海外研报

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

GS--Research Unplugged: The Draghi Plan & Europe’s Electrification

Following Draghi’s recent study on how to boost Europe’s competitiveness, which

GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy

The bottom line: We expect a muted stock reaction following an in-line quarter, with

GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights

VEA reported a weaker than expected Q3 with Geelong gross refining margin of

weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out

We think U.S. corporate earnings strength will keep broadening beyond tech in