海外研报
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Baby Pool Closed for “Maintenance”
Anyone who ever got that notice from a town or community pool knows exactly what happened. It feels like some of that has gone on in our markets of late, ensuring that this is an “adult swim.” For
海外研报
2024年07月29日
Weak momentum persisted in North Asian markets amid significant foreign outflows
MXAPJ lost 1.9%, dragged down by Taiwan, Korea, Chinaand Hong Kong (down 2-4%), while India (+2%) and
海外研报
2024年07月29日
Shifting HK IG to Neutral; Now Prefer Malaysia A Corp
Another week that saw spreads move within a narrowrange.
海外研报
2024年07月29日
A bumpy road into the unknown, an elegy
The unprecedented developments surrounding the US general elections have dominated the headlines as the outcome will largely define the US economic, fiscal and
海外研报
2024年07月29日
DOLLAR WEBINAR QUESTIONS ANSWERED
inputs into goods assembled in the US. US firms still own the product; hence its value add -- the ability to mark up the retail price (building where it is cheap and selling into a high-income nation). This is,
海外研报
2024年07月30日
Frasers Centrepoint Trust
Management’s track record of portfolio rejuvenation remains best-in-class with a stellardivestment record at exit cap rates of 4.3% and below, while upcycling proceeds into higher yielding
海外研报
2024年07月30日
IFAST Corporation Ltd
. iFAST has set a 10-year target to reach S$100bn in assets under administration (AUA) by2028-2030, from S$21.05bn as of end-March 2024. AUA for iFAST has grown at a CAGR of 15%
海外研报
2024年07月30日
Mapletree Logistics Trust
Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a
海外研报
2024年07月30日
TotalEnergies SE
Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By
海外研报
2024年07月30日
Yanlord Land Group Ltd
Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end andluxury residential developments. The company has recently started to move towards nearby Tier 3
海外研报
2024年07月30日
