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04.06.26 - 09:15
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Research: Jefferies Raises Zhihu Inc. TP to USD3.6 on Content Value Unlock (AAStocks)
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Jefferies published a report stating that ZHIHU-W (02390.HK) leverages artificial intelligence technology to mobilize community power and unlock content value. In the first quarter, total revenue increased by approximately 1.3% QoQ but decreased by 10.7% YoY to RMB651.6 million, exceeding market expectations and the brokers fore......
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04.06.26 - 01:18
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Snubbed By SpaceX, Jefferies Now Helping Traders Short World′s Biggest IPO (ZeroHedge)
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Snubbed By SpaceX, Jefferies Now Helping Traders Short World's Biggest IPO
Two weeks ago, when the SpaceX IPO prospectus landed, we observed, that "Goldman is lead left; and pretty much every other bank is on the cover."
Goldman is lead left; and pretty much every other bank is on the cover. They need that to sell it to retail https://t.co/9JogVIxo1i pic.twitter.com/nSnvx6tWqs
— zerohedge (@zerohedge) May 20, 2026
Yet one bank was missing: middle-market specialist (with a penchant for junk bonds and lack of due diligence on private credit deals), Jefferies.
Whether it was shunned due to prior bad blood between Elon and bank execs, or something else happened behind the scenes, we don't know but Jefferies bankers did not take it well. And now, SpaceX bears and some of Jefferies' own bosses see the snub that as a unique opportunity to gang up against an IPO that some say could be in for a major reckoning once the stock prices.
According to Bloomberg, hedge funds that aren't sold o...
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03.06.26 - 04:15
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Research: Jefferies Cuts ROBOSENSE TP to HKD41.7, Rating Buy (AAStocks)
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Jefferies said in a report that LiDAR demand remains strong, but shifts in market share highlight an increasingly fragmented competitive landscape. Chinas LiDAR installations in April rose 114% YoY and 14% MoM to 378,000 units. Penetration in traditional passenger vehicles reached 19%, up 11 ppts YoY, while penetration in new en......
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01.06.26 - 10:12
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Moubayed: Strong GCC Balance Sheet Kept Ratings High (Bloomberg)
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Ratings agencies reaffirmed the strong position of various GCC economies, despite the geopolitical tensions. Alia Moubayed, Managing Director: EMEA Economics & Strategy at Jefferies International spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East and Africa on the resilience of these economies.
(Source: Bloomberg)...
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