海外研报

EEQQUUIITTYY RREESSEEAARRCCHH

The Coca-Cola Company is a global total beverage company. It owns or licenses and markets various beverage brands, which are grouped into categories, such as Coca-Cola; sparkling flavours;

Weekly Warm-up: Our Take on the Recent Price Action

Key Developments to Watch As Earnings Season Progresses...Earnings revisions breadth for the overall market has started to trend lower as we

All eyes on equities as we head into data doldrums

The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent

The Global 360 Our views around the world

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of

On Crude's Tug-Of-War

Bottom Line: A continued softening of oil demand will eventually intensifybearish pressures and pull the floor from beneath oil prices. But we probably arenot there yet..

F2Q Review: Modernization of Data Center Compute Stack Continues

NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management

GS-- Communacopia + Technology Conference 2024 — Key Takeaways01

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a