海外研报

TotalEnergies SE

Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By

Yanlord Land Group Ltd

Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end andluxury residential developments. The company has recently started to move towards nearby Tier 3

Weekly commentary

We see recent market volatility tied to near-term sentiment shifts rather than corporate earnings and macro data. We prefer to look through these air pockets.

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become

Asia ex-China: Electronics export demand to remain robust

The divergence between Asia ex-China’s electronics and non-electronicsexport demand will persist through 2024.

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.8% today. Korea and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,

BoJ to hike amid escalating inflation pressures

Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.

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

Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Week 3: risks of overinvesting in AI overinvestors

Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by