海外研报

Strengthening its Position as Industry Leader

TSM is the world’s leading semiconductor foundry company. The company provides wafer manufacturing, wafer probing, assembly and testing, mask production and design services.

United Airlines Holdings Inc

United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines

India budget, Korea GDP and 20-day exports, and MAS meeting

Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production

Global Strategy Weekly-Are we on the brink of another Nasdaq crash?

The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To

Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)

We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised