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2U Inc. (TWOU)_ NDR emphasizes focus on EBITDA and FCF growth, with upside to EBITDA target in 2023(1)【01资源网:01zykk.com】.pdf
Age of Automation_ Japan Machinery_ 4Q Investment views_ Strong tailwind from high-end capex in US & China; add Fanuc to CL【01资源网:01zykk.com】.pdf
Americas Beverages_ _Beverage Bytes_ Beer Distr Survey - Strong Labor Day trends as out-of-stocks ease; Buy STZ & MNST, Sell SAM(1)【01资源网:01zykk.com】.pdf
Americas Energy_ Oil - Refining_ Outages and tight inventories supportive of PADD 5 margins; PBF most positively exposed(1)【01资源网:01zykk.com】.pdf
Americas Multi-Industry_ Investor topic #2_ Constructive HVAC though IRA benefit modest; Buy OEMs (CARR, JCI) and suppliers (...(1)【01资源网:01zykk.com】.pdf
Americas Real Estate_ Private Real Estate Conference 2022_ Key themes to watch(1)【01资源网:01zykk.com】.pdf
AMZN.OQ-Morgan Stanley-Amazon.com Inc The Fulfillment Network Built Through 24 a.【01资源网:01zykk.com】.pdf
Apellis Pharmaceuticals (APLS)_ Eyecelerator Panel Highlights The Importance of Slope of GA Lesion Reduction; Maintain Buy, $...(1)【01资源网:01zykk.com】.pdf
Are We There Yet - Ten Signposts for the Trough【01资源网:01zykk.com】.pdf
Around the world in 80 charts_ What the global transport markets say(1)【01资源网:01zykk.com】.pdf
Asia Credit Trader_ European Investors Underweight Asia and Why China IG Is Well Supported(1)【01资源网:01zykk.com】.pdf
Asia Economics Analyst_ Shifting Tech Supply Chains in Asia—Tracing Macro Evidence(1)【01资源网:01zykk.com】.pdf
Australia Banks_ Product profitability suggests consensus NIM forecasts remain conservative given higher rates; prefer WBC(1)【01资源网:01zykk.com】.pdf
Barclays_Equity Strategy – Who Owns What The beginning of the end_20220928【01资源网:01zykk.com】.pdf
Barclays_Global_Portfolio_Managers_Digest_Chaos_theory【01资源网:01zykk.com】.pdf
Barclays_Investment Sciences E-commerce Survivorship_20220923【01资源网:01zykk.com】.pdf
BNP Paribas MarFATM Macro【01资源网:01zykk.com】.pdf
BNPP FX Positioning Analysis_ EUR shorts unwind【01资源网:01zykk.com】.pdf
China Condiments_ 2023 Outlook_ Re-examining three key cycles suggests improvement ahead; Upgrading four stocks(1)【01资源网:01zykk.com】.pdf
China Economic Activity and Policy Tracker_ September 23(1)【01资源网:01zykk.com】.pdf
China Healthcare_ Increasing policy visibility could be a silver lining in 2H22 and 2023; 2 rating changes, initiating WuXiAp...(1)【01资源网:01zykk.com】.pdf
China Insurance_ Profit growth to recover in 2H despite equity market volatilities; Buy Ping An H_A and China Life H(1)【01资源网:01zykk.com】.pdf
China Outlook【01资源网:01zykk.com】.pdf
China Software Day_ Launch preview_ 2H22-2023 outlook and competition dynamics; auto, design, IT services and cloud software (1)【01资源网:01zykk.com】.pdf
China Software_ Product Tracker in September_ Product upgrade as focus_ Smart driving & cockpit, CAD_BIM, data security, Clou...(1)【01资源网:01zykk.com】.pdf
CIO Strategy Bulletin A Fed Too Far_ Positioning Portfolios for What’s Ahead【01资源网:01zykk.com】.pdf
CITIC Ltd. (0267.HK)_ Revising forecasts. Earnings risk from property downcycle and commodity price volatility persists. Sell(1)【01资源网:01zykk.com】.pdf
Commodity Watch_ Dollar dominance(1)【01资源网:01zykk.com】.pdf
CRM.N-Morgan Stanley-Salesforce.com Investor Day 2022 – A Commitment to 25+ EBI...【01资源网:01zykk.com】.pdf
Digital EUR prototyping on【01资源网:01zykk.com】.pdf
Dynavax Technologies (DVAX)_ Management Meeting Highlights Vaccine Products and Pipeline; Maintain Buy; $24 Price Target【01资源网:01zykk.com】.pdf
ELF.N-Morgan Stanley-elf Beauty Reiterate OW Raising EstimatesPrice Target as【01资源网:01zykk.com】.pdf
