海外研报
筛选
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
海外研报
2024年09月14日
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
海外研报
2024年09月14日
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
海外研报
2024年09月14日
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
海外研报
2024年09月14日
GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.
海外研报
2024年09月14日
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
海外研报
2024年09月14日
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
海外研报
2024年09月14日
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.
海外研报
2024年09月13日
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
海外研报
2024年09月13日
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
海外研报
2024年09月13日