海外研报

Mizuho China Weekly Outlook 033

Despite the absence of precise figures, the press conference held by China’s Ministry of Finance over the weekend

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)0002

Ahead of its upcoming earnings report and recent heightenedinvestor

GS--Assessing Hurricane Milton’s Impact on Housing and R&R Demand

homebuilders and building product companies within our coverage — we

GS--Weekly debt issuance, AUM, exchange traded derivative

Global debt issuance volumes increased 51% y/y for the week of 10/7/24, with 40%y/y growth

GS--reinstate VYX at Neutral

While the average payments company in our coverage was up 9% in 3Q, ourinvestor

GS--Downgrading to Sell; muted growth should continue for the next few quarters

We downgrade AZO to Sell from Buy as we reposition our stock

BofA_Trading Catalysts ‘No landing’ is also bullish_20241014

Economics: Spending spree to end the summer

GS--Declines in offline narrowed; Online growth largely maintained

1. Offline baby formula market fell by 8.6% yoy in Jul-Aug 2024, showing

GS--China: Trade growth surprised to the downside in September

China’s trade growth was weaker than expected in September (export: +2.4% yoy,