Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Third-quarter revenue and core operating profit both fell short of market consensus, while net profit attributable to shareholders exceeded expectations mainly because of non-recurring gains. The company maintained its full-year growth guidance, implying a significant jump in fourth-quarter revenue from the third quarter.
Bernstein ·
Asymchem’s third-quarter revenue fell short of Morgan Stanley’s expectations, while profit exceeded them, but growth in profit excluding non-recurring items was markedly slower than net profit growth. The company maintained its full-year revenue growth guidance of 19%–22%; concentrated deliveries in its macromolecule businesses and delayed small-molecule projects are key.
Morgan Stanley ·
Third-quarter revenue fell short of Goldman Sachs’ expectations, while cost controls supported profit. Full-year growth guidance remains unchanged, but delivery pressure has shifted to the fourth quarter. Goldman Sachs remains optimistic that the peptide business will accelerate growth in 2027, while cutting its earnings forecasts and target prices.
Goldman Sachs ·
