TERADAT SANTIVIVUT By Padhraic Garvey, CFA, Regional Head of Research, Americas The rise in US market rates has been pulling eurozone ones higher One of the most persistent trends in the past number of months has been the re-widening of spreads between US and eurozone market rates. We tend to look at the 10yr differential…
TERADAT SANTIVIVUT Although the S&P 500 has risen 3.25% in the past week, sentiment has seen little in the way of recovery from the substantial increase in bearish sentiment earlier this month. The AAII’s weekly sentiment survey saw bullish sentiment rise just 0.8 percentage points week over week to 33.1%. While that is a few…
Emeren Group Ltd (NYSE:SOL) Q2 2023 Earnings Conference Call August 31, 2023 5:00 PM ET Company Participants Yujia Zhai – Managing Director, The Blueshirt Group Himanshu Shah – Chairman of the Board Yumin Liu – Chief Executive Officer Ke Chen – Chief Financial Officer Conference Call Participants Donovan Schafer – Northland Capital Markets Matthew Koranda…
Neilson Barnard This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office’s 13F stock portfolio on a quarterly basis. It is based on Stanley Druckenmiller’s regulatory 13F Form filed on 8/14/2023. The 13F portfolio value increased ~25% from $2.31B to $2.87B this quarter. The holdings…
KE Holdings Inc. (NYSE:BEKE) Q2 2023 Earnings Conference Call August 31, 2023 8:00 AM ET Company Participants Siting Li – IR Stanley Peng – Co-Founder, Chairman & CEO Tao Xu – Executive Director & CFO Conference Call Participants Alex Yao – JPMorgan Timothy Zhao – Goldman Sachs Harry Chen – Citigroup Miranda Zhuang – Bank…
Lands’ End, Inc. (NASDAQ:LE) Q2 2023 Earnings Conference Call August 31, 2023 8:30 AM ET Company Participants Bernie McCracken – Interim CFO Andrew McLean – CEO Conference Call Participants Dana Telsey – Telsey Group Alex Fuhrman – Craig-Hallum Capital Group Operator Good day, everyone, and welcome to the Lands’ End Second Quarter Earnings Call. [Operator…
Samsara Inc. (NYSE:IOT) Q2 2024 Results Conference Call August 31, 2023 5:00 PM ET Company Participants Mike Chang – Vice President of Corporate Development and Investor Relations Sanjit Biswas – Chief Executive Officer and Co-Founder Dominic Phillips – Chief Financial Officer Conference Call Participants Chris Quintero – Morgan Stanley Michael Turrin – Wells Fargo Matt…
PM Images Computer Programs and Systems, Inc. (NASDAQ:CPSI) recently delivered beneficial expectations of long term growth for each of its business segments, and noted a lot of recurrent revenue. I took into account that standardization, automation, digital innovation, and SaaS offerings could accelerate FCF margin growth. Besides, I believe that new RCM solutions and cross-selling…
Broadcom Inc. (NASDAQ:AVGO) Q3 2023 Earnings Conference Call August 31, 2023 5:00 PM ET Company Participants Ji Yoo – Head of Investor Relations Hock Tan – President and Chief Executive Officer Kirsten Spears – Chief Financial Officer Conference Call Participants Vivek Arya – Bank of America Securities Harlan Sur – JPMorgan Ross Seymore – Deutsche…
Arco Platform Ltd (NASDAQ:ARCE) Q2 2023 Earnings Conference Call August 31, 2023 5:00 PM ET Company Participants Roberto Otero – CFO Ari de Sá Cavalcante Neto – Founder, CEO & Director Conference Call Participants Mauricio Cepeda – Credit Suisse Operator Good afternoon, everyone. Thank you for standing by, and welcome to Arco Platform Second Quarter…