海外研报
筛选
Raising estimates despite FX headwinds
Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
海外研报
2024年08月30日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region
Scheduled key data releases for the coming week in Asia ex-Japan include China
海外研报
2024年09月29日
GS Utilities Daily: SSE: Sizable visibility coming to the renewables rollout
In July, the Labour government was elected and has since brought into play moreambitious targets for UK renewables development. Over the next 12-18 months,
海外研报
2024年10月11日
GS--Lessons From Two Decades of EM Fixed Income Investing
n The growth in EM local debt in the aftermath of the EM BoP crises in the late
海外研报
2024年10月12日
GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes
We expect the following themes to be on display in Amazon’s Q3’24
海外研报
2024年10月16日
