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Upgrade to Overweight

Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate
海外研报

Google Ad Tech Vs. DoJ (Round Two)

The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
海外研报

learer Path to Achieving Long-Term Growth Targets

We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ
海外研报

Asia FX heatmap: awaiting the pivot in September

We look to re-engage in September after lightening up on our Asia risk over the course of August. We raise the TWD and IDR back to overweight this month while
海外研报

September 2024 update: Refreshing Japan & China Ideas

As we come out of results season and this summer’s volatility, we take theopportunity to refresh ideas in Japan & China. We add SMFG, TDK, Advantest,
海外研报

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 35

Total traffic results for US Class I rails under coverage imply carload growth nat +8.4% YoY in week 35, a slight deceleration versus +9.4% YoY in week 34.
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Catalyst or Culprit?

We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially
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2024 Global Retail Conference

Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
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Expect sequential improvement as resilient disposable income is aided by waning

On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer
海外研报