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002466.SZ-Morgan Stanley-Tianqi Lithium Industries Inc. Volume Growth in Both Lithiu.pdf
0772.HK-Morgan Stanley-China Literature Ltd Stability amid Pressures.pdf
20220830_Flash_CommoPos.pdf
300059.SZ-Morgan Stanley-East Money Information Co Ltd Better-than-expected Profit b.pdf
3690.HK-Morgan Stanley-Meituan Fundamentals Outperforming-98124772.pdf
688536.SS-Morgan Stanley-3Peak Countering the Cyclicality.pdf
Adyen NV (ADYEN.AS)_ Accelerating investments near term to further bolster top-line growth over long term; buy on weakness; r...(1).pdf
AFRM.OQ-Morgan Stanley-Affirm Holdings Inc 4Q22 Preview Demand Likely Healthy, Bu..pdf
Airbus (AIR.PA)_ Reflecting back-end loaded ramp-up, stay Buy but off CL(1).pdf
Airtac International Group (1590.TW)_ Order trend remains strong despite continued COVID control in China; Buy (CL)(1).pdf
Americas Asset Managers_ Solid fundamentals, but valuation recovery leaves us more selective; APO, BAM, OWL most near-term up...(1).pdf
Americas Beverages_ Nielsen data thru 8_13 - Non-alcoholic bev sales remains robust, with accelerated pricing offset by volum...(1).pdf
Americas Building - Homebuilders_ A Heat Map For Housing_ Permits Decelerate as Sales Bottom Out in August(1).pdf
Americas Business & Information Services_ August temp penetration flat, while temp job y_y growth moderates QTD.pdf
Americas Clean Technology_ Solar_ Tilting Domestic – what to do in solar after the rally_ FSLR_MAXN up to Buy, SHLS_CSIQ down...(1).pdf
Americas Technology_ Semiconductors_ 2Q22 Inventory Tracker_ Inventory levels remain elevated across the board but are relati... (1)(1).pdf
Americas Technology_ Semiconductors_ 2Q22 Inventory Tracker_ Inventory levels remain elevated across the board but are relati...(1).pdf
Americas Telecom Services_ Communacopia + Technology 2022_ Key themes, questions & stocks to watch for telecom, cable & media(1).pdf
Americas Utilities_ Updating estimates for a few Neutral-rated utilities following 2Q(1).pdf
Anhui Conch Cement (0914.HK)_ Earnings Review_ 1H22 behind expectations on lower cement margins and higher admin costs. Downg...(1).pdf
Anhui Honglu Steel Structure (002541.SZ)_ 2Q showed improvements on all fronts and momentum to continue into 2H; Buy(1).pdf
ANZ Building Materials_ Caught in the cycle, initiating on CSR & ABC with Neutral(1).pdf
Apple Inc. Global App store rev growth declines y_y in F4Q22 QTD due to weakness in China.pdf
Asia Biosimilars_ July Market Share_ Another month of weak biosimilar uptake.pdf
Asia Credit Trader_ No Signs Of Domestic Credit Contagion In China, But Defenses Being Built(1).pdf
Asia Economics Analyst_ Navigating China rates_ A shifting market to open further(1).pdf
Asia Pacific_ Batteries_ Implications from Inflation Reduction Act of 2022 – Part 2(1).pdf
Assessing the FX Risks out of Jackson Hole.pdf
Australia and New Zealand Economics Analyst_ New Zealand Housing_ More Pain Ahead (Zu)(1).pdf
Barclays_German Fashion E-Commerce Not broken, just challenged; UW AY_20220906.pdf
Barclays_Global Inflation-Linked Monthly Front-end fireworks, back-end opportunities_20220819.pdf
Barclays_High Yield Sterling losing its shine.pdf
Bed Bath & Beyond Inc. Strategic update_ The cash burn continues.pdf
Biotechnology - 2Q22 SMID Cap Earnings_ Wave 3.pdf
Blog_Fixed income update Jackson Hole,.pdf
BMW (BMWG.DE)_ CARS++ ConnectedDrive a step towards digital revenues(1).pdf
BOA_US Oil and Gas.pdf
