-
-
2022-10-09-300496.SZ-Morgan Stanley-Thunder Software Technology Driving to a Worldwide Smart Li...-98650967.pdf
-
2022-10-09-Morgan Stanley-China Property No Quick Fix; Stay with SOEs and Wait for Cl...-98651026.pdf
-
2022-10-09-Morgan Stanley-European Telcos CTO Symposium Feedback-98651269.pdf
-
2022-10-09-Morgan Stanley-Technology – Software Services Weekly Reboot – Tech rally...-98651271.pdf
-
2022-10-09-Morgan Stanley-The Fintech Radar Blockchain based vs traditional market in...-98645878.pdf
-
2022-10-09-PINS.N-Morgan Stanley-Internet Online Ad State of State and Whats Next for GOOGL...-98651127.pdf
-
2022-10-10-FTCH.N-Morgan Stanley-Farfetch Ltd. The Undervalued Building Blocks of 23-25-98654123.pdf
-
2022-10-10-Morgan Stanley Fixed-Cross-Asset Spotlight Signals, Flows Key Data-98663975.pdf
-
A sunny day, but storms on the horizon.pdf
-
Americas Aerospace & Defense_ Earnings preview_ Our top ideas for the 3Q22 results period.pdf
-
Americas Aerospace & Defense_ Government IT & Services 3Q22 earnings preview.pdf
-
Americas Chemicals_ Initiating Coverage_ Top Ideas Coatings & Industrial Gas_ Buy SHW, LIN, PPG, APD, AXTA, OLN & TROX(1).pdf
-
Americas Construction_ Building Products_ August Import Update(1).pdf
-
Americas Consumer Staples_ Adding more Food exposure with less HPC; KHC up to Buy; PG down to Neutral(1).pdf
-
Americas Entertainment_ Movie Theatres_ Lowest September box office since 1996 (ex 2020); reducing 2023 estimates (1).pdf
-
Americas Healthcare_ Biotechnology_ 3Q EPS preview_ Where is the GARP in biotech_(1).pdf
-
Americas Machinery, Infrastructure, Sustainable Tech_ 3Q2022 preview_ Top 3 themes heading into earnings(1).pdf
-
Americas Packaging_ 3Q22 earnings preview_ too much negative sentiment towards European glass; input cost tracker updates (1).pdf
-
Americas Technology_ Semiconductor Capital Equipment_ Reducing our Wafer Fab Equipment forecast to reflect export controls an...(1).pdf
-
Americas Telecom Infrastructure_ 3Q22 Preview_ Focus on 2023 leasing activity and rising costs (1).pdf
-
ANZ Consumer Services_ Gaming_ Diverging growth offers value; Initiate JIN (Buy), TLC (Sell), PBH (Neutral); U_g SKC (Buy), D...(1).pdf
-
Asia Credit Trader_ Shrinking China Property HY Sector Still to Find Bottom(1).pdf
-
Asia Energy & Chemicals Strategy_ Focus on cash generation amid macro uncertainty; lower TOP to Sell(1).pdf
-
Asian Daily (Asia Edition).pdf
-
Asian Daily (Global Edition).pdf
-
Barclays_Global_Portfolio_Managers_Digest_Overstay_your_welcome.pdf
-
Betting on the Brazil Consumer.pdf
-
BofA -Asia Economic Weekly China – The hot and cold of infrastruc...-98599058.pdf
-
BofA -Global Economic Weekly Really low rates – new normal or abe....pdf
-
BofA Automotive Industry - Weekly automotive pit stop - Oct 7.pdf
-
BofA Global Research-China An Equity Strategist’s Diary (HA) Weekly wrap.pdf
-
BofA Global Research-Europe Economic Weekly Going Dutch-.pdf
-
BofA Global Research-Global FX weekly The IMF consensus-.pdf
-
BofA Global Research-Global Rates Weekly No pivot till it stings-.pdf
-
BofA Global Research-High Yield Energy Energy Weekly.pdf
-
BofA Global Research-US Economic Weekly Financial conditions have tightened rapi...pdf
-
BofA Global Research-US Fixed Income Strategy The US Fixed Income Weekly.pdf
-
BofA Research-The Flow Show Infamy! Infamy! They’ve all got it in for QT!-98600662.pdf
-
BofA U.S. REIT Weekly.pdf
-
BYHEALTH (300146.SZ)_ Pre-announced profit miss on near-term headwinds, keeps A&P spending; Buy(1).pdf
-
Caught in global swirls.pdf
-
Charter Communications, Inc. (IL)_ Slowing Growth Brings Credit_Equity Tension - Downgrade to IL(1).pdf
-
China Advanced Materials_ Composites – Working behind the scene of energy transitions; Initiate on ZFSY, GW Compos and Jushi(1).pdf
-
China Clean Energy_ Wind_ Riding three tailwinds from grid parity; initiate on Orient Cable, Mingyang, Xinqianglian at Buy(1).pdf
