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Quarter Strong As Expected; Commentary Even Better

⬆ $NVIDIA Corp(NVDA)$ - NVDA’s results and outlook were consistent with our preview for a 5-10% upside. While Cloud customer demand continues to be strong, Enterprise and... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/quarter-strong-as-expected-commentary-even-better?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On NVIDIA Corp (NVDA):- https://www.smartkarma.com/entities/nvidia-corp?utm_source=tiger_community
Quarter Strong As Expected; Commentary Even Better

Broad-Based Growth Fuels Impressive Beat; Guide Conservative

⬆ $elf Beauty Inc(ELF)$ - Reiterate Strong Buy on multiple drivers of growth.ELF’s F4Q surpassed even our well above-consensus expectations, with EPS $0.53 vs our $0.41E... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/broad-based-growth-fuels-impressive-beat-guide-conservative?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On elf Beauty Inc (ELF):- https://www.smartkarma.com/entities/elf-beauty-inc?utm_source=tiger_community
Broad-Based Growth Fuels Impressive Beat; Guide Conservative

Full Truck Alliance Q124 Results: Strong Financials Match Recent Strong Share Performance - HOLD

⬆ $Full Truck Alliance (YMM)$ - Full Truck Alliance posted great Q1 numbers: revenue growth accelerated, margins expanded, and mix improved. But its shares have rallied and the stock is no longer so cheap; we're downgrading to HOLD. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/full-truck-alliance-q124-results-strong-financials-match-recent-strong-share-performance-hold?utm_source=tiger_community By Daniel Hellberg, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/daniel-hellberg?utm_source=tiger_community On Full Truck Alliance (YMM):- https://www.smartkarma.com/entities/full-truck-alliance-co-ltd?utm_source=tiger_community
Full Truck Alliance Q124 Results: Strong Financials Match Recent Strong Share Performance - HOLD

F1Q25 Report: Solid Momentum Drives Higher Top-Line Outlook

⬆ $Snowflake (SNOW)$ - We maintain our Outperform rating following a F1Q25 top-line beat, with a higher FY2025 product revenue outlook. Although management’s tone... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/f1q25-report-solid-momentum-drives-higher-top-line-outlook?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Snowflake (SNOW):- https://www.smartkarma.com/entities/snowflake-inc?utm_source=tiger_community
F1Q25 Report: Solid Momentum Drives Higher Top-Line Outlook

Simplify Mbs Etf (MTBA) - Tuesday, Feb 20, 2024

⬆ $Simplify MBS ETF(MTBA)$ - Benefits of implementing these mechanisms in managing capital effectively and supporting a more stable emotional investment experience Continue reading on Smartkarma:- https://www.smartkarma.com/insights/simplify-mbs-etf-mtba-tuesday-feb-20-2024?utm_source=tiger_community By Value Investors Club, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/value-investors-club?utm_source=tiger_community On Simplify MBS ETF (MTBA):- https://www.smartkarma.com/entities/simplify-mbs-etf?utm_source=tiger_community
Simplify Mbs Etf (MTBA) - Tuesday, Feb 20, 2024

Kuaishou (1024 HK) - Bullish on Earnings Upside

⬆ $Kuaishou Technology(01024)$ - We expect such margin surprise with a HK$16bn new share repurchase program should help its rerating. We reiterate our confidence on KS’s resilient growth and earnings upside Continue reading on Smartkarma:- https://www.smartkarma.com/insights/kuaishou-1024-hk-bullish-on-earnings-upside?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Kuaishou Technology (01024):- https://www.smartkarma.com/entities/kuaishou-technology?utm_source=tiger_community
Kuaishou (1024 HK) - Bullish on Earnings Upside

PDD Holdings (PDD US) - Increased Monetization Drove a Strong Beat on Results

⬆ $PDD Holdings(PDD)$ - The results echoed our view that PDD still has room to drive a further increase in monetization rate, and we see its overseas expansion on track to support PDD’s long-term revenue Continue reading on Smartkarma:- https://www.smartkarma.com/insights/pdd-holdings-pdd-us-increased-monetization-drove-a-strong-beat-on-results?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On PDD Holdings (PDD):- https://www.smartkarma.com/entities/pdd-holdings-inc?utm_source=tiger_community
PDD Holdings (PDD US) - Increased Monetization Drove a Strong Beat on Results

Nvidia Up Sharply Again - Can This Last?

⬆ $NVIDIA Corp(NVDA)$ - ​Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up inventory leading to a potential Boom/Bust cycle. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/nvidia-up-sharply-again-can-this-last?utm_source=tiger_community By Jim Handy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/jim-handy?utm_source=tiger_community On NVIDIA Corp (NVDA):- https://www.smartkarma.com/entities/nvidia-corp?utm_source=tiger_community
Nvidia Up Sharply Again - Can This Last?

Tuya, Inc. - 1Q24 Earnings Strong

⬆ $Tuya Inc(TUYA)$ - Tuya reported a strong 1Q24, with revenue of $61.7 million, up 30% Y/Y (consensus was for ~15% Y/Y growth). Gross margin continued to grow, up 360 bps Y/Y to 47.8% (a company record) Continue reading on Smartkarma:- https://www.smartkarma.com/insights/tuya-inc-1q24-earnings-strong?utm_source=tiger_community By Water Tower Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/water-tower-research?utm_source=tiger_community On Tuya Inc (TUYA):- https://www.smartkarma.com/entities/tuya-inc?utm_source=tiger_community
Tuya, Inc. - 1Q24 Earnings Strong

Updating Estimates Following Management Call and Weaker Consumer Trends

⬆ $Walgreens Boots Alliance(WBA)$ - We are reiterating our Market Perform rating on WBA and updating our estimates for current retail trends, and also providing an update following... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/updating-estimates-following-management-call-and-weaker-consumer-trends?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Walgreens Boots Alliance (WBA):- https://www.smartkarma.com/entities/walgreens-boots-alliance-inc?utm_source=tiger_community
Updating Estimates Following Management Call and Weaker Consumer Trends

Singapore Telecommunications - FY24 results: Slight miss but a dividend surprise

⬆ $Singtel(Z74.SI)$ - Outlook: Encouraging growth and dividend outlook Core: Revenue softness but better cost control FY25 EBIT is expected to grow at a high-single to... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/singapore-telecommunications-fy24-results-slight-miss-but-a-dividend-surprise?utm_source=tiger_community By Maybank Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/maybank-research?utm_source=tiger_community On Singtel (Z74.SI):- https://www.smartkarma.com/entities/singapore-telecommunications?utm_source=tiger_community
Singapore Telecommunications - FY24 results: Slight miss but a dividend surprise

QNRX: Protocol Modifications Potentially Accelerate, Expand QRX003 Approvals

⬆ $Quoin Pharmaceuticals (QNRX)$ - Between cash on hand and a recent arrangement for an equity line of credit for up to $8M, management believes that through its measures, it has... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/qnrx-protocol-modifications-potentially-accelerate-expand-qrx003-approvals?utm_source=tiger_community By Zacks Small Cap Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/zacks-small-cap-research?utm_source=tiger_community On Quoin Pharmaceuticals (QNRX):- https://www.smartkarma.com/entities/quoin-pharmaceuticals-ltd?utm_source=tiger_community
QNRX: Protocol Modifications Potentially Accelerate, Expand QRX003 Approvals

KS / Kuaishou (1024 HK): 1Q24, Strong GMV and Historical High Op Margin Again

⬆ $Kuaishou Technology(01024)$ - In 1Q24, revenue grew by 17% YoY and e-commerce GMV grew by 28% YoY. Both the operating margin and the operating profit reached historical highs in 1Q24. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/ks-kuaishou-1024-hk-1q24-strong-gmv-and-historical-high-op-margin-again?utm_source=tiger_community By Ming Lu, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/ming-lu?utm_source=tiger_community On Kuaishou Technology (01024):- https://www.smartkarma.com/entities/kuaishou-technology?utm_source=tiger_community
KS / Kuaishou (1024 HK): 1Q24, Strong GMV and Historical High Op Margin Again

PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical High

⬆ $PDD Holdings(PDD)$ - Total revenue rose by 131% in 1Q24 with advertising up by 56% YoY and commission up by 327% YoY. In 1Q24, both the operating profit and the operating margin reached record highs. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/pdd-pdd-us-1q24-rev-up-by-131-and-margin-reaching-historical-high?utm_source=tiger_community By Ming Lu, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/ming-lu?utm_source=tiger_community On PDD Holdings (PDD):- https://www.smartkarma.com/entities/pdd-holdings-inc?utm_source=tiger_community
PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical High

PropertyGuru (PGRU US): KKR/TPG Mulling a Buyout

⬆ $PropertyGuru (PGRU)$ - The concentrated shareholder register would suggest that TPG/KKR would aim for irrevocable from the other three substantial shareholders, facilitating a modest takeover premium. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/propertyguru-pgru-us-kkr-tpg-mulling-a-buyout?utm_source=tiger_community By Arun George, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/arun-george?utm_source=tiger_community On PropertyGuru (PGRU):- https://www.smartkarma.com/entities/propertyguru-group-limited?utm_source=tiger_community
PropertyGuru (PGRU US): KKR/TPG Mulling a Buyout

INOD: Profitable AI, Initiating

⬆ $Innodata (INOD)$ - Initiation on Innodata (INOD) with a Buy Rating and $24 price target. INOD is a misunderstood data engineering company benefiting from working with large technology companies and enterprises Continue reading on Smartkarma:- https://www.smartkarma.com/insights/inod-profitable-ai-initiating?utm_source=tiger_community By Hamed Khorsand, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/hamed-khorsand?utm_source=tiger_community On Innodata (INOD):- https://www.smartkarma.com/entities/innodata-inc?utm_source=tiger_community
INOD: Profitable AI, Initiating

MIRA: In Advanced Discussions with Major Potential Partner

⬆ $Mira Pharmaceuticals (MIRA)$ - MIRA Pharmaceuticals is a preclinical-stage pharmaceutical company focused on the development and commercialization of new molecular synthetic... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/mira-in-advanced-discussions-with-major-potential-partner?utm_source=tiger_community By Zacks Small Cap Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/zacks-small-cap-research?utm_source=tiger_community On Mira Pharmaceuticals (MIRA):- https://www.smartkarma.com/entities/mira-pharmaceuticals-inc?utm_source=tiger_community
MIRA: In Advanced Discussions with Major Potential Partner

Company Wins Proxy Battle

⬆ $Crown Castle Intl(CCI)$ - Wednesday, CCI held its Annual Meeting of Stockholders, where all 12 company directors were elected to the Board. We had expected this outcome, as... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/company-wins-proxy-battle?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Crown Castle Intl (CCI):- https://www.smartkarma.com/entities/crown-castle-intl-corp?utm_source=tiger_community
Company Wins Proxy Battle

AEMD: Data From In Vitro Study Supports Advancing Planned Oncology Clinical Trial

⬆ $Aethlon Medical (AEMD)$ - The in vitro testing examined the removal of EVs directly from plasma & was reviewed and examined by an independent 3rd party commercial lab... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/aemd-data-from-in-vitro-study-supports-advancing-planned-oncology-clinical-trial?utm_source=tiger_community By Zacks Small Cap Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/zacks-small-cap-research?utm_source=tiger_community On Aethlon Medical (AEMD):- https://www.smartkarma.com/entities/aethlon-medical-inc?utm_source=tiger_community
AEMD: Data From In Vitro Study Supports Advancing Planned Oncology Clinical Trial

[Li Auto (LI US, BUY, TP US$25) TP Change]: Delaying BEV Is the Wrong Approach to Competition

⬆ $Li Auto (LI)$ - ​LI Auto delays BEV launch to 2025 in chaotic Chinese EV market, but still rated as a buy due to SUV niche, healthy margin, and ample cash. Target price lowered to $25. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/li-auto-li-us-buy-tp-us-25-tp-change-delaying-bev-is-the-wrong-approach-to-competition?utm_source=tiger_community By Eric Wen, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/eric-wen?utm_source=tiger_community On Li Auto (LI):- https://www.smartkarma.com/entities/li-auto-inc?utm_source=tiger_community
[Li Auto (LI US, BUY, TP US$25) TP Change]: Delaying BEV Is the Wrong Approach to Competition

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