海外研报
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European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月20日
Q2’24 Earnings Review: Solid Earnings Result Driven By Subscriber Momentum
Netflix reported a solid Q2 ’24 earnings report driven bybetter-than-expected subscriber growth (driven by strong contentslate & scaling of ad supported tier) with a more mixed picture on
海外研报
2024年07月20日
Portfolio Hedging Toolkit (Jul-2024) Buy Semis ETF (SMH) puts
Semis stocks have rallied significantly since the start of 2023 (SMH +154%),mainly driven by AI-related optimism. Our semis analyst Toshiya Hari believes
海外研报
2024年07月20日
Weekly sales down by 22% YoY; possible implications from the third plenum
Weekly home sales down by 22% YoYDuring the past week (July 6th to July 12th), primary home sales volume in 32 major cities saw 41% sequential drop (partially attributable to seasonality) and was also down
海外研报
2024年07月20日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.5%, $X5E -1.2%, V2X +0.7pts) with AEX(-1.8%) and UKX (0.3%) the best and worst regions. Tech (-4.5%, -3.6z) fell mostly because ofSemis
海外研报
2024年07月20日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)
We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised
海外研报
2024年07月20日
China: FX outflows accelerated in June
Our preferred FX flow measure shows larger FX outflows of US$69bn in June 2024,vs. US$32bn outflows in May. The current account channel showed faster outflows
海外研报
2024年07月20日
Global Economics Wrap-Up: July 19, 2024
The case for Fed rate cuts strengthens as elections loom: o US economic data softened further in June: § Trimmed-mean PCE inflation has returned to 2% on a 3-month
海外研报
2024年07月20日
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
DBS Stock Equity Picks
18 Jul - Singapore Telecom: Remove from Blue Chips at SGD3.02 We lock in gains for the stock as we see limited upside following the stellar run-up over the past 1-2
海外研报
2024年07月20日
