海外研报
筛选
Overseas market to drive sales and margins
A . BYD, the global leader in the NEV industry,should continue to deliver decent volume sales growth of 20-25% y-o-y in FY24. The huge scaleallows BYD to remain a price setter, especially after it rolled out products at ASP of
海外研报
2024年07月05日
Atradius 经济展望 软着陆
预计 2024 年全球增长率为 2.6% ， 与 12 月经济展望相比上调 0.5% 。由于更强劲的需求前景和更高的移民 ， 美国经济的韧性突出。 2025 年增长可能会略有改善 ， 达到 2.8％ ， 随着通胀持续下降 ， 购买力也会有所改善。
海外研报
2024年07月05日
Targeting turnaround of Zeekr in FY24
Geely Automobile Holdings Limited (Geely), through its subsidiaries, manufactures and sellsautomobiles and related components under the Geely and Lynk brands. To broaden its new energy
海外研报
2024年07月05日
China: O&A on the third plenum
WVhy is the third plenum getting so muchmnarKetatentlolThe Chinese economy is facing myriad headwinds. Some are cyclical, some are deep-seated structural problemswhich can only be addressed by structural reforms.
海外研报
2024年07月05日
Monthly aircraft delivery tracker: June looking better sequentially
Our aircraft delivery tracker, based on Planespotters data, suggests Boeing istracking to 43 deliveries for June, including 34 737 MAX, 3 787s and 6 other. Of the34 MAX deliveries we estimate 26 were new production deliveries,
海外研报
2024年07月05日
USD: Trump vs Powell vs Trump
Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,
海外研报
2024年07月05日
10-year GBs above 1% is dampeningapanese demand for US Treasuries
Unless otherwise noted, information included herein is presented as of the dates indicated.Apollo GlobaManagement, inc. (together with its subsidiaries, "Apollo") makes no representation or warranty, expressed olimplied, with respect to the accuracy,
海外研报
2024年07月05日
Equity Strategy
SPW, an equal weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a
海外研报
2024年07月05日
Consumption Tax Not The Needof the Hour, Stimulus ls.
Recent government statements do not suggest any sense of urgency: Theconsumption tax was not mentioned in the annual fiscal auditing reportreleased on june 25, which discussed
海外研报
2024年07月05日
Global Data Watch: Asia China: Two policy meetings in July
The swing of cyclical policy reactions aftects business cycle fluctuations. A shiftto an accommodative policy stance in 2l23 led to activity recovery in 2H23 and1024, but the fading
海外研报
2024年07月05日
