海外研报

GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways

Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology

Where are the opportunities in private credit? UBS House View Briefcase

Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,

FX Fair Value Update

The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the

GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.

GS--Alphabet Inc. (GOOGL): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few key takeaways from our conversation: 1) Publiccloud market remains in the early stages of growth & penetration driven by newer

GS--Altice USA Inc. (ATUS): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Altice remains optimistic that itsstrategic and operational changes will lead to improvement and stabilization in core

GS--Aptiv Plc (APTV): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Kevin Clark, Aptiv’s Chairman & CEO as well as Joe Massaro, thecompany’s Vice Chairman & CFO presented at the conference.

GS--ASML Holding (ASML.AS): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Skip Miller, Head of Investor Relations, and Jim Kavanagh,US Investor Relations, at ASML, at the Communacopia + Technology Conference in

GS--Aurora Innovation Inc. (AUR): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Chris Urmson, co-founder and CEO, presented at the Communacopia +Technology Conference.

GS--Clear Secure Inc. (YOU): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Co-Founder & CFO Ken Cornick at the Communacopia +Technology Conference.