海外研报
筛选
What Are Surprising Macro And Micro Takeaways From Earnings Thus Far?
This week in the Pulse, we ask our senior analyst team to reflect on macro themesthat have surprised us during earnings. Additionally, we ask the team to discuss an
海外研报
2024年08月05日
margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral
COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
海外研报
2024年08月24日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
GS--Capgemini (CAPP.PA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Aiman Ezzat, CEO at Capgemini, presented at the Communacopia +Technology Conference.
海外研报
2024年09月17日
GS--End of Week Market Intelligence: rate relief...
US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报
2024年09月22日
China_s_stimulus_package_ten_reactions
Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
海外研报
2024年09月25日
JPM_Cryptocurrency Markets_20241018
U.S. Spot Ether ETP FlowsWe estimate U S, spot ether ETPs preliminary net sales of $49mn on TharsdayCetober 17,
海外研报
2024年10月20日