Boeing Co. (BA)_ A closer look at 787 cash flow, upon its return; Buy(1).pdf
BofA - ESG from A to Z - IRA marks inflection point.pdf
BofA Global Research-The Oil Gusher #507 Unplanned planned maintenance Nord Str..pdf
Brazil Utilities_ Power monitor; reservoir levels at 62.2 vs. September_2021 average(1).pdf
BTG Hotels Group (600258.SS)_ 2Q22 results inline_ RevPar tracking behind peers; hotel adds target lowered in FY22(1).pdf
Canadian Solar Inc. (CSIQ)_ Solid quarter on strong margins; potential FCF pressures from elevated capex; Neutral(1).pdf
CEEMEA Inflation Monitor_ Higher Inflation in Most of CEEMEA in July, but Headline Inflation Nearing a Peak(1).pdf
Chilean Lending in Pictures_ July 2022_ Loan growth contracts and profitability declines (1).pdf
China Building Materials _ 2Q22 results wrap-up_ Summarizing 5 key trends - visible outperformance by industry leaders; Buy Y...(1).pdf
China Clean Energy_ 2Q22 wrap_ 4Q22 solar demand to pick up on potential poly price moderation, ESS to continue strong momentum(1).pdf
China Credit Market Primer(1).pdf
China Economic Activity and Policy Tracker_ September 2(1).pdf
China Healthcare Sector.pdf
China home appliance sector.pdf
China Industrial Tech_ A bifurcation of results; downcycle risk lingers, rising new opportunities; Buy Envicool, Yiheda, Inov...(1).pdf
China Insurance Sector.pdf
China Internet_ Short-form video-rization_ Assessing the potential ceiling and lessons from China.pdf
China Merchants Prop Operation (001914.SZ)_ 1H22 inline; solid edge in non-residential but weaker margin_OCF; residential PM_...(1).pdf
China Musings_ _Connect_ing the dots, and updating our Connect flow forecasts(1).pdf
China Real Estate_ Week 35 Wrap - Property sales rallied wow in primary but extended decline in secondary(1).pdf
China Software_ Product Tracker in August_ Integration on the rise_ automotive + cybersecurity; EDA tools platform; CAD + BIM(1).pdf
China Spirits Tracker_ Mid-Autumn Festival Demand under Shadow of Covid Impact (1).pdf
China State Construction Engg (601668.SS)_ Earnings Review_ 2Q22 results inline; C_F improved; capex in new infra and green e...(1).pdf
China Strategy_ A _done deal_ but still more to be done; Introducing our ADR Delisting Barometer (GSSRADRD)(1).pdf
China Technology_ Internet_ BIDU_IQ_ 2Q22 profit beat, ads recovery and improving cloud margin to lead positive earnings grow...(1).pdf
China Tourism Group Duty Free (601888.SS)_ 2Q22 final results. Scale back in promotional activities. Awaiting Hainan normaliz....pdf
China Tourism Group Duty Free (601888.SS)_ Initiate at Buy on HK listed shares. Near-term setback in Hainan, but upside from ....pdf
China-The fiscal funding gap and its buffers.pdf
CHWY.N-Morgan Stanley-Chewy Inc Lady The Tramp.pdf
CIO Strategy Bulletin.pdf
Cisco Systems Inc. (CSCO)_ FQ4'22 Wrap_ Strong order momentum and improving supply; Better FY'23 guidance(1).pdf
Citi NVIDIA Corp (NVDA.O).pdf
Collateral Thinking Interest rate sensitivity of levered issuers.pdf
Consumer Staples Prep Pack with Management Questions Post Q..pdf
COSCO Shipping Ports Ltd. (1199.HK)_ Optimistic on FY22 tariff hike for China and Europe ports; YTD share price retreat price...(1).pdf
CRWD.OQ-Morgan Stanley-CrowdStrike Holdings Inc 2Q23 Results – Broader Platform Sh...pdf
Cryptocurrency _ Global Crypto Leverage is Not Rising_.pdf
Dada Nexus Ltd. (DADA)_ Earnings Review_ 2Q results beat, with positive direct margin; Deepening collaboration with JD; Buy.pdf
