海外研报
筛选
GS--Communacopia + Technology Conference 2024 — Key Takeaways02
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--What’s Powering Your Services Recap - 9/27/24
This week in Business & Information Services, we analyzed the latest online traffic
海外研报
2024年09月29日
GS--Asia-Pacific Growth Monitor_ Manufacturing deceleration
This publication summarizes regional and country-specific growth data across
海外研报
2024年10月07日
Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
GS--Valuations keep expanding, but margin upside
We adjust earnings estimates for our Pharma coverage to factor in monthly sales
海外研报
2024年10月12日
GS--PR, DVN, EQT; Sells: APA, CRK
We believe that in the near term, the increased uncertainty around commodity price
海外研报
2024年10月16日
GS--Taiwan IP, and CPI in Singapore and Malaysia
Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP
海外研报
2024年10月19日
