海外研报
筛选
Frasers Centrepoint Trust
Management’s track record of portfolio rejuvenation remains best-in-class with a stellardivestment record at exit cap rates of 4.3% and below, while upcycling proceeds into higher yielding
海外研报
2024年07月30日
TotalEnergies SE
Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By
海外研报
2024年07月30日
DOLLAR WEBINAR QUESTIONS ANSWERED
inputs into goods assembled in the US. US firms still own the product; hence its value add -- the ability to mark up the retail price (building where it is cheap and selling into a high-income nation). This is,
海外研报
2024年07月30日
Mapletree Industrial Trust
R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
海外研报
2024年07月30日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.8% today. Korea and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,
海外研报
2024年07月30日
BoJ to hike amid escalating inflation pressures
Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.
海外研报
2024年07月30日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
While earnings are off to a strong start – 78% beating an already high “hurdle” and 2Q24 EPS estimates revised higher to +10.2% – mega cap tech results
海外研报
2024年07月30日
An unlikely source of mid-weekvolatility
Financial markets had a volatile day on Wednesday, with Treasuries performingpoorly. There were various factors to point to for the volatility(weak Eurozone PMlsdovish Dudleyarticle, soft5yauction), butoneunlikely source ofthis volatility mighthave
海外研报
2024年07月30日
GOAL Kickstart Summer data-only update
This research is for our clients only. Other than disclosures relating to Goldman Sachs, this research is based on current public information that we consider reliable, but we do not represent it is accurate or
海外研报
2024年07月30日
