海外研报

What drives US voters?--US special

We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net

Jefferies--Back to Autos in Q3

"We, Robot" mostly fell flat. Without much indication of progress on either

BofA--3Q Heads Up: AT&T reporting tomorrow

Momentum in core wireless and broadband segments

BofA_EM Corporate Strategy

Distressed EM Corps returned another +16% since June

GS--Buy developers with strong saleable pipeline

As we see China property prices stabilizing in late-25E (link), we expect coverage

GS--Transport Chartbook | Top of Mind

Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s

MS_Charts That Caught My Eye_20241022

A guiding principle at Morgan Stanley Research is to enhance

MS_Copper, China and Concentrates_20241021

China stimulus is positive for copper, all else equal. Falling property completions

MS_US Election Brief_20241022

Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.