海外研报

UBS_WA (30)

In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of

USA_ Core Import Prices Decrease Below Expectations

BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we

GS--USA: UMichigan Sentiment Above Expectations

BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus

GS--Weekly Fund Flows Bond Flow Volatility Remains High

Global fund flows, week ending September 11n Flows into mutual funds and related investment products showed net outflows

GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.

GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with

GS--Atlassian Corp. (TEAM): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Atlassian’s SVP of Enterprise and Platform Tiffany To as partof our Communacopia + Technology conference.

GS--Autodesk Inc. (ADSK): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Autodesk’s EVP & CTO, Raji Arasu, and VP of InvestorRelations, Simon Mays-Smith as part of our Communacopia + Technology

GS--Capgemini (CAPP.PA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Aiman Ezzat, CEO at Capgemini, presented at the Communacopia +Technology Conference.

GS--Charter Communications Inc. (CHTR): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) The company sees ACP losses goingbetter than expected thus far; (2) Charter believes its competitive value proposition