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002080.SZ-Morgan Stanley-Sinoma Science Technology 中材科技 盈利增长确定性高的顶尖叶片公司-.pdf
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2022 RBC Capital Markets Global Industrials Conference Preview.pdf
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AAPL.OQ-Morgan Stanley-Apple, Inc. A Launch Event That Met Our Expectations – Now ..pdf
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AFRM.OQ-Morgan Stanley-Affirm Holdings Inc Navigating Chop Necessary to Exploit Lo...pdf
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Americas Construction_ Building Products_ July Import Update(1).pdf
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Apple announces new products Implications for Japanese stocks.pdf
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Asia Credit Trader_ India, Indonesia And Philippines IG Fairly Valued, Uncertainties Linger For India BB(1).pdf
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Asia Economics Analyst_ China’s upcoming 20th Party Congress and its policy implications(1).pdf
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Asia Semiconductor Sector.pdf
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Back to the USA_ The case for reshoring.pdf
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Bank of East Asia (0023.HK)_ Dollar NIM upside, low valuation but higher China CRE risk; Reinstate at Neutral (1).pdf
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BILI.OQ-Morgan Stanley-Bilibili Inc More Distant Profitability.pdf
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BOA_European Fund Manager Survey Universal gloom.pdf
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BOA_Media & Entertainment AVOD_ Addressing opportunities and risks_20220907.pdf
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BOA_Securities Equity Client Flow Trends.pdf
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BOA_US Electric Utilities & IPPs Power Points_ EIA Electric Incident Report, PEG Pension, WTRG, LNG EPA_20220907.pdf
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Bosideng International Holdings (3998.HK)_ Strong positioning; New growth drivers yet to emerge; Initiate at Neutral(1).pdf
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Card Spending Report - A closer look at the gasoline tailwind.pdf
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Charts That Caught My Eye.pdf
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China Beverage_ Brewing_ 2H22 and 2023 Outlook_ Premiumization and margin expansion to persist; Buy CRB (CL), Bud APAC, Tsing...(1).pdf
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China COVID-19 vaccines and treatment tracker_ EUAs for two heterologous boosters; Eyes on CDC comparative trials(1).pdf
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China Economic Activity and Policy Tracker_ September 9(1).pdf
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China Hardware Sector.pdf
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China Healthcare Pulse_ Uncertainty from COVID resurgence largely priced in; policy_regulatory development in 2H could provid...(1).pdf
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China Online Entertainment Sector.pdf
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China Online Games_ 5th batch of Banhao approvals with multiple positive surprises; Tencent and NetEase both received 2, Bili...(1).pdf
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China Smartphones_ Aug lower prices; software, fast charging, SoC are key specification highlights(1).pdf
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China Smartphones_ July sequential decline_ Shipment at 19m with 5G at 15m, or 74% penetration rate(1).pdf
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China Spirits Tracker_ Weak Mid-Autumn retail momentum in line with expectation. Resilient super premium with strong Wuliangy...(1).pdf
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China Travel & Leisure_ Investment opportunities and long-term themes across six verticals (1).pdf
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China Travel & Leisure_ Online travel booking industry - A primer(1).pdf
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China Travel & Leisure_ Position for reopening; reiterate Buy on Trip.com and upgrade Tongcheng to Buy, downgrade BTG to Neutral(1).pdf
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CIO Strategy Bulletin.pdf
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CPI Preview.pdf
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EM in Focus_ Long-Term Views -- Combining Valuation Signals across Assets(1).pdf
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Energy Credit Research.pdf
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Energy, Utilities & Mining Pulse_ Investors Asking_ Why Have...(1).pdf
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Equity Strategy UK_ Between the Proverbial Rock and a Hard Place.pdf
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Euro Themes A deeper prolonged recession.pdf
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European Banks Energy crisis intensifies.pdf
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European Economics Analyst_ Italy - The Energy Challenge to Italian Politics (Taddei)(1).pdf
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European Equity Factors September 2022.pdf
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FX Strategy Views.pdf
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GES EU Oils-'Back to School' company feedback Demand holding firm, oil capex not going up, OPEC cuts key; Tactical long TTE (N) into CMD, Reiterate OW Neste, ENI, BP.pdf
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Global Data Watch.pdf
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Global Food_ Infant milk formula_ Demographics weigh on the industry (1).pdf
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Global FX Trader_ Policy Pressures(1).pdf
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Global Macro Commentary.pdf
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Global Macro Strategist - Seventy-Fives Stayin' Alive.pdf
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Global Payments.pdf
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Global Power Generation.pdf
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Global Rates Trader_ Beyond peak inversion(1).pdf
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Global Retail_ Global Retail Conference 2022 - Day 2 Takeaways(1).pdf
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Global Strategy Paper_ The Asian earnings enigma(1).pdf
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Global_ GS Economic Indicators_ Underlying Inflation Trend in the Euro Area Continues to Accelerate (Kodnani)(1).pdf
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GOAL Kickstart_ Europe right tail risk - positive asymmetry vs. mixed macro momentum(1).pdf
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GS SUSTAIN_ ESG Spotlight Series_ Fresh ESG ideas from our analyst franchise and SUSTAIN toolkit, vol. 8(1).pdf
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Healthcare Pulse_ Fall Forward ..._ Investor sentiment; market color; sector themes; charts to watch(1).pdf
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HUBS.N-Morgan Stanley-HubSpot, Inc. 2022 Analyst Day Diverse Levers for Durable.pdf
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JPM First to Market.pdf
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JPM_Norway Weaker growth outlook_20220913.pdf
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JPM_US Fixed Income Overview An update on bond fund flows and positions_20220909.pdf
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Kroger Co. (KR)_ FY22 outlook increases on higher SSS, supported by inflation(1).pdf
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Large Cap Banks - Credit Update - Subprime Normalizing Faster.pdf
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Leveraged Finance Brief_ Idiosyncratic bond buybacks, persistent cost inflation, and elevated dispersion (1).pdf
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McKesson Why McKesson is better than you think_ outperformance can continue.pdf
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Morgan Stanley-Aerospace A Bullish View on Aircraft Demand.pdf
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Morgan Stanley-Aerospace Monthly Air Traffic Demand Data (July 2022)-.pdf
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Morgan Stanley-China Financials Further moderation in August TSF after hea...pdf
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Morgan Stanley-Fintech Cross-border payments Framing the risk of disrupti..pdf
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Morgan Stanley-Investor Presentation FoodHousehold Personal Care Produc..pdf
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Morgan Stanley-Investor Presentation HK Property 2022 Key Themes and Idea..pdf
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Morgan Stanley-Mandarin Sound Bites 中国在线娱乐板块：二季度业绩小结及下半年展望-.pdf
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Morgan Stanley-Software Valuation Views 9522 Recession Risks Continue t.pdf
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Morgan Stanley-The Fintech Radar Revolut awaiting disclosure.pdf
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Morgan Stanley-Video Retail Restart 68 Update on the US Consumer Retail-.pdf
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Morning Briefing - Risk-on into CPI, Update on Consumer, Positioning; Nr-Trm Setup; +Energy - Mon Sep 12 2022.pdf
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Nomura-policy watch-100bp hike.pdf
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PATH.N-Morgan Stanley-UiPath Inc 2Q23 Results – Tough Time for a Turnaround Story....pdf
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RBC ESG StratifyTM – ESG Sector Snapshot for Industrials.pdf
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RBC European Utils & Infra Morning Lightbulb.pdf
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Saravelos_The big USD Past, Present and Future.pdf
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SBUX.OQ-Morgan Stanley-Starbucks Corp. Changes Brewing; Previewing 2022 Investor D..pdf
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Seasonal Pickup in Volatility_ 250+ Catalysts to Year-end - US, Europe, Asia(1).pdf
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Shenzhen Envicool Technology (002837.SZ)_ Reflecting 2022 stock option incentive program; Buy (on CL)(1).pdf
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SICC (688234.SS)_ EV drives 6-inch SiC substrate expansion; TP up to Rmb141; Buy(1).pdf
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SMID Cap Focus Point The SMID Cap investor’s guide to Real Estate (including stock ideas).pdf
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Strategy US_ Industrials ex-Transport_ Kondratieff, Juglar, and Kitchin Cycles (II).pdf
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Top of Mind_ Will slaying inflation require recession_(1).pdf
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Topchoice Medical (600763.SS)_ First take on dental implant pricing guidelines_ Better-than-market-feared amid ongoing step-u....pdf
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UK Economics Research July GDP_ services holding up the economy.pdf
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UK Economics Research UK labour market chart book_ lower unemployment supports another Bank hike.pdf
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UK Inflation Monitor — September 2022(1).pdf
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US Equity Strategy _ NorthAmerica AlphaWise US Consumer Pulse Survey Wave 35.pdf
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US Quantitative Factor Profile Low Risk remains the most crowded factor despite the market reboun.pdf
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US Utilities & Clean Tech Utility, Power & Clean Energy Fall Preview_ Positioning for the litany of updates.pdf
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Where the indicators stand - Sentiment must become momentum.pdf
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Where to Invest Now_ Equities Will Survive Another 75(1).pdf
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Xtep International Holdings (1368.HK)_ Refocus on mass performance running driving share gain; Initiate with BUY(1).pdf
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