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2025-05-16-GS-Strategy Espresso Europe — Tariff risks decline, we raise price and EPS forecasts.pdf
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2025-05-16-GS-Taiwan Automation FA localization in China as the key driver, but pricing pressure and softening demand outlook continue; Buy.pdf
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2025-05-16-GS-Taiwan Strategy Dividend ETF Rebalancing Update.pdf
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2025-05-16-GS-Tencent Holdings (0700.HK) 1Q25 re iew Solid results with AI-empowering ads and games; continued potentials for AI applicationsagents; Bu.pdf
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2025-05-16-GS-The Brink’s Co. (BCO)· 1Q upside reflecting traction in DRSAMS revenue, along with commodity movement and expense timing benefits that won’t repeat.pdf
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2025-05-16-GS-TRADE IDEA Global Long Only Corridor Basket.pdf
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2025-05-16-GS-Turkey Slight Improvement in Current Account Deficit to US$4.1bn in March; Large Financial Outflows.pdf
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2025-05-16-GS-UK—Q1 GDP Above Consensus Expectations.pdf
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2025-05-16-GS-United Parks & Resorts Inc. (PRKS)· 1Q25 Review Further proof points on hitting ‘25 guidance needed; Maintain Neutral.pdf
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2025-05-19-GS-AEJ Week Ahead China activity data, Korea 20-day exports, BI meeting.pdf
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2025-05-19-GS-AI Insights from the GS Global Institute Agents, Geopolitics, and Infrastructure.pdf
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2025-05-19-GS-Americas Insurance Property & Casualty PGRALL PIF Growth Outlook Remains Strong, Monitoring Tariff Pressure.pdf
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2025-05-19-GS-Americas Technology Hardware AI infrastructure to benefit from newly announced US Middle East partnerships.pdf
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2025-05-19-GS-APAC Tech Semiconductors Memory Kioxia CY1Q25 read-across, Soft CY2Q guidance, but expecting NAND industry condition to improve.pdf
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2025-05-19-GS-Asia in Focus Raising Our Growth Forecasts for Korea, Taiwan and Vietnam on Receding Trade Headwinds.pdf
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2025-05-19-GS-Asia Index Strategy Hang Seng Indexes Rebalancing Review and StockFlow Implications-20250518.pdf
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2025-05-19-GS-Asia-Pacific Portfolio Strategy CY1Q25 earnings monitor.pdf
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2025-05-19-GS-Asia-Pacific Weekly Kickstart Asian equities broadly rallied on easing US-China tension, Q1 earnings concluded with slight beats, we raise regional index targets and earnings-20250517.pdf
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2025-05-19-GS-Asian Equity Perspectives Raising estimates following easing USChina tariff tension.pdf
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2025-05-19-GS-Asian Themes - Stocks try to climb back to flat as MSCI APAC rises for 5th straight week.pdf
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2025-05-19-GS-Australian Lithium & Gold Coverage Coverage summary, forecasts and spot pricing scenarios.pdf
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2025-05-19-GS-China April activity data preview Expecting above-consensus IP, retail sales and FAI.pdf
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2025-05-19-GS-China Education Apr-25 Tracker Mild tablet sales ahead of 6.18 but TAL_s new models set to boost May sales, Xueersi.com growth stayed robust.pdf
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2025-05-19-GS-China Smartphones 618 Festivals Premium models priced above US$700 as top-3 sellers, National subsidies available on Apple e-store.pdf
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2025-05-19-GS-China Weekly Kickstart Markets gained 1-2pct, Raising GDP growth and index targets on larger-than-expected tariff rollbacks, MSCI & HSI announced review results.pdf
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2025-05-19-GS-EM Local Rates Mixed Blessings From Tariff Relief.pdf
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2025-05-19-GS-EM Weekly Fund Flows Monitor Foreign buying continues led by Taiwan, HF bought AsiaChina th week,following the US-China tariff deal, MSCI rebalancing analysis.pdf
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2025-05-19-GS-EM Weekly Kickstart MSCI EM rose 3pct on US-China tariff relief, Foreign inflows continue, 1Q results largely in line, We raise EM targets and earnings estimates.pdf
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2025-05-19-GS-End of Week Market Intelligence wow.pdf
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2025-05-19-GS-Europe Beverages Carlsberg and ABInBev outperformed an improving European beer market in April.pdf
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2025-05-19-GS-Europe Beverages Soft drinks outperform beer in April, Carlsberg gained share in the UK and CCH in Italy.pdf
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2025-05-19-GS-Europe Chemicals S&P May auto production update.pdf
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2025-05-19-GS-Europe Multi-Industry Food for Thought Global data points,end-market commentary and latest research.pdf
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2025-05-19-GS-Europe Weekly Kickstart We raise price and earnings forecasts, after tariff risks decline.pdf
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2025-05-19-GS-European Week Ahead May 19 - May 25.pdf
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2025-05-19-GS-Global Economics Wrap-Up May 16, 2025.pdf
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2025-05-19-GS-Global FX Trader Some Things Change, Some Stay The Same.pdf
