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10 charts we are watching_ GOAL_ Looking for Peaks to Trough - Remain Tactically Defensive until Momentum Turns (PRESENTATION)(1).pdf
2022-10-06-AAPL.OQ-BofA Global Research-Apple Inc. Can App Store user trends presage inflections in...-98583050.pdf
2022-10-07-SCHN.PA-Credit Suisse-European Capital Goods Pre Q3 Pack - Q3 2022 Reporting Road...-98601333.pdf
2022-10-10-0700.HK-Morgan Stanley-Tencent Holdings Ltd. 3Q22 Preview Gradual Recovery-98666430.pdf
2022-10-20-AMZN.OQ-Credit Suisse-AMZN Margin Expansion Even as We Contemplate a GMV and AWS ...-98809219.pdf
2022-10-20-Morgan Stanley-Asia Technology China CIO Survey – Decelerating Spending Ex...-98817325.pdf
2022-10-24-AAL.OQ-Morgan Stanley-American Airlines Group Inc A High Bar But Solid Results No...-98860689.pdf
2022-10-24-FOUR.N-Morgan Stanley-Shift4 Payments Inc. FOUR 3Q22 Preview Solid Near-Term, St...-98860691.pdf
2022-10-24-Morgan Stanley Fixed-China Economics Correction Macro Webcast What to Expect b...-98856798.pdf
2022-10-24-Morgan Stanley Fixed-Economics, Macro Strategy and Equities Whos Worried about ...-98863550.pdf
2022-10-24-Morgan Stanley Fixed-Japan Economics and Strategy What Next After 150-98869284.pdf
2022-10-24-Morgan Stanley Fixed-Leveraged Finance Strategy When Are Discount Bonds Cheap-98867424.pdf
2022-10-24-Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker-98867793.pdf
2022-10-24-Morgan Stanley Fixed-Morgan Stanley Global Macro Forum Trouble in the UK-98865343.pdf
2022-10-24-Morgan Stanley-Autos Shared Mobility Global Auto Monitor Mean Reversion...-98867696.pdf
2022-10-24-Morgan Stanley-China Equity Strategy Correction 3Q22 Pre-announcements D...-98856246.pdf
2022-10-24-Morgan Stanley-China Property Database Tracker-98868094.pdf
2022-10-24-Morgan Stanley-China Quantitative Strategy Chinese ADRs – Short Interest a...-98868975.pdf
2022-10-24-Morgan Stanley-Investor Presentation TMT Webcast The Last Shoe to Drop – ...-98869288.pdf
2022-10-24-Morgan Stanley-Software Cybersecurity CQ3 Preview – Picking Our Spots More...-98863429.pdf
2022-10-24-SE.N-Morgan Stanley-Sea Ltd 3 Key Questions into 3Q22-98865345.pdf
2022-10-24-TSLA.OQ-Morgan Stanley-Tesla Inc Key Thoughts After 3Q and China Discounting Targ...-98868825.pdf
2022-10-25-Morgan Stanley Fixed-Global Macro Commentary October 25-98890928.pdf
2022-10-25-Morgan Stanley-Asia Primer S. Korea EV Batteries Materials Inflation Re...-98890171.pdf
2022-10-25-Morgan Stanley-Greater China Semiconductors PMIC TI is back in China mark...-98882524.pdf
2022-10-25-Morgan Stanley-Internet 7 Debates on Our Minds for 23-98870459.pdf
2022-10-25-Morgan Stanley-Retail, Off-Price Assessing the Off-Price ‘23e Margin Recap...-98873591.pdf
2022-10-25-Morgan Stanley-Sporting Goods Resetting estimates-98872629.pdf
2022-10-25-PRX.AS-Morgan Stanley-Prosus Naspers Uncertainty weighs ahead of December CMD-98876010.pdf
2022-10-25-PYPL.OQ-Morgan Stanley-PayPal Holdings, Inc. Venmo Roll-Out at Amazon an Important...-98884451.pdf
2022-10-26-DIS.N-Morgan Stanley-Walt Disney Co Wakanda Forever – Reiterate OW-98893658.pdf
2022-10-26-Morgan Stanley-China Autos Shared Mobility Stronger-than-expected 2022, ...-98919758.pdf
2022-10-26-Morgan Stanley-Greater China Technology Hardware ABF Substrates Weakening...-98919170.pdf
2022-10-26-Morgan Stanley-Software 3Q22 Vertical Software Preview Walking the Macro ...-98893660.pdf
