海外研报
筛选
European equities: Q2 2024 earnings season recap
Cautious guidance: Current market volatility is due to a combination of factors in a poorliquidity month and cautious corporate guidance. We continue to recommend a defensivestance and buying into high-quality companies that have derated.
海外研报
2024年08月12日
Buyer's markets-Global Daily
US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
海外研报
2024年08月15日
Japan: macro fair value of the Nikkei index
The Nikkei Index can be estimated using nominal GDP (JPY trn), net domestic fund demand (corporate savings rate + fiscal balance, % GDP,
海外研报
2024年08月23日
US MARKET INTELLIGENCE: MACRO WEEK AHEAD
AUG 26- Durable Goods and Cap Goods at 8:30am ET. Dallas Fed Mfg. Activity at10:30am ET.AUG 27 - FHFA House Price index and House Price Purchase Index at 9am ET. Conf.Board Consumer Confidence/Present
海外研报
2024年08月27日
1H24 NI in line, dividend hike despite weakened cash collection; Buy
COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
海外研报
2024年08月30日
Far-right surges in regional elections, but national implications likely limited
Far-right AfD comes first in Thuringia and second in Saxony. Sunday's election results are historic insofar as it is the first time in post-war Germany
海外研报
2024年09月03日
JPM_Credit Calls Tuesday, September 10
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
海外研报
2024年09月11日
GS--Vertiv Holdings (VRT): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Giordano Albertazzi, the CEO of Vertiv, and David Fallon,CFO of Vertiv at the Communacopia + Technology Conference.
海外研报
2024年09月15日
Weekly commentary
Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.
海外研报
2024年09月24日