EM in Focus_ EM vs. DM - A Mixed Bag but More Downside(1)【01资源网:01zykk.com】.pdf
EM Strategy_ Credit report【01资源网:01zykk.com】.pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Where Is Consensus at Risk_ (1)【01资源网:01zykk.com】.pdf
Equity_Index_Technic_【01资源网:01zykk.com】.pdf
Europe Retail_ Retail Matters_ Weak Aug, better Sept; lowering Adidas, Puma GM% on strong US$; Adidas down to Neutral(1)【01资源网:01zykk.com】.pdf
Europe's Digital Economy_ Venture Capital_ Sharp contraction in activity during 1H22(1)【01资源网:01zykk.com】.pdf
European Chemicals_ Deindustrialisation of Europe could be a �1.6 trillion tail risk (1)【01资源网:01zykk.com】.pdf
European Economics Analyst_ More Strength in Underlying Euro Area Inflation (Stott_Stehn)(1)【01资源网:01zykk.com】.pdf
European Views_ More Hikes into Recession (Stehn)(1)【01资源网:01zykk.com】.pdf
Flows___Liquidity【01资源网:01zykk.com】.pdf
FOMC Reaction- No Painless Path To Success【01资源网:01zykk.com】.pdf
Global Automobiles July_Aug 22 SAAR_ positive China vs negative EU & US; outlook mixed_【01资源网:01zykk.com】.pdf
Global Economics Comment_ European Energy Crisis Dashboard_ Growing Evidence for Industrial Shutdowns (Kodnani_Struyven)(1)【01资源网:01zykk.com】.pdf
Global Macro Thoughts【01资源网:01zykk.com】.pdf
Global Rates Markets【01资源网:01zykk.com】.pdf
Global Rates Trader_ Gilt on the edge(1)【01资源网:01zykk.com】.pdf
Global Strategy Paper_ Balanced Bear Despair - Part 4_ Strategies to trim the tails when 60_40 fails(1)【01资源网:01zykk.com】.pdf
GLOBAL SUPPLY CHAIN DISRUPTION TRACKER【01资源网:01zykk.com】.pdf
GOAL Kickstart_ From TINA to TARA - tactically more defensive post deeper bond sell-off(1)【01资源网:01zykk.com】.pdf
Gongniu Group (603195.SS)_ Strong business model with new growth drivers emerging; Initiate at Neutral on valuation(1)【01资源网:01zykk.com】.pdf
GPN.N-Morgan Stanley-Payments and Processing VC Funding and the Impact on Fintec.【01资源网:01zykk.com】.pdf
Greater China Technology_ ABF industry update_ Analyzing Intel vs. non-Intel supply demand outlook; Buy Unimicron_NYPCB_Kinsus(1)【01资源网:01zykk.com】.pdf
GS SUSTAIN_ Investing in the Sustainable Development Goals_ Social Capital_ How business can drive impact through affordability (1)【01资源网:01zykk.com】.pdf
Healthcare Pulse_ Falling Forward ... __ Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hong Kong_ International border reopening. Review of sector exposure. Prefer Swire Pacific_Swire Prop in initial stage(1)【01资源网:01zykk.com】.pdf
How Worried Should We Be About Shadow Banking【01资源网:01zykk.com】.pdf
HTC Corp. (2498.TW)_ VR ecosystem; investments in education, museum, medical, social networking, platform software; Neutral(1)【01资源网:01zykk.com】.pdf
Japan Real Estate_ Preference for re-opening opportunity and avoiding rate hike risk; 7 rating changes, 2 stocks onto CL(1)【01资源网:01zykk.com】.pdf
JPM first to market【01资源网:01zykk.com】.pdf
JPM-US Equity strategy【01资源网:01zykk.com】.pdf
JPMorgan Econ FI-Global Fixed Income Technical Update Policy moves keep bon.【01资源网:01zykk.com】.pdf
JPM_Global_Data_Watch【01资源网:01zykk.com】.pdf
Kuaishou Technology (1024.HK)_ Addressing key investors' debates post initiation; Buy(1)【01资源网:01zykk.com】.pdf
Latin America Energy_ Oil_ Petrobras' sensitivities, elections, governance and more; Remain Buy but acknowledge risks(1)【01资源网:01zykk.com】.pdf
Latin America Technology_ IT Services_ The Landscape for Digital Native IT Service Companies(1)【01资源网:01zykk.com】.pdf
Latin America_ The State of the Consumer in Charts - September 2022 update(1)【01资源网:01zykk.com】.pdf
Leveraged Finance Brief_ Higher rates, slower growth_ The read-through in HY(1)【01资源网:01zykk.com】.pdf