2022-10-26-Morgan Stanley-Software Whats New in the New Stack Updating Our Sever ...-98893408.pdf
2022-10-26-MSFT.OQ-Morgan Stanley-Microsoft 1Q23 Results – Acute Cyclical Impacts to a Durabl...-98896915.pdf
2022-10-26-PUMG.DE-Morgan Stanley-Puma Q3 Off the callupdating estimates-98918510.pdf
2022-10-26-SPOT.N-Morgan Stanley-Spotify Technology SA Lavender Haze - Reiterate OW-98894656.pdf
2022-10-27-005930.KS-Morgan Stanley-Samsung Electronics 3Q22 Offense and Recovery-98938692.pdf
2022-10-27-2330.TW-Morgan Stanley-TSMC Further investor feedback on geopolitical risks cycl...-98943963.pdf
2022-10-27-2423.HK-Morgan Stanley-KE Holdings Inc Risk Reward Appears Favorable-98940403.pdf
2022-10-27-BIOX.PA-Morgan Stanley-BioMerieux SA Durable Earnings Growth Thesis Confirmed – Ov...-98922670.pdf
2022-10-27-CNK.N-Morgan Stanley-Cinemark Holdings, Inc. At the Edge of Tomorrow – Reiterate...-98923837.pdf
2022-10-27-COUR.N-Morgan Stanley-Coursera, Inc. 3Q22 Results Enterprise Consumer Leading ...-98923395.pdf
2022-10-27-CSGN.S-JPMorgan-Credit Suisse Group A ‘show me’ stock post complex restruc...-98945339.pdf
2022-10-27-MCD.N-Morgan Stanley-McDonalds Corporation 3Q22 Nothing to Scratch at For This...-98944274.pdf
2022-10-27-Morgan Stanley Fixed-Global Macro Commentary October 27-98945267.pdf
2022-10-27-Morgan Stanley Fixed-Municipal Strategy Spread Distributions Across Bull Bear ...-98939564.pdf
2022-10-27-Morgan Stanley-China Equity Strategy A-share Sentiment Rebounded on Tradin...-98944431.pdf
2022-10-27-Morgan Stanley-Investor Presentation - India Technology and Telecoms Key T...-98944038.pdf
2022-10-27-NOW.N-Morgan Stanley-ServiceNow Inc 3Q22 Results – The Platform Powers Through M...-98922527.pdf
2022-10-27-SHW.N-Morgan Stanley-Sherwin-Williams Co. Thoughts Post 3Q-98923855.pdf
2022-10-28-1179.HK-Morgan Stanley-Investor Presentation China Hotels Recent Updates-98960104.pdf
2022-10-28-AAPL.OQ-Morgan Stanley-Apple, Inc. Remain OW After A Solid Sept Q And Better Than ...-98948665.pdf
2022-10-28-ABBV.N-Morgan Stanley-Abbvie Inc. Earnings Déjà Vu, set up more favorable for 202...-98973296.pdf
2022-10-28-Morgan Stanley Fixed-Global Macro Strategist The Allhallowtide Is Turning-98973662.pdf
2022-10-28-Morgan Stanley Fixed-Global Macro Strategy Bullish Front-end Inflation Inflati...-98946158.pdf
2022-10-28-Morgan Stanley-China E-Commerce Our Thoughts on China e-Commerce-98962671.pdf
2022-10-28-Morgan Stanley-S. Korea Insurers Navigating Uncertainties-98960111.pdf
2022-10-28-Morgan Stanley-Travel Leisure Activity Tracker-98964118.pdf
2022-10-28-SCHW.N-Morgan Stanley-Charles Schwab Corp NIM Expansion Set to Continue Beyond Hi...-98960102.pdf
2022-10-28-SHOP.N-Morgan Stanley-Shopify Inc 3Q22 Results – Rewarding the Increased Focus on...-98949911.pdf
2022-10-30-002027.SZ-Morgan Stanley-Focus Media Information Technology Subpar Recovery; Move to...-98993666.pdf
2022-10-30-002475.SZ-Morgan Stanley-Luxshare Precision Industry Co., Ltd. Still Set for Profit ...-98992706.pdf
2022-10-30-3690.HK-Morgan Stanley-Meituan 3Q22 Preview Uneven Recovery Path Amid COVID-98992637.pdf
2022-10-30-IPI.N-Morgan Stanley-Chemicals Urea, Phosphate and Potash Lower; Soy Crush mostl...-98993598.pdf
2022-10-30-Morgan Stanley-Asia Quantitative Strategy Biweekly Perspectives Rising Fo...-98993146.pdf
2022-10-30-Morgan Stanley-Tech Bytes Memory – Misinterpreted Opportunity-98993289.pdf
