海外研报

GS--Capital Markets Day: In-line targets relative to elevated expectations;

T-Mobile Capital Markets Day highlights in-line financialmetrics, with strong broadband targets on fixed wireless and

GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance

In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core

GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)

Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent

Utilities_ REStart_ An alternative returns framework to enhance renewables valuations

Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers

UBS--中国股票