海外研报

Quarterly beat with strong EUV bookings, with reiterated FY guidance

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Mizuho Daily Currency Watch

Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research

Charts That Caught My Eye

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

Yangzijiang Shipbuilding Holdings Ltd

L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and

Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET

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

TOP OF THE AGENDA

.US: Futs are weaker with Tech dragging down SPX/NDX as both Semis and Mag7 are beingsold pre-mkt with ASML -6% onnegative geopolitical headlines; TSM reports tmrw. Pre-mktAAPL, NVDA, TSLA, AMD, MU, AVGO, MSFT, AMAT all down 1.4%

Housing recovery continues, driven by low supply.

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together

UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services

BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to

DBS Equity Picks

TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.