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UBS analysts remain optimistic about Nvidia, dismissing recent market concerns as exaggerated. They highlight improvements in Blackwell chipset yields and revenue recognition practices, which help navigate supply chain challenges. UBS projects Blackwell revenue to reach approximately $9 billion for the January quarter, significantly up from earlier estimates.
UBS analysts remain optimistic about Nvidia, dismissing recent market concerns as exaggerated. They note improvements in Blackwell chipset yields and revenue recognition practices that help navigate supply chain challenges. UBS projects Blackwell revenue to reach approximately $9 billion for the January quarter, significantly up from earlier estimates.
Siemens AG, a leading manufacturer of electronic and electrotechnical equipment, generates net sales primarily from medical equipment (30.2%), intelligent building solutions (28.8%), and digital industrial equipment (25%). Geographically, sales are distributed with 14.9% in Germany, 31.5% in Europe/CIS/Africa/Middle East, and 26.4% in the United States.
Corning shares are expected to rise ahead of the Analyst Day on March 18, with Deutsche Bank maintaining a Buy rating and a $54 price target. The company anticipates updates on its Project Springboard plan, aiming for $3 billion in additional revenue, while analysts predict a 15% annual growth in earnings per share over the next three years. Despite facing an antitrust probe in Europe, Corning's recent Q3 results showed an 8% sales increase, driven by a 55% surge in Optical Communications, with optimistic forecasts for Q4.
Despite the challenges posed by foot-and-mouth disease, dairy farmers and processors in Germany express cautious optimism about the future. While raw milk volumes have stagnated since 2019, prices have improved, and farm incomes remain stable. However, high energy costs and bureaucratic hurdles are significant concerns, prompting calls for more transparency and supportive policies from the new federal government.
Huawei has reclaimed the top position in China's smartphone market with an 18.1% share in Q4 2024, marking a 15.5% growth, while Apple faced an 18.2% sales decline, holding 17.1%. The success of Huawei's Nova 13 and Mate 70 series, along with its self-reliance in chip production, contributed to this turnaround. Despite a slight year-on-year decline of 3.2% in the market for Q4, the overall annual growth for 2024 was 1.5%, with Vivo leading for the year at 17.8%.
Deutsche Bank (China) Co., Ltd. and Yonyou Network Technology Co., Ltd. have signed a strategic memorandum of understanding in Beijing to create a new global financial services model centered on Global Treasury Management (GTM). This partnership aims to enhance digital financial services, optimize financial resources, and support the globalization strategies of Chinese enterprises by integrating Yonyou’s treasury management system with Deutsche Bank’s financial system. The collaboration will also focus on developing innovative financial solutions and improving domestic and cross-border payment processes for Chinese companies expanding internationally.
Huawei is projected to re-enter the top 5 global smartphone OEMs by 2025, potentially reclaiming the number 1 position in China. Despite challenges from the US ban and the absence of Google services, the company achieved significant growth in 2024, selling 46 million smartphones and marking a 37% year-on-year increase.
UBS has upgraded Metsä Board to a neutral rating with a target price of EUR 4.70, up from EUR 4.10. The company, a prominent European producer of cardboard and paper, generates 59% of its net sales from packaging cardboard, with significant contributions from white kraftliner (24%) and pulp (13%). It operates eight production sites in Finland and Sweden, with a majority of sales coming from Europe, the United States, and other regions.
UBS has upgraded Metsä Board to a neutral rating with a target price of EUR 4.70, up from EUR 4.10. Metsä Board Oyj, a leading European producer of board and paper products, generates 59% of its sales from packaging board, with significant contributions from white kraft paper (24%) and pulp (13%). The company operates eight production sites across Finland and Sweden, with a diverse geographical sales distribution, primarily in Europe, the United States, and Asia-Pacific.
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ubs analysts remain optimistic on nvidia despite market concerns
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