海外研报
筛选
ROE outlook outperforms peers
commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
海外研报
2024年07月18日
Yangzijiang Shipbuilding Holdings Ltd
L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and
海外研报
2024年07月18日
Asia FX Talk BI to stand pat
Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
海外研报
2024年07月18日
Quarterly beat with strong EUV bookings, with reiterated FY guidance
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年07月18日
Big sales of Financials stocks as earnings season kicks off
Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous
海外研报
2024年07月18日
S&P 500 2Q earnings preview: Other 493 back in the black
Macro weakened, but an EPS miss is rare. Guidance & revisions improved. We expect a typical 2% beat, smallest since 4Q22.
海外研报
2024年07月18日
Exposure to Big Tech impacted 1H results
Our US Regime Indicator (based on a three month moving average of the underlying raw indicator) continued to improve in June, but the underlying raw time series declined for a
海外研报
2024年07月18日
Week 1: 3% beat in early days
Big Banks delivered on 1Q results, all beating on EPS but not enough to lift stocks higher. Net interest income was guided flat to down, but trading and investment banking
海外研报
2024年07月18日
Global Hedge Fund Industry Monthly Update
Green, with a dash of red: Most HF strategies generated positive returns for June.1 Quant Equity was the best performing strategy at 2.6%, followed by Discretionary Macro at 0.8%, then Multi-Strategy at 0.8%.
海外研报
2024年07月18日
As they extend & pretend, we defend
The RIC OutlookUS households have a record $18.3tn in cash, +40% since ‘19. Cash is already a drag net of taxes, inflation, and Fed cuts. Where’s an asset allocator to go? We favor credit for the
海外研报
2024年07月18日
