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A.O. Smith Corp. (AOS)_ 2Q22 Recap_ North America Volumes Decelerating; Maintain Sell(1).pdf
adidas (ADSGn.DE)_ First Take_ Solid 2Q22, but FY22E guidance lowered on China weakness and consumer slowdown. Buy(1).pdf
Aldar Properties (ALDAR.AD)_ Strong set of results and acquisition drive estimates_PT up; reiterate Buy(1).pdf
Alphabet Inc. (GOOGL)_ Q2 '22 Earnings First Take(1).pdf
Alphabet Inc. (GOOGL)_ Q2'22 Review_ Results Inline With Industry Dynamics; Debates Will Remain Open on Macroeconomic Impacts...(1).pdf
Amazon.com Inc. (AMZN)_ Q2'22 Earnings First Take(1).pdf
Americas Banks_ Key takeaways from AXP, RF, and SNV earnings(1).pdf
Americas Clean Technology_ Solar_ 2Q22 residential solar update call with Ohm Analytics(1).pdf
Americas Clean Technology_ Solar_ Climate support back on the agenda with new reconciliation bill; positive for clean tech st...(1).pdf
Americas Consumer Staples_ NielsenIQ First take_ Grocery inflation continues to mount while sales hold steady(1).pdf
Americas Energy_ Oil & Gas - E&P_ Near Term Economic Risks, But Long Term Positive; 5 Stocks With Solid Risk_Reward Around Ea...(1).pdf
Americas Healthcare Services_ Providers_ Final CMS Rate Updates Bode Well for IPPS, Positive for Hospitals(1).pdf
Americas Healthcare_ Biotech catalyst tracker_ stock reactions becoming more rational ..._(1).pdf
Americas Healthcare_ Biotechnology_ Ocrevus SC timing disclosed, with implications for HALO_TGTX (1).pdf
Americas Healthcare_ Medical Technology_ Model Updates(1).pdf
Americas Media_ 2Q22 Media Preview_ Lower advertising estimates; Reinstate on WBD at Buy; Downgrade PARA to Sell(1).pdf
Americas Retail_ Specialty Hardlines_ Updating Our Online Auto Part Pricing Survey; Key Takeaways From IR_Management(1).pdf
Amorepacific (090430.KS)_Amore G (002790.KS)_ First Take_ 2Q losses on China lockdown, stepped-up management focus on profita...(1).pdf
Angelalign Technology (6699.HK)_ Profit warning for 1H due to Covid; lowered full year guidance on case shipment; Neutral(1).pdf
Argentina_ Sergio Massa to Head the Ministries of Economy, Production, and Agriculture(1).pdf
Asia Credit Notes_ China Real Estate Fund A Step In The Right Direction, But Limited Help to China Property HY(1).pdf
Asia Pacific Textile, Apparel & Footwear_ Negative read-across from adidas' lowered guidance (1).pdf
Australia_ CPI, 2Q2022_ Headline Inflation Slightly Below Expectations; Expect RBA to Hike +50bp in August(1).pdf
Australia_ FY22 Results Preview_ Stocks likely to surprise(1).pdf
Barclays-European Banks Tier 2 �C hit the reset switch.pdf
Barclays-European Energy Refining is down, but don��t rule it out.pdf
Barclays-Global Macro Thoughts.pdf
Barclays-Special Report US Economics and Money Markets - Tapering QT.pdf
Barclays-The Volatility Pulse Is Equity Volatility Cheap vs Other Assets.pdf
Best Buy Co. (BBY)_ Updating estimates to reflect recent business trends (1).pdf
BioKangtai (300601.SZ)_ 1H22 prelim results_ Covid-19 related impairment leads to a miss; Neutral(1).pdf
Blackstone Group (BX)_ Premium FRE growth to support premium valuation; fundraising dynamics remain robust(1).pdf
