海外研报

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents

USD: a ‘flatter’ smile is still a smile

Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets

GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line

JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data

Barclays--Debate likely to shift to revenue levers

Margins better vs expectations but the rest of KPIs and guidance were in line: The

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains

Barclays_Americas Small Cap Research Summary_20241018

This summary is compiled from research reports previously published by Barclays Equity

JPM_Oil Markets Weekly This time, it feels different_20241004

We assume that attacking Iran’s energy facilities would not be Israel’s

BMO--Effectively Executing as Ad Monetization Thesis Remains Intact

We reiterate Outperform and raise our target price to $825 from $770 on the