海外研报
筛选
FIGHT THE PBOC
Don’t fight the Fed” is a common market adage, but what about the PBoC? China’scentral bank and the CCP state apparatus are arguably a tougher matchup. However,
海外研报
2024年08月30日
VISIBILITY ON THE IRAN VS ISRAEL REPRISE: NO OIL SHOCK
It was never a matter of ‘if’ – rather only ‘when’ and ‘how’ – Iran and its “axis of resistance” would retaliate againstIsrael after last month's strikes. From an investment perspective, the key question remained whether this latest
海外研报
2024年08月30日
Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM
In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
海外研报
2024年08月30日
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
海外研报
2024年08月30日
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 .
海外研报
2024年08月30日
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
海外研报
2024年08月30日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy Rating
海外研报
2024年08月30日
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
海外研报
2024年08月30日
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 -
海外研报
2024年08月30日
