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MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?
Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,
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2024年10月23日
MS_US Election Brief_20241022
Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.
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2024年10月23日
UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020
SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of
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2024年10月23日
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
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2024年10月25日
Deutsche Bank Research - Coca-ColaQuick Take - KO's 3Q24 results
Overall, KO reported a strong/solid quarter on the income statement relative to DBe/
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2024年10月25日
MS_Japan Equity Quantitative Strategy (Oct 2024) - Prefer Net Buyback Yield - Optimal
For seasonal reasons it is easier to increase share buybacks at 1H
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2024年10月25日