-
China Internet_ eCommerce 3Q Preview_ Soft growth on Covid impact; Expect upside for margins(1).pdf
-
china musing-signposting the way out.pdf
-
China Property Barometers_ Tracking the property industry (Vol. 21)_ A wave of policy stimulation at end-Sept, but more needed(1).pdf
-
China Real Estate Developers_ 2023 outlook_ Deleveraging set to continue(1).pdf
-
China Real Estate_ Week 40 Wrap - Property sales declined wow in both primary and secondary as National Day holiday sales rem...(1).pdf
-
China Spirits Tracker_ Golden Week_ Unexciting trend with widening regional and brand divergence. Gujing, Fen Wine outperformed(1).pdf
-
China Strategy_ Finding the next multibaggers in China_ When _Little_ becomes _Giant_(1).pdf
-
China Travel & Leisure_ Soft Golden Week travel data as expected; Domestic-driven names to catch up with HK_Macau names on be...(1).pdf
-
Citi_GPS_CHINA’S INWARD TURN_The Pursuit of Economic Self-Reliance 20221012.pdf
-
Credit Suisse (CSGN.S)_ Assessing strategic options; remain Sell(1).pdf
-
Cross-Asset Strategy CAST Cookbook – Which Factors Work, and When.pdf
-
DGE.L-Morgan Stanley-Diageo PLC AGM Statement Good Start to FY23-98584156.pdf
-
Earnings Tracker - 3Q preview - Buckle up.pdf
-
Elara Securities Pvt-Elara Stinger India USD 1.2tn one-stop plan to snatch fact...-98558493.pdf
-
Ericsson (ERICb.ST)_ Updating estimates to factor in acquisition of Vonage; Buy (on CL)(1).pdf
-
Europe Metals & Mining_ 3Q preview_ Our views as we go into the reporting season(1).pdf
-
Europe Utilities_ Power - Renewables_ Energy crisis and higher rates_ A new investment framework (1).pdf
-
European Economics Analyst_ ECB—Hiking Without R_ (Stehn_Stott)(1).pdf
-
For your eyes only-opec+.pdf
-
FTNT.OQ-Morgan Stanley-Fortinet Inc. An Underappreciated 30 FCF Compounder, Upgra...-98618790.pdf
-
FX daily-USD-the dollar is our currency.pdf
-
G10 Consumer Dashboard_ October 2022_ Resilient Australia, Softer Canada(1).pdf
-
Global Economic Perspectives.pdf
-
Global Economics Comment_ European Energy Crisis Dashboard_ Mixed Developments (Kodnani_Struyven)(1).pdf
-
Global Economics Weekly.pdf
-
Global Macro Thoughts -More weakness ahead.pdf
-
Global Markets Daily_ Brazilian Elections_ Unlocking a Virtuous Circle in FX and Rates (Tomb_Crosilla).pdf
-
Global Markets Daily_ Trimming Tails as Diversification Fails — Portfolio Hedges into Year-End (Mueller-Glissmann_Ferrario)(1).pdf
-
Global Rates Strategy-Trades We Like.pdf
-
Global Rates Weekly.pdf
-
Global Weekly Kickstart_ Global equities gained 1.7%; Energy outperformed(1).pdf
-
Global_ GS Economic Indicators_ US Labor and Consumer Beats (Kodnani)(1).pdf
-
GM.N-Morgan Stanley-Autos Shared Mobility Can Detroit be Part of the Solution...pdf
-
GOAL Kickstart_ Pivoting away from the pivot - too early for peak hawkishness(1).pdf
-
Greater China Technology_ ABF industry update_ Limited impact from additional export controls(1).pdf
-
GS SUSTAIN_ Green Capex_ Accelerating the Energy Transition_ Stimulating capital and return on capital(1).pdf
-
GS SUSTAIN_ Investing in Green Capex_ Opportunity set across the supply chain remains attractive; refreshing stocks to own(1).pdf
-
HSBC-Currency Outlook-USD Circle of trust [Correction]-98290192.pdf
-
HTC Corp. (2498.TW)_ VR concerts and 2B APP update_ Singers on Beatday, APPs for training, productivity, collaboration, healt...(1).pdf
-
Informa (INF.L)_ Secular tailwinds, Mainland China recovery & capital allocation upside; reinstate at Buy(1).pdf
-
Interest Rates Commentary-No pain, no gain.pdf
-
Japan Automobiles_ Lowering US_European sales outlooks; focusing on responses to IRA(1).pdf
-
JPM EU.pdf
-
JPM_Global Macro Outlook and Strategy_20221011.pdf
-
Leveraged Finance Brief_ Searching for high-quality HY risk into a credit catch down(1).pdf
-