Desay SV (002920.SZ)_ 2Q22 beat, revenues up 60 YoY; OPM up to 7.9%; Buy.pdf
Down the (Jackson) Hole We Go.pdf
EM Local Rates Monitor_ A call on fundamentals, not valuations(1).pdf
EM Sovereign Credit Monitor_ Late summer spread resilience (1).pdf
Energy, Sustainability & Environmental Services_ Is landfill gas an economically & environmentally attractive solution_ [Pres...(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Do Pullbacks Create Opportunities If in a Structural Energy Upcycle_(1).pdf
Energy_ Oil & Gas - E&P_ Screening for Idiosyncratic Upstream Winners With Valuation Upside; Highlight CHK, HES, COP(1).pdf
Equifax Inc. (EFX)_ NDR points to overall healthy consumer and attractive growth drivers in Workforce Solutions(1).pdf
Equity Strategy Market Review.pdf
Equity Strategy Reiterate positive China call; For broader EM, USD direction remains key.pdf
ESG from A to Z IRA marks inflection point.pdf
Euro Area Inflation Monitor — August 2022(1).pdf
Europe Banks_ Current valuation overlooks rates tailwind and capital flexibility(1).pdf
Europe Utilities_ The Energy Crisis_ A long winter ahead – quantifying risks for Germany(1).pdf
European Chemicals_ The Circular Economy Nexus(1).pdf
European Economics Analyst_ ECB Preview — Determination to Act (Stehn) (1).pdf
European Economics Analyst_ UK—High Inflation to Push the Economy into Recession (Quadri)(1).pdf
European Fintech_ European Banks - Adjusting to Fintech 2.0(1).pdf
European Utilities_ The Energy Affordability Crisis_ Quantification, Solutions, Implications(1).pdf
Europe_ August Flash PMIs—Further Moderation in Euro area and UK(1).pdf
F&F Co Ltd (383220.KS)_ MLB’s increasing visibility of China onshore expansion comes with margin upgrade opportunities; initi...(1).pdf
Five Below Inc. 2Q Recap_ Unlike a Squishmallow, FIVE’s growth has legs.pdf
Food and Discount Retail Dollar Store Debate_ Seven Key Risks to Consider for DG & DLTR.pdf
Fosun International (0656.HK)_ 1H22 results broadly inline_ Narrowed losses from Happiness. Health and Wealth divisions dragg....pdf
FREYR Battery (FREY)_ IRA presents significant opportunity; upgrade to Buy(1).pdf
FTCH.N-Morgan Stanley-Farfetch Ltd. Clearing Event.pdf
Full Truck Alliance Co. (YMM)_ Earnings Review_ Solid 2Q results; Recovering fulfillment rate into 2H; Continued new user con....pdf
Gas update 10 EU countries hit Nov target for gas stockpiles_2508221533.pdf
GC Tech_ 2Q22 inventory rose across the board off high base; sharp demand drop adding to inventory burden(1).pdf
GC Tech_ L4 autonomous driving_ Tech_commercial progress, bottlenecks and regulations.pdf
GC Tech_ VR headsets _ Game console_ Premium technology product to enjoy stronger demand; Sony _ Nintendo supply chain read a...(1).pdf
GC Tech_ VR_ Newly launched VR experience store by DPVR in Shanghai; another outlet to drive added consumer interest in VR (1).pdf
Gemdale Corp. (600383.SS)_ 1H22 inline with margin recovery; B_S remains stable with cut in new starts_landbanking; Buy(1).pdf
Global Credit Trader_ A closer look at supply technicals(1).pdf
Global Credit Trader_ Back to square one(1).pdf
Global Economics Analyst_ The Housing Downturn_ A Bigger Deal Down Under and Up North (Zhestkova_Struyven)(1).pdf
Global Economics Comment_ European Industrial Shutdowns in the Pipeline (Struyven_Kodnani)(1).pdf
Global Equity Volatility Insights - Fear of momentum.pdf
Global FX Trader_ More Dollar Strength Ahead.pdf
Global FX Trader_ Tightening Pain = Dollar Gain(1).pdf
