Browsing Tag
Macquarie
12 posts
PDD Holdings ($PDD) posts a double miss and unveils RMB 100bn supply chain reset as Temu margins erode
PDD Holdings missed Q1 estimates and pledged RMB 100B to supply chain and brand investment, triggering a 10% drop and a wave of analyst downgrades on Temu and Pinduoduo. Read more.
HubSpot (NYSE: HUBS) rebounds from the AI pricing reset as retail bets on a Q2 turnaround
HubSpot beat on every Q1 line and still lost a fifth of its market cap in a week. The real question is whether AI pricing fixes the moat or breaks the model.
CAR Group (ASX: CAR) climbs 4.77% to A$27.26 as oversold classifieds rebound from AI-driven selling
CAR Group trades at half of UBS Group's A$39.60 target while growing earnings double digits. The AI disruption thesis is starting to look overdone.
Westpac shares run 3.1% as HY26 result and dividend chase fuel WBC bid
Westpac just delivered A$3.4bn profit and a 77c franked dividend. Brokers are still split between A$31 and A$40. The market has picked a side.
Codan (ASX: CDA) share price falls 8% on profit-taking after FY26 EBIT upgrade and 30% margin milestone
Codan upgraded FY26 EBIT to A$235m and hit a 30% margin a year early. The stock still trades at 40x forward PE. August earnings tests the premium.
Why ASX retail investors are watching Ventia (ASX: VNT) bounce after April pullback
Ventia holds $22.1bn work in hand and a $250m buyback. The ACCC trial sits in 2027. Retail investors own half the register and August earnings is the next test.
Why Life360 (ASX: 360) is leading ASX 200 gainers ahead of the May 11 Q1 result
Life360 leads the ASX 200, yet shares sit 62% below 2025 highs. The May 11 Q1 print is where the Nativo bet either works or breaks.
$KEEL just landed on Nasdaq. Former Bitcoin miner, new name, 2.2 GW AI pipeline. Here is what you need to know
Keel Infrastructure (KEEL) debuted on Nasdaq after ditching Bitcoin mining for AI data centres. Here is the full breakdown of the 2.2 GW pipeline, the lease catalysts, and the risks retail investors should know.
Is GIP about to strike the biggest private data center deal ever with Aligned Data Centers?
Global Infrastructure Partners is in talks to acquire Aligned Data Centers in a potential $40B deal. Explore what this means for AI infrastructure and investors.
Air Liquide’s €2.85bn DIG Airgas acquisition: Can the French industrial gas giant redefine its Asia growth strategy?
Air Liquide strikes a €2.85B deal to acquire DIG Airgas in South Korea. Find out how this move boosts its Asia growth, synergies, and investor outlook.