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2022-10-31-603501.SS-Morgan Stanley-Will Semiconductor Co Ltd Shanghai Smartphone CIS Pricing C...-99009556.pdf
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2022-10-31-AAPL.OQ-Morgan Stanley-Apple, Inc. 10-K Shows Inventory Normalization, Weaker App ...-99010779.pdf
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2022-10-31-Morgan Stanley Fixed-China Economics Macro Webcast Post Party Congress Pivot-98994651.pdf
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2022-10-31-Morgan Stanley Fixed-Global EM Strategist All Bad Things Come to an End-99004347.pdf
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2022-10-31-Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-99007081.pdf
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2022-10-31-Morgan Stanley Fixed-Morgan Stanley Global Macro Forum China After the Party Con...-99004345.pdf
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2022-10-31-Morgan Stanley-China Auto Dealers Turning Prudent, in a Good Way-99005255.pdf
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2022-10-31-Morgan Stanley-China Clean Energy Renewable Operators – Subsidies Haircut ...-99010012.pdf
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2022-10-31-Morgan Stanley-Greater China Semiconductors Power Semi Tracker – MM shipm...-99008326.pdf
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2022-10-31-Morgan Stanley-Software Monthly Currency Tracker – October Recap-98996531.pdf
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2022-11-01-Morgan Stanley Fixed-Asia Economics PMI Update Weighed Down by Weak External De...-99023442.pdf
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2022-11-01-Morgan Stanley Fixed-China Healthcare China Covid-19 Tracker – November 1, 2022-99023684.pdf
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2022-11-01-Morgan Stanley Fixed-Global Macro Commentary November 1-99028419.pdf
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2022-11-01-Morgan Stanley Fixed-US Credit Strategy US Credit Strategy Chartbook-99026807.pdf
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2022-11-01-Morgan Stanley-Global Lithium LithiumDIY 01-November-2022-99013672.pdf
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2022-11-01-Morgan Stanley-Internet Where Are We Trading Now After a Volatile and Dif...-99023855.pdf
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2022-11-01-Morgan Stanley-Media Entertainment and CableSatellite Selected Trading ...-99023947.pdf
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2022-11-01-Morgan Stanley-SA Strategy Monthly Round-Up inbound-99027659.pdf
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2022-11-02-2330.TW-Morgan Stanley-TSMC 5nm wafer demand cuts – buy on the bad news-99039015.pdf
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2022-11-02-ABNB.OQ-Morgan Stanley-Airbnb Inc What are We Focused on Next-99033744.pdf
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2022-11-02-AMD.OQ-Morgan Stanley-Advanced Micro Devices AMD Earnings slightly weaker, but da...-99029839.pdf
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2022-11-02-Morgan Stanley-Asia Technology Cloud Semis More puzzling-99044269.pdf
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2022-11-02-Morgan Stanley-China E-Commerce Findings From Double 11 Promotion (2) – Pr...-99042168.pdf
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2022-11-02-Morgan Stanley-Fintech European Fintech What’s the Opportunity What’s th...-99043980.pdf
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2022-11-02-Morgan Stanley-Internet Val Our eleven-month-old-99034066.pdf
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2022-11-02-SOFI.OQ-Morgan Stanley-SoFi Technologies, Inc. 3Q22 Higher Rates to Weigh on NIM-99035718.pdf
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2022-11-02-UBER.N-Morgan Stanley-Uber Technologies Inc Beat, Raise, Repeat, Remain OW-99029834.pdf
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2022-11-03-0992.HK-Morgan Stanley-Lenovo 2QF233Q22 Result Takeaways-99063278.pdf
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2022-11-03-BA.N-Morgan Stanley-Boeing Co. Clarity Eases Some Burden; Execution Will be the...-99050085.pdf
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2022-11-03-EL.N-Morgan Stanley-Estée Lauder Companies Inc Q1 Follow-Up FY23 Challenges; F...-99054384.pdf
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2022-11-03-HUBS.N-Morgan Stanley-HubSpot, Inc. 3Q22 Results – Platform Value Prop Pushing Th...-99050091.pdf
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2022-11-03-Morgan Stanley-China Equity Strategy 3Q22 Earnings Interim Review Major D...-99067994.pdf
