海外研报
筛选
European Views: Rising Downside (Stehn)
1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a
海外研报
2024年07月27日
Reiterate Buy rating (on Conviction List) on Potential for Positive EPS Revisions and Compelling
We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
海外研报
2024年08月20日
GS--India Pharma: Aug’24 Pulse Check: Export tracker
We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s
海外研报
2024年09月16日
USB--Asia ex-Japan equities
Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow
海外研报
2024年09月21日
China Spirits Tracker_ Valuations sensitive to policy moves while
We observed unexciting spirits retail sales performance in Mid-Autumn Festival and
海外研报
2024年09月29日
