海外研报
筛选
Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe
Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up
海外研报
2024年08月15日
Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth
CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of
海外研报
2024年08月16日
4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring
CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.
海外研报
2024年08月16日
BOJ watch: How will Kishida's successor get along with the central bank?
Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
海外研报
2024年08月16日
Hardware Sector Update; DELL Add to Focus List; ALAB
My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
海外研报
2024年08月16日
Lamenting party policy prescriptions for inflation
• The Biden/Harris administration has blamed greedy corporations
海外研报
2024年08月16日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月16日
Yen vs the World: Don’t get carried away
Nearly all Governor Ueda’s monetary policy press conferences has been on the dovish side. However, this
海外研报
2024年08月16日
