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Wilson Lai
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Equity Research

Click here to access the Where to Invest Now chartpack US Equity Strategy Path of S&P 500 earnings and index level Our EPS forecasts are significantly below consensus Earnings model sensitivity to macro assumptions We ex...
1 Apr 2025 | 1:13pm| 91pg| Research | Portfolio Strategy-David J. Kostin
We expect macro/policy uncertainty, choppy equity markets, and lower short-end interest rate prospects to pressure EPS outlooks across Capital Markets stocks where we are now ~5% below consensus for 2025 on average, with...
3 Apr 2025 | 4:05am| 53pg| Research | Equity-Alexander Blostein, CFA and others
Nintendo held its "Nintendo Direct: Nintendo Switch 2 - 02.04.2025" streaming event on April 2 (from 22:00 JST). The company announced details of the new Nintendo Switch 2, including the console's features and specifications, software pipeline, launch date, and pricing. We believe the major spec improvements with the Nintendo Switch 2, signs of strong third-party support, the introduction of a Japan-only model, and affordable/strategic pricing (¥49,980 in Japan) are positives for Nintendo.

   Japan Games & Entertainment: Sector Outlook, Key Debates, Ideas (1 Apr 2025)
/content/research/authors/baabc7e3-03bc-4810-9553-c4e7e46e3d1e.html

Minami Munakata

Japan Games/Entertainment | Tokyo
3 Apr 2025 | 6:08am| 10pg| Research | Equity-Minami Munakata and others
On Apr 2nd, Kweichow Moutai reported 2024 results. In 2024, Moutai grew its total revenue by 15.7% yoy to Rmb174.1bn and net profit by 15.4% yoy to c.Rmb86.2bn, slightly higher than the preliminary result of Rmb85.7bn. I...
/content/research/authors/cb107c90-046b-4cbf-9be4-5978cd059bd9.html

Leaf Liu

China Consumer | Hong Kong
3 Apr 2025 | 12:58am| 9pg| Research | Equity-Leaf Liu and others
RATING AND LIST CHANGES
Latest research
Tesla Inc. (TSLA): 1Q25 vehicle deliveries results takeaways; global Tesla consumer survey data
3 Apr 2025 | 10:29am| 10pg| Research | Equity-Mark Delaney, CFA and others
Marex Group (MRX): Investor Day highlights structural growth opportunity and compelling M&A strategy; Reiterate Buy
3 Apr 2025 | 10:05am| 8pg| Research | Equity-Alexander Blostein, CFA and others
Woolworths Group (WOW.AX): Data update ahead of 3Q25 results
3 Apr 2025 | 10:01am| 5pg| Research | Equity-Lisa Deng and others
Hepalink (9989.HK): Earnings Review: Weak 4Q as expected, turnaround signals yet to show; Sell
3 Apr 2025 | 9:31am| 6pg| Research | Equity-Ziyi Chen and others
Penguin Solutions Inc. (PENG): F2Q25 Review: Outlook raised on memory & enterprise AI opportunity
3 Apr 2025 | 9:29am| 10pg| Research | Equity-Michael Ng, CFA and others

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DAILY ROUNDUPS
The 720: Kweichow Moutai, Japan Games, Indonesia Banks, Budweiser APAC, Australia Strategy, USD
3 Apr 2025 | 7:26am| 8pg| Research | Equity-Michael Snaith and others
Midday Market Intelligence: liberté
3 Apr 2025 | 1:10am| 8pg| Research | Equity-Chris Hussey and others
Market Intelligence: US Morning Update
2 Apr 2025 | 8:47pm| 12pg| Research | Equity-Chris Hussey and others
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