海外研报

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 06

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters

2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is

BofA_Europe Economic Weekly Back to the policy mix_20240927

Weekly view: All about the policy mix

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and

GS--suggests guidance achievable

Pre-US open today, GMAB’s partner JNJ (covered by Chris Shibutani) reported 3Q24

BofA_Asia Economic Weekly Korea-US trade- Can the record high exports be sustained_20241018

It has been another eventful week in Asia. In China, both the Ministry of Finance and the

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend