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Blackwell Concerns Prove Overblown but +$1B Beats No Longer in Style

We get why investors may pick at this print from a superficial perspective but think that updateson key issues all leaned more positive. On one hand, guidance was lighter than the $2B beat the
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Unique growth at very reasonable valuation, ignore quarterly noise

Q2 solid, Q3 good not great on Blackwell push-outWe reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly .
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Fall reset, revisiting and level-setting Price Objectives across our coverage universe

Price objective updates; EPS estimates/ratings unchangedWe are marking the unofficial start of fall by revisiting and updating the price objectives
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Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy Rating
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1H24 NI in line, dividend hike despite weakened cash collection; Buy

COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
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Commodity Call-OPEC facing new realities

Crude oil prices have remained under pressure, despite the best efforts of OPEC. With a weakening outlook weighing on sentiment, OPEC faces an -
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DB Tech Conference Takeaways

Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
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Slightly Better F2Q; Focus shifts to AgentForce

Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
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EM easing cycle to widen out

Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
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German Headline Inflation Notably Below Consensus

BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and
海外研报