海外研报

GS--Generally in-line qtr; is decelerating growth enough relative to valuation?

Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well

JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021

We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low

JPM_Credit Calls Tuesday, October 22, 2024

High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi

JPM_Commodity Market Positioning and Flows_20241021

The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o

Japan_ simulation of a risk scenario coalition government losing its majority

This is a simulation of a risk scenario in which the LDP loses a significant

GS--Transport Chartbook | Top of Mind

Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend

GS--Reflation divergence: US exceptionalism continues

Risk appetite continued to pick up last week, with our Risk

Jefferies--Back to Autos in Q3

"We, Robot" mostly fell flat. Without much indication of progress on either

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net