海外研报
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Patience and persistence pay off for Pampa Energia
Move to OW on scale, trajectory, fundamentals & strategyPampa Energiía has been able to maintain low leverage, high liquidity while still
海外研报
2024年08月27日
Unique growth at very reasonable valuation, ignore quarterly noise
Q2 solid, Q3 good not great on Blackwell push-outWe reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly .
海外研报
2024年08月30日
Banks & foreign investors buy while CTA demand peaking
Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While
海外研报
2024年09月03日
ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
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2024年09月06日
GS-- Housing Market Activity Scale
Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
海外研报
2024年09月11日
