海外研报

BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022

Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank

BofA_Meta Platforms Inc_20241022

Expect modest beat; cost focus can drive EPS upside

GS--Buy developers with strong saleable pipeline

As we see China property prices stabilizing in late-25E (link), we expect coverage

GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion

Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,

GS--Transport Chartbook | Top of Mind

Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s

JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021

We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low

GS--MercadoLibre Inc. (MELI): Local media reports potential interest in acquiring Linx

On Oct 21, Brazil Journal reported that MercadoLibre could be potentially interestedin acquiring Linx,

GS--MIS revenue outperforms on strong debt issuance, mitigated by mixed MA performance

We expect investors to have a positive reaction to Moody’s 3Q 2024 earningsrelease,

MS_Charts That Caught My Eye_20241022

A guiding principle at Morgan Stanley Research is to enhance

MS_Copper, China and Concentrates_20241021

China stimulus is positive for copper, all else equal. Falling property completions