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Macro Strategy
Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
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2024年07月24日
Buy SAP, Ryanair, Experian, Merlin Properties | Capex Tracker | GOAL Kickstart | US Capital Markets
SAP – 2Q24 EBIT and FCF ahead with upgrade to FY25 – SAP’s 2Q24 revenuescame in-line on total revenues and ahead on Non-IFRS EBIT (incl SBC) (7%/8% vs
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2024年07月24日
Balancing an accommodative Fed and a complex US election across emerging markets
Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
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2024年07月24日
Boeing Co. (BA): Updating model for defense segment disclosure, legal payment
We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial
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2024年07月24日
Greater China Insight 19 July 2024
This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
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2024年07月24日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月24日
