海外研报
筛选
Strong FCF generation to drive c.13% SH returns in 2024E, with 10% DPS increase; Buy
BP reported broadly in-line 2Q24 results this morning (July 30), withRC operating profit at US$5,414 mn, 2% below company-compiled
海外研报
2024年07月31日
Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
DM Sovereign Supply Outlook
This week, the US Treasury will auction a new 3Y T.Note.10Y T.Note and 30Y T.Bond
海外研报
2024年08月12日
