海外研报
筛选
MercadoLibre (MELI US)-Buy: More levers to pull; raise TP
◆ Gaining share with GMV (FX-neutral) growth of 83% y-o-y; commerce take rate expands 120bp y-o-y
海外研报
2024年08月15日
BOJ watch: Bank suspends further rate hikes after being blamed for dramatic moves in yen and stocks
Global financial markets experienced major turmoil in the first part of August. On the fifthof the month the Nikkei 225 posted a larger drop than it did on Black Monday in 1987, and
海外研报
2024年08月15日
Japan: accommodative monetary policy to continue under the new prime minister
The failure to stop the BoJ from forcing rate hikes that led to global market turmoil further weakened the political centripetal force of the
海外研报
2024年08月15日
Cross Asset Volatility Machine Learning Based Trade Recommendations
Global market were fairly stable just a week after the panic selling. Both the CARV and ETF RV models maintain a short vol bias, which is not that
海外研报
2024年08月15日
Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe
Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up
海外研报
2024年08月15日
2Q24 Results & Conference Call Highlights
Nubank reported GAAP net income of US$487 million, up 29% q/q and 117% y/y, coming in 11% above our estimate of US$440 million and 13% above consensus
海外研报
2024年08月15日
Nomura Quant Insights
US equity rebound being powered by macro hedge funds buying the dipUS equities (S&P 500) have continued to pick themselves back up. Investors have gone
海外研报
2024年08月15日
This is Non-Independent Research, as defined by the Financial Conduct Authority
Today’s session kicks off with markets having to digest the new set of UK inflation data. UK headline CPI was expected to rebound from June’s 2.0% handle, but the rebound was slightly smaller than expected, with
海外研报
2024年08月15日
Option buying opportunities on off-cycle reporters
One of our preferred options strategies ahead of earnings is buying straddleson names where implied moves are inexpensive relative to their typical
海外研报
2024年08月15日
Slash and Burn
Macro jitters and vol spike clear out an "overgrown"' equity rally. After a summer rallyfueled mostly by multiple expansion, recession fears are back and motivated LOs to cutequity exposure to 2021 lows. At the same time, Treasury futures positions
海外研报
2024年08月16日
