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Vonovia: recent disposals improved the picture significantly (cash flow model view)

Vonovia is one of my highest conviction investments accounting for no less than 7.5% of my portfolio. My local real estate private equity background g...

July 10, 2023, 4:32 am

Mufg's 4 reasons every boj meeting is live for a surprise, & forecast usd/jpy drop to 130

Analysts at Mitsubishi UFJ Financial Group Inc.'s (MUFG) are not expecting the yen weakness we've been seeing to carry on:Yen ... looks over-extended ...

July 5, 2023, 10:02 pm

Société générale forecast usd/cny as high as 7.40

Soc Gen on the sliding yuan, forecasting USD/CNY to 7.30 in Q3 of this yearand to 7.40 in Q4 2023 & Q1 2024SG say that Market enthusiasm about China�...

July 4, 2023, 10:28 pm

Alithya continues debt reduction efforts

Alithya Group Inc. reported its fiscal Q4 2023 financial results on June 8, 2023. The firm provides a range of IT, business and management consulting ...

June 30, 2023, 3:28 pm

Pldt's future depends on sim cards

PLDT is the oldest and largest telecommunications company in the Philippines and has seen a decline in price by >25% in the past year. This has increa...

June 30, 2023, 9:32 am

Nike, inc. (nke) q4 2023 earnings call transcript

NIKE, Inc. (NYSE:NKE ) Q4 2023 Earnings Conference Call June 29, 2023 5:00 PM ET Company Participants Paul Trussell - Vice President, Investor Relatio...

June 29, 2023, 8:35 pm

Mitek systems, inc. (mitk) q4 2022 earnings call transcript

Mitek Systems, Inc. (NASDAQ:MITK ) Q4 2022 Earnings Call Transcript June 29, 2023 5:00 PM ET Company Participants Todd Kehrli - Investor Relations Max...

June 29, 2023, 7:53 pm

Boardwalktech software corp. (bwlkf) q4 2023 earnings call transcript

Boardwalktech Software Corp. (OTCQB:BWLKF) Q4 2023 Earnings Conference Call June 28, 2023 4:15 PM ET Company Participants Graham Farrell - IR Andy Dun...

June 28, 2023, 11:49 pm

American outdoor brands, inc. (aout) q4 2023 earnings call transcript

American Outdoor Brands, Inc. (NASDAQ:AOUT ) Q4 2023 Earnings Conference Call June 28, 2023 5:00 PM ET Company Participants Liz Sharp - Vice President...

June 28, 2023, 7:32 pm

Global blue group holding ag (gb) q4 2023 earnings call transcript

Global Blue Group Holding AG (NYSE:GB ) Q4 2023 Earnings Conference Call June 28, 2023 8:00 AM ET Company Participants Jacques Stern - President and C...

June 28, 2023, 1:02 pm

Indigo books & music inc. (idgbf) q4 2023 earnings call transcript

Indigo Books & Music Inc. (OTCPK:IDGBF) Q4 2023 Earnings Call Transcript June 28, 2023 10:00 AM ET Company Participants Craig Loudon - CFO Peter Ruis ...

June 28, 2023, 10:50 am

Eur/usd: longer-term uptrend likely, but flash cpi could trigger a pullback

GDP in the EA for Q1 slowed to a 0.1% quarterly contraction from 0.0% in Q4 2022 The flash Q2 report is due on Monday the 31st of July The economy has...

June 28, 2023, 10:44 am

Wise plc (wplcf) q4 2023 earnings call transcript

Wise plc (OTCPK:WPLCF) Q4 2023 Earnings Conference Call June 27, 2023 4:30 AM ET Company Participants Kristo Kaarmann - Co-Founder & CEO Harsh Sinha -...

June 27, 2023, 8:50 pm

Transphorm, inc. (tgan) q4 2023 earnings call transcript

Transphorm, Inc. (NASDAQ:TGAN ) Q4 2023 Earnings Call Transcript June 27, 2023 5:00 PM ET Company Participants David Hanover - Investor Relations Prim...

June 27, 2023, 7:45 pm

Aerovironment, inc. (avav) q4 2023 earnings call transcript

AeroVironment, Inc. (NASDAQ:AVAV ) Q4 2023 Earnings Conference Call June 27, 2023 4:30 PM ET Company Participants Jonah Teeter-Balin - Senior Director...

June 27, 2023, 7:30 pm

Korn ferry (kfy) q4 2023 earnings call transcript

Korn Ferry (NYSE:KFY ) Q4 2023 Earnings Conference Call June 27, 2023 12:00 PM ET Company Participants Gary Burnison - Chief Executive Officer Bob Roz...

June 27, 2023, 4:44 pm

Naspers limited (npsny) q4 2023 earnings call transcript

Naspers Limited (OTCPK:NPSNY) Q4 2023 Earnings Conference Call June 27, 2023 10:00 AM ET Company Participants Eoin Ryan - IR Bob van Dijk - CEO Basil ...

June 27, 2023, 3:25 pm

Jerash holdings (us) inc. (jrsh) q4 2023 earnings call transcript

Jerash Holdings (US) Inc. (NASDAQ:JRSH ) Q4 2023 Earnings Conference Call June 27, 2023 9:00 AM ET Company Participants Roger Pondel - Investor Relati...

June 27, 2023, 12:17 pm

Boqii holding limited (bq) q4 2023 earnings call transcript

Boqii Holding Limited (NYSE:BQ ) Q4 2023 Earnings Conference Call June 27, 2023 8:00 AM ET Company Participants Mandy Luo - Head of Investor Relations...

June 27, 2023, 10:19 am

Mix telematics results flatten as headwinds mount

MiX Telematics Limited reported its FQ4 2023 financial results on May 25, 2023. The firm provides an array of fleet tracking and telematics products a...

June 23, 2023, 5:03 pm


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