Global Macro Strategy - Inflation-Linked Market Strategy - Pricing in Sticky Inflation.pdf
Global Macro Watch Known Unknowns Aug 28 – Sep 2.pdf
Global PMI Monitor_ US Flash Output PMI Declines Further in August, but Future Output Edges Up Further (Zhestkova)(1).pdf
Global Rates Trader_ Jobs data pauses upward repricing(1).pdf
Global Rates Trader_ Restrictive for longer(1).pdf
Global Strategy Paper_ Bear Repair; The Bumpy Road to Recovery(1).pdf
Global_ GS Economic Indicators_ US Data Divergence_ Housing Misses vs. Consumer and Labor Beats (Kodnani)(1).pdf
GOAL Kickstart_ Real rate redux - bond sell-off triggers renewed 60_40 drawdown(1).pdf
GOAL Kickstart_ Summer data-only update(1).pdf
Grab (GRAB)_ 2Q22 Earnings Review_ Strong bottom-line improvement but cautious GMV outlook; Buy(1).pdf
Greater China Tech Radar_ 2023 the next checkpoint; reviewing upside_downside divers to sort out selective buy ideas(1).pdf
Greater China Technology_ ABF market update_ Hot Chips 34 key takeaways; content enrichment to drive supply tightness(1).pdf
Greater China Technology_ ABF market update_ Impact from select server GPU restriction – near-term neutral to negative, long-...(1).pdf
Gritstone bio Inc. (GRTS)_ Insufficient cash runway to reach de-risking catalysts; Downgrade to Sell(1).pdf
GS Equity Radar_ Recession & Gas Risks _ Consumer Cashflow _ Housing Downturn _ Circular Economy _ Copper Top Projects (1).pdf
GS Healthcare_ Quarterly Positioning Trend Monitor(1).pdf
GS SUSTAIN_ From Aspiration to Action_ Seven themes for the 2022 Global Sustainability Forum & Water Symposium (1).pdf
GS SUSTAIN_ Green Capex_ US Inflation Reduction Act -- What's transformational, what's supportive, what's underappreciated (1).pdf
Guangdong Haid Group (002311.SZ)_ Earnings Review_ 1H22A ahead on hog operations, stable unit profit on feed; Maintain Buy(1).pdf
Guangdong KinLong Hardware (002791.SZ)_ Mgmt. call takeaway_ counter-cyclical investment for future growth but takes time to ...(1).pdf
H World Group (HTHT)_ 2Q22 call takeaways_ Focus on profitability over hotel addition. 3Q outperformance vs. peers so far; Buy(1).pdf
Hainan Meilan Intl Airport (0357.HK)_ 1H22 Review_ Earnings largely in-line, Covid impact partially offset by disciplined cos...(1).pdf
Healthcare Services_ Providers_ Positive Trends Developing - Healthcare Labor Market Updates (1).pdf
Healthcare_ Fine-Tuning ONCO, QUAL and PARD Models Post-2Q22(1).pdf
Hedge Fund Trend Monitor_ Hunkering down(1).pdf
Hewlett Packard Enterprise Co. (HPE)_ FQ3'22 Wrap_ Weak revenues offset by cost control; EPS beats(1).pdf
Housing and Mortgage Monitor_ At a crossroads (Viswanathan)(1).pdf
Industrials_Multi-Industry DEM#487_ If commodities deflate, multis pricing likely to hold up.pdf
Infracommerce S.A. (IFCM3.SA)_ Updating Estimates Post-2Q22; Reiterate Sell(1).pdf
Intra-Cellular Therapies (ITCI)_ Revisiting commercial expectations; Downgrade to Neutral, $49 PT(1).pdf
Japan Games, Entertainment & Internet_ Richer content expands the revenue opportunity_ Resume coverage with 5 Buys; Sell Nexon(1).pdf
Japan Rates Strategy Short- vs. medium-term viewpoints.pdf
Joy City Property Ltd. (0207.HK)_ 1H22 above expectations on high margin DP booking with weaker rental; Neutral.pdf
JPM first to market.pdf
JPM US Market Intelligence-Morning Briefing- Futs Higher ahead of Jackson Hole; Near-term Setup; Initial Claims; 2Q GDP Revision Today Thu Aug 25 2022.pdf
JPM_Sweden_ NIER survey points to small contraction in 3Q.pdf
JPM_United States.pdf
