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Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying

Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).
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HFs Sellers of N. Am Equities Despite Market Breadth Improving

Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal
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GS Healthcare: Back-to-School Kickstart

Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months
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Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area

Please find an update of our proprietary global economic indicators below. The data
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CitiFX Wire | Technicals

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONALCLIENTS ONLY. CLIENTS SUBJECT TO MIFID SHOULD NOT READ THE INFORMATION BELOW UNLESS
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The Point for Asia Pacific Tuesday, 03 September 2024

We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line
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Federal Reserve Watch Fork in the road

We look for a solid August jobs reportWe are expecting nonfarm payrolls to increase by an above-consensus 200k in Friday's
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Upgrade to Overweight

Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate
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Google Ad Tech Vs. DoJ (Round Two)

The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
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learer Path to Achieving Long-Term Growth Targets

We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
海外研报