海外研报
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SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
While earnings are off to a strong start – 78% beating an already high “hurdle” and 2Q24 EPS estimates revised higher to +10.2% – mega cap tech results
海外研报
2024年07月30日
Which Is More Impressive, The 3Q Revenue Clip Or Zuck’s New 'Drip'?
META continues to execute at arguably the best pace of anycompany in digital advertising, with little revenue deceleration
海外研报
2024年08月02日
Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow
This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
海外研报
2024年08月07日
Ukraine: Inflation Rises Above Mid-Point of Target, As Expected
Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
海外研报
2024年08月10日
UBS House View Monthly Extended August 2024 - intra-month update
The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as
海外研报
2024年08月14日
