海外研报

Deutsche Bank Research - Tesla - Oct 24 FSD boosts Q3 margin; volume inflecting upward in 4Q/2025

Tesla delivered impressive Q3 margin in both Auto (boosted by FSD) and Energy .

JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not

Deutsche Bank Research - Global Autos Daily - Oct 23

General Motors - 3Q24 Earnings First Take (Yu)

GS--First Take: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer

Bottom line: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer.

Deutsche Bank Research - General Motors - Oct 23 Raining buybacks

The magnitude of GM’s stock price jump yesterday (+10% vs. S&P 500 flattish)

Deutsche Bank Research - Coca-ColaQuick Take - KO's 3Q24 results

Overall, KO reported a strong/solid quarter on the income statement relative to DBe/

Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip

At this point, we believe that the concerns around Amazon guiding 4Q OI below

GS--: Manufacturing Output Expectations Improve in the US, Decline Elsewhere (Dong)

The DM composite flash PMI fell by -0.3pt in October to 51.8; the o

GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)

Markets have priced a significant upgrade to China growth in recent weeks after n