海外研报

GS--MercadoLibre Inc. (MELI): Local media reports potential interest in acquiring Linx

On Oct 21, Brazil Journal reported that MercadoLibre could be potentially interestedin acquiring Linx,

GS--Generally in-line qtr; is decelerating growth enough relative to valuation?

Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well

JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021

We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low

JPM_Credit Calls Tuesday, October 22, 2024

High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi

JPM_Commodity Market Positioning and Flows_20241021

The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o

Japan_ simulation of a risk scenario coalition government losing its majority

This is a simulation of a risk scenario in which the LDP loses a significant

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend

GS--Reflation divergence: US exceptionalism continues

Risk appetite continued to pick up last week, with our Risk

globalinvestmentstrategy102124

Asset Allocation Spotlight: The economics of natural disasters ...

GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion

Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,