海外研报
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Fall reset, revisiting and level-setting Price Objectives across our coverage universe
Price objective updates; EPS estimates/ratings unchangedWe are marking the unofficial start of fall by revisiting and updating the price objectives
海外研报
2024年08月30日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy Rating
海外研报
2024年08月30日
1H24 NI in line, dividend hike despite weakened cash collection; Buy
COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
海外研报
2024年08月30日
Commodity Call-OPEC facing new realities
Crude oil prices have remained under pressure, despite the best efforts of OPEC. With a weakening outlook weighing on sentiment, OPEC faces an -
海外研报
2024年08月30日
DB Tech Conference Takeaways
Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
海外研报
2024年08月30日
Slightly Better F2Q; Focus shifts to AgentForce
Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
海外研报
2024年08月30日
EM easing cycle to widen out
Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
海外研报
2024年08月30日
German Headline Inflation Notably Below Consensus
BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and
海外研报
2024年08月30日
Spanish Headline Inflation Surprises Slightly to the Downside
BOTTOM LINE: Spanish flash headline HICP inflation was 2.4%yoy in August, belowconsensus expectations, while core CPI inflation decreased one-tenth of a
海外研报
2024年08月30日
Stable fundamentals but shifting priorities
What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
海外研报
2024年08月30日
