海外研报
筛选
Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报
2024年10月11日
Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
GS--India: RBI policy review: RBI changes policy stance to “neutral”
The RBI MPC voted 5:1 to keep the policy repo rate unchanged at 6.50% at the nOctober meeting in-line with expectations, but changed the policy stance from
海外研报
2024年10月11日
GS Utilities Daily: SSE: Sizable visibility coming to the renewables rollout
In July, the Labour government was elected and has since brought into play moreambitious targets for UK renewables development. Over the next 12-18 months,
海外研报
2024年10月11日
GS--GS EUROPEAN EXPRESS: New Idea: Buy Lonza | Encore: Buy SSE, ZELA (both on CL), DBKGn |
Lonza – back on track to deliver compounding returns; initiate at Buy – We initiatecoverage on Lonza Group AG with a Buy rating and a 12-month price target of CHF645. Despite performance YTD, we still see scope for further upside, with Lonza
海外研报
2024年10月11日
Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium
Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its
海外研报
2024年10月11日
BCA--Is The Fed Asleep At The Wheel… Again?
The good news is that we should not fear an imminent US recession.• In the absence of recession though, the Fed cannot cut rates as aggressivelyas is priced if it wants to keep inflation and inflation expectations anchored at2 percent.
海外研报
2024年10月11日
GS--China: Tourism data showed largely stable momentum during the National Day Golden Week
Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with
海外研报
2024年10月11日
GS--China Optical Transceivers_ 3Q Preview
Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in ourcoverage are scheduled to report 3Q results during Oct 22~Oct 24. We expect
海外研报
2024年10月11日
BofA_US Viewpoint September CPI FAQ- expected report should create scope for dip buying_20241009
0.3% CPI = more bark than biteWhile knee-jerk the market may initially bear flatten with a MoM core 0.3% CPI print, we
海外研报
2024年10月11日
