Notes
MARKET UPDATES
CONSUMER
🔸 $BSET: Q1 EPS $0.21 (est. $0.03), rev $82.2M (est. $79.62M).
🔸 $LCID: Q1 production 2,212 vehicles, 600+ in transit; delivered 3,109; files to sell $1B in notes; guides Q1 revs $232M-$236M (est. $256.3M).
🔸 $LYFT: Downgraded to Underperform at BofA, tgt cut to $10.50.
🔸 $NKE, $ADDYY: Shares drop on new 46% Vietnam tariff (impacting AEO, W).
🔸 $RH: Q4 revs $812.4M (est. $829.6M), EPS $1.58 (est. $1.91); guides FY25 rev growth 10%-13%; warns of tariff risks.
🔸 $ROST, $TJX: Upgraded to Buy at Citi; tariffs boost off-price retail inventory.
ENERGY, INDUSTRIALS & MATERIALS
🔸 $BALL, $CCK: Potential impact from new 25% tariff on canned beer, aluminum.
🔸 $EMN: Upgraded to Outperform at Mizuho, tgt $105 (+18% upside).
🔸 $LSTR: Q1 EPS cut to $0.90-$0.95 (prior $1.05-$1.25) due to supply chain fraud.
🔸 $MSM: Q2 EPS $0.72 in line, revs $891.72M (est. $908.3M).
🔸 $PCAR: CFO Harrie Schippers to retire; Brice Poplawski promoted.
FINANCIALS
🔸 $RGP: Q3 adj. EBITDA $1.7M (est. -$0.5M), revs $129.4M (est. $130M).
HEALTHCARE
🔸 $RXST: Cuts FY25 rev view to $160M-$175M (prior $185M-$197M).
🔸 $SRNA: Files for $100M mixed shelf.
🔸 Drugmakers ($AZN, $SNY, $NVO): Spared from Trump tariffs, benefiting exporters.
🔸 Medical Devices ($DXCM, $GHHC, $BSX, $ABT): Under pressure due to new tariffs (34% China, 20% EU).
TECH, MEDIA & TELECOM
🔸 $MSFT: Pausing data center projects, impacting VRT, CRWV, ETN, SMCI, DELL, VST, SMR, OKLO, NRG, CEG.
🔸 $GCT: Increases buyback by $16M.
🔸 $PDD: Investing $13B over three years to support merchants.
🔸 $PENG: Q2 EPS $0.52 (est. $0.38), sales $366M (+29% y/y, est. $345.1M).
😍币娘圣诞活动来了，高达30万美元的奖励等你来撸 @coinmusme_ZH
币娘是一款结合了Web3技术的创新扭蛋游戏，让你在享受乐趣的同时还能赚取奖金
传送门：https://t.co/t7GHVYCQ33
游戏玩法：
1⃣通过卡牌对战、猜扑克牌大小以及培养角色成长并获得积分，可以自动也可以考验自己的策略
2⃣使用获得的积分来参加预测代币的走势获得代币奖励
3⃣自由度高，活动期间不会强制每天都参加，随心所欲，想玩就玩
作为一名早期参与其中的玩家，卡哇伊的画面和动感的音乐让人难以忘怀，让人心情瞬间变得愉悦，游戏玩法也易上手，不会让我感到肝，吸引我的还是猜扑克牌和预测代币走势这两个环节，简直就是在考验我的预判能力，每次连续猜中扑克牌那种牛逼的感觉就是爽，还在把战绩截图丢给社区卷大家
#Downgrades - Dec 04, 2024
• $ACMR: Needham Downgrades to Hold from Buy
• $ALEC: BofA Securities Downgrades to Underperform from Neutral - PT $1 (from $9)
• $BMY: CFRA Downgrades to Hold from Buy - PT $60
• $CDMO: Stephens Downgrades to Equal Weight from Overweight - PT $12.50 (from $12)
• $DTE: KeyBanc Downgrades to Sector Weight from Overweight
• $ETR: KeyBanc Downgrades to Sector Weight from Overweight
• $FCNCA: KBW Downgrades to Market Perform from Outperform
• $HAFC: KBW Downgrades to Market Perform from Outperform
• $IPGP: Northcoast Research Downgrades to Neutral from Buy
• $MSM: Stephens Downgrades to Equal Weight from Overweight - PT $85
• $MTB: JPMorgan Downgrades to Neutral from Overweight - PT $223.50 (from $215)
• $NVS: HSBC Downgrades to Reduce from Hold
• $PNFP: KBW Downgrades to Market Perform from Outperform
• $YPF: UBS Downgrades to Neutral from Buy - PT $38 (from $30)
We're thrilled to announce that the @coinmusme Kickstarter has concluded and $MSM will be listed on #MEXC!
🔹Deposit: Opened
🔹MSM/USDT Trading in the Innovation Zone: 2024-11-27 12:00 (UTC)
Details:
.@coinmusme, an anime-inspired blockchain game, emerging from Japan, is coming to #MEXCKickstarter 🚀
🗳Vote with $MX to share massive airdrops
📈 $MSM/USDT Trading: 2024-11-27 12:00 (UTC)
Details:
币娘FEI酱联名NFT先到先得
币娘 @coinmusme_ZH 是一款在日本很火的WEB3虚拟偶像游戏，即将于11月底进行公测，现联名我们社区送出FEI酱专属NFT，该联名NFT可以在即将到来的扭蛋活动中获得扭蛋券，从而免费开启扭蛋，获取游戏NFT。
一、获取方式
1️⃣ 关注 @coinmusme_ZH
2️⃣加入币娘DC https://t.co/bn5BguW0wj，并在DC中文频道留言“FEI酱我来接你回家了”
注：共有100张FEI酱联名NFT，先到先得，截止时间11月24日。官方DC中还有多种方式可以获得其他更多扭蛋券。
二、关于币娘
币娘是一款将主流加密货币进行娘化的偶像游戏，玩家需要通过开扭蛋的方式来获取你的币娘，然后将5位币娘组成队伍去竞技场对决，对决获胜则可以获得CP积分，然后通过CP积分来竞猜加密货币的涨跌，猜对则可以获得娘币 $MSM 。
三、路线图🔹
🔹扭蛋活动 11月22日-11月24日
🔹代币上线，预计11月底
🔹游戏正式上线 预计11月底
