海外研报
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GS--Buy developers with strong saleable pipeline
As we see China property prices stabilizing in late-25E (link), we expect coverage
海外研报
2024年10月23日
GS--Transport Chartbook | Top of Mind
Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s
海外研报
2024年10月23日
MS_Charts That Caught My Eye_20241022
A guiding principle at Morgan Stanley Research is to enhance
海外研报
2024年10月23日
MS_Copper, China and Concentrates_20241021
China stimulus is positive for copper, all else equal. Falling property completions
海外研报
2024年10月23日
MS_US Election Brief_20241022
Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.
海外研报
2024年10月23日
GS--PulteGroup Inc. (PHM): 3Q24 First Take
3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,
海外研报
2024年10月23日
GS--Research Unplugged: The Draghi Plan & Europe’s Electrification
Following Draghi’s recent study on how to boost Europe’s competitiveness, which
海外研报
2024年10月23日
GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment
Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but
海外研报
2024年10月23日
Tarrific Analysis--Market Comments
When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said
海外研报
2024年10月23日
