海外研报
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DBS Stock Equity Picks
18 Jul - Singapore Telecom: Remove from Blue Chips at SGD3.02 We lock in gains for the stock as we see limited upside following the stellar run-up over the past 1-2
海外研报
2024年07月20日
Energy, Utilities & Mining Pulse: Investors Asking: Of the Stocks that Lagged in 1H,
What is a stock that was a 1H laggard, where we see the potential for thisto be a 2H leader — and why? Cheniere Energy (LNG) lagged 1H24 (+2% vs
海外研报
2024年07月20日
Europe Weekly Kickstart The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
海外研报
2024年07月20日
Global Credit Trader The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
海外研报
2024年07月20日
Global Economics Wrap-Up: July 19, 2024
The case for Fed rate cuts strengthens as elections loom: o US economic data softened further in June: § Trimmed-mean PCE inflation has returned to 2% on a 3-month
海外研报
2024年07月20日
Global Rates Notes: Sufficient Liquidity, Constrained Capacity
Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics.
海外研报
2024年07月20日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventual
海外研报
2024年07月20日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.5%, $X5E -1.2%, V2X +0.7pts) with AEX(-1.8%) and UKX (0.3%) the best and worst regions. Tech (-4.5%, -3.6z) fell mostly because ofSemis
海外研报
2024年07月20日
Q2’24 Earnings Review: Solid Earnings Result Driven By Subscriber Momentum
Netflix reported a solid Q2 ’24 earnings report driven bybetter-than-expected subscriber growth (driven by strong contentslate & scaling of ad supported tier) with a more mixed picture on
海外研报
2024年07月20日
Portfolio Hedging Toolkit (Jul-2024) Buy Semis ETF (SMH) puts
Semis stocks have rallied significantly since the start of 2023 (SMH +154%),mainly driven by AI-related optimism. Our semis analyst Toshiya Hari believes
海外研报
2024年07月20日
