海外研报
筛选
key debates likely to be on trajectory of auto business and FSD/robotaxis
Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street
海外研报
2024年07月25日
CARRY TRADE HARD LANDING?
Japan’s balance sheet is hugely distorted by the years of excess accommodation. It was always a toss-up as to which fragility was going to break first – maturity or currency mismatch. In the end,
海外研报
2024年08月06日
“If it’s time to get active, what should I buy?”
Stock screens for a cruel summerWith a surge in volatility, elevated near-term risks and a top-heavy index dragged down
海外研报
2024年08月10日
Gaze Into the Data Long Enough...
Friday saw equities continue their recovery from steep selloffs early last week and the preceding Friday. The S&P500 and the NASDAQ both rose by around half a percentage point and the
海外研报
2024年08月14日
BoK preview – Policymakers are likely to maintain a cautious stance
The BoK is expected to maintain its cautious stance due to mounting concerns about thehousing market. Sluggish activity data, including the contraction in 2Q GDP and sustained
海外研报
2024年08月18日
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年08月26日