Morgan Stanley-Asia Primer 亚洲初探 中国公募基金:潮水退去后-【01资源网:01zykk.com】.pdf
Morgan Stanley-Autos Shared Mobility European Automotive Sector Do high.【01资源网:01zykk.com】.pdf
Morgan Stanley-Greater China Travel Framing the Reopening Debate-98417905【01资源网:01zykk.com】.pdf
Morgan Stanley-Hotels Q3 Expectations Look Well Underpinned, But Catalysts..【01资源网:01zykk.com】.pdf
Morgan Stanley-Insurance - LifeAnnuity What Were Hearing From Life Inves..【01资源网:01zykk.com】.pdf
Morgan Stanley-Luxury Goods The case for ultra-premiumisation of luxury .【01资源网:01zykk.com】.pdf
MSFT.OQ-Morgan Stanley-Microsoft Dividend Increases 10, Highlighting Attractive T.【01资源网:01zykk.com】.pdf
MSFT.OQ-Morgan Stanley-Microsoft Redmond Recap – Campus Visit Increases Our Confid...【01资源网:01zykk.com】.pdf
NKE.N-Morgan Stanley-Nike Inc. 1Q23 Earnings Preview Unlikely to Move the Needl.【01资源网:01zykk.com】.pdf
Oil_ Demand concerns mask unresolved underinvestment(1)【01资源网:01zykk.com】.pdf
Retail Trade Ideas for the Remainder of 2022【01资源网:01zykk.com】.pdf
Samsung Electronics (005930.KS)_ Through diversified earnings structure, significant profit downside protected even during me...(1)【01资源网:01zykk.com】.pdf
Shanghai Jinjiang Int'l Hotels (600754.SS)_ Investor Day Takeaways_ Focus on profitability as with H World. Cautious on soft ...(1)【01资源网:01zykk.com】.pdf
SHOP.N-Morgan Stanley-Shopify Inc Can Shopify Make Money in Fulfillment Assessin.【01资源网:01zykk.com】.pdf
SK Hynix Inc. (000660.KS)_ Global memory S_D update; expect lower memory pricing_bits, but view on pricing moderation and inv...(1)【01资源网:01zykk.com】.pdf
Strategy Matters_ Further down to go(1)【01资源网:01zykk.com】.pdf
Technicals meet Fundamentals Post Inflation Reduction Act, The Technicals Still Shine Bright【01资源网:01zykk.com】.pdf
Terns Pharmaceuticals (TERN)_ Framing the opportunity for TERN-701 in CML; PT to $9(1)【01资源网:01zykk.com】.pdf
The 720_ Global Cross-Asset Strategy, Orion Upgrade, ABF Sector, China Spirits, Organo_Kurita Water, Nickel(1)【01资源网:01zykk.com】.pdf
The 720_ TSMC, China Healthcare, China Tech, Gongniu Initiation, Renesas, Godrej Consumer, UK Macro(1)【01资源网:01zykk.com】.pdf
The Flow Show- The Bond Crash Of 2022【01资源网:01zykk.com】.pdf
The steel market barometer_ September 2022 [presentation]【01资源网:01zykk.com】.pdf
The_J_P__Morgan_View【01资源网:01zykk.com】.pdf
TotalEnergies SE (TTEF.PA)_ Strategy & Outlook Day 2022_ More cash returns to shareholders and low carbon growth(1)【01资源网:01zykk.com】.pdf
TSLA.OQ-Morgan Stanley-Tesla Inc Tesla and the IRA Birth of an American Green-Sho.【01资源网:01zykk.com】.pdf
TSMC (2330.TW)_ 3Q22 Earnings Preview_ Back to normal seasonality; lowering our expectation for 1Q23; reiterate Buy (on CL) (1)【01资源网:01zykk.com】.pdf
UBS Economics-China Economic Perspectives _China by the Numbers (September【01资源网:01zykk.com】.pdf
UBS Equities-China Heavy-Duty Truck Sector _Sept dealer-check takeaways ..【01资源网:01zykk.com】.pdf
US Economics Analyst_ Services Inflation_ How Hot in 2023_ (Hill)(1)【01资源网:01zykk.com】.pdf
US Equity Views_ Higher rates, lower valuation_ Reducing S&P 500 year-end 2022 target to 3600 and exploring scenarios for 2023(1)【01资源网:01zykk.com】.pdf
US Equity Views_ What matters for IPOs_ 2022 Update(1)【01资源网:01zykk.com】.pdf
US Hospital Utilization Tracker_ Inaugural US Hospital Utilization Tracker; 3Q Trending Slightly Soft (1)【01资源网:01zykk.com】.pdf
US Market Intelligence【01资源网:01zykk.com】.pdf
Where the indicators stand Oversold but challenges remain【01资源网:01zykk.com】.pdf
Will China’s 20th Party Congress be a game change【01资源网:01zykk.com】.pdf
XPeng Inc (XPEV.N)【01资源网:01zykk.com】.pdf
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