海外研报
筛选
September 2024 update: Refreshing Japan & China Ideas
As we come out of results season and this summer’s volatility, we take theopportunity to refresh ideas in Japan & China. We add SMFG, TDK, Advantest,
海外研报
2024年09月06日
CitiFX Wire | Linear Trading
The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For
海外研报
2024年09月06日
Asia FX heatmap: awaiting the pivot in September
We look to re-engage in September after lightening up on our Asia risk over the course of August. We raise the TWD and IDR back to overweight this month while
海外研报
2024年09月06日
ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
海外研报
2024年09月06日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ
海外研报
2024年09月06日
US Weekly Kickstart
The S&P 500 index reached a new all-time high of 4894 on January 25th while the 10-year Treasury yield has risen by 27 bp YTD to 4.2%. Many
海外研报
2024年09月06日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
海外研报
2024年09月06日
learer Path to Achieving Long-Term Growth Targets
We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
海外研报
2024年09月06日
Short long summer
Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this
海外研报
2024年09月06日
Google Ad Tech Vs. DoJ (Round Two)
The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
海外研报
2024年09月06日
