海外研报
筛选
2Q Preview: Expect solid 2Q, slightly lowering 3Q reflecting tougher comps
2Q Preview: Stable bookings could look good vs. peersReports 8/6. For 2Q, we est. stable 21% ex-FX bookings growth & bookings/rev/EBITDA
海外研报
2024年08月01日
we prefer Europe and the UK despite Japan structurally getting better
For EAFE or US international portfolios, Japan versus Europe is the most important regional decision. We downgrade Japan to underweight in local-currency terms
海外研报
2024年08月31日
BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003
Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,
海外研报
2024年10月08日
