海外研报
筛选
Raising estimates despite FX headwinds
Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
海外研报
2024年08月30日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region
Scheduled key data releases for the coming week in Asia ex-Japan include China
海外研报
2024年09月29日
