海外研报
筛选
Buy SAP, Ryanair, Experian, Merlin Properties | Capex Tracker | GOAL Kickstart | US Capital Markets
SAP – 2Q24 EBIT and FCF ahead with upgrade to FY25 – SAP’s 2Q24 revenuescame in-line on total revenues and ahead on Non-IFRS EBIT (incl SBC) (7%/8% vs
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2024年07月24日
What Are Surprising Macro And Micro Takeaways From Earnings Thus Far?
This week in the Pulse, we ask our senior analyst team to reflect on macro themesthat have surprised us during earnings. Additionally, we ask the team to discuss an
海外研报
2024年08月05日
margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral
COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
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2024年08月24日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
