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2022(更新中)
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2022-09-27-601888.SS-Morgan Stanley-China Tourism Group Duty Free More Than a Reopening Play; I...-98475831【01资源网:01zykk.com】.pdf
2022-09-27-DARK.L-Morgan Stanley-Darktrace PLC Self-learning Cyber Defense. Initiate at Equa...-98476161【01资源网:01zykk.com】.pdf
2022-09-27-Morgan Stanley-Internet Where Are We Trading Now Which Companies are Back...-98474310【01资源网:01zykk.com】.pdf
2022-09-28-Morgan Stanley-Brazil Financial Institutions Will Crowding Out Eat the Ban...-98476504【01资源网:01zykk.com】.pdf
2022-09-28-Morgan Stanley-Global eCommerce Industry Model Update 22 Estimates Trimm...-98476568【01资源网:01zykk.com】.pdf
2022-09-28-TSLA.OQ-Morgan Stanley-Tesla Inc Tesla AI Day Whats the Tesla Bot Really About-98484536【01资源网:01zykk.com】.pdf
2022-09-29-AKZO.AS-Morgan Stanley-Akzo Nobel Widening The Margin-98488377【01资源网:01zykk.com】.pdf
2022-09-29-Morgan Stanley-China Financials Multiple pressure points to persist for br...-98493159【01资源网:01zykk.com】.pdf
2022-09-29-RACE.MI-Morgan Stanley-Ferrari NV Correction Unbridled Purosangue Boosts ASP, Ma...-98484538【01资源网:01zykk.com】.pdf
2022-09-29-V.N-Morgan Stanley-Visa Inc. Travel Recovery Tracker - Data Through Sept Shows...-98490025【01资源网:01zykk.com】.pdf
2022-09-29-WEGE3.SA-Morgan Stanley-WEG Deep Dive Double Upgrading to Overweight-98497242【01资源网:01zykk.com】.pdf
2022-09-30-Morgan Stanley Fixed-China 中国 房地产压力测试-98497773【01资源网:01zykk.com】.pdf
2022-09-30-Morgan Stanley-The Fintech Radar CBDCs experiment with blockchain-98514568【01资源网:01zykk.com】.pdf
2022-09-30-Morgan Stanley-Thematics Hype Cycle Monitor #4 - Rise of Reshoring Cell-...-98500794【01资源网:01zykk.com】.pdf
2022-10-02-Morgan Stanley Fixed-Asia Economics The Viewpoint This is not 1997, nor is it 2...-98535858【01资源网:01zykk.com】.pdf
2022-10-02-Morgan Stanley-Investor Presentation – India Banks Tracking Valuations-98535963【01资源网:01zykk.com】.pdf
2022-10-02-Morgan Stanley-Media Entertainment ESG Investment Factors – Disruption i...-98535968【01资源网:01zykk.com】.pdf
2022-10-02-UBER.N-Morgan Stanley-Uber Technologies Inc The 23 Debate How Can Rideshare Gro...-98536093【01资源网:01zykk.com】.pdf
2022-10-03-BOX.N-Morgan Stanley-Box Inc Not a Mystery Box – Value is Underappreciated; Upgr...-98541571【01资源网:01zykk.com】.pdf
2022-10-03-CFR.S-Morgan Stanley-Richemont An Introductory Guide-98548245【01资源网:01zykk.com】.pdf
2022-10-03-DOCS.N-Morgan Stanley-Doximity, Inc. Deep dive into the business model and market...-98541583【01资源网:01zykk.com】.pdf
2022-10-03-DOCU.OQ-Morgan Stanley-DocuSign Inc Before Signing, Read the Fine Print; Downgradi...-98541566【01资源网:01zykk.com】.pdf
2022-10-03-Morgan Stanley-Freight Transportation Fast Lane USPS Rate Increase, IAM R...-98541577【01资源网:01zykk.com】.pdf
2022-10-03-Morgan Stanley-Software Future of Work — Intensifying Competitive Landscap...-98541575【01资源网:01zykk.com】.pdf
2022-10-03-V.N-Morgan Stanley-Visa Inc. Adjusting Estimates on FX Headwinds-98541572【01资源网:01zykk.com】.pdf
