海外研报
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Combing through the 10K: Unit declines weighed on apparel sales
F24 sales impacted by decline in unitsTotal sales in F24 increased 1% ccy to $51.4bn and were led by higher sales in the
海外研报
2024年08月01日
Thoughts Post the 2Q Call
2Q beat-and-raise supports 2024 outlookPfizer (PFE) shares traded positively today (+2%; DRG: -1%) following solid 2Q results (rev:
海外研报
2024年08月01日
2Q Preview: Expect solid 2Q, slightly lowering 3Q reflecting tougher comps
2Q Preview: Stable bookings could look good vs. peersReports 8/6. For 2Q, we est. stable 21% ex-FX bookings growth & bookings/rev/EBITDA
海外研报
2024年08月01日
Macro Strategy
As we go to press this morning, the Bank of Japan have taken another step tonormalise their ultra-loose monetary policy, hiking their policy rate up to 0.25%having been in a 0-0.1% range before. In addition, they've announced plans tocurb their purchases
海外研报
2024年08月01日
Latest in Al: Higher costs, SearchGPTNvidia's China chip
In this edition of 'Latest in Al' we discuss how Al costs have continued to grow atAlphabet and Tesla, and how investors dumped their stock last week partly due toconcerns about when investments will pay
海外研报
2024年08月01日
Five ways to assess the stability of a bank
Past financial crises have highlighted the need for investorsand clients to understand a bank’s business model that goes
海外研报
2024年08月01日
Despite Some Near Term Noise, the Long Term Signal for Azure & AI Is Clear
As a reminder, our FQ4 (Jun) Microsoft partner survey work (link here) softened across most metrics, which we interpreted to mean that this quarter would have less
海外研报
2024年08月01日
Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS
Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.
海外研报
2024年08月01日
Microsoft Corp. (MSFT): First Take on F4Q24 results
We reiterate our Buy rating and $515 PT despite MSFT indicated down 6% afterhours. MSFT reported soft beat magnitudes across revenue (($64.72bn vs
海外研报
2024年08月01日
Significant CapEx ramp supported by strong early demand signals – F4Q24 Results
We reiterate our Buy rating and $515 PT following Microsoft’sF4Q24 results. The stock reversed some of its negative after-hours
海外研报
2024年08月01日
