海外研报
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2Q24 Results & Conference Call Highlights
Nubank reported GAAP net income of US$487 million, up 29% q/q and 117% y/y, coming in 11% above our estimate of US$440 million and 13% above consensus
海外研报
2024年08月15日
USD undervalued, especially against the JPY
The USD is undervalued on several crosses. USD/JPY’s undervaluation is large enough to trigger a buy trade, but the UK on holiday and no
海外研报
2024年08月27日
Argentina Oil & Gas
We review our recommendations on Argentine oil and gas issuers. We continue to like the fundamental story and expansion of Argentina oil and gas names and
海外研报
2024年08月30日
ETFs – A New Landscape
Many 'new' ETF products allow more investors to gain exposure to alternative portfolios diversifiers as they shift away from pure 60/40 equity/bond strategies.
海外研报
2024年09月03日
GS--2024 Communacopia and Technology Conference - Day 1 Key Takeaways
Companies from the US Telecom and IT Services sectors presented during Day 1 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on
海外研报
2024年09月11日
BofA--Automotive Industry Weekly automotive pit stop_20240913
Recent US industry reports and data points – Pages 2-8 • Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing•
海外研报
2024年09月15日
BofA_Liquid Insight ECB- from how fast to how far_20241009
Key takeaways• The ECB seems to have opened the door to back to back cuts. This potentially answers the question of how quickly they cut.
海外研报
2024年10月11日
DB--ECB Preview: Pivot point
We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker
海外研报
2024年10月12日
