海外研报

The Point for Asia Pacific Tuesday, 27 August 2024

We maintain our view for investors to trim into strength, especially given forthcoming US rate cuts and potential asset quality headwinds. Building and

DB--Checks indicate AI monetization

Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also

Citi_The Global Point Wednesday, 11 September 2024

China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta

GS--Peloton Interactive Inc. (PTON): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO Liz Coddington at the Communacopia + TechnologyConference.

GS-- Highlighting reasonably valued laggards in an expensive market

Performance: NIFTY hit all-time high for the 4thconsecutive week, up 2% w/w. Real estate, Financials