LG Chem (051910.KS)_ 3Q22 Earnings Preview_ Petchem bottoming, battery margins inflecting; Buy (on CL) (1).pdf
-
LG Energy Solution (373220.KS)_ Solid beat in 3Q preliminary earnings; raise TP to W530,000 as we also reflect IRA benefits i...(1).pdf
-
LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 3Q22 sales_ Strong beat in Fashion & Leather, +22% Q3; reiterate Buy, PT to €820 ...(1).pdf
-
Metals & Mining_ Consensus Expects no Material China Policy Change(1).pdf
-
Morgan Stanley Fixed-United Kingdom Chartbook UK FAQs A New (Ever-Changing) Pol...-98582871.pdf
-
Morgan Stanley-Asia EM Equity Strategy – Weekly Fund Flows Outflows of US$...-98613093.pdf
-
Morgan Stanley-Beverages Spirits Pricing to the rescue-.pdf
-
Morgan Stanley-China Internet – Online Travel Agencies National holiday we...pdf
-
Morgan Stanley-China – Film Top Pick in Group Maoyan-98612741.pdf
-
Morgan Stanley-Consumer Staples Beverages and Household Products Lowering...pdf
-
Morgan Stanley-Investment Platforms Rising rates a double-edged sword-98582880.pdf
-
Morgan Stanley-SA Rocks Global conference nuggets from the SA Golds-98611155.pdf
-
MS- Weekly Warm-up - Easy Come, Easy Go; Earnings Preview; Tax Loss Selling Screen.pdf
-
Netflix Inc-UCAN Advertising Deep Dive Suggests Ad Revenue of.pdf
-
Netflix Inc. (NFLX)_ Q3'22 Earnings Preview(1).pdf
-
oil strategy-the macro push vs the fundamental pull.pdf
-
Oriental Yuhong (002271.SZ)_ 3Q22 Preview_ A sluggish quarter on weak construction activities and disconnected bitumen spot p...(1).pdf
-
PepsiCo Inc. (PEP)_ A strong Q3 beat & raise - PEP is poised to drive sustainable attractive growth in FY23 & beyond - Reiter...(1).pdf
-
PIKJ.J-Morgan Stanley-Pick n Pay What will it take for the share to trade at its..pdf
-
Power - American Current_ Closing Gaps - Work-from-Home, Industrial Demand, and Gas Burn.pdf
-
Rhythm Pharmaceuticals (RYTM)_ Full Ph2 results to support development strategy in HO(1).pdf
-
Samsung Electronics (005930.KS)_ 3Q22 below expectations on weaker memory earnings; all eyes on potential supply-side measure...(1).pdf
-
Sands China (1928.HK)_ Assessing investor concerns over reports of lawsuit; remain Buy(1).pdf
-
SASY.PA-Morgan Stanley-Sanofi SA Still a core holding-98558453.pdf
-
Seres Group (601127.SS)_ Opportunities and risks from EV partnership with Huawei; initiate at Neutral(1).pdf
-
Sinch AB (SINCH.ST)_ Headwinds and uncertainty to remain heading into 3Q; Neutral(1).pdf
-
Skshu Paint Co. (603737.SS)_ 3Q22 Preview_ Expecting cost tailwind to drive strong bottom-line growth while top-line stayed f....pdf
-
STZ.N-Morgan Stanley-Constellation Brands Inc Follow-Up OW; High Visibility, St...-98599769.pdf
-
The 720_ Top of Mind China, China Tech, Asia Chems & Refining, Autos, Korea Banks, LVMH, China TSF(1).pdf
-
The Viewpoint - This is not 1997, nor is it 2013.pdf
-
Top 25 Tactical Trades for Earnings Season(1).pdf
-
Top of Mind_ China’s Congress_ an inflection point_(1).pdf
-
TSMC (2330.TW)_ Earnings Review_ Weathering through choppy waters near term; reiterate Buy but off CL(1).pdf
-
UBS-dollar back on the rise as peers face headwinds.pdf
-
United Imaging (688271.SS)_ Beneficiary of industry up-cycle; initiate at Neutral on valuation(1).pdf
-
US Autos & Industrial Tech_ Prefer stocks of tech enablers and companies with FCF support given EV policy tailwinds but macro...(1).pdf
-
US Economics Analyst_ Foreign Spillovers and Fed Policy in a Time of Global Monetary Policy Tightening (Briggs)(1).pdf
-
US Utilities Week Ahead.pdf
-
US-September FOMC minutes keep hawkish tone.pdf
-
Warner Music Group (WMG)_ Leading secular growth & FCF compounding story; Initiate at Buy(1).pdf
-
Will Semi (603501.SS)_ Inventory digestion through 2Q23; automotive CIS and product expansion to support growth; maintain Buy(1).pdf
-
ZI.OQ-Morgan Stanley-ZoomInfo Technologies Inc Assessing the BullBear Case Mul....pdf
-