海外研报

GS--Results in line with trading update and re-confirmed

Ceres reported 1H24 results this morning (September 27), with total revenue and

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

GS--China_ Industrial profits fell sequentially in August(1)

China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in

GS--F4Q earnings beat with positive traffic and margin strength

COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of

GS--Turnover/margin buying spiked; Introducing EM positioning baskets

EM Asian ex-China region saw buying (+US$2.5bn) this

GS--China’s stimulus and European equities

China announced a combination of easing measures this

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS-- China Easing | Datacentres

As trade barriers have risen amid greater levels of geopolitical tension in recent

JPM_Credit Calls Friday, September 27, 2024

FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty