海外研报

Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Strategy Trade

RationaleOur short GBP/JPY has traded above our dynamic trailing stop at 185.80. As such, we take profit on the original trade (opened at 199.50 on 24 July) with a gain of 6.9%. We still

The RIC Report Top ten FAQs and some bullish views

Don’t let market noise & politics distract from the shift from a 2% world to a 5% world. Own value in equities, prudent yield in fixed income, and commodities. As we prepare for

The Point for Asia Pacific Tuesday, 03 September 2024

We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line

GS--SBA Communications Corp. (SBAC): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) SBA Communications remainsbullish on its US tower operations as its wireless carrier customers will need to

BofA_Stock Flash Bullish BWXT, ORLY, UNH and VZ. Bearish MFIC and NVO_20240927

BWX Technologies (BWXT): Bullish triangle targets 125