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2022-11-03-Morgan Stanley-China EV Batteries and Components Cathode Technological Di...-99069562.pdf
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2022-11-03-Morgan Stanley-China Property Management Services Read-across on develop...-99067995.pdf
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2022-11-03-Morgan Stanley-Tech Bytes 科技脉动 存储芯片——误解中的机会-99050295.pdf
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2022-11-03-Morgan Stanley-Thematics Trending Themes #11 - A Real Job-99061969.pdf
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2022-11-03-ROKU.OQ-Morgan Stanley-Roku Inc. Mismatch in Revenue Trends Investment Spend Low...-99054179.pdf
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2022-11-03-TXG.OQ-Morgan Stanley-10X Genomics Inc 3Q22 Review In Line Quarter Should Calm N...-99062276.pdf
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2022-11-04-ACMR.OQ-Morgan Stanley-ACM Research Inc Near-term business headwinds-99086720.pdf
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2022-11-04-BILL.N-Morgan Stanley-Bill.com Holdings 1Q23 Results — Solid Execution Yields Res...-99079885.pdf
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2022-11-04-DDOG.OQ-Morgan Stanley-Datadog, Inc. 3Q22 Results Metrics Impress Despite a Weake...-99076338.pdf
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2022-11-04-Morgan Stanley Fixed-EM Fixed Income Flows Update Where Supply Meets Demand-99079629.pdf
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2022-11-04-Morgan Stanley Fixed-European Credit Strategy Leveraged Finance Playbook-99083221.pdf
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2022-11-04-Morgan Stanley Fixed-Global Macro Strategist The End of Trends-99088191.pdf
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2022-11-04-Morgan Stanley-Beverages China Whisky – Golden Opportunity in a Golden Cas...-99076476.pdf
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2022-11-04-NET.N-Morgan Stanley-Cloudflare Inc 3Q22 Results – Expectations Miss as Weaker M...-99082096.pdf
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2022-11-04-PYPL.OQ-Morgan Stanley-PayPal Holdings, Inc. Holding the Line-99078424.pdf
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2022-11-04-SBUX.OQ-Morgan Stanley-Starbucks Corp. F4Q22 Sales Perk Up; 23 Outlook Largely C...-99075213.pdf
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2022-11-04-SQ.N-Morgan Stanley-Block, Inc Monetization Margins Moving Up-99078877.pdf
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2022-11-04-TWLO.N-Morgan Stanley-Twilio Inc Hard Message to Swallow-99082307.pdf
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2022-11-06-Morgan Stanley-Hong KongChina Leisure Lodging If Not This Year, then Ne...-99104703.pdf
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2022-11-06-Morgan Stanley-The Fintech Radar More fintech layoffs Stripe cuts headcou...-99104024.pdf
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2022-11-06-Morgan Stanley-Three in Three Three Actionable Ideas-99104754.pdf
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Alibaba Group (BABA)_ Alibaba Cloud Analyst Summit & APSARA Conference Takeaways - Focusing on long-term opportunities(1).pdf
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Americas Advisors & Investment Banks_ M&A Monitor_ Announced and completed M&A activity continues to soften MoM in October(1).pdf
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Americas Construction_ Building Products_ September Import Update(1).pdf
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Americas Healthcare_ Medical Technology_ Ortho Market Chart Pack and Analysis; 3Q22 Edition (ZBH, SYK, JNJ, SNN)(1).pdf
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Americas Managed Care_ Flu Watch_ Week 5 incidence rate to 5.5%, +120bp vs. Week 4(1).pdf
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Americas Retail_ Home Improvement_ The Home Improvement Mosaic - Read-Throughs to 3Q22(1).pdf
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Americas Telecom Services_ Four key takeaways from cable and wireless earnings; TMUS remains a top pick(1).pdf
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Americas Transportation_ The Monthly Mosaic October 2022(1).pdf
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ASML Holding (ASML.AS)_ Key focus points ahead of Investor Day; Reiterate Buy (on CL)(1).pdf
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Atlassian Corp. (TEAM)_ Cloud migration trends remain healthy despite surfacing macro headwinds - F1Q23 Results(1).pdf
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Barclays_Global_Portfolio_Managers_Digest_Corporate_Green.pdf