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2025-05-19-GS-Global Rates Trader Less Room To Rally.pdf
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2025-05-19-GS-GS CAS MACRO MORNING UPDATE.pdf
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2025-05-19-GS-GS CAS Mark to Market for Friday.pdf
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2025-05-19-GS-GS CHINA China Lag, Public Funds,Trump 1.0 Guide.pdf
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2025-05-19-GS-GS Equity Radar Diversify into Europe.pdf
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2025-05-19-GS-GS Global Equities Call.pdf
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2025-05-19-GS-GS Morning Rundown...5162025.pdf
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2025-05-19-GS-GS Post Bell...5162025.pdf
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2025-05-19-GS-GS Week Ahead.pdf
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2025-05-19-GS-Healthcare Biotechnology 1Q25 Model Updates ESPR, FHTX, GOSS,and SYRE.pdf
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2025-05-19-GS-Hong Kong Banks 1H NIMPPOP GSe below consensus expectations.pdf
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2025-05-19-GS-Prime Insights & Analytics Prime Services Weekly Report.pdf
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2025-05-19-GS-US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf
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2025-05-19-MS-Camden Property Trust North America Risk Reward Update.pdf
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2025-05-19-MS-Carvana Co North America Framing the Bull vs. Bear Debate $500 Bull Case in Play.pdf
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2025-05-19-MS-Casino Tale no. 72 Asia Pacific May 2025 Macau Trip Takeaways.pdf
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2025-05-19-MS-Chemicals Sinopec Meeting Takeaways For Pet Chems.pdf
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2025-05-19-MS-China Economics Asia Pacific Front-loaded Govt. Spending; Additional Stimulus May Be Delayed.pdf
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2025-05-19-MS-China Economics Asia Pacific What’s Next for Tariffs and Stimulus.pdf
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2025-05-19-MS-China Financials Asia Pacific TSF data indicate financial system cycle bottoming in 2024.pdf
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2025-05-19-MS-China – Auto Dealers Asia Pacific Real-time Feedback from BMW Dealers.pdf
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2025-05-19-MS-China – Clean Energy Asia Pacific Solar Products Price Tracker – Week 20, 2025.pdf
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2025-05-19-MS-Chongqing Brewery Co. Ltd. Asia Pacific Risk Reward Update.pdf
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2025-05-19-MS-Foot Locker Inc North America Thoughts on DKSFL Acquisition; Upgrade to Equalweight.pdf
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2025-05-19-MS-Geely Automobile Holdings Asia Pacific 1Q25 results in line with preliminary with FX boost.pdf
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2025-05-19-MS-Geely Automobile Holdings Asia Pacific One Geely Seeking One Dream.pdf
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2025-05-19-MS-Global Macro Data DAILY DATA UPDATE.pdf
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2025-05-19-MS-JD Logistics, Inc. Asia Pacific Risk Reward Update.pdf
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2025-05-19-MS-KE Holdings Inc Asia Pacific 1Q25 Results 1st Take – Beat Across.pdf
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2025-05-19-MS-Kingsoft Corp Ltd Asia Pacific Risk Reward Update.pdf
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2025-05-19-MS-Kingsoft Corp Ltd Asia Pacific WPS AI All-in-one Machine Released.pdf
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2025-05-19-MS-STO Express Co Ltd Asia Pacific Risk Reward Update.pdf
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2025-05-19-MS-UnitedHealth Group North America Comments on Recent Negative Headlines and Feedback.pdf
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2025-05-19-MS-Yanjing Brewery Asia Pacific Risk Reward Update.pdf
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2025-05-19-MS-Zeekr Intelligent Technology Holding Ltd Asia Pacific Narrowing GAAP net loss in 1Q; solid vehicle margins.pdf
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长江证券-钢铁行业周报：如何展望铁矿石的价格？-250519.pdf
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长江证券-消费行业：如何看2025年4月消费数据？-250519.pdf
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东方证券-新能源汽车产业链行业新技术系列报告(五)：固态电池产业化机遇之工艺与设备-250520.pdf
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广发证券-食品饮料行业月度聚焦：东南亚零食市场初探-250519.pdf
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广发证券-四川九洲(000801)空管龙头有望借低空与智能终端出海进入发展快车道-250519 (1).pdf
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广发证券-四川九洲(000801)空管龙头有望借低空与智能终端出海进入发展快车道-250519.pdf
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国金证券-申能股份(600642)上海火电龙头，优质资产赋能高分红-250519.pdf
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国信证券-电子行业AI眼镜系列专题报告(二)：AI眼镜新品爆发元年，国产SoC主控崭露头角-250519.pdf
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华泰证券-建材行业专题研究：非经营扰动收敛，1Q25经营拐点初现-250519.pdf
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华泰证券-可选消费行业专题研究：新消费系列报告1，潮玩国货何以在全球“攻城略地”-250519.pdf
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华源证券-陕西煤业(601225)从弹性叙事到久期叙事，一个潜在的重估机遇-250520.pdf
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联合资信-2025年城市轨道交通行业分析-250520.pdf
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天风证券-银行行业专题研究：降准后资金偏紧的微观逻辑-250520.pdf
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招商证券-隆鑫通用(603766)管理优化、出海景气，大排量摩托快速放量-250519.pdf
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浙商证券-欧陆通(300870)深度报告：服务器电源领军者，受益于AI国产化浪潮-250519.pdf
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中信建投-中科环保(301175)分红承诺保障稳健收益，产能增长体现成长价值-250520.pdf
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中邮证券-钨行业专题报告：供给指标收紧，出口管制凸显战略属性-250520.pdf
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