海外研报

JPM--US MARKET INTELLIGENCE ELECTION UPDATE

WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the

GS--Salesforce Inc. (CRM): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Salesforce’s CEO and Co-founder Marc Benioff as part ofour Communacopia + Technology conference.

GS--Revisiting unrealized RE gains

TOPIX: 2,642.35 (2.8%) / NK225: 37,723.91 (3.1%)n Top sectors: Marine Transport, Non-Ferrous Metals

GS--Demand yet to pick up following improving sentiment, while Moutai Price up Rmb100+

The sector’s valuation has rebounded to 20.1x weighted average forward NTM P/E,