海外研报
筛选
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报
2024年07月20日
Australian Macro Weekly
We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update
海外研报
2024年07月20日
Americas Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月20日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月20日
Cooling thermal gen = cooler EU power prices
European power demand has taken a major hit… Settled day-ahead prices for most European countries spiked to as high as 740 EUR/MWh in August 2022 as the attack to the Nordstream pipelines connecting Russia
海外研报
2024年07月20日
The Flow Show 100% + 75% = peak 68%
Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
海外研报
2024年07月20日
Reiterate Rating: BUY | PO: 740.00 USD | Price: 643.04 USD
2Q: Healthy subscriber growth with 8.1mn net addsNetflix reported strong 2Q results including net adds of 8.1mn (vs. guidance of down
海外研报
2024年07月20日
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
Weekly Teller: Initial 2Q takeaways
Initial 2Q reports: Mixed but fine for creditNotwithstanding top and bottom line beats (vs. consensus est.) by each of the fourbanks reporting on Friday, equity reactions were generally weaker on concerns about net
海外研报
2024年07月20日
Weekly Theme: Jun oil & gas demand; refined products exports stable MoM
China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly
海外研报
2024年07月20日
