海外研报
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Japan: BoJ downplaying structural deflationary pressures of excess corporate savings
It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because
海外研报
2024年08月24日
China Economic Activity and Policy Tracker: August 23
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年08月24日
margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral
COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
海外研报
2024年08月24日
The Global Point Friday, 23 August 2024
Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print
海外研报
2024年08月24日
Commodity Call
The sands are quickly shifting in the Australia Carbon Credit Unit (ACCU) market. Voluntary purchases are quickly giving ground to compliance-related
海外研报
2024年08月24日
Next week...this week
Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
海外研报
2024年08月24日
Strengthening Profits, But Growth Needs More Training
Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
海外研报
2024年08月24日
Mostly stable F2Q but shy of convincing skeptics
F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
海外研报
2024年08月24日
What you need to know for the week ahead
Commentary for Monday: The data docket picks up this week with a handful of releases that will provide an initial glimpse into current-quarter economic activity.
海外研报
2024年08月24日
2Q24 US Internet Earnings Wrap
Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
海外研报
2024年08月24日
