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2022-09-27-601888.SS-Morgan Stanley-China Tourism Group Duty Free More Than a Reopening Play; I...-98475831.pdf
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2022-09-27-DARK.L-Morgan Stanley-Darktrace PLC Self-learning Cyber Defense. Initiate at Equa...-98476161.pdf
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2022-09-27-Morgan Stanley-Internet Where Are We Trading Now Which Companies are Back...-98474310.pdf
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2022-09-28-Morgan Stanley-Brazil Financial Institutions Will Crowding Out Eat the Ban...-98476504.pdf
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2022-09-28-Morgan Stanley-Global eCommerce Industry Model Update 22 Estimates Trimm...-98476568.pdf
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2022-09-28-TSLA.OQ-Morgan Stanley-Tesla Inc Tesla AI Day Whats the Tesla Bot Really About-98484536.pdf
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2022-09-29-AKZO.AS-Morgan Stanley-Akzo Nobel Widening The Margin-98488377.pdf
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2022-09-29-Morgan Stanley-China Financials Multiple pressure points to persist for br...-98493159.pdf
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2022-09-29-RACE.MI-Morgan Stanley-Ferrari NV Correction Unbridled Purosangue Boosts ASP, Ma...-98484538.pdf
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2022-09-29-V.N-Morgan Stanley-Visa Inc. Travel Recovery Tracker - Data Through Sept Shows...-98490025.pdf
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2022-09-29-WEGE3.SA-Morgan Stanley-WEG Deep Dive Double Upgrading to Overweight-98497242.pdf
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2022-09-30-Morgan Stanley Fixed-China 中国 房地产压力测试-98497773.pdf
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2022-09-30-Morgan Stanley-The Fintech Radar CBDCs experiment with blockchain-98514568.pdf
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2022-09-30-Morgan Stanley-Thematics Hype Cycle Monitor #4 - Rise of Reshoring Cell-...-98500794.pdf
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2022-10-02-Morgan Stanley Fixed-Asia Economics The Viewpoint This is not 1997, nor is it 2...-98535858.pdf
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2022-10-02-Morgan Stanley-Investor Presentation – India Banks Tracking Valuations-98535963.pdf
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2022-10-02-Morgan Stanley-Media Entertainment ESG Investment Factors – Disruption i...-98535968.pdf
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2022-10-02-UBER.N-Morgan Stanley-Uber Technologies Inc The 23 Debate How Can Rideshare Gro...-98536093.pdf
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2022-10-03-BOX.N-Morgan Stanley-Box Inc Not a Mystery Box – Value is Underappreciated; Upgr...-98541571.pdf
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2022-10-03-CFR.S-Morgan Stanley-Richemont An Introductory Guide-98548245.pdf
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2022-10-03-DOCS.N-Morgan Stanley-Doximity, Inc. Deep dive into the business model and market...-98541583.pdf
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2022-10-03-DOCU.OQ-Morgan Stanley-DocuSign Inc Before Signing, Read the Fine Print; Downgradi...-98541566.pdf
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2022-10-03-Morgan Stanley-Freight Transportation Fast Lane USPS Rate Increase, IAM R...-98541577.pdf
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2022-10-03-Morgan Stanley-Software Future of Work — Intensifying Competitive Landscap...-98541575.pdf
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2022-10-03-V.N-Morgan Stanley-Visa Inc. Adjusting Estimates on FX Headwinds-98541572.pdf
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Abate_Money Markets Monthly Update.pdf
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Americas Aerospace & Defense_ Aerospace in Pictures_ September 2022(1).pdf
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Americas Payment Technology_ 3Q22 Preview_ If V_MA are underperforming the market, is anywhere in fintech safe_(1).pdf
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Americas Retail_ Specialty Hardlines_ BBWI Digital Checks Reveal a Significant Uptick in App Downloads, Likely Driven By New ...(1).pdf
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Americas Retail_ Specialty Hardlines_ Pet pricing survey update; Comparing price at DG & Family Dollar; Takeaways from IR_mgmt.(1).pdf
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Americas Steel_ At a crossroads; where do steel prices go from here_ STLD up to Buy, RS down to Neutral(1).pdf
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Americas Technology_ Internet_ Q3 ’22 Gaming Industry Preview – Headwinds Remain in ’22; Industry Themes Likely Drive 2023 & ...(1).pdf
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Americas Technology_ Internet_ US Digital Advertising Q3'22 Preview_ Analyzing the Industry Debates & Estimates(1).pdf
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Americas Tobacco_ NielsenIQ Data thru 9_24_ Total nicotine $ sales modestly decelerated as vol pressure increased on stronger...(1).pdf
