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MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and
海外研报

MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011

Tesla’s highly anticipated ‘We, Robot’ event demonstrated
海外研报

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and
海外研报

GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and
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JPM_US Dollar policy in a second Trump presidency_20241010

A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump
海外研报

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.
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UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal
海外研报

GS--3QCY24 earnings preview

Performance: NIFTY closed flat w/w. Pharma, Autos led
海外研报

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales
海外研报

Hotter-than-expected September CPI adds to case

The September CPI report surprised to the upside across the board, with
海外研报