海外研报
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GS--GS EUROPEAN EXPRESS: New Idea: Buy Lonza | Encore: Buy SSE, ZELA (both on CL), DBKGn |
Lonza – back on track to deliver compounding returns; initiate at Buy – We initiatecoverage on Lonza Group AG with a Buy rating and a 12-month price target of CHF645. Despite performance YTD, we still see scope for further upside, with Lonza
海外研报
2024年10月11日
GS Utilities Daily: SSE: Sizable visibility coming to the renewables rollout
In July, the Labour government was elected and has since brought into play moreambitious targets for UK renewables development. Over the next 12-18 months,
海外研报
2024年10月11日
BofA_Liquid Insight The Taylor Rule – you just can’t shake it off_20241010
Key takeaways• With easing cycle in full swing - markets are focused on appropriate pace & quantum of cuts. Rule-based approach may help
海外研报
2024年10月11日
GS--China Staples_ Pet food monthly_ Sep-24_ Moderating before Double 11
In this monthly pet food tracker, we monitor: 1) domestic demand for pet food; 2)ASP trajectory and competitive dynamics within product/channel mix shifts; and, 3)overseas demand and monthly cost tracker.
海外研报
2024年10月11日
Citi--The Point for Asia Pacific Thursday, 10 October 2024
We cut our target price to ¥7,000 from ¥9,000 while maintaining our Buy rating. Our OP forecasts are now lower than previously, but ongoing strong inquiries for AI
海外研报
2024年10月11日
GS--Oil Tracker: Prices Retreat, Risks Remain
Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues
海外研报
2024年10月11日
GD--US ELECTION: MEXICO - BEYOND US ELECTION BLUES, USMCA CLOUDS LOOM
◼ No matter Trump or Harris, USMCA uncertainty + a post-AMLO hangover will weigh on Mexico’s sluggish GDP ahead of the mid-2026 USMCA review◼ Three overlapping hot-button issues – the border, China and trade – will dominate
海外研报
2024年10月11日