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Americas Transportation_ The Monthly Mosaic September 2022(1).pdf
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Asia Credit Trader_ Up In Quality As Macro Uncertainties Persist(1).pdf
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Barclays_Carlsberg AS-B Asia on fire_20221004.pdf
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Barclays_Heineken NV Europe defying gravity__20221004.pdf
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Big Oils_ 3Q22 Preview_ Strong balance sheets and attractive cash returns in a volatile macro(1).pdf
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Biocytogen Pharmaceuticals (2315.HK)_ A preclinical research services firm with an emerging antibody discovery platform; init...(1).pdf
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BOA_US Oil and Gas OIM# 608_ Two things on our mind. Will OPEC cut Oct 5th_ WC cracks are $100!_20220930.pdf
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BofA Global Research-Technicals meet Fundamentals Post Inflation Reduction Act, ...-98467164.pdf
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BOFA-securiries equity -clients buy the dip.pdf
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Brazil Healthcare_ ANS Chartbook; Examining the Brazilian Private Health-Plan Market(1).pdf
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Brazil Utilities_ Power monitor; reservoir levels at 57.0 vs. October_2021 average(1).pdf
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China Consumer Staples_ Nielsen China infant formula (Jul-Aug 2022)_ Overall sales remained weak; Yili outperformed(1).pdf
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China Economic Activity and Policy Tracker_ September 30(1).pdf
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citi-Global Macro Strategy -views and trade Ideas.pdf
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CK Hutchison Holdings (0001.HK)_ Potential merger of 3UK and Vodafone UK. Forex impact, but resilient business so far(1).pdf
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Colombia A downside surprise that could extend the tightening cycle.pdf
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Constellation Brands (STZ)_ FQ2 surprises to the upside with an FY23 guidance raise - Reiterate Buy (on CL)(1).pdf
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Credit Suisse (CSGN.S)_ A challenging picture for returns and capital_ Downgrade to Sell(1).pdf
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DARK.L-Morgan Stanley-Darktrace PLC Self-learning Cyber Defense. Initiate at Equa...pdf
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EM Macro Navigator_ Rising Fed rate tide washes over EM(1).pdf
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EM Sovereign Credit Monitor_ Overtightening fears back in focus(1).pdf
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Energy, Utilities & Mining Pulse_ Investors Asking_ What Are Key Catalysts into Year-End_(1).pdf
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Equity Strategy Monthly Wrap Q3 and September 2022 review.pdf
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Equity_Strategy October.pdf
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ESR Group (1821.HK)_ De-rated to _1X PEG with 10%+ growth; Buy (on CL)(1).pdf
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Europe Technology_ Atomic Layer Deposition_ Digital Enabler for the evolution of advanced semiconductors; initiate on ASMI at...(1).pdf
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European Consumer Staples The end of ‘free’ money.pdf
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European Credit Alpha Volatility-buyer’s paradise_.pdf
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German energy price caps could reinforce hawkish ECB.pdf
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Global Economics Analyst_ Can G10 Economies Tame Inflation Without a Recession_ A Progress Report (Struyven_Kodnani)(1).pdf
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Global Markets Comment_ Market Stress Monitor — October Edition(1).pdf
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Global Rates Trader_ Topping out_(1).pdf
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Global_ GS Economics Indicators_ Following August JOLTS, US Jobs-Workers Gap Has Fallen by Nearly 50% of Amount Required (Kod...(1).pdf
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Global_Data_Watch.pdf
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GOAL Kickstart_ Yielding to bonds - UK Gilt sell-off drives cross-asset volatility(1).pdf
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Greater China Technology_ Cloud industry check_ 2023 server outlook remains favorable, and likely more back-end loaded(1).pdf
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Healthcare Pulse_ It's All Relative ... __ Investor sentiment; market color; sector themes; charts to watch(1).pdf
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Hong Kong Exchanges (0388.HK)_ Attractive risk-reward but NT impacted by market swings; Buy(1).pdf
