Bloomberg's "50 Companies to Watch in 2025"

Bloomberg's "50 Companies to Watch in 2025"

1. Adecco (Industrial Goods: HR and Recruitment)
Possibility of earnings recovery due to increased demand for temporary workers.

2. Advanced Info Service
Forecast to transition to high-priced pricing plan and increase roaming revenue.

3. Airbus (Industrial Goods: Aerospace)
A320 Target to improve revenue and cash flow by increasing production.

4. AstraZeneca (Healthcare: Pharmaceuticals)
New drug clinical data release and global market expansion expectations.

5. Bank OZK (Finance: Bank)
Lower interest rates pressure yields.

6. Broadcom (Technology: Semiconductor)
Increased sales of AI data centers and custom chips.

7. Cadence Design (Technology: Software)
Rising demand for AI tools and next-generation chip design software.

8. China Hongqiao (Material: Aluminum)
China's economic stimulus and the effect of falling raw material costs.

9. Citic Securities (Finance: Capital Markets)
China market liquidity growth and overseas expansion outlook.

10. Colgate (essential consumer goods: household goods)
North America sales slowdown and pet food growth potential.

11. Emerson Electric (Industrial Goods: Electrical Equipment)
Automation software enhancement and factory investment benefits.

12. Essex Property (real estate: REIT)
Strong West Coast Lease Market Expects Revenue Growth.

13. Estée Lauder (essential consumer goods: cosmetics)
Asia Duty Free Sales Weak and Restructuring Delays.

14. Fox (Communication: Media)
Stable growth with news and sports channel revenue.

15. HSBC (Financial: Bank)
China risk management and cost reduction enable growth.

16. Imax (Communication: Entertainment)
Increasing demand for high definition screens and expanding the international market.

17. Insulet (Healthcare: Medical Devices)
Insulin Auto-Delivery System Sales Rise.

18. ITV (Communications: Media)
Slow advertising sales and weak content demand.

19. KLA (Technology: Semiconductor Equipment)
Increasing demand for high-performance semiconductor manufacturing equipment.

20. Kotak Mahindra Bank (Financial: Bank)
Digital service regulation challenges growth.

21. Micron Technology (Technology: Semiconductor)
Demand for AI-related high-band memory chips is surging.

22. Nintendo (Technology: Game)
Sales pressure due to delay in release of console follow-up models.

23. Nordea (Financial: Bank)
Strengthening shareholder return policy and Nordic market profitability.

24. Norfolk Southern (Industrial Goods: Railways)
Restoring the volume of goods through improved safety and efficiency.

25. Okta (Technology: Software)
Increasing demand and customers for cybersecurity solutions.

26. OMV (Energy: Oil)
Libyan political stability and chemical business recovery.

27. Palantir (Technology: Software)
Excessive market expectations for AI solutions.

28. PayPal (Financial: Payment Processing)
Targeting new partnerships and small business markets.

29. Persimmon (Discretionary Consumer Goods: Housing Construction)
Lower interest rates increase demand for housing and building volume.

30. Porsche (discretionary goods: automobiles)
911 model price increase and new model launch effect.

31. Rémy Cointreau (essential consumer goods: beverages)
Rates fall and U.S. sales recovery forecast.

32. RWE (Energy: Electricity)
Solar and wind expansion and artificial intelligence power demand.

33. Shanghai Airport (Risk Consumer Goods: Airport)
Duty Free Sales Weakened Due to Increased Consumer Online Purchases.

34. Sibanye Stillwater (Material: Mining)
Increased demand for platinum due to increased internal combustion locomotives and hybrid vehicles.

35. Signify (Industrial Goods: Lighting)
Benefits from increased housing transactions at low interest rates.

36. SLB (Energy: Oil Service)
Increasing demand for existing oilfield production optimization services.

37. Subsea 7 (Energy: Oil Service)
Expanded revenue due to increased marine energy projects.

38. Sun Hung Kai (real estate: developer)
Hong Kong property sales recover on lower interest rates.

39. Tapestry (discretionary goods: clothing)
Coach and Kate Spade brand sales growth.

40. Teladoc (Healthcare: Service)
International expansion efforts and slower integration of insurance.

41. Tesla (discretionary goods: automobiles)
Expect growth by launching new models and strengthening AI technology.

42. Thai Beverage (essential consumer goods: beverage)
Restructuring and beverage business IPO to strengthen revenue.

43. Tokyo Electric Power (Energy: Utility)
Japanese government's support for nuclear power generation.

44. UPS (Industrial Goods: Logistics)
Increased profit margins due to increased productivity and restructuring.

45. Vale (Material: Mining)
China stimulus measures and steel demand recovery.

46. VAT Group (Industrial Goods: Machinery)
Increasing demand for high-performance valves for semiconductor manufacturing.

47. Vodacom (Communication: Telecommunication)
South Africa's Situation Stabilizes, Expects Revenue to Increase.

48. Waste Management
Increased financial burden due to acquisition of the medical waste business.

49. Wilmar (Material: Palm Oil)
China's aging population reduces demand for cooking oil.

50. Workday (Technology: Software)
Sales growth forecast due to increase in mid-sized company customers.