海外研报
筛选
What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
海外研报
2024年08月15日
Japan: accommodative monetary policy to continue under the new prime minister
The failure to stop the BoJ from forcing rate hikes that led to global market turmoil further weakened the political centripetal force of the
海外研报
2024年08月15日
Cross Asset Volatility Machine Learning Based Trade Recommendations
Global market were fairly stable just a week after the panic selling. Both the CARV and ETF RV models maintain a short vol bias, which is not that
海外研报
2024年08月15日
Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe
Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up
海外研报
2024年08月15日
Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth
CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of
海外研报
2024年08月16日
4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring
CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.
海外研报
2024年08月16日
BOJ watch: How will Kishida's successor get along with the central bank?
Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
海外研报
2024年08月16日
Hardware Sector Update; DELL Add to Focus List; ALAB
My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
海外研报
2024年08月16日
