海外研报
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Learnings from Q2 earnings
Decent Q2 earnings. The Q2 reporting season saw EPS growth improving sequentially in bothEurope and US to 3% and 10%, respectively, well above consensus estimates. Both of these
海外研报
2024年08月22日
Taking stock, looking ahead
We expect a muted recovery in European and US steel prices into YE, underpinned by a seasonal pick-up in activity and, in
海外研报
2024年08月26日
Less concentration, more breadth improvement ahead?
When market breadth is improving, the message is that an increasing number of
海外研报
2024年09月05日
GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results
Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报
2024年09月10日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月13日
JPM_Credit Calls Wednesday, September 18, 2024
It is easy to be wise after the event, We attended the World Chemicals Forum inHouston hosted byChemical Market Analytics (OPiS) last week, The general tonewas relatively bearish in our view with recent (and planned) capacity expansionefforts and
海外研报
2024年09月19日