Abate_Money Markets Monthly Update【01资源网:01zykk.com】.pdf
Americas Aerospace & Defense_ Aerospace in Pictures_ September 2022(1)【01资源网:01zykk.com】.pdf
Americas Payment Technology_ 3Q22 Preview_ If V_MA are underperforming the market, is anywhere in fintech safe_(1)【01资源网:01zykk.com】.pdf
Americas Retail_ Specialty Hardlines_ BBWI Digital Checks Reveal a Significant Uptick in App Downloads, Likely Driven By New ...(1)【01资源网:01zykk.com】.pdf
Americas Retail_ Specialty Hardlines_ Pet pricing survey update; Comparing price at DG & Family Dollar; Takeaways from IR_mgmt.(1)【01资源网:01zykk.com】.pdf
Americas Steel_ At a crossroads; where do steel prices go from here_ STLD up to Buy, RS down to Neutral(1)【01资源网:01zykk.com】.pdf
Americas Technology_ Internet_ Q3 ’22 Gaming Industry Preview – Headwinds Remain in ’22; Industry Themes Likely Drive 2023 & ...(1)【01资源网:01zykk.com】.pdf
Americas Technology_ Internet_ US Digital Advertising Q3'22 Preview_ Analyzing the Industry Debates & Estimates(1)【01资源网:01zykk.com】.pdf
Americas Tobacco_ NielsenIQ Data thru 9_24_ Total nicotine $ sales modestly decelerated as vol pressure increased on stronger...(1)【01资源网:01zykk.com】.pdf
Americas Transportation_ The Monthly Mosaic September 2022(1)【01资源网:01zykk.com】.pdf
Asia Credit Trader_ Up In Quality As Macro Uncertainties Persist(1)【01资源网:01zykk.com】.pdf
Barclays_Carlsberg AS-B Asia on fire_20221004【01资源网:01zykk.com】.pdf
Barclays_Heineken NV Europe defying gravity__20221004【01资源网:01zykk.com】.pdf
Big Oils_ 3Q22 Preview_ Strong balance sheets and attractive cash returns in a volatile macro(1)【01资源网:01zykk.com】.pdf
Biocytogen Pharmaceuticals (2315.HK)_ A preclinical research services firm with an emerging antibody discovery platform; init...(1)【01资源网:01zykk.com】.pdf
BOA_US Oil and Gas OIM# 608_ Two things on our mind. Will OPEC cut Oct 5th_ WC cracks are $100!_20220930【01资源网:01zykk.com】.pdf
BofA Global Research-Technicals meet Fundamentals Post Inflation Reduction Act, ...-98467164【01资源网:01zykk.com】.pdf
BOFA-securiries equity -clients buy the dip【01资源网:01zykk.com】.pdf
Brazil Healthcare_ ANS Chartbook; Examining the Brazilian Private Health-Plan Market(1)【01资源网:01zykk.com】.pdf
Brazil Utilities_ Power monitor; reservoir levels at 57.0 vs. October_2021 average(1)【01资源网:01zykk.com】.pdf
China Consumer Staples_ Nielsen China infant formula (Jul-Aug 2022)_ Overall sales remained weak; Yili outperformed(1)【01资源网:01zykk.com】.pdf
China Economic Activity and Policy Tracker_ September 30(1)【01资源网:01zykk.com】.pdf
citi-Global Macro Strategy -views and trade Ideas【01资源网:01zykk.com】.pdf
CK Hutchison Holdings (0001.HK)_ Potential merger of 3UK and Vodafone UK. Forex impact, but resilient business so far(1)【01资源网:01zykk.com】.pdf
Colombia A downside surprise that could extend the tightening cycle【01资源网:01zykk.com】.pdf
Constellation Brands (STZ)_ FQ2 surprises to the upside with an FY23 guidance raise - Reiterate Buy (on CL)(1)【01资源网:01zykk.com】.pdf
