Sachs (GS) AstraZeneca PLC (AZN) Deutsche Bank Aktiengesellschaft (DB) Dollar General Corp (DG) Dollar Tree Inc (DLTR) Ulta Beauty Inc (ULTA) Unilever plc (UL) Fiserv Inc (FISV) Fiserv, Inc. (FI)
Top Social Posts
Top posts by engagements in the last XX hours
"Rockwool income statement summary"
X Link 2025-11-30T16:36Z XXX followers, XX engagements
"UBS Ambev Canada Industry volumes were relatively stable at -0.8%y/y in October. Our Take YTD industry beer volumes are down 2.8%. Our 4Q estimate for Ambevs Canada volumes stands at XXX% with Canada representing roughly X% of Ambevs consolidated volumes. Neutral R$13.00 Highlights (R$m)"
X Link 2025-12-02T06:00Z XXX followers, XX engagements
"Jefferies Adyen BFCM Takes: Strong Four-Day Event Supports Sentiment into Q4 As Black Friday & Cyber Monday (BFCM) are seen as the kickoff to the annual shopping season in western countries in particular the US we looked at various data points with key focus being around e-Commerce trends. Adyen reported $43bn TPV up XX% y/y making up c3% of our 2025E TPV. The +26% compares to +c29% at Stripe +27% at Shopify. We feel encouraged with the strong increase in TPV and the improved metrics around in-store and LPMs. Adyen's BFCM performance - largest event on platform ever: With Adyen expanding its"
X Link 2025-12-05T04:30Z XXX followers, XX engagements
"Bernstein AstraZeneca PLC AZN: SDC feedback - R&D engine purring nicely Our three key takeaways post hosting a fireside chat with Dr Greg Rossi (AstraZenecas head of Oncology for Europe & Canada) were on pricing underappreciated phase X drugs and what is AZNs secret sauce in R&D. 1/ Pricing: (a) Most Favoured Nation (MFN): Dr Rossis channel checks suggest that European payers believe its reasonable that wealthy countries outside the US should fund a higher proportion of global pharma R&D given that a large gap has opened between them and the US over the last two decades. Dr Rossi also"
X Link 2025-12-07T03:00Z XXX followers, XX engagements
"Citi KION Group Downgrade to Neutral CITI'S TAKE KION shares are up XXX% YTD driven by two clear themes the prospect of a German industrial production recovery and improving sentiment on global warehouse capex. While valuation at 11.5x EBITA on 2026 forecasts is now only just back to approaching the long run average. We think the eCommerce boom induced peaks in valuation in 2020/21 are unlikely to be revisited. We see close to X% organic sales growth in 2026 but with any German stimulus boost likely H2 weighted we think recent out-performance fairly reflects the growth outlook at this stage"
X Link 2025-12-08T09:00Z 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 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 Brambles What we've learnt about NPC this year Earlier this year we wrote about the strategic value in Brambles non-pooling capex program (see: APAC Focus: Welcome robot overlords) namely the operational benefits (unit costs quality loss rates auditability) from investments in automation and potentially Serialisation+. While we still see these investments as value-creative for Brambles the topic has evolved slightly this year: Spend has tracked lower so far At both the 1H and 2H results the FY25 proved lower than originally guided (original guide $280m Feb guide $210m Aug actual $147m"
X Link 2025-12-06T06:00Z 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
"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 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 BIPS of Biz BIPS of Biz Into 2026E prefer CTAS upgrade ROL reiterate OW on ECL We upgrade ROL to OW reiterate ECL at OW and call out CTAS as our preferred OW pick among our Industrial Biz Services names going into 2026. If macros stay the same or better it will only help the fundamentals of all three names and if macros get worse investors may want to hide out in them. While we understand the ongoing rotation out of quality names into cyclical ones we think that valuations will: 1) screen attractive for CTAS after its 11x de-rating since June 2025 (now at37x); 2) stay resilient for"
X Link 2025-12-09T04:30Z XXX followers, XX engagements
"Barclays The Cooper Companies COO Delivers Solid F4Q with Upside to Sales and EPS Positioned for Sequential Improvement in F1Q; Reit OW Mgmt delivered solid F4Q performance stabilizing growth trends in both Vision and Surgical positioning the company for improving performance in F1Q and the remainder of F26. We have revised our estimates in-line with mgmts new guidance raising our target from $XX to $XX. Reit OW. Upside in Spheres and Office & Surgical Partially Offset by Shortfall in Toric & Multifocal and Fertility: Q4 total sales of $XXXX bil (+$3 MM vs. consensus of $XXXX bil) was up 3%"