Boeing Co. (BA)_ 2Q22 First Take_ positive MAX_787 updates, near FCF breakeven(1).pdf
BOFA- Global Research-China Property Key features of recently proposed.pdf
BOFA-Australia Economic Watch_CPI preview_ Adding fuel to the fire.pdf
BOFA-Australia Rates Alpha_Target reached_ paid Aug-22 OIS.pdf
BOFA-Banks - Asia Pacific Reminder Finding value amon.pdf
BOFA-Capital Market Outlook.pdf
BOFA-China Equity Strategy_A-share W&W Indicator - Monthly.pdf
BOFA-China Eco Watch_Chart book series #53 COVID outbreaks.pdf
BOFA-China Eco Watch_Local governments and SOEs to contain risk from mortgage payment strike.pdf
BOFA-China industrial channel checks #5 Hydro and energy infra outlook.pdf
BOFA-European Rates Alpha Close Dec22 ECB �str.pdf
BOFA-Federal Reserve Watch July FOMC recap_ inflation first, everything else later.pdf
BOFA-FX Alpha _ Close USDJPY RKO.pdf
BOFA-Global Cryptocurrencies and Digital Assets_Web3 ecosystem.pdf
BOFA-HK Economic Watch_ June CPI.pdf
BOFA-Liquid Insight-History says buy bonds close to last hike.pdf
BOFA-Quantitative Dialogues_Call #33 Predicting G10 FX across different macro regimes.pdf
BOFA-Top 10 Asia Pac Ideas Quarterly.pdf
BOFA-US Rates Watch_Treasury flows Demand pivot continues from foreign investors to investment funds.pdf
BOFA-US Rate_Bill issuance finally turns positive.pdf
BOFA_Japan Economic Viewpoint_Joining the recession club.pdf
Brazil Utilities_ Power monitor; reservoir levels at 69.7%; power consumption up +4.7% vs. July_2021 average(1).pdf
Brazil_ Decelerating Real Credit Growth; Rising NPLs and Lending Rates to Individuals (Ramos)(1).pdf
Brazil_ Slightly Lower Than Expected July IPCA-15 Amidst High and Disseminated Pressure on Services (Ramos) (1).pdf
Brazil_ Wider Than Expected Current Account Deficit in March; Strong FDI Inflows (Ramos) (1).pdf
Budweiser APAC (1876.HK)_ Earnings review_ Sequential Recovery Ahead, Solid Premiumization Trend and Agile Marketing Investme...(1).pdf
Budweiser APAC (1876.HK)_ First take_ Results Beat on Solid Recovery in Korea and India and in June for China, Reiterate Buy(1).pdf
Charles Schwab Corp. (SCHW)_ $15bn Buyback Authorization, but without a deadline does not imply more pronounced balance sheet...(1).pdf
China Consumer Staples_ Gauging the potential beneficiaries in a stabilizing raw material price scenario(1).pdf
China COVID-19 vaccines and treatment tracker_ China authorizes first domestic oral antiviral for COVID-19; vaccination in el...(1).pdf
China Data Centers_ 2Q22 preview_ Divergent demand_growth momentum; Chindata stands out(1).pdf
China Economic Activity and Policy Tracker_ July 22(1).pdf
China Economic Activity and Policy Tracker_ July 25(1).pdf
China Feihe Ltd. (6186.HK)_ First take_ 1H22 profit alert_ Notably bigger sales_earnings declines due to tougher IMF industry...(1).pdf
China Feihe Ltd. (6186.HK)_ Lowering expectations amid low birth rate and fierce competition, but retain Buy on compelling ri...(1).pdf
China Financial Services_ Assessing govt real estate fund_ Sizing up available funding; why CCB, what's next and impact on ba...(1).pdf
China Financial Services_ Reading from 2Q22 Fund distribution AUM data; sequential improvement in line. Buy East Money(1).pdf
