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    Jonathan Day

    Research Analyst at HSBC Holdings plc

    Jonathan Day is an equity research analyst at HSBC Holdings plc, focused on covering companies within the industrials sector with a particular interest in manufacturing capacity and operational scaling. He is known for in-depth fundamental analysis on publicly traded firms but specific company names under his coverage as well as exact performance metrics, such as TipRanks rankings or investment returns generated, are not publicly detailed. Jonathan Day has built his career as a sector specialist at HSBC, where he has contributed insights into corporate strategies and industrial trends, though specifics about his previous experience or qualifications—including FINRA registrations or securities licenses—are not available in public profiles. His professional reputation is noted internally at HSBC for diligence in research and critical inquiry, yet no major awards or industry recognitions are currently attributed to him in available records.

    Jonathan Day's questions to ALSTOM (ALSMY) leadership

    Jonathan Day's questions to ALSTOM (ALSMY) leadership • Q1 2024

    Question

    Jonathan Day of HSBC Holdings plc inquired about how the company is managing its industrial footprint and capacity as it ramps up production, and whether expansion is needed for new opportunities.

    Answer

    CFO Laurent Martinez stated that the company globally has sufficient footprint and capacity to accommodate its production ramp-up, citing the large factory in Mexico as an example supporting U.S. growth. He reiterated the global industrial CapEx guidance of 2% of sales, indicating no need for major expansion beyond this plan.

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    Jonathan Day's questions to ALSTOM (ALSMY) leadership • Q4 2023

    Question

    Jonathan Day from HSBC asked about the potential risk from persistent inflation on raw materials and for details on the 'other' line within the free cash flow statement, particularly concerning share-based payments and remedies.

    Answer

    Chairman and CEO Henri Poupart-Lafarge expressed confidence in the company's ability to mitigate inflation through commercial indexation, energy hedging, and supplier agreements, reaffirming the target to reduce the margin headwind. He also noted that cash flow items like share-based payments are expected to remain relatively stable year-over-year.

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