X Link 2025-12-09T09:00Z 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
"Goldman Sachs Bosideng International Holdings Earnings Review: resilient performance into peak season; Buy We came back from Bosidengs 1HFY26 result briefing with a slightly more constructive view. Company reiterated the outlook of XX% topline growth coupled with NPM expansion in view of QTD encouraging run-rate: Oct-to-Nov offline-channel delivered DD% yoy growth boost by new products and management view Double-11 performance as satisfactory likely consistent with market expectations as evidenced by recent share price rally. Additionally we are also encouraged to hear of the companys solid"
X Link 2025-12-01T03:30Z 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
"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, XX engagements
"Nomura Server supply chain"
X Link 2025-12-06T12:23Z XXX followers, 1100 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
"Bernstein BASF SE Quick Take: A day with BASF at the SDC Premium Review We hosted BASF CFO Dr. Dirk Elvermann for a fireside chat and meetings at this years SDC Premium Review in Paris. In this note we share our key takeaways. 1.) The operating environment remains unfavourable Management saw the backdrop as little changed from the challenging picture painted in Antwerp (see report BASF: Keeping the faith - Antwerp edition). The weak chemicals environment is a function of many factors: challenged demand overcapacity a weak industrial production backdrop and structurally higher European energy"
X Link 2025-12-07T04:30Z XXX followers, XXX engagements
"Bernstein Dollar General Corp Quick Take: DG 3Q25 - Third beat & raise of the year; gross margin remains key driver DG reported 3Q earnings this morning with another strong beat and raise mostly led by shrink recovery. The company hosts its earnings call at 9am ET. DGs Q3 beat was mostly gross margin-led. Comp sales growth of XXX% was in line with consensus. It is of note that the comp was entirely led by traffic growth while ticket was flat. DG again meaningfully outperformed gross margin expectations with a 110bps YoY improvement led by lower shrink higher inventory markups partly offset by"
X Link 2025-12-07T07:30Z XXX followers, XX engagements
"Citi Alstom Upgrade to Buy: FCF cycle set to inflect CITI'S TAKE We think the seasonally low H126 free-cash-flow just reported will mark the FCF low point within the 3-year plan set out at the end of FY24. With the working capital drags of mix (higher rolling stock) project ramp-up and provision outflows set to ease we continue to see FCF 0.7bn in FY27 under Alstoms definition the highest since the Bombardier Transport (BT) acquisition equivalent to 0.5bn FCF attributable to common equity holders. We see profit improvement as the higher margin backlog converts and stability in working capital"
X Link 2025-12-07T12:00Z XXX followers, XX engagements
"8/9 Thompson's punchline: Without periodic bouts of speculative mania we get stagnation. Meta has lost $XX billion+ on AR/VR with essentially nothing to show for it because there was no bubble-level risk tolerance around the vision-only interfaces. Al has that mania. That is precious"
X Link 2025-12-07T16:19Z XXX followers, XX engagements
"Bernstein Dollar Tree Inc DLTR reported Q3 earnings yesterday with better than expected results but its long-term appeal remains in question in a de-globalized environment. DLTR reported Q3 earnings yesterday with better than expected results but its long-term appeal remains in question in a de-globalized environment. DLTR delivered a beat in Q3 aided by lower-than-expected corporate expenses. Comp of XXX% came in slightly above consensus of XXX% as DLTR experienced an acceleration post its Investor Day in October into Halloween. Gross margin was in line with consensus while adj. EBIT margin"
X Link 2025-12-08T01:30Z XXX followers, XXX engagements
"Good Read On How UAE Invests through its X sovereign wealth funds"
X Link 2025-12-08T09:39Z XXX followers, XX engagements
