海外研报
筛选
Hardware Sector Update; DELL Add to Focus List; ALAB
My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
海外研报
2024年08月16日
Global Credit Trader There and back again
While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.
海外研报
2024年08月24日
Egypt Economic Update
Economic growth. The IMF Executive Board's completion of the third review of Egypt's USD8bn, 46-month Extended Fund Facility on 29 July, allows Egypt to
海外研报
2024年08月28日
BD--ECB Preview: If it ain’t broke
On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the
海外研报
2024年09月09日
GS--Addressing FAQs on a potential merger between UniCredit and Commerzbank
On 11 September, UniCredit announced that it has acquired a c.9% stake inCommerzbank and will submit regulatory filings for authorisation potentially to
海外研报
2024年09月12日
GS--Pinterest Inc. (PINS): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CEO Bill Ready at the Communacopia + TechnologyConference.
海外研报
2024年09月17日
IntradayFXView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
海外研报
2024年09月22日
GS-- Sept 23rd; Weekly Index Encouragingly Improves W/W,
step-back after seeing last week’s rather large East Coast increase from 5 to 21 asthis potentially indicates efficient/fluid port throughput (Exhibit 6). While the
海外研报
2024年09月25日
GS--China H-shares: Semis capacity expansion
We highlight our Buy ideas in H-shares following our A-share picks: (1)
海外研报
2024年10月11日
