海外研报
筛选
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
2024年09月06日
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
2024年09月06日
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
2024年09月06日
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
2024年09月06日
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.
海外研报
2024年09月06日
Catalyst or Culprit?
We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially
海外研报
2024年09月06日
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.
海外研报
2024年09月06日
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
2024年09月06日
August debt issuance volume growth decelerated as leveraged loan refinancing activity moderated
Debt issuance volume growth decelerated sharply in August as corporate leveragedloan refinancing activity moderated. Global debt issuance increased just 5% y/y in
海外研报
2024年09月06日
Global Strategy Weekly
We have always exhorted our readers to watch Japan closely as it has consistently been a forerunner of major market moves (eg the late 1990s tech bubble started to
海外研报
2024年09月06日
