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    Ali Naqvi

    Senior Equity Analyst at HSBC Holdings plc

    Ali Naqvi is a Senior Equity Analyst at HSBC Holdings plc, specializing in coverage of major global equities across markets such as the UK, France, Germany, Spain, and the US. He has covered companies including American Tower and CD Projekt, making over 100 stock ratings with a past success rate ranging from 37% to 67% and an average return per rating between -8.4% and 7.5%, with his top pick achieving a 217.5% return in one year. Active at HSBC since at least 2021, Naqvi has built a reputation in the financial analyst community, commissioning ratings widely referenced in investor media, though detailed prior employment information is not publicly verified. He holds recognized credentials as a sell-side analyst and is listed in analyst registries at firms such as CD Projekt, though specific FINRA registrations or securities licenses are not confirmed in public sources.

    Ali Naqvi's questions to CARNIVAL (CUK) leadership

    Ali Naqvi's questions to CARNIVAL (CUK) leadership • Q3 2022

    Question

    Ali Naqvi requested commentary on Q4 like-for-like volume trends, asking if they indicated consumer weakness or were driven by booking patterns and FCCs. He also asked about the potential impact of recent hurricanes on the upcoming wave season.

    Answer

    CFO David Bernstein noted that Q4 occupancy is expected to increase slightly from Q3, bucking seasonal trends, due to a continued build in occupancy. CEO Josh Weinstein added that recent booking volumes are strong for Q4. Regarding hurricanes, Weinstein stated they do not anticipate a significant impact on business, with Bernstein estimating a financial impact of less than $10 million.

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    Ali Naqvi's questions to Dufry AG/ADR (DUFRY) leadership

    Ali Naqvi's questions to Dufry AG/ADR (DUFRY) leadership • Q2 2022

    Question

    Ali Naqvi of HSBC asked what is needed beyond sales recovery for segmental core EBITDA margins to return to pre-pandemic levels, the expected full-year lease expense at normalized sales, and for an update on the competitive landscape and tendering activity.

    Answer

    CEO Xavier Rossinyol identified the evolution of concession fees as the most critical variable for margin recovery, alongside sales. He noted that while the market has been quiet with many contract extensions, tendering is now restarting. He stated that the prudent approach is to assume concession fee pressure will return, which the company must offset through operational efficiencies or by driving higher spend per head.

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