海外研报

FX Fair Value Update

The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the

SocGen_Asia Equity Strategy 4Q24 Outlook – Don t chase returns in the late cycle_20240917

Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may

GS--VIVE Focus Vision launch supporting 4Q24 recovery; immersive and low-latency VR/MR experiences

New VR headset launched: HTC launched a new headset model, VIVE Focus Visionin Sep 2024 (link), priced at US$999, equipped with an immersive display, dual color

GS--Global PMI Monitor: Softer Future Expectations (Dong)

The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was

GS--Trade Close: Close Options Recommendation for LEVI

We close our recommendation to buy LEVI straddles. We close our 2-Oct, 2024