海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.

Weekly Rail Carload Snapshot — Week 28

Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.

Framing The Upside Path to 2025 Operating Income

In this report, we preview AMZN’s upcoming Q2’24 operatingresults and increase our above-Street 2025 GAAP Operating Income

LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE

Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted

IS TRUMP UNSTOPPABLE?

With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?

Upswing in earnings ahead

Star Alliance group,Air China has its primary hub in the Beijing capital and boasts a key advantage in global connectivity,commanding a 27% share of China’s total international traffic in 2019. It is the only Chinese network