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Equity StrategyQ2 Eamings Season Tracker - Key Takeaways
The Q2 eamings season is in its final stages, wih 85-90%$ ofcompanies havingreporled in the UiS and in Europe. in this last edition of our Q2 tracker, wesumnarize the key takeaways.
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2024年08月18日
Apr-Jun earnings wrap: Solid progress; expect profitgrowth after sell-off,
Apr-Jun results confirmied solid progress in line with expectations, Yen deprecintionduring the quarter (+13% YoY) made a large contribution, However, it seems sharepeiees this earnings
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2024年08月18日
Malaysia Update-16 August 2024
The final estimates released on 16 August indicate that Malaysia’s GDP expanded 5.9% y/y (2.9% q/q sa), 0.1ppt higher than the advance estimate.
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2024年08月18日
Tech’s rebound and two ratios to watch
Since August low, reversing Tech sector has helped Growth and
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2024年08月18日
BoK preview – Policymakers are likely to maintain a cautious stance
The BoK is expected to maintain its cautious stance due to mounting concerns about thehousing market. Sluggish activity data, including the contraction in 2Q GDP and sustained
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2024年08月18日
Theme in Charts: Bearish Gas is Bearish Oil
Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a
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2024年08月18日
European Contextual Diary The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
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2024年08月18日
USA: July Housing Starts Fall Sharply in the South
BOTTOM LINE: Housing starts dropped by 6.8% in July from a downwardly revisedJune level, well below expectations for a smaller decrease. The decline was led by
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2024年08月18日
UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations
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2024年08月18日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
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2024年08月19日