China Healthcare Technology_ Online Pharmacy #6_ A bumpy 1H22 GMV growth path but with a relatively strong finish(1).pdf
China Industrial Tech_ Energy Storage_ 1H22 preview; Buy Envicool_Kstar_Kehua(1).pdf
China Industrial Tech_ Energy storage_ NEA continues to promote new energy storage development; Buy Envicool_Kstar_Kehua(1).pdf
China Musings_ The benefits of being _Primary_ in HK(1).pdf
China Software_ Jun revenues +12% YoY, recovering from Apr _ May at +9% _ +10% YoY; net margin stablised at 11%(1).pdf
China Spirits Tracker_ Reiterate Buy on Gujing and Yanghe on Solid Prepayment Pace and Regional Recovery amid Upper Mid End(1).pdf
China Tourism Group Duty Free (601888.SS)_ 2Q22 results better than feared. Margin bottoming out. Resilient sales in July(1).pdf
China_ GS Economic Indicators Update_ July(1).pdf
China_ Industrial profits and revenue rose sequentially in June on resumption of production(1).pdf
China_ July Politburo meeting focused on policy implementation and reiterated Dynamic Zero Covid policy stance(1).pdf
China_ SAFE data suggest FX outflows in June(1).pdf
Cleveland-Cliffs Inc. (CLF)_ Contract renegotiations appear to be tracking well, cost pressures to persist but ease towards y...(1).pdf
Coca-Cola Co. (KO)_ Robust Q2 results & raised FY22 topline guide tempered by COGS inflation and economic uncertainty(1).pdf
Coinbase Global Inc. (COIN)_ Thoughts on recent regulatory actions in digital assets space(1).pdf
Comba (2342.HK)_ 1H22 net profit HK$83mn+; profitability improved driven by antenna sales and expense control(1).pdf
CS-3SBio Inc. (1530.HK).pdf
CS-ABC-Mart.pdf
CS-Anhui Estone (688733.SS).pdf
CS-APAC Quantitative & Systematic Strategy_Alibaba HK primary listing conversion paving the way for long-awaited Southbound inclusion.pdf
CS-Asia Semiconductor Sector.pdf
CS-ASMPT (0522.HK).pdf
CS-Australian Insurance.pdf
CS-Australian Telecoms Sector -220725.pdf
CS-Autohome Inc. (ATHM.N).pdf
CS-Baidu (BIDU.OQ).pdf
CS-Bayer (BAYGn.DE).pdf
CS-Beijing Capital International Airport (0694.HK).pdf
CS-China Banks Sector-220722.pdf
CS-China Banks Sector�� Mortgage loan risks What to expect next.pdf
CS-China Banks Sector_Sensitivity test_ how much may be needed to deliver the unfinished homes.pdf
CS-China Basic Materials -220725.pdf
CS-China Basic Materials -220728.pdf
CS-China Basic Materials 220727.pdf
CS-China Basic Materials-220726.pdf
CS-China Basic Materials.pdf
CS-China Construction Machinery Sector.pdf
CS-China Energy Sector.pdf
CS-China Healthcare Sector 2.pdf
CS-China Healthcare Sector-Implications of China approval of the first domestically developed Covid oral drug.pdf
CS-China Healthcare Sector.pdf
CS-China Industrial Automation Sector.pdf
CS-China Industrial Robot Market.pdf
CS-China Internet Sector.pdf
CS-China Mobile Limited (0941.HK).pdf
CS-China New Energy Vehicle Sector.pdf
CS-China Online Travel Sector.pdf
CS-China Resources Beer (Holdings) Company Limited (0291.HK).pdf
CS-China Semiconductor Sector.pdf
CS-China Tanker Shipping Sector-220725.pdf
CS-China Tourism Group Duty Free Corp (601888.SS).pdf
CS-China Tower Corporation Limited (0788.HK).pdf
CS-China Unicom Hong Kong Ltd (0762.HK).pdf
CS-China United Network Communications Ltd (600050.SS).pdf
CS-China��s State of Play Replay of CQi team.pdf
