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BOYD Gaming

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1216 | Dolphin Research Focus: 🐬 Macros/Industry. The U.S. Bureau of Labor Statistics will release on Tue a closely watched 'combined' Oct–Nov nonfarm payrolls report. Street expects -10k in Oct and +50k to +130k in Nov, with the unemployment rate rising to 4.4%–4.5%, while Gov. payrolls will be weighed by deferred exits under delayed separation plans across Oct–Nov.🐬 Single stocks. 1) $Alibaba(BABA.US) rolled out the Wanxiang 2.6 model suite...

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XPeng wins Guangzhou L3 road test permit; BABA's Tongyi Wanxiang 2.6 adds role-play capability | Daily News Recap

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Horizon Robotics: An NVDA alternative for high-end autonomous driving?

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Horizon Robotics: Can China’s AD substitute chips unseat NVDA?

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The pace of new energy transition continues to accelerate

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Geely: Can it successfully break through by 'directly challenging' BYD?

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BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

BYD Financial Report Quick Interpretation: Overall, since BYD's car sales in the third quarter continued to decline quarter-on-quarter, the market's expectations for this financial report were not high, and the actual performance of this report was slightly below market expectations. From the perspective of car sales revenue, since the sales volume has been announced, and in the third quarter, BYD was limited by the restrictions on price wars due to anti-involution, there was a certain recovery in the discount intensity compared to the second quarter. Therefore, the market believes that the unit price of cars sold by BYD began to rise quarter-on-quarter this quarter. However, due to the decline in the proportion of higher-priced high-end models (Yangwang, Denza, Fangchengbao) and export models in BYD's sales structure, it somewhat dragged down the unit price of cars sold. Fortunately, the gross profit margin of car sales finally emerged from the low point of the previous quarter, rising by 1.9 percentage points to 20.6% this quarter. Dolphin Research believes this is mainly due to BYD's capital expenditure pace slowing down this quarter, with fixed assets also declining quarter-on-quarter, controlling the overall amortization amount, and possibly some cost reductions in the supply chain. This quarter, the net profit attributable to the parent company rebounded by 1.44 billion to 7.8 billion, mainly because BYD's core three expenses decreased by nearly 2 billion quarter-on-quarter. Finally, we see a trend of narrowing in BYD's massive R&amp;D expenses, and management expenses are also starting to narrow. Finally, the net profit per vehicle was 6,200 yuan, rebounding by 1,300 yuan from the previous quarter's low of 4,900 yuan, but still slightly below the expected 6,500 yuan. From a valuation perspective, due to BYD's large-scale price war still being restricted by anti-involution and the 2025 &#34;Intelligent Driving Equality&#34; new product cycle not meeting expectations, and according to Reuters, BYD also lowered its initial target of 5.5 million vehicles to the current 4.6 million, which has led to BYD's stock price retreating by 25% from its high point in May 2025. Dolphin Research expects that the rush-buying effect brought by the decline in purchase tax in the fourth quarter, and BYD's launch of plug-in hybrid models with larger batteries and longer ranges starting in September, will lead to a 29% quarter-on-quarter increase in sales in the fourth quarter to 1.44 million vehicles, reaching the 2025 annual sales expectation of 4.7 million vehicles. However, the corresponding P/E ratio for BYD in 2025 is still 25 times, which is not considered cheap. Especially since Dolphin Research expects net profit in 2025 to decline by 10% year-on-year compared to 2024, and the overall new car cycle strategy for 2026 is still uncertain, with no obvious upward catalysts in sight, Dolphin Research remains relatively cautious about investing in BYD. $BYD(002594.SZ) $BYD COMPANY(01211.HK) $BYD Company Limited(BYDDF.US)

Grambling Recommends Cyclical Consumer Stocks, Barclays Maintains Boyd Gaming Hold Rating

BOYD Gaming released FY2025 Q3 earnings on October 23 After-Market EST, actual revenue USD 1.004 B (forecast USD 875.11 M), actual EPS USD 17.8084 (forecast USD 1.6283)

BOYD Gaming released FY2025 9 Months Earnings on October 23 After-Market EST, with actual revenue of USD 3.03 B and actual EPS of USD 20.9574

Boyd Gaming Reports Better-than-Expected Q3 Net Earnings

BOYD Gaming to release FY2025 Q3 earnings on October 23 After-Market EST, forecast revenue USD 873.39 M, EPS USD 1.6038

Boyd Entertainment CEO Keith Smith Sells Company Stock

William R Boyd Sells 13,000 Shares of Boyd Gaming

Cetera Increases Stake in Boyd Gaming

Boyd Gaming COO Makes Large Internal Sale

Insider at Boyd Entertainment Reduced Company Stock

BOYD Gaming released FY2025 Q2 earnings on July 24 After-Market EST, actual revenue USD 1.034 B (forecast USD 980.69 M), actual EPS USD 1.84 (forecast USD 1.6308)

BOYD Gaming released FY2025 Semi-Annual Earnings on July 24 After-Market (EST), Actual Revenue USD 2.026 B, Actual EPS USD 3.14

Boyd Gaming Reports Q2 Earnings Above Expectations

Boyd Gaming Achieved 286% Return Over Five Years

 Boyd Gaming Receives Ratings from Fourteen Research Firms

BOYD Gaming to Release FY2025 Q2 Earnings on July 24 After-Market EST, Forecast Revenue USD 978.04 M, EPS USD 1.6308

Truist Financial Raises Boyd Gaming's Target Price to $100

 Boyd Sells Stake in FanDuel and Extends Market Access Agreement

Morgan Stanley Raises Boyd Gaming Target Price

Boyd Gaming Sells 5% FanDuel Stake for $1.755 Billion

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