"Citi Hewlett Packard Enterprise HPE.N Mixed Results as AI Backlog Conversion Pushed Out into 2H Improved Profitability on Higher Networking CITI'S TAKE HPE shares traded down XX% after-market as revenues missed expectations largely a function of pushed out AI and federal segment. The company delivered on better-than-expected earnings and FCF generation based on cost discipline and sooner than anticipated operational efficiencies with the Juniper acquisition. Revenues are expected to be more back half loaded a function of sovereign AI deals materializing later in the FY. Buy Target price"
X Link 2025-12-08T10:30Z XXX followers, XX engagements
"Morgan Stanley Ulta Beauty Inc ULTA.O Looking Pretty Good How do Q3'25 results shape our view We are Overweight rated. Risk/reward is positive with 35%/20% upside/downside to our bull/bear cases and XX% upside to our raised $XXX PT based on the post-market price. Valuation at 21x NTM P/E is attractive for a business with consistent share gains and sustained momentum. We continue to be encouraged by ULTA's Unleashed plan to drive customer engagement and market share gains as evidenced by Q3'25 comps of +6.3% (vs. the Street at +3.6%) and raised '25 comp guidance to XXX% at the midpoint (vs. 3%"
X Link 2025-12-08T12:00Z XXX followers, XX engagements
"Morgan Stanley Trustpilot TRST.L Boarding Call. Upgrade to Overweight. Over the last few years Trustpilot has delivered strongly; transforming its go-to-market approach in the US accelerating bookings growth and demonstrating strong margin leverage - which we think still has a long way to go. However after two years of strong share price out-performance (Trustpilot delivered a total return of c. XX% in 2023 and c. XXX% in 2024) at the beginning of 2025 we believed there was less scope for material out-performance this year given the multiple gap to peers had largely closed. Overweight Price"
X Link 2025-12-08T13:30Z XXX followers, XX engagements
"Barclays ZIM / Hapag-Lloyd / Maersk ZIM: No strategic fit (and BS) for Maersk/HLAG We think Maersk/HLAG want to reduce the Ocean weight in their IC. We estimate pro forma balance sheets. Maersk might digest ZIM but leverage would increase to =1.0x from 0.3x in our FY26 forecasts posing a risk to SBB. We think HLAG doesn't have enough BS firepower. Press reports interest from HLAG Maersk and MSC in ZIM: As reported by ZIM (here) the board is conducting a strategic review to assess possible interest from multiple parties as an alternative to the 'CEO-led bid. According to Globes (click here)"
X Link 2025-12-08T16:30Z 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
"Bernstein Unilever Unilever (ULVR.LN): Fare thee well Colonel Colman What's next Press reports indicate Unilever is exploring the sale of iconic British legacy brands including Colmans Marmite and Bovril. This aligns perfectly with the Foods divisions stated plan (CMD Nov 2024) to divest 11.5bn of small local mostly European brands. Despite the CEO change designed to accelerate execution visible progress in 2025 has been minimal so any movement is welcome. We review the portfolio and highlight what should come next. Knorr + Hellmanns = XX% of Foods revenue; the remaining XXX brands form an"
X Link 2025-11-30T16:10Z XXX followers, XXX engagements
"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
"🧵 "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
"7/9 Cognitive layer is just as important. The bubble is causing thousands of extremely smart people in Silicon Valley and China to work obsessively on Al full-time accelerating consumer familiarity and forcing parallel invention across the stack (new lithography machines thermodynamic chips custom silicon etc.)"
X Link 2025-12-07T16:19Z 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
"Bernstein Five Below Inc. Five Below delivered a strong beat in Q3 against high expectations. Comp was XXXX% vs. previous guidance of 5-7% and sell-side consensus of 7.3%. The strong result was equally led by traffic and ticket. Adjusted gross margin came in -30bps below consensus hurt by tariff costs. However adjusted EBIT margin of XXX% was a 290bps beat given strong operating leverage. Adj. EPS of $XXXX was a 44c beat. Five Below delivered a strong beat in Q3 against high expectations. Comp was XXXX% vs. previous guidance of 5-7% and sellside consensus of 7.3%. The strong result was"
X Link 2025-12-07T06:00Z 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
"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
"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
"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
"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