海外研报
筛选
Restructuring begins to bear fruit
T . JD.com currently has a c.18% market share in terms ofGMV. JD’s self-developed fulfilment and logistics infrastructure (1,300 warehouses with GFA of 23m
海外研报
2024年07月18日
The Point for Europe
Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
海外研报
2024年07月18日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月20日
China Online Travel Sector
China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
海外研报
2024年07月20日
Gold’s unwavering bull market
Global commodities: Gold is breaking out to new all-time highs and continues to surprise even our above-consensus forecasts, both in its upward intensity as well
海外研报
2024年07月20日
Portfolio Hedging Toolkit (Jul-2024) Buy Semis ETF (SMH) puts
Semis stocks have rallied significantly since the start of 2023 (SMH +154%),mainly driven by AI-related optimism. Our semis analyst Toshiya Hari believes
海外研报
2024年07月20日
Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
US Economics | US Economic Data
Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
海外研报
2024年07月17日
Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报
2024年07月17日
IS TRUMP UNSTOPPABLE?
With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
海外研报
2024年07月18日
