海外研报

Barclays_Barclays Equity Factor Insights_ September

We maintain Positive view on Growth and Negative view onValue across both regions, despite the recent weakness in US

UBS--Crude oil: Focus on OPEC+ compensation cuts

OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.

GS--Global Tech: Smartphone updates: Tri-fold phones launched; rising

Tri-fold phones launched: Huawei mate XT was launched on 11 Sep with startingprice at Rmb19,999 (US$2,819). We see leading smartphone brands launching more

Daily Tech Index--Equity Trading | 27 September 2024

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas

GS--Man Group (EMG.L): Estimate changes ahead of 3Q24 AuM

Ahead of Man Group’s 3Q24 AuM release on 17 October, we update our forecasts to

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

GS--Investor feedback following NatWest and Lloyds initiations

On October 4, we outlined our thesis that the UK banks are at a key turning point,