海外研报

Reiterate Buy rating (on Conviction List) on Potential for Positive EPS Revisions and Compelling

We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market

GS--India Pharma: Aug’24 Pulse Check: Export tracker

We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s

USB--Asia ex-Japan equities

Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest

GS-- UK Today: Europe Electrification | Retail | Gaming | UK Labour | GOAL Kickstart

Europe Electrification – Draghi plan – Mr Mario Draghi recently presented a study he