JPM_Update_The J.P. Morgan View Tail risks diminishing post-CPI_20220817.pdf
JPM_US Soft PCE prices and mixed GDP source data for July.pdf
JPM_US_Market_Intell.pdf
JPY Flows Monthly - July 2022 Selling bonds, buying equities amid JPY weakness.pdf
Kanzhun Ltd. (BZ)_ First Take_ 2Q22 revenue and 3Q22 guidance in line with GSe, OP missed yet NP beat on higher financial inc...(1).pdf
KE Holdings (BEKE)_ Earnings Review_ 2Q22 solid beat in all line items; Clear revenue_profit recovery path ahead; Reiterate Buy(1).pdf
Kinder Morgan Inc. (KMI)_ A bit more positive, with upside to consensus and solid FCF ahead — up to Neutral(1).pdf
Kingsoft Cloud (KC)_ First Take_ 2Q22 results and 3Q22 guidance missed on a more severe Covid impact; Neutral(1).pdf
Kuaishou Technology (1024.HK)_ Highly engaging short-form video community now at a profitability inflection point; initiate a...(1).pdf
Latin America Energy_ Fuel Distributors_ Updating estimates post 2Q, remain Buy on VBBR, UGPA(1).pdf
Latin America Healthcare_ Analyzing the impacts of 2Q22 results for the sector; what to expect going forward for different se...(1).pdf
Latin America Protein_ Meat of the Month _ August update_ China strong, Brazil and US domestic soft, moderating grain costs(1).pdf
Linklogis Inc. (9959.HK)_ First take_ 1H22 GTV_revenue in line, profit beat vs. GSe on higher GPM; Buy(1).pdf
Longping High-Tech (000998.SZ)_ Earnings review - 1H22A above expectation on strong corn seeds performance, limited exposure ...(1).pdf
lululemon athletica Inc Reiterate Buy; Execution at its finest.pdf
Machinery, Infrastructure, & Sustainable Tech_ Week in Charts & Upcoming GS events_ Home sales, spot rates, tire volumes(1).pdf
Mango Excellent Media (300413.SZ)_ Earnings review_ below expectation on near term headwinds; Neutral(1).pdf
Meituan (3690.HK)_ Earnings Review_ Profit turnaround; Healthy recovery momentum paving way for another strong quarter ahead;...(1).pdf
Metals & Mining_ Copper Top Projects 2022_ A Deficit on the Horizon(1).pdf
Metals & Mining_ GS Australian Bulk Miners & Steels – spot scenarios(1).pdf
Ming Yuan Cloud (0909.HK)_ Real estate headwinds cloud outlook; initiate at Sell (1).pdf
Miniso (MNSO)_ First Take_ 4QFY22 beat with better GPM; Buy(1).pdf
MongoDB Inc. (MDB)_ Unchanged Guidance Amidst Slowing Consumption Belies Share Gains in $70bn+ Market - F2Q23 Results (1).pdf
Monthly Inflation Outlook Under pressure - stay long 1Yx1Y HICP and 1Yx1Y RPI.pdf
Morgan Stanley-China Restaurants Execution continues to differentiate perf...-98145389.pdf
Morgan Stanley-Investor Presentation TMT Webcast China Tech vs. the World...pdf
Morgan Stanley-JD.com Solid 2Q22 results, resilient 3Q22 outlook.pdf
Morgan Stanley-LatAm Retail eCommerce What We Learned From 2Q22 Earnings-98124651.pdf
Morgan Stanley-Mandarin Sound Bites 中国市场vs.其他市场：双城记-.pdf
Morgan Stanley-Software Valuation Views 82222 Evaluating the Path Forwa..pdf
Morgan Stanley-Tech Bytes 科技脉动中国科技股与全球科技股比较—— 双城记.pdf
Morgan Stanley-The Fintech Radar CBDC adoption – the challenge of Nigeria-98123897.pdf
Multi-Industry_ Investor topic #1_ Europe sales_manufacturing exposure for US Multis; Buy RRX, ZWS (1).pdf
Mutual Fundamentals_ Betting on Growth in a down market(1).pdf
Muyuan Foods (002714.SZ)_ Earnings Review_ 1H22 above expectations on hog price recovery; Maintain Buy(1).pdf
NCNO.OQ-Morgan Stanley-nCino, Inc. Firing On All Cylinders-.pdf
NET.N-Morgan Stanley-Cloudflare Inc 2Q22 Results – A Solid Print Against Growing..pdf
