海外研报
筛选
Malaysia’sQ2GDP:well-rounded improvement in growth
Malaysia’s Q2 2024 GDP recorded a robust 5.8% y/y growth according to advance estimates released today. Not only did this performance surpass
海外研报
2024年07月20日
China Gas Holdings Ltd
A major gas distributor with the largest exposure in rural areas. A China Gas is one of the major gasdistributors in China with a market share of around 7% in 2022 in terms of gas sales volume.
海外研报
2024年07月09日
"Front républicain" prevents RN majority. What's next?
The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报
2024年07月10日
BA pleads guilty to criminal fraud. How could this affect BDS in the future?
On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing
海外研报
2024年07月10日
Slow Boat from China Implications of Soaring Shipping Costs
At the southern tip of Africa, the warm water from the Indian Ocean meets the cool current coming up from the Antarctic, resulting in stormy weather. When first
海外研报
2024年07月12日
2Q Preview: Screening for Dislocations (SLB), Momentum (AR, CCJ), and Catalysts (WFRD)
Heading into 2Q24 and 2H24, we remain focused on stocking picking versusthematic exposures similar to so far this year, and see three key buckets of
海外研报
2024年07月12日
Tracking Trucker Employment; TL Drivers Exit But More May Be Needed
Long haul trucking lost 1,200 drivers in May, below their pre-COVID seasonalsequential increase of ~2,600 drivers (we note that long haul data lags total
海外研报
2024年07月12日
Sticky inflation is coming unglued
The June CPI report was very benign. The headline figure fell 0.06% (expected up0.1%) and the core figure was up only 0.06% (expected up 0.2%). Within the corecomponent,the long-awaited slowing in both tenants’and owners’ equivalentrental inflation took
海外研报
2024年07月12日
European Equity Strategy
It's time for stock picking again: Europe's stock level dispersion and equities market breadth are just starting to recover from lows ( Exhibit 2 and Exhibit 6 ) amid recent investor focus on elections,
海外研报
2024年07月12日
IAM-751 Strike Sanction Vote Next Week
Boeing’s International Association of Machinists & Aerospace Workers (IAM) District 751will be holding their “Strike Sanction Vote” next week on July 17th. The IAM 751
海外研报
2024年07月15日
