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Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus

Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This

海外研报 2024年07月04日

The Long-term StrategistAre annuities a good retirement investment?

We diseussed last month how the move from defined-benefit to defined-contribution pension saving shifted market and longevity risk to workers,who have become quite coneerned they may outlive their savings.But not all is lost as workers can buy lifetime

海外研报 2024年07月30日

July 2024 Performance Review

July was a month of two halves, with the first half seeing the S&P 500 hit asuccession ofrecord highs, Bonds also rallied as speculation mounted that the Fedwould cut rates in September, particularly after the USCPl report came out. Butriskassets

海外研报 2024年08月02日

Americas Transportation: Valuation Tracker: Transports Outperform in July

Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up

海外研报 2024年08月07日

Viewpoint by Charts

The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those

海外研报 2024年08月14日

Salesforce Inc. (CRM): First Take on F2Q25 Results

Salesforce is indicated up 4% AH as F2Q25 with sub revenue +9% yoy (+10% inCC) vs FactSet consensus’ 8.4%, OM of 33.7% (vs expectations for 32%), cRPO

海外研报 2024年08月29日

ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September

BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the

海外研报 2024年09月02日