海外研报
筛选
Extraordinary Dividend Potential Remains Intact; Upgrade to Overweight
PBR's investment case remains centered on shareholder remuneration, which — for better or worse — is directly tied to
海外研报
2024年08月27日
Slightly Better F2Q; Focus shifts to AgentForce
Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
海外研报
2024年08月30日
Global Markets Analyst Lessons From G10 Cutting Cycles
With most of the G10 either having just begun or about to begin cutting policy nrates, we look at the return potential of a variety of rates investment strategies
海外研报
2024年09月03日
JPM_Tuesday FAQs... AT&T, UBER, ORCL, CMCSA, SPHR, EQIX_DLR
CEO updated leverage targets this morning, guiding to hitling, 2.5x leverage exiting 2024, vs prior guide of 1l"25.The bigger debate has been around whether $tankey slightly downticked an imates
海外研报
2024年09月11日
GS--WHIFF OF NEW US-RUSSIA MISSILE CRISIS SHOULD UNDERPIN THE GOLD PRICE
Although this topic remains firmly in the arena of tail-risk monitoring rather than an active market driver, PresidentPutin’s clear ‘red line’ signal yesterday is notable for two reasons: as a tail-risk ‘fattener’ in its own right, and as a
海外研报
2024年09月15日
