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2331.HK-Morgan Stanley-Li Ning Strategic Priorities Made Clear-97963756.pdf
300308.SZ-Morgan Stanley-Zhongji Innolight Co Ltd Risk Reward Update-97963837.pdf
ACMR.OQ-Morgan Stanley-ACM Research Inc Strong China capex offsets cycle headwinds.pdf
Alibaba Group (BABA)_ US NDR takeaways_ Focusing on cost efficiencies & EBITA growth; Buy(1).pdf
Allianz SE (ALVG.DE)_ Consistent results to drive long-term shareholder value; reiterate Buy(1).pdf
Americas Construction_ Building Products_ June Import Update(1).pdf
AMPL.OQ-Morgan Stanley-Software Correction 2Q22 SaaS Earnings Roundup AMPL, GDDY.pdf
Asia Credit Trader_ Shifting To Neutral Across IG & HY, Still Focused on Short End Carry(1).pdf
Basic Materials.pdf
Bilibili Inc. (BILI)_ Quantifying 'Story Mode', potential upside on 2H ads; 2Q preview; Neutral(1).pdf
BofA Securities Equity Client Flow Trends- Bear market rally or early cycle - Flows suggest belief in the latter.pdf
Brazil Transportation_ Infrastructure_ Updating estimates post 2Q; Buy STBP and GPS(1).pdf
Building Products - Price cost monthly tracker - price hikes pause as input costs fall, demand wanes.pdf
CEEMEA Economics Analyst_ CEE External Balances — Required Adjustment Implies the Need for Tighter Policy (1).pdf
China Basic Materials Monitor_ August 2022_ One of the better Augusts(1).pdf
China Economic Activity and Policy Tracker_ August 12(1).pdf
China Healthcare Technology_ 1H22E Results preview_ Likely more disruptions in B2B verticals while online pharmacies kept rel...(1).pdf
China Industrial Indicators_ Deceleration in July post short-lived restocking in June; ESS_EV_battery as bright spots(1).pdf
China Market Strategy.pdf
China pledges policy implementation amid inflation risk.pdf
China Property Monthly Tracker_ Weaker-than-expected activities in July likely driven by mixed factors.pdf
China Real Estate_ Week 32 Wrap - Property sales extended declines wow in both primary and secondary despite government stimu...(1).pdf
China Smartphones_ July more foldable phones; price cut across brands; fast charging, panel, new camera features as key highl...(1).pdf
China Spirits Tracker_ Prepayment Ahead of Mid Autumn Festival on Track; Expectations for Festival Retail Momentum Already Tu...(1).pdf
China’s attempt to avoid a Japan-like housing bust.pdf
Chongqing Brewery (600132.SS)_ 2Q22 Earnings Review; Premium Growth under Covid Impact; Neutral(1).pdf
Commodity markets_Commodity markets Fundamentals still matter.pdf
Compass Inc. (COMP)_ 2Q22 review_ Full year guide lowered on worsening housing outlook(1).pdf
CSL Ltd. (CSL.AX)_ Volume recovery underway but margin_ROIC uncertainties keep us on the sidelines; Neutral(1).pdf
Dabeinong (002385.SZ)_ Earnings Review_ 1H22 below expectation on feed cycles, seeds outlook remains intact; Maintain Buy(1).pdf
EM Macro Navigator_ Inflation to Peak Soon, But Remain Higher for Longer(1).pdf
EMEA Clean Technology_ US Inflation Reduction Act of 2022_ Transformational for clean hydrogen, SAF, CCUS, DACCS(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Screening for Large Cap Laggards in Natural Resources — Summer Edition(1).pdf
Equity Strategy-Q2 Earnings Season Tracker - Key Takeaways.pdf
Europe Multi-Industry_ What US, EU and China PPI tell us about Multi-Industry(1).pdf
European Economics Analyst_ Navigating the Uncertain Environment with Our New Euro Area Macro Model(1).pdf
FIGS.N-Morgan Stanley-FIGS, Inc. The New Run Rate.pdf
Focus Media Information Tech (002027.SZ)_ Earnings review_ Gradual demand recovery; Buy(1).pdf
Fund Managers Survey - Bulls Wanted.pdf
Global Autos & Auto Parts.pdf
Global Economics Analyst_ Why a Recession Would Likely Be Mild (Hatzius_Struyven) (1).pdf
Global FX Trader_ A Short-Term Reprieve(1).pdf
Global Macro Strategist-Challenging Stagflation _.pdf
Global Macro Watch Known Unknowns Aug 14 – Aug 19.pdf
Global Rates Trader_ Rates miss post-inflation rally(1).pdf
Global_ GS Economic Indicators_ Following Recent Easing, the G10 FCI Growth Drag Stands at 1_2pp Over the Next Year (Zhestkova)(1).pdf
GOAL Kickstart_ Summer data-only update (1).pdf
Greater China Semis_ July_ -16.6_-3% YoY(1).pdf
Greater China Technology_ Cloud industry check_ Hyperscaler demand to remain strong in 2H22; revise up Lotes TP to NT$880(1).pdf
GS SUSTAIN_ Energy Reliability_ How the US is faring through May; maintain bullish view on Battery Storage and Hydrogen(1).pdf
GS SUSTAIN_ Telecoms_ The Fibre & 5G decarbonisation debate (1).pdf
Healthcare Pulse_ Better Shape Up_... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hiwin Corp. (2049.TW)_ Read across from Chieftek's call_ Medical and China semi to be the key demand drivers in 2H22(1).pdf
How to invest in European quality income.pdf
HUBS.N-Morgan Stanley-HubSpot, Inc. 2Q22 Results Impressive Durability Despite M.pdf
International Early Look-Stocks fail to gain traction despite China rate cut;.pdf
Jason Furniture Hangzhou Co. (603816.SS)_ 1H22 Earnings review_ Domestic recovery and margin expansion to pave an improving p....pdf
Jason Furniture Hangzhou Co. (603816.SS)_ 1H22 First take_ In-line, product expansion and backlog orders mitigated demand hea....pdf
JPM_The_JPMorgan_View.pdf
Kahoot-Improving confidence on execution.pdf
KE Holdings (BEKE)_ Share buyback approved by AGM; Robust recovery in secondary home, solid execution in new initiatives; Buy(1).pdf
Latin America Education_ Post-Secondary 1H22 Review(1).pdf
Leveraged Finance Brief_ Examining the current state of liquidity(1).pdf
Li Ning Co. (2331.HK)_ Earnings review_ Consistent high-quality earnings weather the macro volatility; Buy, on CL(1).pdf
Morgan Stanley - The Challenge with Front-Running a Fed Put.pdf
Morgan Stanley-China Online Entertainment Limited Recovery-97963750.pdf
Morgan Stanley-Disruption Decoded - China Internet 行业颠覆解码 ——中国互联网直播电商冲击进行..pdf
Morgan Stanley-Global BioPharma Net Debt to EBITDA – Metric of the Week; B...-97963757.pdf
Morgan Stanley-Greater China Semiconductors Driver ICs Time to Look at Bo...-97963600.pdf
Navigating China Internet_ eCommerce tracker_ July online retail sales in line with a slight pick-up, yet Aug tracking sequen...(1).pdf
NCSOFT Corp. (036570.KS)_ 2Q22 review; Largely in-line results but key pipelines delayed; Maintain Neutral(1).pdf
Power_ American Current - Weather, Covid, and Gas Pull(1).pdf
Prudential Plc (2378.HK)_ Earnings review & NDR key takeaways(1).pdf
ResMed Inc. (RMD.AX)_ Delivering against robust expectations; Scope for further optimism in FY23 but costs may temper upside;...(1).pdf
Sanhua Intelligent Controls (002050.SZ).pdf
Sea Ltd. (SE)_ 2Q22 Earnings Review_ 2H22 Ecommerce outlook pressure from reopening and macro uncertainties; Buy(1).pdf
SER Educacional (SEER3.SA)_ Revenue Beat, Margin Miss in 2Q22; Updating Estimates(1).pdf
Softchoice Corp. (SFTC.TO)_ Good 2Q results offset by lower FY22 EBITDA guide(1).pdf
Strategy Snippet - Why Strategy Snippet Why is everyone so happy about 8.5% CPI.pdf
TEAM.OQ-Morgan Stanley-Software 2Q22 New Stack Earnings Roundup TEAM, NEWR APPN.pdf
Tencent Holdings (0700.HK)_ First Take_ 2Q22 beat on cost control; Video account potential, earnings growth in coming quarter...(1).pdf
Tencent Music Entertainment Group (TME)_ Earnings Review_ 2Q22 bottom-out, yet long-term growth remains cloudy; Maintain Sell(1).pdf
The 720_ Alibaba, Sea Ltd, BHP, Li Ning, Asics, HK Banks, China Materials(1).pdf
TSMC (2330.TW)_ Adjusting valuation period and trimming capex to better reflect industry volatility; reiterate Buy (on CL), T...(1).pdf
Update on Food and Fuel [PRESENTATION](1).pdf
US Economics Analyst_ Taming Inflation Without a Recession_ A Progress Report (Mericle)(1).pdf
US Market Intelligence- Morning Briefing-CPI Post-Mortem & Near-Term Market Setup, incl CTA Levels; New Nikos.pdf
US Thematic Views_ Labor costs and US equities_ Pricing normalization(1).pdf
Vasen (002372.SZ)_ Earnings Review_ 2Q22 miss on Covid disruption and margin; maintain Neutral.pdf
Walmart Inc. (WMT)_ Top line strength continues while margin pressures should moderate in 2H(1).pdf
Workday Inc. (WDAY)_ Expect conservative backlog growth in second half_ F2Q23 Preview(1).pdf
Yiyi Hygiene Products (001206.SZ)_ Earnings Review_ Above expectations on exports, domestic business still early stage; Sell(1).pdf
Yue Yuen Industrial (0551.HK)_ Earnings Review_ 2022 guidance unchanged with margin upside in longer run, but fluid outlook i...(1).pdf
Zijin Mining (2899.HK)_ Earnings Review_ 1H22 in line; copper and lithium to drive continued earnings growth, maintain Buy (H...(1).pdf

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