博哥万T资源库（连续6年更新）-精选一区-/★【VIP】【外刊-日报-教材】/【VIP】【W刊-R报-J材】/研报/【VIP】起点财经研报2021-2022/2022（更新中）/2022年8月2周（分项压缩）/04

主页/★【VIP】【外刊-日报-教材】/【VIP】【W刊-R报-J材】/研报/【VIP】起点财经研报2021-2022/2022（更新中）/2022年8月2周（分项压缩）/04_国际投行报告-118份/

adidas (ADSGn.DE)_ 2H22E ongoing China revenue weakness offset by pricing and strong order book (+_25% ex China); PT unchange...(1).pdf
Adyen NV (ADYEN.AS)_ 1H22 to demonstrate resiliency despite macro headwinds; structural positioning strengthening; reiterate ...(1).pdf
Americas Advisors & Investment Banks_ Revenue beats for the quarter but low visibility into the back half of the year(1).pdf
Americas Beverages_ Nielsen data thru 7_30 - Non-alcoholic bev sales growth decelerated on slightly lower volumes; pricing st...(1).pdf
Americas Business & Information Services_ July temp gains moderate in y_y growth in an apparent separation from strong July n...(1).pdf
Americas Consumer Staples_ NielsenIQ First take_ Trends diverge across sub-sectors(1).pdf
Americas Retail_ Home Improvement_ The Home Improvement Mosaic - Read-Throughs to 2Q22(1).pdf
Asia Credit Trader_ Lack Of Conviction From Asia Credit Investors(1).pdf
Asia Economics Analyst_ Discovering India's potential(1).pdf
Asia Online Games_ Post-COVID slowdown persisting into 3Q_ Inflection point and pipelines key to watch; top ideas across the ...(1).pdf
Asia Pacific Equity Derivatives__Highlights.pdf
Asia Quantitative Strategy.pdf
Asian Daily (Asia Edition).pdf
Avnet Inc. (AVT)_ Signs of demand normalization emerging; FY4Q EPS recap(1).pdf
Basic Materials - China (H A).pdf
Bentley Systems Inc. (BSY)_ Solid Print, Improving New Business Activity Weighed Against 2H Macro Risks_ 2Q22 Results(1).pdf
BrightView Holdings (BV)_ Rising fuel costs, along with higher material costs and wage inflation, to weigh on near-term profi...(1).pdf
BYD (1211.HK_002594.SZ)_ Denza branches out to the large vehicle genre; Buy (H on Conviction List)(1).pdf
BYHEALTH (300146.SZ)_ Earnings review_ below expectation; investing in branding and channel for future growth; Buy(1).pdf
Canada in Focus_ Kicking the Tires on Our Canada Views (Bhushan_Struyven)(1).pdf
China Agriculture_ Addressing China food security �C revolution of tradition(1).pdf
China Agriculture_ Animal health - healthier and safer future; Initiate CAHIC and Adisseo at Buy,.pdf
China Agriculture_ Seeds �C maximizing yield potential; initiate Dabeinong at Buy, Denghai at Neutral(1).pdf
China Consumer Staples_ Nielsen China infant formula (May-June 2022)_ Market decline continues with muted ASP growth; Yili st...(1).pdf
China Economic Watch.pdf
China Equity Strategy A-share Sentiment to Stay Range-Bound...--04Aug.pdf
China Financial Services_ Property risk in trusts_ Rmb _3tn credit exposure, _11% loss rate, potential tighter regulations co...(1).pdf
China FX reserves rose $32.8bn on record-high tra.pdf
China Healthcare_ Pharmaceuticals_ 1H preview_ weak 1H_2Q anticipated; recovery from earnings trough as defensive play(1).pdf
China Online Entertainment Sector.pdf
China Spirits Tracker_ Product Launch and Promotion to Drive Prepayment and Retail Growth into Mid Autumn Festival(1).pdf
Collateral Thinking Fed ��pivot�� + Q2 earnings peek.pdf
Commodities Notes.pdf
Commodity Watch_ Irrational Expectations(1).pdf