NetEase Inc. (NTES)_ Earnings Review_ 2Q22 beat, steady double digit growth; Maintain Buy(1).pdf
New Hope Liuhe (000876.SZ)_ Earnings Review_ 1H22A ahead on higher hog price, feed margin weaker than expected; Maintain Sell(1).pdf
Nord Stream 1 interruption unlikely to change EU energy supply situation but adds to bad news_2108222322.pdf
Nutanix Inc. (NTNX)_ FQ4'22 Wrap_ FY'23 ACV guidance beat; FCF outlook significantly better(1).pdf
Nvidia Corp. (NVDA)_ LT growth opportunity intact, but we await a better entry point, especially given Data Center growth dec...(1).pdf
Oil and Gas Fall energy summit - momentum in multiple forms - the US gas market has changed.pdf
Oil_ Russian price cap - bearish in theory, bullish in practice.pdf
OneConnect Financial (OCFT)_ Earnings Review_ 2Q22 results beat; Looking for 3rd-party revenue growth acceleration in 3Q22E; ...(1).pdf
Oriental Yuhong (002271.SZ)_ Earnings Review_ 2Q22 results miss on higher-than-expected opex; maintain Buy (on CL) (1).pdf
Outlook_ USD tactics versus strategy, redux.pdf
Palo Alto Networks Inc. (PANW)_ Strong execution as PANW continues to consolidate share on its platform(1).pdf
PANW.OQ-Morgan Stanley-Palo Alto Networks Inc 4Q22 Results – Firmly on the Path to.pdf
PDD.OQ-Morgan Stanley-Pinduoduo Regaining Growth Momentum.pdf
Petpal Pet Nutrition Technology (300673.SZ)_ Earnings review_ Above expectation; robust growth momentum; Neutral(1).pdf
Prosus_Naspers_ Release 8th update on buyback programme execution; updating SOTP for new Tencent_DH price targets(1).pdf
Pulp & Paper_ Monthly Tracker — August 2022(1).pdf
Real Asset Investing_ Buy commodities now, worry about the recession later(1).pdf
Rianlon (300596.SZ)_ Competitive positioning in polymer stabilizers reaffirmed, rising opportunity in lubricant additive unde....pdf
Richemont (CFR.S)_ Richemont announces plan for YNAP; remain Buy (on CL)(1).pdf
Roll back the tape on Exchange VOLUMES; Strength in equities on volatility rebound.pdf
S&P 500 Relative Value Cheat Sheet-One rule with a perfect track record says the market hasn’t bottomed.pdf
S.N-Morgan Stanley-SentinelOne, Inc. 2Q23 Recap – Strong Upsell and Partner Mo....pdf
Safran (SAF.PA)_ Embarking on a superior growth and cash cycle; Buy, add to CL(1).pdf
Salesforce.com Inc. (CRM)_ Healthy expectation reset with added bonus of $10bn buyback program - F2Q23 Results (1).pdf
Salesforce.com.pdf
Shanghai Jahwa United (600315.SS)_ Earnings Review_ Still a bumpy path ahead, yet worst likely behind; remain Buy with projec...(1).pdf
Shanxi Xinghuacun Fen Wine (600809.SS)_ Deceleration in 2Q on Control of Shipment and Market Investment; Neutral(1).pdf
Sibanye Stillwater (SSWJ.J)_ Capital allocation is the key for elimination of deep valuation discount; reiterate Buy(1).pdf
Sinocera Functional Material (300285.SZ)_ NDR takeaways_ 2Q22 marked the trough, high visibility of recovery ahead; Buy (on CL).pdf
Skshu Paint Co. (603737.SS)_ Earnings Review_ 2Q22 miss driven by top-line weakness; margin expansion surprised positively; N...(1).pdf
SNOW.N-Morgan Stanley-Snowflake Inc. 2Q23 Results – Proving Strategic Even in Unc..pdf
Snowflake Inc. (SNOW)_ Strong Results, Outlook Allay Consumption Concerns Amid Perceived Macro Risk_ F2Q23 Results(1).pdf
Software Endpoint Security – A Bigger Opportunity Than You.pdf
Songcheng Performance (300144.SZ)_ 2Q22 results inline_ Near-term setback as expected due to project suspension amid viral ou...(1).pdf
