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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

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

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

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

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

DB Tech Conference Takeaways

Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
海外研报

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

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

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy Rating
海外研报

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