海外研报

BofA_Airbnb AirDNA September Update; modest changes to full quarter estimates_20241011

Sep data indicates 15% Airbnb nights growthAirDNA estimates Airbnb’s nights booked (based on date of booking) were up 15% y/y in

BofA_Automotive Industry Weekly automotive pit stop_20241011

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

BofA_Europe Economic Weekly Vamos_20241011

Weekly view: suspense, suspense

BofA_Tesla Motors We, Robot- Good event - maybe We, raise low cost capital now_20241011

Robotaxi event lives up to the hype; Reiterate Buy

BofA_Uber Twenty-minute Robotaxi event concludes six months of Uber event worry_20241011

Tesla’s “We, Robot” envisions autonomous futureTesla hosted its Robotaxi event “We, Robot” in Los Angeles. Key announcements for

BofA_US Economic Weekly The economics of hurricanes_20241011

Weekly viewpoint: The economics of hurricanesHurricanes Helene and Milton have sparked several investor questions in recent weeks.

BofA_US Rental Car Industry Rental Car 3Q Preview- Tapping on the brakes

3Q:24 earnings preview for US Rental Car sector

UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are

GS--BP Plc (BP.L): Data Update: Adjusting our estimates ahead of 3Q24 results

We make adjustments to our 3Q24 estimates (release due on October 29) to reflect

GS--Possible implications of reported Rmb 1tn capital injection; PAB down to Neutral

. Possible use cases for a potential 1tn capital top up: As we believe the banks