2022-10-30-Morgan Stanley-The Fintech Radar Results season kick-off payments in the ...-98992676.pdf
2022-10-30-Morgan Stanley-Three in Three Three Actionable Ideas-98993290.pdf
Advanced Micro Devices Inc. (AMD)_ Mixed outlook but multiple idiosyncratic drivers ahead in 2023; 3Q22 EPS recap(1).pdf
Aier Eye Hospital (300015.SZ)_ Investor day takeaways_ Covid control remains the biggest challenge, updates from Nanjing and ...(1).pdf
Amazon.com Inc. (AMZN)_ Q3'22 Review_ Growth Begins To Slow Before The Margin Narrative Is Repaired(1).pdf
Americas Aerospace & Defense_ Aerospace in Pictures_ October 2022(1).pdf
Americas Building - Homebuilders_ A Heat Map For Housing_ Path for Demand Remains Lower Following Tepid Activity in October(1).pdf
Asia Credit Trader_ Korea Stresses Picked Up, But Not Systemic(1).pdf
AsiaInfo (1675.HK)_ Telecom IT leader expanding its Cloud services; initiate at Buy(1).pdf
Australia Technology_ IT Services_ Balancing structural growth against cyclical risks - initiate on DTL (Buy), DDR (Neutral),...(1).pdf
Barclays_Global_Portfolio_Managers_Digest_Looking_for_a_Sign.pdf
BOA_The Flow Show Recession = Long Bonds, Short Stocks_20221027.pdf
Boeing Co. (BA)_ Investor day 2022_ an energized team, with a detailed plan back to strong recurring free cash flow (1).pdf
bofa-us rates.pdf
Brazil Financial Services_ 3Q22 Preview_ Better margins at NU; lower NIM at INTR(1).pdf
BTG Hotels Group (600258.SS)_ 3Q22 results broadly in line - RevPar still tracks behind peers; hotel adds offset by more hote...(1).pdf
Budweiser APAC (1876.HK)_ 3Q22 Earnings review_ Strong Korea and India Outlook. More Agile Strategy in China on Covid; Buy.pdf
Carbonomics_ Affordability, Security and Innovation (1).pdf
China Building - Products_ Order_GPM momentum building; production to catch up; Buy Honglu & Jinggong(1).pdf
China Cosmetics_ Earnings review_ Notable share gains from local leaders; remain Buy on Proya_Botanee_Bloomage(1).pdf
China Economic Activity and Policy Tracker_ October 28(1).pdf
China Frozen Foods_ Sector initiation feedback_ Short term earnings risk and valuation debate(1).pdf
China Industrial Tech_ 3Q22 Robot_Automation Landscape Analyzer_ How are market shares shifting_(1).pdf
China Industrial Tech_ Upgrade Sanhua_LeaderDrive to Buy on attractive entry points(1).pdf
China Internet_ eCommerce expert takeaways_ Mapping the grocery expansion, with Pinduoduo leading in Community Group Purchase(1).pdf
China Real Estate_ Week 43 Wrap - Property sales continued to hike wow in both primary and secondary markets(1).pdf
China Spirits Tracker_ Resilient 3Q results; weaker wholesale prices in low season; channel inventory and retail demand still...(1).pdf
China Spirits_ 3Q22 Results First Take_ Gujing, Swellfun, King's Luck in Line with Preliminary; Jiugui Sales Miss; Regional P....pdf
China Sportswear_ Factoring in a slower rebound into 2023 with lower exit multiples; Top pick Li Ning (Buy, CL)(1).pdf
China Tourism Group Duty Free (601888.SS)_ Cautiously optimistic about its business outlook. Domestic reopening beneficiary(1).pdf
China Transportation_ Airlines_ 3Q22 results wrap-up_ scheduled int'l flights for Q4 is 5% vs 2019; decreasing book value boo...(1).pdf
China Transportation_ Airports_ 3Q22 wrap-up_ GBIA outperformed due to less Covid impact; SIAC's acquisition of Hongqiao may ...(1).pdf
Commodity Views_ The Old Economy takes its revenge(1).pdf
