海外研报

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

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.

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