海外研报

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

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,

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

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

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

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.

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,

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.

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,

GS--Nextdoor Holdings (KIND): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Nirav Tolia and CFO Matt Anderson at theCommunacopia + Technology Conference.