Sonic Healthcare Ltd. (SHL.AX)_ Outpeforming peers in a volatile industry but asymmetric downside risk from here; Downgrade t....pdf
South32 Ltd. (S32.AX)_ FY22 result_ record EBITDA, running Illawarra for cash to invest in base metals a positive; Buy (off CL) (1).pdf
Target Corp. (TGT)_ Strong top line plus improving margin profile supports growth outlook; Reiterate Buy(1).pdf
Technology sector.pdf
Tencent Holdings (0700.HK)_ 2Q22 Earnings Review & NDR takeaways_ Profit beat; Pulling ad monetization levers into 2H, Game p...(1).pdf
The 720_ China Internet - Short-Form Video & Kuaishou Initiation, Greater China Tech, Nidec, Mindray, USD vs G10 Revisions(1).pdf
The Antipodean Strategist Less is more.pdf
The EM Trader_ Fuel prices and local rates — A tailwind for now(1).pdf
The Fintech Radar-Europe Private vs public markets - diverging trends.pdf
The Flow Show Toto, I've a feeling we're not in Jackson Hole anymore.pdf
The Flow Show Toto, Ive a feeling were not in Jackson Hol.pdf
The Future of Power Markets_ Towards a New Design(1).pdf
The J.P. Morgan View-Positioning and declining inflation to support further recovery.pdf
The steel market barometer_ August 2022 [presentation](1).pdf
The Week Ahead.pdf
U.S. Multi Industry.pdf
UBS 15 Essential Charts - A Century of Recessions - how returns differ.pdf
UBS Equities-China Equity Strategy _The debate over market style_ Meng.pdf
UBS Equities-China EV Battery Materials _Sichuan field trip takeaways and.pdf
UBS Equities-China Industrial Automation Sector _Industrial robots—steppi.pdf
UBS_Investing in China_How concerning is the recent power crunch.pdf
UK Inflation Monitor — August 2022(1).pdf
ULTA.OQ-Morgan Stanley-HardlineBroadlineFood Retail Q2 EPS Recaps WSM, ULTA-98124649.pdf
UPDATE_ Global Traders’ Guide Key data and events.pdf
US Construction July Spending Review.pdf
US Consumer Dashboard_ August 2022_ Tapping the Brakes (Briggs_Abecasis)(1).pdf
US Equity Research From the Director of Equity Research for the Americas_ Charts That Caught My Eye.pdf
US Equity Strategy S&P 500 Target Reached, So What’s Next.pdf
US Monthly Inflation Monitor_ August 2022_ Core PCE Increases at Slowest Pace Since November 2020 (Walker)(1).pdf
US Retailing – Citi's Credit Card Insights Citi’s Proprietary CC Data for US Retail – Wk 4 Flat vs Wk 3.pdf
US Thematic Views_ Re-visiting the Growth vs. Value debate(1).pdf
US_ ISM manufacturing survey holds steady in August.pdf
Vonovia (VNAn.DE)_ Supply_demand imbalance prevails; reiterate Buy (on CL)(1).pdf
Weibo Corp. (WB)_ Earnings Review_ 2Q22 revenue in line with profit beat, yet outlook for ad revenue recovery remains soft; N...(1).pdf
Williams Cos. (WMB)_ Downside to Consensus Estimates, Limited Capital Return Flexibility, and Shifting Asset Mix; Downgrade t...(1).pdf
Winning Health (300253.SZ)_ Digital Transformer for hospitals in China but takeoff setback by COVID; Initiate at Neutral(1).pdf
World at a Glance Jittery ending to summer.pdf
Yili Industrial (600887.SS)_ Earnings review_ Solidifying leadership amid market uncertainties; CL-Buy(1).pdf
Zhihu Inc. (ZH)_ Cloudy 3Q outlook from moderating MAU growth and decline in ad revenue; Neutral(1).pdf
Zhongsheng Group (0881.HK)_ Roadshow takeaways; Buy (on CL).pdf
Zoom Video Communications Inc. (ZM)_ Online Hampered by Macro Headwinds, Lower SMB Conversion; 2H Risks Still Abound_ F2Q23 R...(1).pdf
_Pulp & Paper_ Pulp Price Run Now at The End; Expect Market Oversupply in 4Q22-2024 (1).pdf
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