海外研报
筛选
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
Moderate buying in the region this week
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
海外研报
2024年08月24日
Collateral Thinking Q2’24 earnings
Top of the stackOverall, we saw mixed picture in Q2. Revenue deteriorated as companies delivered a lower proportion of revenue beats and higher proportion of misses vs Q1, whereas EBITDA held
海外研报
2024年08月28日
GS--Asian equities fell by 2%, dragged down by North Asian markets
MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software
海外研报
2024年09月09日
BofA_Liquid Insight AUD and iron ore
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
