海外研报

Jefferies--Back to Autos in Q3

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

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

1H24 net profits decline: Hong Kong banks' net

GS--Buy developers with strong saleable pipeline

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

BofA_EM Corporate Strategy

Distressed EM Corps returned another +16% since June

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

Momentum in core wireless and broadband segments

weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out

We think U.S. corporate earnings strength will keep broadening beyond tech in

UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020

SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of

The USD looks overvalued vs G10 but not enough to trigger any sell signals

The FAST FX model continues to sit out FX markets and has triggered

Tarrific Analysis--Market Comments

When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said

GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment

Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but