海外研报

MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and

GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now

As China returns from the long Golden Week holidays, buyers and sellers are slowly

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest

GS--Tesla Inc. (TSLA): Initial thoughts on ‘We, Robot’ 10/10 event

We attended Tesla’s 10/10 ‘We, Robot’ event in LA, where Tesla unveiled its

GD--BUT DON'T GET TOO USED TO A CUT PER MEETING

Yesterday, the ECB cut rates again by 25bps, in line with our long-standing view that the

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents

Barclays--Debate likely to shift to revenue levers

Margins better vs expectations but the rest of KPIs and guidance were in line: The

Barclays_Americas Small Cap Research Summary_20241018

This summary is compiled from research reports previously published by Barclays Equity

BMO--Effectively Executing as Ad Monetization Thesis Remains Intact

We reiterate Outperform and raise our target price to $825 from $770 on the

BofA_Asia Economic Weekly Korea-US trade- Can the record high exports be sustained_20241018

It has been another eventful week in Asia. In China, both the Ministry of Finance and the