CS-Consumer electronics sector.pdf
CS-Consumer Finance Sector Review.pdf
CS-Credit Suisse Around the Clock.pdf
CS-Deutsche Bank (DBKGn.F).pdf
CS-Domino��s Pizza Inc..pdf
CS-Earnings Brief 25Jul.pdf
CS-Easing of CN lockdowns helped a minor rebound in global retail sales in Ju.pdf
CS-eBay Inc..pdf
CS-EMEA Autos The Sunday Drive �C 220724.pdf
CS-Financial Technology & Payments Sector Review.pdf
CS-Fixed Income Tactical Outlook.pdf
CS-Full Truck Alliance (YMM.N).pdf
CS-Global Economics Dispatch Recession red herring.pdf
CS-Global Economy Notes_Recession probability rising.pdf
CS-Global ESG Research.pdf
CS-Globe Life.pdf
CS-HKEx (0388.HK).pdf
CS-Hualan Biological Engineering Inc. (002007.SZ).pdf
CS-Huaneng Power International Inc (0902.HK).pdf
CS-HUTCHMED (China) Limited (HCM.OQ).pdf
CS-Inovance Technology (300124.SZ).pdf
CS-iQIYI Inc. (IQ.OQ).pdf
CS-Jiangling Motors Corp., Ltd. (000550.SZ).pdf
CS-Jiangsu Hengrui Pharmaceuticals Co., Ltd. (600276.SS).pdf
CS-Kuaishou Tech (1024.HK).pdf
CS-Last Edition - US -220721.pdf
CS-Last Edition - US.pdf
CS-Last Edition.pdf
CS-Lee & Man Paper Manufacturing Ltd. (2314.HK).pdf
CS-LONGi Green Energy Technology (601012.SS).pdf
CS-Machinery sector-Implications for Japanese machinery sector.pdf
CS-Machinery sector.pdf
CS-Meta Platforms, Inc..pdf
CS-MINISO Group (MNSO.N).pdf
CS-Oatly Group AB.pdf
CS-Payments, Processors and FinTech Expert Insights.pdf
CS-Ping An Healthcare and Technology (1833.HK).pdf
CS-Sea Limited (SE.N).pdf
CS-Shanghai Putailai New Energy Technology (603659.SS).pdf
CS-Shell_Carbon Neutral LNG Opportunity.pdf
CS-Shenzhen Salubris Pharmaceuticals Co Ltd (002294.SZ).pdf
CS-Shopify Inc..pdf
CS-Squarespace, Inc.pdf
CS-Steel Import Monitor.pdf
CS-Summary Europe.pdf
CS-Taiwan Display Sector -220725.pdf
CS-Taiwan View on the news - July 22.pdf
CS-Taiwan View on the news - July 25.pdf
CS-Taiwan View on the news.pdf
CS-Technology sector.pdf
CS-The Container Conundrum �C U.S. Shipping Port Dynamics Update.pdf
CS-Tongcheng Travel (0780.HK).pdf
CS-Trip.com Group (TCOM.OQ).pdf
CS-Tsingtao Brewery (600600.SS).pdf
CS-UK Banks read across notes.pdf
CS-UK Economy Notes Top two candidates for Conservative leadership differ on fiscal policy.pdf
CS-US Forecasts Detail.pdf
CS-US Restaurants.pdf
CS-USI (601231.SS).pdf
CS-Visa Inc..pdf
CS-Weibo Corporation (WB.OQ).pdf
CS-Yangtze Optical (601869.SS).pdf
CS-Zhejiang Huahai Pharmaceutical Co Ltd (600521.SS).pdf
CS-Zhuzhou CRRC Times Electric Co., Ltd (3898.HK).pdf
CSPC Pharma (1093.HK)_ Second ex-China license-out of CLDN18.2 assets; 1-2 more BD deals expected before YE22(1).pdf
DB-Asia Macro Strategy Notes In a tight spot.pdf
DB-Asia Thematic Analysis Asias energy security.pdf
DB-Fed Notes July FOMC preview Continuing to drive.pdf
DB-Gas supply - Risks remain in focus with announced NS1 volume cut.pdf
DB-July FOMC preview - Continuing to drive 75.pdf
DB-US Economic Perspectives Rate cuts in early 2023.pdf
DB-US Strategy Update Refunding preview Maintaining.pdf
EM in Focus_ Drilling into EM Debt Dynamics(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(1).pdf
Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and $765 PT(1).pdf
