海外研报
筛选
GS--Americas Construction: Building Products: AHRI — July Read-Throughs
decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报
2024年09月15日
GS--What’s Powering Your Services Recap - 9/13/24
This week in Business & Information Services, we had a number of companiespresent at our 2024 Communacopia + Technology Conference in San Francisco,
海外研报
2024年09月15日
GS--AEJ Week Ahead: China August activity data; CBC and BI meetings
growth to decline to 4.3% yoy in August from 5.1% yoy in July, in line withsofter NBS manufacturing PMI and wider year-on-year contraction in steel
海外研报
2024年09月15日
GS--Disappointing guidance overshadows core business strength - F3Q24 Results
We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM
海外研报
2024年09月15日
GS--WHIFF OF NEW US-RUSSIA MISSILE CRISIS SHOULD UNDERPIN THE GOLD PRICE
Although this topic remains firmly in the arena of tail-risk monitoring rather than an active market driver, PresidentPutin’s clear ‘red line’ signal yesterday is notable for two reasons: as a tail-risk ‘fattener’ in its own right, and as a
海外研报
2024年09月15日
GD--RATE CUTS MEET SOFT PATCH
An economic soft patch is taking shape, paving the way for an accelerated BoE easing cycle against the backdrop of a tighter fiscal stance.
海外研报
2024年09月15日
GS--ZoomInfo Technologies Inc. (ZI): Communacopia + Technology Conference 2024 — Key Takeaways
. Committed to returning to growth and returns to shareholders: ZoomInfo’snear term priorities are to get the business back to growth, buying back stock,
海外研报
2024年09月15日
GS--Vertiv Holdings (VRT): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Giordano Albertazzi, the CEO of Vertiv, and David Fallon,CFO of Vertiv at the Communacopia + Technology Conference.
海外研报
2024年09月15日
GS--Snowflake Inc. (SNOW): Communacopia + Technology Conference 2024 — Key Takeaways
New CEO, Dr. Sridhar Ramaswamy, continues executing against his visionfor the company: Snowflake discussed how the recently appointed CEO,
海外研报
2024年09月15日
GS--Nextdoor Holdings (KIND): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CEO Nirav Tolia and CFO Matt Anderson at theCommunacopia + Technology Conference.
海外研报
2024年09月15日