海外研报

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

The W&W Indicator falls to marginally bullish in Jun

Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun

GS--China: Tourism data showed largely stable momentum during the National Day Golden Week

Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with

US Macro Weekly--Jobs report in the spotlight

Week ahead A busy week will be highlighted by the June employment report, releasedfollowing a mid-week break for the July 4th holiday. Also on deck areboth ISMs, JOLTS job openings, and the minutes from the June FOMC,

Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus

Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This

USD Rates Chart Pack: Futures Positions & Curve Analysis

The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.