海外研报
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BofA Securities Equity Client Flow Trends Near-record week of equity outflows
Biggest net sales since Nov. 2020• Biggest net sales since Nov. 2020: In the final week of August (ahead of a
海外研报
2024年09月05日
China Software: 2H24 improving profitability with disciplined expenses; iFlytek, ZWSOFT,
2H24 improving profitability on cost control: We review 2Q24 results of iFlytek,ZWSOFT, and Sangfor; among our China Software coverage, we see revenue growth
海外研报
2024年09月05日
The Global Point Wednesday, 04 September 2024
Global Multi-Asset - Industrial Technology & Mobility: How disruptive forces are driving the M&A landscape in Industrials; Focus on Germany
海外研报
2024年09月05日
Dollar Tree Stores Inc. (DLTR): First Take: 2Q miss; FY guidance lowered
DLTR reported 2Q adj EPS of $0.67, below the GS estimate of $1.07 and consensus(Refinitiv) of $1.04. Consolidated SSS of +0.7% was below GS/consensus at
海外研报
2024年09月05日
Q1 2024 ETP flows round up
At the global level, equity ETPs led the way in Q1 ($255B), alongside inflows into fixed income ($80B) and continued selling of commodities (-$6.7B). This compares with the $274B added to equities, $95.6B into
海外研报
2024年09月05日
Obesity/Diabetes thoughts into EASD and through the end of 2024
For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of
海外研报
2024年09月05日
Europe Technology: Hardware: Key investor questions for European Digital Enablers at the
Ahead of the GS Communacopia + Technology Conference in San Francisco(September 9-11), we summarise key investor questions for our coverage, spanning
海外研报
2024年09月05日
A severe case of COVIDIA: prognosis for an AI-driven US equity market
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. NVIDIA’s financial results are extraordinary (it beat on
海外研报
2024年09月05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05日
Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?
On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market
海外研报
2024年09月05日
