海外研报
筛选
margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral
COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
海外研报
2024年08月24日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
GS--Capgemini (CAPP.PA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Aiman Ezzat, CEO at Capgemini, presented at the Communacopia +Technology Conference.
海外研报
2024年09月17日
GS--End of Week Market Intelligence: rate relief...
US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报
2024年09月22日
China_s_stimulus_package_ten_reactions
Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
海外研报
2024年09月25日
JPM_Cryptocurrency Markets_20241018
U.S. Spot Ether ETP FlowsWe estimate U S, spot ether ETPs preliminary net sales of $49mn on TharsdayCetober 17,
海外研报
2024年10月20日
GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights
VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报
2024年10月23日
