海外研报

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

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

Exchange volumes remain a bright spot within Cap Mkts 3QTD

More than halfway through 3Q24, we take a look at capitalmarkets KPIs and its impact on revenue trends across the

GS where are we

Fall reset, revisiting and level-setting Price Objectives across our coverage universe

Price objective updates; EPS estimates/ratings unchangedWe are marking the unofficial start of fall by revisiting and updating the price objectives

The Point for Asia Pacific Monday, 02 September 2024

China Banks - Worse-than-expected existing mortgage rate cut incoming; banks w/ high mortgage exposure more vulnerable