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Armstrong World Industries Inc. (AWI): 2Q24 First Take
2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
海外研报
2024年07月31日
ROTATION, RESET OR BOTH?
The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of
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2024年08月08日
Resist The Urge To Buy The Dip
The risk-off mood that dominated markets on Thursday, Friday and the early stages of Monday's trading amiddismal payrolls, tech earnings and manufacturing PMls seems to have dissipated for the time being. Thepositive signal from July's iSM services
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2024年08月12日
Mixed 2Q24 results: lower crop yields, but higher rice prices and buybacks
2024 yields revised down as harvesting advancesAdecoagro reported 2Q24 results. Although we believe quarterly earnings for
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2024年08月15日
Europe Non Research Other 22 August 2024
Prelty laughable price action around the BLS release yesterday but ultimately, as the Fed minutes reiterated, the labour market isfront and cenitre in thinking now inflation has been conquered (.!) and the most negaltive revision
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2024年08月23日
