海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

USA: New Home Sales Well Above Expectations; Boosting Q3 GDP Tracking to +2.5%

BOTTOM LINE: New home sales jumped in July, significantly above consensusexpectations for a smaller increase. Following this morning’s data, we boosted our
海外研报

The Global Point Friday, 23 August 2024

Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print
海外研报

US Weekly Kickstart

This week we published our Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyzed $6.5 trillion of holdings at the start of 3Q
海外研报

margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral

COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
海外研报

Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报

China Economic Activity and Policy Tracker: August 23

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报

The ECB's throuple... or trouble?

The accounts of the July ECB meeting noted that September “was widely seen as a good time to re-evaluate” the level of monetary policy restriction. But caution remains the key word. In fact,
海外研报

Japan: BoJ downplaying structural deflationary pressures of excess corporate savings

It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because
海外研报

Taiwan: Broad Declines in IP and Retail Sales in July

Taiwan’s industrial production (IP) fell 3.3% mom sa in July, with the pace of declineaccelerating from -0.6% the previous month. The outcome was in line with
海外研报

The Flow Show Jackson Dole

Scores on the Doors: gold 19.6%, crypto 17.7%, stocks 15.4%, HY bonds 6.5%, IG bonds 3.8%, cash 3.5%, commodities 1.9%, oil 1.8%, govt bonds 0.6%, US$ 0.2% YTD.
海外研报