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Hong Kong Real Estate_ Faster rate rise means quicker resi price fall; another price, NAV, and TP cut; Buy NWD(1).pdf
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Hong Kong Tracker_ Border reopening could benefit office more than retail in initial stage. Weaker housing price on rate hike.(1).pdf
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HUM.N-Morgan Stanley-Humana Inc Is $1b Value Creation Plan Enough We Think So;.pdf
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India Cars_ Past the chicane; initiate at Buy on MAHM, MRTI and Neutral on TAMO(1).pdf
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Intuit Inc. (INTU)_ Unlocking value in low-penetrated TAM gives room for durable growth_ Analyst Day Takeaways(1).pdf
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Japan Chemicals_ Cut GSe on weaker wafer outlook; stay Buy on Shin-Etsu Chemical_SUMCO (both CL) as valuations near bottom(1).pdf
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JPM first to market.pdf
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JPMorgan Econ FI-EM Fixed Income Focus A real (yield) test for EM asset.pdf
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JPM_U_S__Fixed_Income.pdf
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Kinetik Holdings (KNTK)_ Balancing Solid Growth vs. High 2023-24 Funding Needs - Initiate at Neutral(1).pdf
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Metals & Mining_ Pockets of value emerge despite broader earnings risk_ Upgrade FMGAU, downgrade HNDLIN(1).pdf
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Morgan Stanley Fixed-Global Macro Strategist Trends Have Been Friends-.pdf
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Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker.pdf
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Morgan Stanley-Brazil Education Addressing New Fies Potential Outcomes.pdf
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Morgan Stanley-China Property Database Tracker-.pdf
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Morgan Stanley-Chinas Localization Analog IC Identifying the long-term b..pdf
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Morgan Stanley-Global Video Games Stars aligning heading into 2023.pdf
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Morgan Stanley-Ingredients Changing tastes-.pdf
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Morgan Stanley-Investor presentation TMT Webcast Analog Semiconductors.pdf
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Morgan Stanley-Software Valuation Views 100322 Waiting for Another Shoe....pdf
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MS_ Global Macro Forum - How High Can We Go.pdf
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MS_ More USD Strength to Come.pdf
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Nike Inc. (NKE)_ Untimely Inventory Deliveries Create Margin Headwinds Despite Solid 1Q; Reiterate Buy.pdf
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Nike Inc..pdf
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PATH.N-Morgan Stanley-UiPath Inc 1Q23 Results – Fundamentals Finding a New Glide ...pdf
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PATH.N-Morgan Stanley-UiPath Inc 2Q23 Results – Tough Time for a Turnaround Story...pdf
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PepsiCo Inc. (PEP)_ Q3 earnings preview - Expect healthy underlying demand to drive top & bottom line beat, with a pot'l guid...(1).pdf
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Petrobras (PBR)_ What if fuel prices are frozen while Brent price rises_ PBR as an importer of last resort_ (1).pdf
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Pinterest Inc. (PINS)_ Focus Shifts to Forward Platform Evolution; Upgrade to Buy & Raise PT to $31 (from $24)(1).pdf
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Pulp & Paper_ Monthly Tracker — September 2022(1).pdf
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Take-Two Interactive Software Inc. (TTWO)_ Framing Upside Case in 2023_2024 As Industry Fundamentals Improve; Upgrade to Buy ...(1).pdf
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The EM Trader_ After resilience, stay selective(1).pdf
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The flow show-spx666.pdf
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US CPI Inflation Preview.pdf
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US economics Perspectives-September CPI preview.pdf
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US Economics-services ISM remains solid in September.pdf
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US Idea Radar_ Best-in-Class Cash Returns at Reasonable Cash Flow Valuations(1).pdf
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US Quarterly Chartbook_ S&P 500 remains in bear market territory amid rising rates(1).pdf
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US_Government_Bond Strategy.pdf
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Where to Invest Now_ Prepare for landing(1).pdf
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WISEa.L-Morgan Stanley-Fintech Upgrading Wise forecasts, finding the Adyen floor.pdf
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