海外研报

September Analyst Day Opportunities

Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying

Weekly commentary

Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial

Positive Lyme booster data supportive of profile and vaccination schedule

Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in

USD: the most consequential week of the year

nvestor nerves ahead of US ISM manufacturing later today kept sentiment on the back foot during the Asian session. Sentiment also continues to be weighed down

Trade Close: Close Options Recommendation SHW, MRVL and DELL

We close our recommendation to buy SHW calls. We close our 7-Aug, 2024