海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

EM easing cycle to widen out

Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
海外研报

Slightly Better F2Q; Focus shifts to AgentForce

Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
海外研报

DB Tech Conference Takeaways

Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
海外研报

Commodity Call-OPEC facing new realities

Crude oil prices have remained under pressure, despite the best efforts of OPEC. With a weakening outlook weighing on sentiment, OPEC faces an -
海外研报

1H24 NI in line, dividend hike despite weakened cash collection; Buy

COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
海外研报

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy Rating
海外研报

Fall reset, revisiting and level-setting Price Objectives across our coverage universe

Price objective updates; EPS estimates/ratings unchangedWe are marking the unofficial start of fall by revisiting and updating the price objectives
海外研报

Unique growth at very reasonable valuation, ignore quarterly noise

Q2 solid, Q3 good not great on Blackwell push-outWe reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly .
海外研报

Blackwell Concerns Prove Overblown but +$1B Beats No Longer in Style

We get why investors may pick at this print from a superficial perspective but think that updateson key issues all leaned more positive. On one hand, guidance was lighter than the $2B beat the
海外研报

Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM

In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
海外研报