海外研报
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GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco
New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on
海外研报
2024年08月08日
GEMs Equity Wrap-up July 2024
In July 2024, EM equities underperformed all other major regional indices, though allwere in positive territory, india contributed most positively, distantly followed by SouthAfrica, but it was majory offset by the negative performance of Taiwan
海外研报
2024年08月12日
Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe
Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up
海外研报
2024年08月15日
How Strong Is Job Growth? (Abecasis)
Payroll growth has averaged 170k/month over the last three months. But ninvestors have raised a number of concerns about this seemingly reassuring
海外研报
2024年08月27日
Hopper Demand Strong, Blackwell Delays in Rearview
Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
海外研报
2024年08月30日
