海外研报
筛选
Oh what a difference the margin makes
Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription
海外研报
2024年08月24日
CFO change announced; expect smooth transition
Kevan Parekh to transition to CFO position Jan 1, 2025After market close on Aug 26th Apple announced that Mr. Kevan Parekh, Apple’s VP of
海外研报
2024年08月28日
GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls
Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm
海外研报
2024年09月09日
BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk
More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start
海外研报
2024年09月12日
GS--Intuit Inc. (INTU): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Intuit’s CEO Sasan Goodarzi part of our Communacopia +Technology conference.
海外研报
2024年09月17日
