海外研报

GS--ADT Inc. (ADT): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: ADT has streamlined the business over the past year to focus onresidential security monitoring with the divestiture of its commercial business and

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways01

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--SBA Communications Corp. (SBAC): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) SBA Communications remainsbullish on its US tower operations as its wireless carrier customers will need to

GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.

GS--Robinhood Markets Inc. (HOOD): Communacopia + Technology Conference — Key Takeaways

Presenters: Vladimir Tenev, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--Moody’s Corp. (MCO): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: MCO’s President of Analytics Stephen Tulenko presented at the GSCommunacopia + Technology Conference 2024

UBS--Crude oil: Focus on OPEC+ compensation cuts

OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.

Searching for the floor

Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is

gs--Lithium - supply cuts provide floor in the near term

According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on