海外研报
筛选
GS--European Conviction List - Directors’ Cut September 13, 2024 Update
We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报
2024年09月15日
Ishiba has won the LDP presidency
Ishiba will be slightly hawkish about monetary policy, but the sharp JPY
海外研报
2024年09月29日
GS--GS EUROPEAN EXPRESS: New Idea: Buy Lonza | Encore: Buy SSE, ZELA (both on CL), DBKGn |
Lonza – back on track to deliver compounding returns; initiate at Buy – We initiatecoverage on Lonza Group AG with a Buy rating and a 12-month price target of CHF645. Despite performance YTD, we still see scope for further upside, with Lonza
海外研报
2024年10月11日
GS--Global Economics Wrap-Up: October 11, 2024
Recent data have strengthened our confidence in a positive economic trajectory:
海外研报
2024年10月12日