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Bentley Systems Inc. (BSY)_ Resilient Civil Engineering Demand Bucks Macro Trends; Upgrade to Buy, $44 PT - 3Q22 Results(1).pdf
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Big Oils_ Key themes and top picks for 2023; Upgrading Galp to Buy, Shell down to Neutral(1).pdf
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Blend Labs (BLND)_ 3Q22 review_ Miss & lower on mortgage industry weakness; incremental cost savings to manage through cycle(1).pdf
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Block Inc. (SQ)_ 3Q22 review_ EBITDA beat on opex & strong Cash App and Square momentum(1).pdf
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BOA_The Flow Show The Next Big Thing is Small_20221103.pdf
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Brazil Healthcare_ ANS Chartbook; Examining the Brazilian Private Health-Plan Market(1).pdf
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CAD_ BIM industry update_ Local suppliers in product suite expansion, further breakdown on China BIM market opportunity(1).pdf
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China Brewing_ Earnings Review_ Premiumization Still Key; Factoring in N-T Covid and Cost Trend; Buy CRB (CL), Bud(1).pdf
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China Clean Energy_ 3Q22 results wrap_ 4Q22 solar_ESS demand to pick up on poly price moderation, Offshore wind to accelerate...(1).pdf
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China Consumer Staples_ Revisiting the growth profile of China's dairy industry; downgrade Bright Dairy, Feihe and Milkground(1).pdf
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china could fine tune.pdf
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china equity strategy-potential covid policy recalibration.pdf
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China Healthcare_ Investor feedback on VBP policy_ increasing visibility at national level; monitoring regional pilots(1).pdf
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China Healthcare_ Traditional Chinese Medicine - A Primer in Pictures(1).pdf
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China Musings_ China reopening playbook(1).pdf
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China Real Estate_ Week 44 Wrap - Property sales headed down in both primary and secondary markets(1).pdf
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China Smartphones_ August -5 YoY; 5G at 14m, or 75% penetration rate(1).pdf
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China Software_ Product Tracker [Oct]_ Cloud CAD, AI vision, smart driving, and AR tracking(1).pdf
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China Spirits Tracker_ Weak Initial Channels Feedback from China Food and Drinks Fair(1).pdf
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Clarivate (CLVT)_ Transactional revenue headwinds account for organic growth shortfall, with strategies to mitigate future im...(1).pdf
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Commodity Views_ Looking past lockdowns(1).pdf
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Compass Inc. (COMP)_ 3Q22 review_ Beat & lower on industry housing weakness, but accelerating cost savings to achieve FCF in ...(1).pdf
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Confluent Inc. (CFLT)_ Initial CY23 guidance strikes right balance of conservatism and resilience - 3Q22 Results(1).pdf
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Deutsche Bank-Asset Allocation Q3 2022 Global Earnings Takes-99087973.pdf
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Deutsche Bank-What are the catalysts Once-in-a-generation entry point – ...-99069858.pdf
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EM in Focus_ Putting our Frameworks Together_ A _Cycle Guide_ to EM Investing(1).pdf
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EM Sovereign Credit Monitor_ Navigating a slower but higher US rate path(1).pdf
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Energy, Utilities & Mining Pulse_ Investors Asking_ Who Has Operational Momentum_(1).pdf
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Environmental Services_ Landfill market share and RNG deep dive [Presentation](1).pdf
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European Economics Analyst_ Euro Area Inflation — The Elusive Peak (Schnittker)(1).pdf
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Ganfeng Lithium (1772.HK)_ Incorporating new lithium prices; maintain Buy on H_A(1).pdf
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GC Tech_ VR headsets_ Pico 4 Enterprise launched; customized OS and VR applications for education, healthcare, industrial ent...(1).pdf
