海外研报
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2Q24 First Take: Beat supported by overlifts and gas marketing
Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
海外研报
2024年07月25日
Healthcare Pulse: Oh August... Investor sentiment
Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the
海外研报
2024年08月06日
Mizuho China Weekly Outlook
China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July
海外研报
2024年08月14日
Collective obliviousness?
Just two weeks have passed since the sharp deterioration in the US employment report sparked a
海外研报
2024年08月18日
Obesity/Diabetes thoughts into EASD and through the end of 2024
For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of
海外研报
2024年09月05日
BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916
Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this
海外研报
2024年09月19日
