0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full block...
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On the evening of Mar 25 Beijing time, $GUMING(01364.HK) reported its 2025 H2 results. The second-half print was solid overall.
Against BBG estimates, most core operating metrics were beats, with the o...
+6
The following is Dolphin Research's earnings call Trans for Mixue Group 2H25.
For our take on the results, please see 'Mixue Group: Lucky Cup's comeback — has Snow King bottomed?'---
Lucky Cup to surpass 10,000 stores in 2H
+5
The Hong Kong stock market is now a tale of two extremes. Mixue Group is exploding directly, this wave of beverages really gives a bull market feeling. However, cyclical stocks like oil services, such...
Mixue Group 2H25 First Take: Overall, second-half results were mixed, with revenue beating expectations. However, a lower GPM and higher admin expenses left core OP slightly below consensus.
1) Revenu...
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Seriously, Singtel stop making my life hard. I need the connectivity. Can't believe they are so terrible. I am cancelling my plan with them and will short it!
I believe Alibaba is going to surprise the market with a major new chip product. 💪🏽
It is also surprising that no one is talking about yesterday’s gold movement. Gold has never, in history, dropped 1...
Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged
Hi guys ☕️ Big news: Alibaba dropping a new chip? SK Hynix goes all in on HBM. Apple teases a big one at WWDC. Singtel tanks 5.4%. CapLand Ascendas REIT goes big. Plus 6 earnings. What's catching your...
