海外研报
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Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe
Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up
海外研报
2024年08月15日
2Q24 Results & Conference Call Highlights
Nubank reported GAAP net income of US$487 million, up 29% q/q and 117% y/y, coming in 11% above our estimate of US$440 million and 13% above consensus
海外研报
2024年08月15日
Nomura Quant Insights
US equity rebound being powered by macro hedge funds buying the dipUS equities (S&P 500) have continued to pick themselves back up. Investors have gone
海外研报
2024年08月15日
This is Non-Independent Research, as defined by the Financial Conduct Authority
Today’s session kicks off with markets having to digest the new set of UK inflation data. UK headline CPI was expected to rebound from June’s 2.0% handle, but the rebound was slightly smaller than expected, with
海外研报
2024年08月15日
Option buying opportunities on off-cycle reporters
One of our preferred options strategies ahead of earnings is buying straddleson names where implied moves are inexpensive relative to their typical
海外研报
2024年08月15日
Slash and Burn
Macro jitters and vol spike clear out an "overgrown"' equity rally. After a summer rallyfueled mostly by multiple expansion, recession fears are back and motivated LOs to cutequity exposure to 2021 lows. At the same time, Treasury futures positions
海外研报
2024年08月16日
Liquid Insight Jackson Hole FAQ: ’24 update
Jackson Hole soon to be the market's focus. We answer FAQs on logistics & market expectations
海外研报
2024年08月16日
BOJ watch: How will Kishida's successor get along with the central bank?
Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
海外研报
2024年08月16日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月16日
3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
