Post-CMD adjustments
11/08/25 -"The increase in our EPS estimates stems from higher profitability assumptions for the e-commerce portfolio, as detailed in the DCF commentary, as well as upgraded forecasts for Tencent’s ..."
Pages
68
Language
English
Published on
11/08/25
You may also be interested by these reports :
11/08/25
The increase in our EPS estimates stems from higher profitability assumptions for the e-commerce portfolio, as detailed in the DCF commentary, as ...
08/08/25
In our last teaser (INVESTOR IS THE HERMES OF HOLDCOS) on Investor (REDUCE; Sweden) in early November, right after the election of Donald Trump, we ...
07/08/25
1H25 figures suggest FY25 guidance revised previously is well-achievable
05/08/25
Y-mAbs acquisition adds to NAV catalysts, highlighting our expectations of reconciliation