海外研报
筛选
Interest Rates Daily-Energy awakening?
Oil and gas market prices are both strongly up in the last few weeks, albeit for different reasons.
海外研报
2024年08月15日
Foldable, AI server and satellite early-stage product cycles – initiate SZS, Chenbro, WNC at Buy
We further expand our coverage into 3 areas where we are positive and see the product cycle at an early stage: SZS(foldable), Chenbro (AI server), and WNC (satellite) are well positioned with leading technologies and customer bases. In
海外研报
2024年08月23日
Extraordinary Dividend Potential Remains Intact; Upgrade to Overweight
PBR's investment case remains centered on shareholder remuneration, which — for better or worse — is directly tied to
海外研报
2024年08月27日
Slightly Better F2Q; Focus shifts to AgentForce
Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
海外研报
2024年08月30日
Global Markets Analyst Lessons From G10 Cutting Cycles
With most of the G10 either having just begun or about to begin cutting policy nrates, we look at the return potential of a variety of rates investment strategies
海外研报
2024年09月03日
