海外研报
筛选
S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024
Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and
海外研报
2024年08月30日
Quick NVDA Recap Call with Harlan @ 8:30am; Positioning; CRM; HPQ, NVDA
ASML: My quick read – A win for the Biden admin, as the Dutch government appears finally to agree in supporting restrictions on maintenance of DUV equipment sold to China before sales restrictions came into place. Minimal
海外研报
2024年08月30日
Argentina Oil & Gas
We review our recommendations on Argentine oil and gas issuers. We continue to like the fundamental story and expansion of Argentina oil and gas names and
海外研报
2024年08月30日
Hopper Demand Strong, Blackwell Delays in Rearview
Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
海外研报
2024年08月30日
GS Utilities Daily: Power demand is inflecting: 1-1.5% up since the start of the year
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月30日
GS UK Today: Powering Up Europe
Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报
2024年08月30日
GS EUROPEAN EXPRESS: Powering Up Europe
Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报
2024年08月30日
Global Markets Daily: Elevated US Rates Volatility Likely to Persist Into Fed Cuts (Zu)
Implied volatility in US rates remains elevated despite the rapid normalization in nrisk asset vol following the spike at the start of the month. In today’s Daily, we
海外研报
2024年08月30日
Stable fundamentals but shifting priorities
What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
海外研报
2024年08月30日
Spanish Headline Inflation Surprises Slightly to the Downside
BOTTOM LINE: Spanish flash headline HICP inflation was 2.4%yoy in August, belowconsensus expectations, while core CPI inflation decreased one-tenth of a
海外研报
2024年08月30日