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Global Credit Trader_ Not all low-price bonds are created equal (1).pdf
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Global Economics Analyst_ The Risk of Mortgage Defaults in a Global Housing Downturn (Zhestkova)(1).pdf
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Global Economics Comment_ Early Hikers Revisited_ More Progress, More Risks (Kodnani_Struyven)(1).pdf
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Global Macro Thoughts.pdf
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Global Metals & Mining_ The supply challenge - initiate additional China lithium stocks, Buy Qinghai and Ganfeng A_H, Sell Yo...(1).pdf
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Global Rates Trader_ Slower but higher(1).pdf
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GOAL Kickstart_ Relief rally rotation_ 'old economy' outperforms as big cap Tech weigh on US equities(1).pdf
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Greater China Technology_ Cloud industry update_ Upgrading demand to be the key revenue driver in 2023 for component suppliers(1).pdf
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Greater China Technology_ Key takeaways from our Hybrid Taiwan Cloud and ABF_PCB tour; LT ABF_Cloud demand uptrend unchanged(1).pdf
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Green Metals_ Battery Metals Watch_ Lithium's delayed decline(1).pdf
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GS US Low Income Tracker_ Measuring the Low Income Consumer_ Observing a Slight Sequential Increase for October(1).pdf
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Gushengtang Holdings (2273.HK)_ Leading TCM service provider; initiate at Buy on fast footprint expansion and productivity im...(1).pdf
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Hang Seng Bank (0011.HK)_ China credit headwinds persist into 2H22; cut EPS, TP; Neutral(1).pdf
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Healthcare Pulse_ Cross-Currents Into November ..._ Investor sentiment; market color; sector themes; charts to watch(1).pdf
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JPM - CPI market scenarios.pdf
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JPM - CPI Preview.pdf
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JPMorgan Econ FI-China October exports disappoint amid external headwinds-99109983.pdf
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JPMorgan Econ FI-Commodity Market Positioning Flows Appendix Commodity OI...-99115207.pdf
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JPMorgan Econ FI-EM Fixed Income Focus From peak rates to recession risks-99065115.pdf
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JPMorgan Econ FI-EM The resilient and the vulnerable -99064882.pdf
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JPMorgan Econ FI-EM USD 10s30s Spread Curve Analytics Report Analytics for ...-99113054.pdf
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JPMorgan Econ FI-FX Derivatives The house of cards-99087442.pdf
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JPMorgan Econ FI-Outlook Taking stock of the flow-99087444.pdf
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JPMorgan Econ FI-US SLOOS shows tighter lending standards and weaker demand ...-99116307.pdf
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JPMorgan-China Property The recent rebound will likely be short-liv...-99115626.pdf
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Link REIT (0823.HK)_ 1HFY23 results inline_ Positive rental reversion in HK_mainland China. Interest rate hike likely priced in.(1).pdf
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Luster LightTech Co. (688400.SS)_ Well-rounded machine vision player; initiate at Neutral given less favorable end-market exp...(1).pdf
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Morgan Stanley Fixed-China Economics Macro Webcast Green Shoots Emerging-99105530.pdf
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Morgan Stanley Fixed-EM Fixed Income Flows Update Where Supply Meets Demand-99079629.pdf
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Morgan Stanley Fixed-European Credit Strategy Leveraged Finance Playbook-99083221.pdf
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Morgan Stanley Fixed-Global Macro Commentary November 3-99069633.pdf
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Morgan Stanley Fixed-Global Macro Commentary November 7-99117743.pdf
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Morgan Stanley Fixed-Global Macro Strategist The End of Trends-99088191.pdf
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Morgan Stanley Fixed-Global Macro Strategy Relentless BE Rally Inflation-Linke...-99069872.pdf
