海外研报

UBS - Tesla, Inc

TSLA 3Q24 results and commentary were better than expected and should give bulls

The USD and the US election_ the 4 rule

Polls remain very close ahead of the US presidential election, making it

SocGen - Market Wrap-up - Heading towards €800bn

The earnings season is picking up, and while it is still relatively early days, the results so

SocGen - FX View - Two weeks of intense uncertainty lie ahead!

The dollar is down against all the other G10 currencies this morning (marginally, in some

GS--Northrop Grumman Corp. (NOC): 3Q24 First Take: Beat and raise

Bottom Line: NOC 3Q24 bottom line beat consensus, with segment EBIT in the

Nobody Actually Directly Reads Anything

More US opinion polls are out: a mixed bunch but including a Wall Street Journal Trump +2,

Must Read - A Nuclear Renaissance for SMRs

Key TakeawaysFollowing several high profile nuclear power announcements involving large tech

MS_US Equity Strategy - Small Caps, Are We There Yet_ – Chartbook_20241022

We recently upgraded Small caps to neutral vs Large caps after a persistent 3½ year period ofunderperformance. This

MS_Japan Equity Quantitative Strategy (Oct 2024) - Prefer Net Buyback Yield - Optimal

For seasonal reasons it is easier to increase share buybacks at 1H

MS_European Equity Strategy - Stock Screens Into US Elections_20241023

Following our recent virtual trip to Washington DC & leveraging