海外研报
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Learnings from Q2 earnings
Decent Q2 earnings. The Q2 reporting season saw EPS growth improving sequentially in bothEurope and US to 3% and 10%, respectively, well above consensus estimates. Both of these
海外研报
2024年08月22日
Taking stock, looking ahead
We expect a muted recovery in European and US steel prices into YE, underpinned by a seasonal pick-up in activity and, in
海外研报
2024年08月26日
Less concentration, more breadth improvement ahead?
When market breadth is improving, the message is that an increasing number of
海外研报
2024年09月05日
GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results
Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报
2024年09月10日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月13日
