海外研报

JPM_Credit Calls - Thursday, September 26, 2024

KB Home: ln Line Q3, Soft Margins, Remain Overweight on Rising StarCandidacy Ãdyiun Chandar)

JPM - Meta Platforms_20240926

Meta Connect highlighted continued progress across the company’s Alambitions, which are

JPM - Meta- All or Nothing... Connect 2024 Thoughts and Laterals_20240925

Launch of the Quest 3S at $299.1.2. Launching Llama 3.2, its first model capable of processing images.

GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation

Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a

GS-- Allianz, Generali, Zurich, Munich Re, Phoenix and Prudential

We have met with management of Allianz, Generali, Zurich, Munich Re, Phoenix and

Commodities riding high on Chinese stimulus but is it enough?

Global commodities: The constructive mood music in the commodities complex continues. On 24 September, the People’s Bank of China (PBoC), the National .

GS--Commerzbank AG (CBKG.DE): Confirms strategy with upgraded targets

Commerzbank has today (September 26) released a presentation confirming its

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver