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2022(更新中)
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2022年9月3周(分项压缩)
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04_国际投行报告-106份
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75bps as expected but Fed very hawkish once again【01资源网:01zykk.com】.pdf
AAPL.OQ-Morgan Stanley-Apple, Inc. Early iPhone 14 Lead Times Starting Off Stronge.【01资源网:01zykk.com】.pdf
Adobe Systems Inc. (ADBE)_ Figma acquisition ambitious move with potential LT payoff; F3Q22 results(1)【01资源网:01zykk.com】.pdf
Aluminium_ Feeling winter��s chill【01资源网:01zykk.com】.pdf
Americas Banks_ Reassessing the need for RWA mitigation to close the capital shortfall - what happened in 2Q22, and how much ...(1)【01资源网:01zykk.com】.pdf
Americas Healthcare Services_ Healthcare Technology_ Reassessing the HCIT Landscape, adding M&A ranks for ACCD, SHCR and TDOC(1)【01资源网:01zykk.com】.pdf
Americas Packaging_ Revisiting the BevCan debate_ slower demand does not equal structural oversupply(1)【01资源网:01zykk.com】.pdf
Americas Payment Technology_ The return of Durbin_ Proposed dual routing updates would be manageable low single-digit EPS hea...(1)【01资源网:01zykk.com】.pdf
AOT.BK-Morgan Stanley-Airports of Thailand Gaining Altitude-98325639【01资源网:01zykk.com】.pdf
Asia Credit Trader_ US Investors Maintaining Underweight On Asia Credit(1)【01资源网:01zykk.com】.pdf
Asia Economics Analyst_ The timing, path, and impact of China reopening(1)【01资源网:01zykk.com】.pdf
Asia Online Games_ Divergence across regional game companies into 3Q, post Covid slowdown persists; top ideas across APAC(1)【01资源网:01zykk.com】.pdf
Asia Semiconductor Sector【01资源网:01zykk.com】.pdf
Asian Daily (Global Edition)(1)【01资源网:01zykk.com】.pdf
Authers on FOMC etc【01资源网:01zykk.com】.pdf
Blue Moon (6993.HK)_ Strong branding with improved channel management; Initiate at Neutral on valuation(1)【01资源网:01zykk.com】.pdf
bof-the flow show-at the lows【01资源网:01zykk.com】.pdf
Brazil Utilities_ Power Utilities Biweekly Monitor(1)【01资源网:01zykk.com】.pdf
Broadlines & Hardlines Retail【01资源网:01zykk.com】.pdf
China Agriculture Sector_ China Ag in 10 Charts (September-2022) - hog supply recovery, improving harvest outlook in corn_soy...(1)【01资源网:01zykk.com】.pdf
China Basic Materials Monitor_ September 2022_ Seasonal recovery, emerging risk on energy(1)【01资源网:01zykk.com】.pdf
China Industrial Indicators_ August largely flat with minor improvement mom; ESS_EV_Battery still strong(1)【01资源网:01zykk.com】.pdf
China Musings_ Meeting the new Chinese _National Team_(1)【01资源网:01zykk.com】.pdf
China Musings_ Party Congress strategies_ Go for plan _A_, look for the _National Team_, and consider options exposure(1)【01资源网:01zykk.com】.pdf
China Property Monthly Tracker_ Property sales decline narrowed, completions recovered but property FAI and new starts declin...【01资源网:01zykk.com】.pdf
China Real Estate Developers_ POEs results wrap-up_ Shrinking B_S and sales; SMC to Sell(1)【01资源网:01zykk.com】.pdf
China Spirits Tracker_ Decline in Moutai Wholesales Price Post Festival(1)【01资源网:01zykk.com】.pdf
China Sportswear Sector【01资源网:01zykk.com】.pdf
China Sportswear_ Initiation feedback - Key debates on macro uncertainties and execution track records(1)【01资源网:01zykk.com】.pdf
Consumer Finance, US Economics, and Securitized Products【01资源网:01zykk.com】.pdf
Counterpoint Global Insights Market Share Understanding Competitive Advantage Through Market Power【01资源网:01zykk.com】.pdf
ECB_ how many rate hikes are needed to get the job done_【01资源网:01zykk.com】.pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Is the State of Natural Resources Demand_ (1)【01资源网:01zykk.com】.pdf
Estee Lauder Co. (EL)_ Upgrade to Buy following recent pull back & ahead of inevitable inflection(1)【01资源网:01zykk.com】.pdf
Europe Banks_ Assessing interest rate upside for European Banks(1)【01资源网:01zykk.com】.pdf
Europe Branded Consumer Goods_ Luxury Goods_ Navigating Uncertainty_ 2023 Growth Outlook +6%; key picks Richemont (CL-Buy); H...(1)【01资源网:01zykk.com】.pdf
Europe Multi-Industry_ What US, EU and China PPI tell us about Multi-Industry(1)【01资源网:01zykk.com】.pdf
Europe Transportation_ Logistics_ Into the downcycle(1)【01资源网:01zykk.com】.pdf
European Economics Analyst_ European Growth��Gone with the Gas (Schnittker_Quadri)(1)【01资源网:01zykk.com】.pdf
Federal Reserve Watch-September FOMC【01资源网:01zykk.com】.pdf
FedEx Corporation【01资源网:01zykk.com】.pdf
Focus Media Information Tech (002027.SZ)_ COVID uncertainties weigh on recovery path; maintain Buy(1)【01资源网:01zykk.com】.pdf
FOMC Preview - At Any Rate【01资源网:01zykk.com】.pdf
FOMC Recap_ All about that pace_20220921【01资源网:01zykk.com】.pdf
FX Technical Strategy US dollar strength continues; USD_CAD breaks out of the summertime range【01资源网:01zykk.com】.pdf
G10 Inflation Monitor_ Trimmed Core Inflation Hits 5% Annualized in August in the Euro Area and the UK(1)【01资源网:01zykk.com】.pdf
German Residential Cheap, but for good reason. VNA to EW, TAG to OW【01资源网:01zykk.com】.pdf
Glencore -Higher for longer【01资源网:01zykk.com】.pdf
Global Economic Prospects �C Looking through the Fog【01资源网:01zykk.com】.pdf
Global Economic Viewpoint China��s slowdown_ global challenges and (a few) opportunities【01资源网:01zykk.com】.pdf
Global Economics Comment_ Introducing Our G10 Consumer Dashboard(1)【01资源网:01zykk.com】.pdf
Global FX Trader_ A Dove Among a Kettle of Hawks(1)【01资源网:01zykk.com】.pdf
Global Rates Trader_ Higher peaks(1)【01资源网:01zykk.com】.pdf
Global Traders�� Guide Key data and events【01资源网:01zykk.com】.pdf
Global_ GS Economic Indicators_ US Trimmed Core Inflation Is Much Higher for CPI Than PCE (Kodnani)(1)【01资源网:01zykk.com】.pdf
Greater China Semis_ Aug_ -24.7 YoY in IC import volume(1)【01资源网:01zykk.com】.pdf
GS Equity Radar_ Policy Tightening, Recession Risk and the Energy Crisis _ Consumer Cashflow _ Asian Earnings Enigma (1)【01资源网:01zykk.com】.pdf
GS SUSTAIN_ Biodiversity_ Assessing the Financial Links to Natural Capital(1)【01资源网:01zykk.com】.pdf
Healthcare Pulse_ Loopy De Loop (II)_ Investor sentiment; market color; sector themes; charts to watch(1)【01资源网:01zykk.com】.pdf
High Yield and Leveraged Loans Dispersion and spreads �C it��s complicated【01资源网:01zykk.com】.pdf
How much will the euro zone grow in 2023_【01资源网:01zykk.com】.pdf
iFlytek (002230.SZ)_ Mgmt. call_ soft macro weighs on To-C business; limited visibility on margin improvement(1)【01资源网:01zykk.com】.pdf
Industry Model Book【01资源网:01zykk.com】.pdf
Japan Games_ August mobile game trends_ Japan market solid, ONE PIECE IP titles stand out(1)【01资源网:01zykk.com】.pdf
JPM first to market【01资源网:01zykk.com】.pdf
JPM-key currency views【01资源网:01zykk.com】.pdf
Kinnate Biopharma Inc. (KNTE)_ Framing the upcoming Phase 1 KIN-2787 data; Reiterate Buy(1)【01资源网:01zykk.com】.pdf
Latin America Economics Analyst_ Brazil Presidential Election_ A Choice Between Two Polarizing Known Knowns(1)【01资源网:01zykk.com】.pdf
Marko Kolanovic-j.p. morgan view【01资源网:01zykk.com】.pdf
MercadoLibre Inc. (MELI)_ Getting comfortable with valuation by assessing long-term margin potential(1)【01资源网:01zykk.com】.pdf