Credit Suisse (CSGN.S)_ A challenging picture for returns and capital_ Downgrade to Sell(1)【01资源网:01zykk.com】.pdf
DARK.L-Morgan Stanley-Darktrace PLC Self-learning Cyber Defense. Initiate at Equa..【01资源网:01zykk.com】.pdf
EM Macro Navigator_ Rising Fed rate tide washes over EM(1)【01资源网:01zykk.com】.pdf
EM Sovereign Credit Monitor_ Overtightening fears back in focus(1)【01资源网:01zykk.com】.pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Are Key Catalysts into Year-End_(1)【01资源网:01zykk.com】.pdf
Equity Strategy Monthly Wrap Q3 and September 2022 review【01资源网:01zykk.com】.pdf
Equity_Strategy October【01资源网:01zykk.com】.pdf
ESR Group (1821.HK)_ De-rated to _1X PEG with 10%+ growth; Buy (on CL)(1)【01资源网:01zykk.com】.pdf
Europe Technology_ Atomic Layer Deposition_ Digital Enabler for the evolution of advanced semiconductors; initiate on ASMI at...(1)【01资源网:01zykk.com】.pdf
European Consumer Staples The end of ‘free’ money【01资源网:01zykk.com】.pdf
European Credit Alpha Volatility-buyer’s paradise_【01资源网:01zykk.com】.pdf
German energy price caps could reinforce hawkish ECB【01资源网:01zykk.com】.pdf
Global Economics Analyst_ Can G10 Economies Tame Inflation Without a Recession_ A Progress Report (Struyven_Kodnani)(1)【01资源网:01zykk.com】.pdf
Global Markets Comment_ Market Stress Monitor — October Edition(1)【01资源网:01zykk.com】.pdf
Global Rates Trader_ Topping out_(1)【01资源网:01zykk.com】.pdf
Global_ GS Economics Indicators_ Following August JOLTS, US Jobs-Workers Gap Has Fallen by Nearly 50% of Amount Required (Kod...(1)【01资源网:01zykk.com】.pdf
Global_Data_Watch【01资源网:01zykk.com】.pdf
GOAL Kickstart_ Yielding to bonds - UK Gilt sell-off drives cross-asset volatility(1)【01资源网:01zykk.com】.pdf
Greater China Technology_ Cloud industry check_ 2023 server outlook remains favorable, and likely more back-end loaded(1)【01资源网:01zykk.com】.pdf
Healthcare Pulse_ It's All Relative ... __ Investor sentiment; market color; sector themes; charts to watch(1)【01资源网:01zykk.com】.pdf
Hong Kong Exchanges (0388.HK)_ Attractive risk-reward but NT impacted by market swings; Buy(1)【01资源网:01zykk.com】.pdf
Hong Kong Real Estate_ Faster rate rise means quicker resi price fall; another price, NAV, and TP cut; Buy NWD(1)【01资源网:01zykk.com】.pdf
Hong Kong Tracker_ Border reopening could benefit office more than retail in initial stage. Weaker housing price on rate hike.(1)【01资源网:01zykk.com】.pdf
HUM.N-Morgan Stanley-Humana Inc Is $1b Value Creation Plan Enough We Think So;【01资源网:01zykk.com】.pdf
India Cars_ Past the chicane; initiate at Buy on MAHM, MRTI and Neutral on TAMO(1)【01资源网:01zykk.com】.pdf
Intuit Inc. (INTU)_ Unlocking value in low-penetrated TAM gives room for durable growth_ Analyst Day Takeaways(1)【01资源网:01zykk.com】.pdf
Japan Chemicals_ Cut GSe on weaker wafer outlook; stay Buy on Shin-Etsu Chemical_SUMCO (both CL) as valuations near bottom(1)【01资源网:01zykk.com】.pdf
JPM first to market【01资源网:01zykk.com】.pdf
JPMorgan Econ FI-EM Fixed Income Focus A real (yield) test for EM asset【01资源网:01zykk.com】.pdf
