海外研报
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Capital at risk: nature through an investment lens
As natural resources come under growing strain, we see new risks and opportunities emerging for investors. An
海外研报
2024年09月05日
Global Equity Volatility Insights Return of Fed put adds to risk of fragility
The time has come… to dust off the fragility playbookAt Jackson Hole, Powell spoke of contained inflation, lower rates ahead, and a revived
海外研报
2024年09月05日
China Software: 2H24 improving profitability with disciplined expenses; iFlytek, ZWSOFT,
2H24 improving profitability on cost control: We review 2Q24 results of iFlytek,ZWSOFT, and Sangfor; among our China Software coverage, we see revenue growth
海外研报
2024年09月05日
The Global Point Wednesday, 04 September 2024
Global Multi-Asset - Industrial Technology & Mobility: How disruptive forces are driving the M&A landscape in Industrials; Focus on Germany
海外研报
2024年09月05日
Dollar Tree Stores Inc. (DLTR): First Take: 2Q miss; FY guidance lowered
DLTR reported 2Q adj EPS of $0.67, below the GS estimate of $1.07 and consensus(Refinitiv) of $1.04. Consolidated SSS of +0.7% was below GS/consensus at
海外研报
2024年09月05日
Q1 2024 ETP flows round up
At the global level, equity ETPs led the way in Q1 ($255B), alongside inflows into fixed income ($80B) and continued selling of commodities (-$6.7B). This compares with the $274B added to equities, $95.6B into
海外研报
2024年09月05日
Obesity/Diabetes thoughts into EASD and through the end of 2024
For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of
海外研报
2024年09月05日
Europe Technology: Hardware: Key investor questions for European Digital Enablers at the
Ahead of the GS Communacopia + Technology Conference in San Francisco(September 9-11), we summarise key investor questions for our coverage, spanning
海外研报
2024年09月05日
A severe case of COVIDIA: prognosis for an AI-driven US equity market
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. NVIDIA’s financial results are extraordinary (it beat on
海外研报
2024年09月05日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月05日