Euro Area_ German Regional Inflation Data Suggest Upside Risk to HICP Forecast(1).pdf
Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
Factor Barometer_ US(1).pdf
Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
FOMC Roundtable July 26-27 [presentation](1).pdf
General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
Global Rates Notes_ August 2022 Refunding Preview(1).pdf
Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
HSBC-China��s property stumble Why it��s different from the subprime mortgage crisis.pdf
HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
HSBC-The Major bond letter.PDF
India Technology_ IT Services_ Read-across from CTSH's 2Q22 results_ Priority appears to be on margins over growth, ceding fu...(1).pdf
India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US$19 bn, likely led by Jio(1).pdf
Iron Ore - From scarcity to glut(1).pdf
Japan Chemicals_ June MOF data_ Silicon wafer shipment volume down -7% yoy on China impact, overall ASP up high +43% yoy(1).pdf
Japan Machinery_ Automation_ June robot_robodrill volume inferred from customs data_ China upturn, robot shipments remain high(1).pdf
Japan SaaS_ KPI summary_ Fundamentals largely unchanged, but valuations remain low(1).pdf
JPM -Powell gets nicer at neutral. Wed Jul 27 2022.pdf
JPM-Agricultural commodities update The Black Sea.pdf
JPM-China��s housing market alarm bell rings again -2022-07-21.pdf
JPM-Commodities Oil Drilling Report Total US oil.pdf
JPM-Cross Asset Volatility Machine Learning Trading .pdf
JPM-first to market.pdf
JPM-FOMC preview.pdf
JPM-Global Commodities.pdf
JPM-Global Data Watch Skating on thin ice during.pdf
Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
Keyence (6861.T)_ Earnings Review_ 1Q in line in adjusted terms, taking China lockdowns into account; business structure rema...(1).pdf
Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
Kweichow Moutai (600519.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to �730 (was �700)(1).pdf
Macquarie -China macro.pdf
Macro at a Glance_ Latest views and forecasts(1).pdf
MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
McDonald's Corp. (MCD)_ 2Q22 Review_ Sales Momentum Continues Across Geographies, Company Well-Positioned to Manage Cost Pres...(1).pdf
MediaTek (2454.TW)_ Our thoughts on the new strategic partnership with Intel (1).pdf
Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility �C F4Q22 preview (1).pdf
Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC �C F4Q22 R...(1).pdf
Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
MS -China Equity Strategy Focus List Changes.pdf
MS-Asia Macro Talks Inflation Risks have Peaked.pdf
MS-Sound Bites оƬ֮�� C Ͷ��߷��.pdf
MS-Sunday Start - 60-40 Isn��t Dead, Just Resting.pdf
MS-The Thin Red Line.pdf
MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
Qualcomm Inc. (QCOM)_ FQ3'22 Wrap_ QTR beat but FQ4 guidance miss; High-end demand resilient even as handset market expectati...(1).pdf
Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(1).pdf
Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
Seagate Technology (OP)_ Stay the course post macro-led miss in F4Q22; A potentially quick fix with a still defensive balance...(1).pdf
ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