META.OQ-Morgan Stanley-Internet How Did META and Other Social Media Trends Fare in【01资源网:01zykk.com】.pdf
Morgan Stanley-Biotechnology Key Smid-cap Takeaways of Our 2022 Healthcare...-98320306【01资源网:01zykk.com】.pdf
Morgan Stanley-China Education The View from 2030【01资源网:01zykk.com】.pdf
Morgan Stanley-Media Entertainment The State of Streaming, Advertising【01资源网:01zykk.com】.pdf
Morgan Stanley-Software Web Traffic Data Not Out Of The Woods Yet【01资源网:01zykk.com】.pdf
Morgan Stanley-Technology - Payments What to own in payments【01资源网:01zykk.com】.pdf
MS-US Economics-FOMC Reaction-No Painless Path To Success【01资源网:01zykk.com】.pdf
Municipal Market Guide_Navigating volatility【01资源网:01zykk.com】.pdf
Navigating China Internet_ eCommerce tracker_ Services, mobility, apparel bright spots in Aug on re-opening; softer Sep thus far(1)【01资源网:01zykk.com】.pdf
NA_OPEC��s behaviour_ Do not expect oil prices to fall even if global demand is weak or Iran returns to the market【01资源网:01zykk.com】.pdf
One 97 Communications (PAYT.BO)_ Delivering on the fundamentals, Valuations attractive; reiterate Buy, add to CL(1)【01资源网:01zykk.com】.pdf
Power - American Current_ Ebbing Waves - Heat, Omicron, and Ethereum(1)【01资源网:01zykk.com】.pdf
RBC_FX【01资源网:01zykk.com】.pdf
Recession Watch【01资源网:01zykk.com】.pdf
REGN.OQ-Morgan Stanley-Regeneron Pharmaceuticals Inc. High-dose Eylea derisked; Su【01资源网:01zykk.com】.pdf
Revance Therapeutics Inc. (RVNC)_ Daxxify Positioned to Disrupt. Initiating Coverage at Buy. PT $33.(1)【01资源网:01zykk.com】.pdf
Riksbank preview Joining club【01资源网:01zykk.com】.pdf
Situation Room Into stocks and HY, out of HG【01资源网:01zykk.com】.pdf
Tempur Sealy International Inc. (TPX)_ Solid Growth Story with Compelling Risk_Reward, Initiate with Buy Rating(1)【01资源网:01zykk.com】.pdf
The 720_ China Reopening, China Strategy, Macau, India Financials, China Property, Nidec, US Macro(1)【01资源网:01zykk.com】.pdf
The EM Trader_ EM USD and Frontier fixed income_ different prices, different challenges(1)【01资源网:01zykk.com】.pdf
The Pulse of the Market Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations【01资源网:01zykk.com】.pdf
ThemeTrades- The Dividend Playbook【01资源网:01zykk.com】.pdf
The_J_P__Morgan_View【01资源网:01zykk.com】.pdf
Thundersoft (300496.SZ)_ GS China A-Share Forum 2022 �C Key Takeaways_ Automotive business driven by smart driving expansion a...(1)【01资源网:01zykk.com】.pdf
Trip.com Group (TCOM)_ Earnings Review_ 2Q22 results above expectation on overseas recovery and cost controls. Healthy 3Q gui...(1)【01资源网:01zykk.com】.pdf
US Consumer Dashboard_ September 2022_ Still Slowing but Silver Linings Emerge (Briggs_Abecasis)(1)【01资源网:01zykk.com】.pdf
US Equity Strategy SIGN (Sector & Industry Group Navigator)_ A Big Step Down the Growth Path_20220916【01资源网:01zykk.com】.pdf
US Watch- September FOMC review【01资源网:01zykk.com】.pdf
USA_ GS Economic Indicators Update(1)【01资源网:01zykk.com】.pdf
US_Market_Intell【01资源网:01zykk.com】.pdf
Will Semi (603501.SS)_ GS China A-Share Forum 2022 - Mgmt. call_ Smartphone CIS remains weak in near-term, mild recovery from...(1)【01资源网:01zykk.com】.pdf
XPeng Inc (XPEV.N)【01资源网:01zykk.com】.pdf
Xtep International (1368.HK)【01资源网:01zykk.com】.pdf
YJK (300935.SZ)_ GS China A-Share Forum 2022 �C Key Takeaways_ v5.0 design software launched, better employee efficiency with ...(1)【01资源网:01zykk.com】.pdf
Zhuzhou CRRC Times Electric Co. (3898.HK_688187.SS)_ Accelerating IGBT growth not in the price; H-share up to Buy_Initiate A ...(1)【01资源网:01zykk.com】.pdf
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