海外研报

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

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

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

JPM_Credit Calls Tuesday, September 10

Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b

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.