Snap Inc. (SNAP)_ Q2'22 Review_ Downgrade to Neutral As Mixture of Macro and Platform Headwinds Likely to Persist Over Medium...(1).pdf
Spotify Technology S.A. (SPOT)_ Q2'22 Earnings First Take(1).pdf
Squarespace Inc. (SQSP)_ Pricing and bundling key to balancing 2H macro (1).pdf
Teva Pharmaceuticals (TEVA)_ First Take_ Opioid settlement agreement consistent with our expected range, new LT targets to come(1).pdf
The 720_ Alibaba, HKEx, China PM Sector, Sea Ltd, Energy Storage, JP Strategy, Unimicron(1).pdf
The 720_ Asia Strategy, China Consumer, Samsung Electronics, Keyence, Mandiri, Naver, China - Politburo Meeting(1).pdf
The 720_ China Financials - Real Estate Fund, Kotak, Shanghai M&G, Infosys, US Unprofitable Growth Stocks, Iron Ore(1).pdf
The 720_ LG Chem_LG ES, China Tourism Group, SK Hynix, UMC, Shin-Etsu, Fanuc, BBRI & BBCA(1).pdf
The 720_ Reliance Industries, Global Markets, Taiwan Automation, ICICI Bank, FOMC, China HY Property(1).pdf
Twitter Inc. (TWTR)_ Q2 2022 Earnings Review(1).pdf
UBS-Fed meeting preview Top questions answered.pdf
UBS-Global Rates Strategy _Global Index Projections.pdf
UBS-Growth stocks likely to struggle despite tech earnings resilience.pdf
UBS-Markets rally as Fed refrains from hawkish surprise.pdf
UBS-Morning comment _ Slowing is sensible.pdf
UBS-Picking up the pieces in crypto.pdf
UBS-Prepare for volatility ahead.pdf
UBS-Supply constraints likely to prompt further commodity price gains.pdf
UBS-Supply constraints likely to.pdf
United Microelectronics Corp. (2303.TW)_ Earnings review_ Improving earnings structure to better weather volatility; reiterat...(1).pdf
US Economics Analyst_ A Surprisingly Small Budget Deficit (Phillips_Krupa)(1).pdf
US Thematic Views_ Challenges remain for unprofitable growth stocks despite valuation reset(1).pdf
USA_ Consumer Confidence Decreases; Richmond Fed Manufacturing Index Improves; New Home Sales Fall; Lowering GDP Tracking(1).pdf
USA_ FOMC Hikes 75bp; Makes Minimal Changes to the Post-Meeting Statement(1).pdf
USA_ GS Economic Indicators Update(1).pdf
USA_ Home Price Growth Decelerates in May but Remains Elevated(1).pdf
USA_ Q2 GDP Declines 0.9% on Inventories and Structures Investment; Initial Claims Remain Elevated(1).pdf
USA_ Raising Q2 GDP to +1.0% on Better-than-Expected June Trade Balance and Inventories(1).pdf
Visa Inc. (V)_ Key Takeaways from F3Q22 EPS_ Cross border recovery offsets FX headwinds to drive 3Q beat(1).pdf
Volkswagen (VOWG_p.DE)_ 2Q22 first take (1).pdf
Walmart Inc. (WMT)_ Lowered FY22 guidance on margin pressure(1).pdf
What's Top of Mind in Macro Research_ Euro area recession, FOMC preview, markets brief relief(1).pdf
Whirlpool Corp. (WHR)_ 2Q22 First Take(1).pdf
WuXi AppTec Co. (2359.HK)_ 2Q22 beat driven by COVID-19 project delivery; continued effort to build capacity and capability f...(1).pdf
Yidu Tech Inc. (2158.HK)_ First take on setup of YD Capital(1).pdf
Yum China Holdings (YUMC)_ First Take_ 2Q22 NI strong beat on opex control; expansion guidance_shareholder returns intact; Buy(1).pdf
Zhongsheng Group (0881.HK)_ Impacts of Shenzhen's recent Omicron resurgence; Buy (on CL)(1).pdf

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