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MercadoLibre (MELI US)-Buy: More levers to pull; raise TP
◆ Gaining share with GMV (FX-neutral) growth of 83% y-o-y; commerce take rate expands 120bp y-o-y
海外研报
2024年08月15日
BOJ watch: Bank suspends further rate hikes after being blamed for dramatic moves in yen and stocks
Global financial markets experienced major turmoil in the first part of August. On the fifthof the month the Nikkei 225 posted a larger drop than it did on Black Monday in 1987, and
海外研报
2024年08月15日
GLOBAL | Quantitative Strategy-Global Quant Strategy: Rate Cut Playbook
The recent market turmoil is a clear message to the Fed that investors areprimed for rate cuts. With OECD leading indicator and earnings still strong,
海外研报
2024年08月15日
Argentina Equity Strategy
Almost a year ago, we published the note Back to the Future? Similarities and Differences vs. 2015 Election, analyzing how Argentine equities behaved ahead of
海外研报
2024年08月15日
2Q24 Results & Conference Call Highlights
Nubank reported GAAP net income of US$487 million, up 29% q/q and 117% y/y, coming in 11% above our estimate of US$440 million and 13% above consensus
海外研报
2024年08月15日
Nomura Quant Insights
US equity rebound being powered by macro hedge funds buying the dipUS equities (S&P 500) have continued to pick themselves back up. Investors have gone
海外研报
2024年08月15日
This is Non-Independent Research, as defined by the Financial Conduct Authority
Today’s session kicks off with markets having to digest the new set of UK inflation data. UK headline CPI was expected to rebound from June’s 2.0% handle, but the rebound was slightly smaller than expected, with
海外研报
2024年08月15日
The Pulse of the Market Pressure Release
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, last week’s price action relieved some pressures on
海外研报
2024年08月15日
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
USA: Core CPI Roughly in Line With Expectations; Estimating a 0.14% Increase in July Core PCE
BOTTOM LINE: July core CPI rose 0.17% month-over-month, roughly in line withexpectations. The composition was mixed, as large declines in the volatile used cars
海外研报
2024年08月15日
