Consumers' Situation Remains Difficult, but General Mills' Brands Should Drive a Return to Growth
General Mills is particularly vulnerable to changing consumer preferences and health trends, given its reliance on cereal, snacks, and convenient foods (52% of fiscal 2024 sales). Losing market share ...
Is CoreWeave The Canary In The AI Coal Mine?
CoreWeave, Inc.'s IPO highlights waning AI hype and market risks like NVIDIA reliance and high cash burn. Click here to read ...
Amgen: Excellent Buy And Hold For A Volatile Market
Amgen is a leading biopharmaceutical company that develops innovative medicines in areas with significant unmet needs. Read ...
Longfor's Operating Margin Should Pick Up As China Home Prices Stabilize
Aside from utilizing operating cash inflow, we think Longfor will ramp up long-term onshore financing through pledging more commercial properties and issuing new bonds. Although we are concerned that ...