海外研报
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New CEO announced, production outlook held, higher FCF use expected for FY; Buy
Our view on the stock post 2Q24 earningsWhile 2Q24 was a choppy quarter, we think sustained progress onproduction rates (July similar to an improved June) and the
海外研报
2024年08月05日
Earnings Tracker: Mixed season, but stock misses heavily penalised
Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
海外研报
2024年08月05日
WBD & PARA Credit: Another 'Spin' on Our Cautious Views
Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
海外研报
2024年08月05日
Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary
Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
海外研报
2024年08月05日
Global Rates Trader From “If and When?” to “How Much?
This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
海外研报
2024年08月05日
How Weak Is the Consumer?
Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报
2024年08月05日
Trade Close: Close Options Recommendation
We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their
海外研报
2024年08月05日
Weak jobs report could put 50bp cut on the table
The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
海外研报
2024年08月05日
CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind
CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A
海外研报
2024年08月05日
US Rates Watch Fed funds: higher when FHLB discos rise
Fed funds will rise with FHLB discount note ratesClients have increasingly asked: when will the effective federal funds (FF) rate rise? Our answer
海外研报
2024年08月05日
