海外研报

JPM_US Industrials Commentary_20240910

BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET

GS--Disappointing guidance overshadows core business strength - F3Q24 Results

We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM

GS--Aerospace & Defense_ 3Q24 earnings preview

Our 3Q24 A&D earnings preview provides our current thoughts on each sub-marketand single stock ideas into the results period. Aerospace OE is challenged by the

BofA_Global Economic Weekly Not so fast (vol II)_20241011

Last week, stronger-than-expected US payrolls led the market to once again reprice the

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