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Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker-99112999.pdf
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Morgan Stanley-China E-Commerce Findings From Double 11 Promotion (2) – Pr...-99042168.pdf
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Morgan Stanley-China Equity Strategy A-share Sentiment Stayed Range Bound ...-99067996.pdf
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Morgan Stanley-Fintech European Fintech What’s the Opportunity What’s th...-99043980.pdf
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Morgan Stanley-Technology - European Semiconductors Nearing the Bottom-99115296.pdf
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Morgan Stanley-Three in Three Three Actionable Ideas-99104754.pdf
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Navigating China Internet_ Top 400 app tracker_ WeChat time spent growth reaches new high on Video Accounts; eCommerce softness(1).pdf
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Oil_ China signals the beginning of the end for lockdowns(1).pdf
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One 97 Communications (PAYT.BO)_ Earnings Review_ 2Q beat_ Narrowing losses a key catalyst; reiterate Buy (on CL)(1).pdf
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Pien Tze Huang (600436.SS)_ Solid earnings compounder amid deep moat with strong brand equity; initiate at Buy(1).pdf
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Porsche AG (P911_p.DE)_ A leader in luxury and electrification; Initiate as Buy(1).pdf
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Prosus_Naspers_ What to expect from 1HFY23 results & CMD(1).pdf
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Roblox (RBLX)_ Q3'22 Earnings Review_ Investment Cadence To Pressure Margins Into 2023.pdf
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SolarEdge Technologies Inc. (SEDG)_ Moving past margin trough; risk-reward sets up well from here; Buy (on CL)(1).pdf
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Stem Inc. (STEM)_ Strong revenue_ backlog growth; FY2022 bookings guidance slightly raised; Buy.pdf
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Taiwan Technology_ Taiwan tech and industrial marketing feedback_ Cloud, Android, ABF and China IA as key focuses (1).pdf
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Tencent Music Entertainment Group (TME)_ China's largest online music platform yet near-term growth slow; initiate TME H-shar...(1).pdf
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Tong Ren Tang Ltd. (600085.SS)_ Stepping up core product sales with broad value-chain exposure; initiate at Neutral on fair v...(1).pdf
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Tuya (TUYA)_ 3Q22 result_ Low visibility on demand continues; Neutral(1).pdf
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Twilio (TWLO)_ Guidance Cut Constitutes Expectation Reset, Execution Key Against Tough Macro - 3Q22 Results & Investor Day Ta...(1).pdf
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UBS Economics-China Economic Comment _Weaker Growth Again - October Data P...-99036032.pdf
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UBS Economics-US Economic Perspectives _FOMC recap thinking of slowing do...-99044333.pdf
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UBS Economics-US Economic Perspectives _FOMC statement significant change...-99043658.pdf
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UBS Equities-Asia Style Guide _Market down, Growth up_ Schloegel-99021722.pdf
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UBS Equities-Global Strategy _FOMC Payrolls bode no volatility let up_ ...-99033994.pdf
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UBS Equities-Global Style Guide _Developed markets rally, emerging market...-99028953.pdf
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uPI (6719.TW)_ Earnings Review_ Turning more cautious on TAM expansion; downgrade to Sell from Buy with new TP of NT$229(1).pdf
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US Economics Analyst_ 2023 Consumer Outlook_ Spending Growth Just Below the Fed’s Speed Limit (Briggs)(1).pdf
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US Monthly Inflation Monitor_ October 2022_ New Lease Rent Growth Slows, but Catch-Up Keeps Official Shelter Inflation High (...(1).pdf
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Walt Disney Co. (DIS)_ F4Q22 Review_ Linear pressures and higher opex drive 4Q miss and lower F2023 outlook; lower PT to $118(1).pdf
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YJK (300935.SZ)_ 3Q22 miss on revenues and operating loss; BIM platform in expansion; Neutral (1).pdf
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