海外研报
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Upswing in earnings ahead
Star Alliance group,Air China has its primary hub in the Beijing capital and boasts a key advantage in global connectivity,commanding a 27% share of China’s total international traffic in 2019. It is the only Chinese network
海外研报
2024年07月18日
DBS Equity Picks
TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
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19日
Reiterate Rating: BUY | PO: 740.00 USD | Price: 643.04 USD
2Q: Healthy subscriber growth with 8.1mn net addsNetflix reported strong 2Q results including net adds of 8.1mn (vs. guidance of down
海外研报
2024年07月20日
Weekly spending update through July 13
Key takeaways• Total card spending per HH was down 1.6% y/y in the week ending Jul 13, according to BAC aggregated credit & debit card data.
海外研报
2024年07月20日
US Weekly Prospects
The soft landing story has been gaining inereasing credibilityin recent weeks. lfanything, some of the growth data hadbcen suggesting activity was slowing more than would bedesirable.
海外研报
2024年07月22日
Americas 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23日
Weekly Warm-up: Does TheCycle Matter More Than TheElection Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016.2017, we are more focused on the cadence of the business cycle than on theoutcome of the election, While markets have been digesting the rising oddsof a Trump win, cyclical
海外研报
2024年07月23日
FX View AUD/JPY is back in fashion
The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects
海外研报
2024年07月08日
Thailand: structurally weaker balance of payments dynamics
The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报
2024年07月15日