Datadog Inc. (DDOG)_ Better than feared usage trends and strong new logo acquisition - 3Q22 Results(1).pdf
Deutsche Bank-China Internet Thoughts on recent market volatility-98961260.pdf
Dynatrace Inc. (DT)_ Defensive play to navigate a downturn with FY23 guide de-risked and stable cash flows - F2Q23 Results(1).pdf
Empyrean (301269.SZ)_ A leading EDA play with product expansion; growing demand amidst a challenging environment; initiate at...(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Week 2 of Earnings_(1).pdf
European Economics Analyst_ BoE Preview—Stepping Up, but Not Too Far (Stehn_Quadri_Schnittker)(1).pdf
G10 Consumer Dashboard_ November 2022_ Slowing Canada, Resilient US (1).pdf
Gartner Inc. (IT)_ Attractive Research CV growth accompanied by Conferences and EBITDA margin upside; Reiterate Buy(1).pdf
GC Semis_ Product expansion amid downturn; Initiate on Bomin at Buy, Cellwise at Sell, KFMI_Everbright at Neutral.pdf
Global Automation_ The investment case for humanoid robots(1).pdf
Global Economics Analyst_ G10 Hiking and Cutting Cycles_ Lessons from History (Bhushan)(1).pdf
Global Macro Thoughts-Too much, too soon.pdf
Global Markets Comment_ Market Stress Monitor — November Edition(1).pdf
Global Rates Trader_ Closing in(1).pdf
GOAL Kickstart_ Stepdown expectations drive short-end rates vol reset(1).pdf
Gree Electric Appliances Inc. (000651.SZ)_ 3Q22 Earnings review_ Faster revenue growth with largely in-line profits; Buy.pdf
GS SUSTAIN_ ESG Tracker_ The big picture on ESG flows and why we're still optimistic looking ahead(1).pdf
Haier Smart Home Co. (600690.SS)_ 3Q22 Earnings Review_ share gain and premiumization to continue, but increasing focus on ma...(1).pdf
Healthcare Pulse_ Marching To The Beat ..._ Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hirain (688326.SS)_ Auto software play shifting up the value chain; Initiate at Buy(1).pdf
Hundsun (600570.SS)_ Digital enabler for China's financial industry; initiate at Buy(1).pdf
ISoftStone (301236.SZ)_ Leading domestic IT services provider, transforming services to software products and consulting; ini...(1).pdf
JinkoSolar Holding (JKS)_ 3Q22 better than expected with strong growth expectations in China in focus; Sell(1).pdf
JPM FX - Derivatives Chartpack Notes USDCAD call spreads ...-98941802.pdf
JPM-china 3.0.pdf
JPMorgan Econ FI-Global Data Watch Are we there yet-98973716.pdf
JPMorgan Econ FI-Short-Term Market Outlook And Strategy Its not what you t...-98973719.pdf
JPMorgan Econ FI-United States -98973037.pdf
JPMorgan Econ FI-US Fixed Income Overview Trick or treat-98986072.pdf
Kehua Data Co. (002335.SZ)_ Earnings Review_ 3Q22 beat on new energy segment; ESS tender +657% in Jan-Oct 2022 vs. full-year ...(1).pdf
LG Chem (051910.KS)_ Earnings Review_ Petchem miss, but battery materials beat again; Buy (on CL)(1).pdf
Macquarie Group (MQG.AX)_ 1H23 result_ Solid result but unlikely to drive consensus upgrades; Neutral(1).pdf
MakeMyTrip Ltd. (MMYT)_ Earnings Review_ In line results_ Strong growth and profit outlook; Buy(1).pdf
Meituan (3690.HK)_ Factoring in slower recovery from Covid; addressing investor concerns on competition; long-term leadership...(1).pdf
Midea Group (000333.SZ)_ 3Q22 Earnings Review_ 2B expansion further leads growth, mgmt aiming for more balanced revenue growt...(1).pdf
Midea Group (000333.SZ)_ 3Q22 First Take_ In-line revenue and profits with 2B led domestic recovery, core EBIT beat on effici....pdf
