海外研报
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Americas Construction: Building Products Home Depot F2Q24 Read-Throughs
Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in
海外研报
2024年08月15日
Multiple levers for margin recovery heading into the F2Q print
Remain confident in the story despite stock pull back Dell will report its F2Q results on Aug 29th. We continue to believe that the fundamentals
海外研报
2024年08月23日
Five Stocks in Focus: CCJ, CLMT, CNQ, VLO and COP
In this brief note, we highlight five stocks that are top of mind for investors as weposition for the day ahead. We highlight (1) improved sentiment on Cameco on the
海外研报
2024年08月27日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年09月06日