Coupang Inc. (CPNG)_ 2Q22 review; Strong earnings beat and profitability guidance raised; TP up to $34, maintain Buy (on CL)(1).pdf
Cross Asset - Bears Watching.pdf
Cross Asset Hedging_Optionality cheapens, just in time.pdf
Diversey (DSEY)_ Rising input costs and FX to weigh on earnings and valuation post 2Q; Maintain Neutral(1).pdf
Earnings Tracker Week 4 - Good quarter, but more pressure ahead.pdf
East Money Information Co. (300059.SZ)_ 1H preview_ Expect in line; Sequential improving; Focus on fund distribution; Buy (1).pdf
EM Local Rates Monitor_ FCI Loop and Hiking Fatigue(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Four Macro Themes, Seven Sector Questions into Late Summer(1).pdf
ESG Credit Monitor_ GHG emissions and credit spreads_ Little correlation (so far)(1).pdf
European Economics Analyst_ Euro Area��A Fiscal Boost to Partially Limit the Growth Slowdown(1).pdf
Farfetch Ltd. (FTCH)_ Clarity required; PT to $20 (from $34), remain Buy(1).pdf
Fixed Income Strategist.pdf
Flows & Liquidity- Gauging the outlook for profit margins.pdf
Flows_Liquidity.pdf
FX Viewpoint The FX angle of Eurozone fragmentation.pdf
GDS Holdings Limited (GDS.OQ).pdf
Global Cycle Notes China-driven bounce to fade quickly amid weak global demand.pdf
Global Economics Global Central Bank Monitor.pdf
Global Equity Strategy__A recession looks inevitable.pdf
Global Equity Volatility Insights_ in casr the bear mkt isnt over.pdf
Global Fund Performance Monitor_Growth Bounce.pdf
Global FX Trader_ Still in the FCI Loop(1).pdf
Global integrated oils Stubbornly cheap.pdf
Global Macro Thoughts Getting ahead of themselves.pdf
Global Rates Trader_ Jobs report reinforces upside skew to yields(1).pdf
Global Research Highlights Mixed signals.pdf
Global Semiconductor Sector.pdf
Global Strategy _Macro-equity baskets help sort ou.pdf
Global Strategy _Too much of a good thing_ Danilo.pdf
Global Supply Chains - Supply Chain Chokepoint Tracker and Inflection Monitor �C Bullwhip Effects Broadening.pdf
Global_ GS Economic Indicators_ Excessive Pessimism in Europe_ Euro Area Hard and Soft Data Surprises Diverge Sharply (Zhestk...(1).pdf
Global_Data_Watch.pdf
GOAL Kickstart_ Summer data-only update(1).pdf
Greater China Technology_ ABF market update_ High-end_HPC strength continues; Buy Unimicron_NYPCB_Kinsus(1).pdf
GS SUSTAIN_ ESG Spotlight Series_ Fresh ESG ideas from our analyst franchise and SUSTAIN toolkit, vol. 7(1).pdf
GS US Low Income Tracker_ Measuring the Low Income Consumer_ Updating the Monthly Tracker for July(1).pdf
H&R Block Inc. (HRB)_ Tax filing complexity to unwind in 2023, coupled with a resumption of secular headwinds in tax industry(1).pdf
Harbour Energy (HBR.L)_ Underappreciated cash generation. Initiate as Buy(1).pdf
Healthcare Pulse_ Macro_Micro Wanderlust... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hon Hai Precision (2317.TW).pdf
Hygeia Healthcare (6078.HK)_ Scaling-up capacity 3X by 2024E while striving to upkeep returns; Initiate at Neutral(1).pdf
iHeartMedia Inc. (IHRT)_ Downgrade to Neutral amidst ad market uncertainty(1).pdf
Intl Flavors & Fragrances Inc. (IFF)_ Early evidence of improving execution under new management(1).pdf
Investment strategy insights_en_How to manage the risks.pdf
Latin America Economics Analyst_ Colombia_ New Government, New Policies, Old Challenges(1).pdf
