海外研报

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two

Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC)

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from