Morgan Stanley Fixed-Chile Chiles Powerful Energy Transition-98890539.pdf
Morgan Stanley Fixed-EM Strategy EM Technical Watch Still Not Adding Risk-98918992.pdf
Morgan Stanley Fixed-Global Macro Commentary October 26-98919761.pdf
Morgan Stanley Fixed-Global Macro Strategist The Allhallowtide Is Turning-98973662.pdf
Morgan Stanley Fixed-Global Macro Strategy Bullish Front-end Inflation Inflati...-98946158.pdf
Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-98884982.pdf
Morgan Stanley-China E-Commerce Our Thoughts on China e-Commerce-98962671.pdf
Oil_ Crude differentials already being impacted by Russian sanctions (1).pdf
Onewo Inc. (2602.HK)_ A density-focused strategy; initiate at Buy(1).pdf
Research Bulletin-.pdf
S&P 500 Beige Book_ 3 themes from 3Q 2022 conference calls_ Labor demand, price increases, and Dollar strength(1).pdf
Shanghai Jinjiang Int'l Hotels (600754.SS)_ 3Q22 results broadly in line - RevPar recovery ahead of BTG but behind H World. H...(1).pdf
Shanghai M&G (603899.SS)_ Earnings review_ revenue meat and profit miss; sequential improving demand; Buy(1).pdf
Shiji (002153.SZ)_ Prolonged COVID pandemic stalls hospitality IT TAM growth and overseas expansion; initiate at Sell(1).pdf
SoFi Technologies Inc. (SOFI)_ 3Q22 review_ Beat & raise on Lending strength(1).pdf
South Korea Consumer Products_ Earnings Review_ China headwinds still linger and too early to call for concrete recovery (1).pdf
South Korea Technology_ Semiconductors - Memory_ October 2022 GS DRAM sentiment indicator points to a moderately negative dir...(1).pdf
The EM Trader_ US cycle extension and EM FX(1).pdf
The steel market barometer_ October 2022 [presentation](1).pdf
Uber Technologies Inc. (UBER)_ Q3 '22 Earnings Review_ Continued Momentum in Profitability Ramp; Diversified Product Mix Prod...(1).pdf
UBS Economics-Global Economic Forecast Database _UBS forecasts - changes t...-98899824.pdf
UBS Economics-Latin American Economic Perspectives _Mexico H1’Oct Inflatio...-98867531.pdf
UBS Economics-Macro Keys – Economics _Latin America Gauging External Vuln...-98922346.pdf
UBS Economics-US Economic Perspectives _FOMC Preview debating the path_ P...-98918667.pdf
UBS Equities-Global Strategy _Flat implied volatility yield curve tie u...-98870249.pdf
UBS Equities-Global Strategy _US Big Data momentum stability in fading g...-98928101.pdf
UBS Equities-Global Strategy _When will the primary market reopen and wha..pdf
UBS Equities-REIT all about it _Issue 1049 - In this weeks _REIT all abo...pdf
UBS Fixed Income-US Rates Strategy _Are Fed pivot odds fueling 30y breakevens...-98879823.pdf
US Credit Alpha-On Edge.pdf
US Economics -Broader Evidence for the fed.pdf
US Economics Analyst_ Supply Chains and Inflation_ Short-Term Gains, Long-Term Pains_ (Walker)(1).pdf
US-Economics-personal income.pdf
Waste Connections Inc. (WCN)_ Secular growth story accelerating despite OCC headwinds; Buy(1).pdf
Xiaomi Corp. (1810.HK)_ 3Q22 Preview_ Core profit recovery to kick off despite slower sales recovery amidst macro uncertainty...(1).pdf
Yageo Corp. (2327.TW)_ Further footprint into high-end component market suggests better revenue_profitability stability; Buy ...(1).pdf
YOFC (6869.HK)_ 3Q revenue and profit in line on robust fiber cable demand and pricing (1).pdf
Yum China Holdings (YUMC)_ Earnings review_ From strength to strength; Buy(1).pdf
海外策略：复盘美国历次衰退的历史经验.pdf
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