Liquid Insight The art of long-term FX hedging.pdf
Monday.Com Ltd. (MNDY)_ Maintaining hypergrowth while showing significant improvement in OM, FCF - 2Q22 Results(1).pdf
Montage (688008.SS)_ 2Q revenue beat, GM weaker due to mix; DD5 interface IC ramping up; Buy(1).pdf
Navigating China Internet_ Top 400 app tracker_ Entertainment weakness extended into July; healthy recovery trend in eCommerce(1).pdf
Oil markets Token OPEC+ increase changes nothing.pdf
Oil_ Down but not out(1).pdf
On the Markets That Was Easy.pdf
Plunge in gas prices could fuel a surge in real spending.pdf
Primarius (688206.SS)_ 2Q preview_ revenue and profit growth slower; NanoDesigner supports IC design customer expansion(1).pdf
Prime Time.pdf
Quantitative Investment Strategies Hedging 2.0.pdf
Republic Services Inc. (RSG)_ Rising visibility on accelerating unit profitability in 2023; Buy(1).pdf
Rhythm Pharmaceuticals (RYTM)_ Hypothalamic obesity transforms opportunity for Imcivree; Upgrade to Buy, $28 PT(1).pdf
Rising stress may turn financial tightening more f...-.05Aug.pdf
S&P 500 Beige Book_ 3 themes from 2Q 2022 conference calls_ Recession risk, margins, and the labor market(1).pdf
Sonos Inc. (SONO)_ FQ3'22 Wrap_ QTR miss and FY guidance lowered; High end consumer begins to weaken(1).pdf
South Korea Technology_ Semiconductors - Memory_ Read across from Flash Memory Summit meetings; expect larger near-term ASP d...(1).pdf
Swire Pacific (0019.HK)_ Signs of recovery ahead. HK$4bn share buyback to help re-rating. Upgrade to Buy(1).pdf
Tempur Sealy International Inc. (TPX)_ Solid Growth Story with Compelling Risk_Reward, Initiate with Buy Rating(1).pdf
The 720_ India Consumer Initiations, Asia Online Games, China Financials, Coupang, Techtronic, Honda(1).pdf
The FX angle of Eurozone fragmentation.pdf
The J.P. Morgan View �C Global Asset Allocation.pdf
The Volatility Pulse Small cap rally warrants protection.pdf
U.S. Fixed Income Markets.pdf
UBS House View.pdf
Upstart Holdings (UPST)_ 2Q22 review_ 3Q outlook misses on ongoing funding constraints and strategic shifts(1).pdf
US Economics Analyst_ The Beveridge Curve Debate_ Has Match Efficiency Really Declined_ (Briggs)(1).pdf
US Economics Comment Labor market strength will keep pressure on Fed for further tightening.pdf
US Equity Strategy - NorthAmerica AlphaWise US Consumer Pulse Survey Wave 34.pdf
US Housing Tracker-Demand Deterioration.pdf
US Oil and Gas -OIM# 600.pdf
US Utilities Week Ahead.pdf
VeriSilicon (688521.SS)_ IP product expansion in automotive, AR_VR; Chiplet for automotive under R&D; Buy(1).pdf
Viatris Inc. (VTRS)_ 2Q22 recap_ GM upside, expense discipline absorbs FX headwind as EBITDA guidance reiterated(1).pdf
Walt Disney Co. (DIS)_ Four key takeaways from F3Q22 results; Maintain Buy and increase price target to $140(1).pdf
Western Digital Corp. (WDC)_ Above-average client_consumer exposure to weigh on near-term fundamentals; FY4Q EPS recap(1).pdf
Wharf Holdings (0004.HK)_ 1H22 results behind expectation on less DP booking and a reversal of China IP growth; Neutral(1).pdf
Where to Invest Now_ Better than feared(1).pdf
Xiaomi Corp. (1810.HK)_ Chairman's annual speech takeaways_ MIX Fold 2 set for share gains; Self-driving targets tier-1 by 20...(1).pdf

访客仅预览;会员尊享完整功能