JPM_U_S__Fixed_Income【01资源网:01zykk.com】.pdf
Kinetik Holdings (KNTK)_ Balancing Solid Growth vs. High 2023-24 Funding Needs - Initiate at Neutral(1)【01资源网:01zykk.com】.pdf
Metals & Mining_ Pockets of value emerge despite broader earnings risk_ Upgrade FMGAU, downgrade HNDLIN(1).pdf
Morgan Stanley Fixed-Global Macro Strategist Trends Have Been Friends-【01资源网:01zykk.com】.pdf
Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker【01资源网:01zykk.com】.pdf
Morgan Stanley-Brazil Education Addressing New Fies Potential Outcomes【01资源网:01zykk.com】.pdf
Morgan Stanley-China Property Database Tracker-【01资源网:01zykk.com】.pdf
Morgan Stanley-Chinas Localization Analog IC Identifying the long-term b.【01资源网:01zykk.com】.pdf
Morgan Stanley-Global Video Games Stars aligning heading into 2023【01资源网:01zykk.com】.pdf
Morgan Stanley-Ingredients Changing tastes-【01资源网:01zykk.com】.pdf
Morgan Stanley-Investor presentation TMT Webcast Analog Semiconductors【01资源网:01zykk.com】.pdf
Morgan Stanley-Software Valuation Views 100322 Waiting for Another Shoe...【01资源网:01zykk.com】.pdf
MS_ Global Macro Forum - How High Can We Go【01资源网:01zykk.com】.pdf
MS_ More USD Strength to Come【01资源网:01zykk.com】.pdf
Nike Inc. (NKE)_ Untimely Inventory Deliveries Create Margin Headwinds Despite Solid 1Q; Reiterate Buy【01资源网:01zykk.com】.pdf
Nike Inc.【01资源网:01zykk.com】.pdf
PATH.N-Morgan Stanley-UiPath Inc 1Q23 Results – Fundamentals Finding a New Glide ..【01资源网:01zykk.com】.pdf
PATH.N-Morgan Stanley-UiPath Inc 2Q23 Results – Tough Time for a Turnaround Story..【01资源网:01zykk.com】.pdf
PepsiCo Inc. (PEP)_ Q3 earnings preview - Expect healthy underlying demand to drive top & bottom line beat, with a pot'l guid...(1)【01资源网:01zykk.com】.pdf
Petrobras (PBR)_ What if fuel prices are frozen while Brent price rises_ PBR as an importer of last resort_ (1)【01资源网:01zykk.com】.pdf
Pinterest Inc. (PINS)_ Focus Shifts to Forward Platform Evolution; Upgrade to Buy & Raise PT to $31 (from $24)(1)【01资源网:01zykk.com】.pdf
Pulp & Paper_ Monthly Tracker — September 2022(1)【01资源网:01zykk.com】.pdf
Take-Two Interactive Software Inc. (TTWO)_ Framing Upside Case in 2023_2024 As Industry Fundamentals Improve; Upgrade to Buy ...(1)【01资源网:01zykk.com】.pdf
The EM Trader_ After resilience, stay selective(1)【01资源网:01zykk.com】.pdf
The flow show-spx666【01资源网:01zykk.com】.pdf
US CPI Inflation Preview【01资源网:01zykk.com】.pdf
US economics Perspectives-September CPI preview【01资源网:01zykk.com】.pdf
US Economics-services ISM remains solid in September【01资源网:01zykk.com】.pdf
US Idea Radar_ Best-in-Class Cash Returns at Reasonable Cash Flow Valuations(1)【01资源网:01zykk.com】.pdf
US Quarterly Chartbook_ S&P 500 remains in bear market territory amid rising rates(1)【01资源网:01zykk.com】.pdf
US_Government_Bond Strategy【01资源网:01zykk.com】.pdf
Where to Invest Now_ Prepare for landing(1)【01资源网:01zykk.com】.pdf
WISEa.L-Morgan Stanley-Fintech Upgrading Wise forecasts, finding the Adyen floor【01资源网:01zykk.com】.pdf
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