海外研报
筛选
S&P Global PMI in Line With Expectations
BOTTOM LINE: The ISM manufacturing index declined in July, against consensusexpectations for a modest increase. The composition of the report was weak, as the
海外研报
2024年08月02日
2Q24 EPS Miss on Margins; Initial 3Q Trendlines Somewhat Muted vs Expectations
Bottom Line: ARCB 2Q24 adjusted EPS of $1.98 was belowGSe/Visible Alpha Consensus estimates of $2.20/$2.08. Results
海外研报
2024年08月05日
Barclays Equity Factor Monitor
Updated monthly holdings and performance stats for ourequity factor baskets across the US & Europe are presented
海外研报
2024年08月05日
Global Economics Weekly Ready, set... slow
The global economy is showing signs of slowing, withmanufacturing weakening and the US labour market cooling.
海外研报
2024年08月05日
CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind
CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A
海外研报
2024年08月05日
New CEO announced, production outlook held, higher FCF use expected for FY; Buy
Our view on the stock post 2Q24 earningsWhile 2Q24 was a choppy quarter, we think sustained progress onproduction rates (July similar to an improved June) and the
海外研报
2024年08月05日
