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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
2331.HK-Morgan Stanley-Li Ning Strategic Priorities Made Clear-97963756.pdf
300059.SZ-Morgan Stanley-East Money Information Co Ltd Better-than-expected Profit b.pdf
300308.SZ-Morgan Stanley-Zhongji Innolight Co Ltd Risk Reward Update-97963837.pdf
601898.SS-Morgan Stanley-China Coal Weekly Coal Update China Prices Down for Five W.pdf
688536.SS-Morgan Stanley-3Peak Countering the Cyclicality.pdf
A.O. Smith Corp. (AOS)_ 2Q22 Recap_ North America Volumes Decelerating; Maintain Sell(1).pdf
ACMR.OQ-Morgan Stanley-ACM Research Inc Strong China capex offsets cycle headwinds.pdf
adidas (ADSGn.DE)_ 2H22E ongoing China revenue weakness offset by pricing and strong order book (+_25% ex China); PT unchange...(1).pdf
adidas (ADSGn.DE)_ First Take_ Solid 2Q22, but FY22E guidance lowered on China weakness and consumer slowdown. Buy(1).pdf
Advanced Micro Devices Inc. (AMD)_ Reiterate Buy as we expect an acceleration in share growth and margin expansion to drive a...(1).pdf
Adyen NV (ADYEN.AS)_ 1H22 to demonstrate resiliency despite macro headwinds; structural positioning strengthening; reiterate ...(1).pdf
Adyen NV (ADYEN.AS)_ Accelerating investments near term to further bolster top-line growth over long term; buy on weakness; r...(1).pdf
Airbnb Inc. (ABNB)_ Q2'22 Earnings Review_ Strong Summer Travel Dynamic Persists; Debate Shifts to Secular vs. Cyclical 2H ’2...(1).pdf
Airbnb, Inc..pdf
Aldar Properties (ALDAR.AD)_ Strong set of results and acquisition drive estimates_PT up; reiterate Buy(1).pdf
Alibaba Group (BABA)_ 1QFY23 review_ Another profit beat; cost controls to drive earnings growth inflection; Buy(1).pdf
Alibaba Group (BABA)_ US NDR takeaways_ Focusing on cost efficiencies & EBITA growth; Buy(1).pdf
Alibaba Group Marketplaces subject to consumption trends; costs under control.pdf
Allianz SE (ALVG.DE)_ Consistent results to drive long-term shareholder value; reiterate Buy(1).pdf
Alphabet Inc. (GOOGL)_ Q2 '22 Earnings First Take(1).pdf
Alphabet Inc. (GOOGL)_ Q2'22 Review_ Results Inline With Industry Dynamics; Debates Will Remain Open on Macroeconomic Impacts...(1).pdf
Amazon com Inc-Starting to Grow into Its Raised Capacity.pdf
Amazon.com Inc. (AMZN)_ Q2'22 Earnings First Take(1).pdf
Amazon.com Inc. (AMZN)_ Q2'22 Review_ Results Strike a Balance Between Growth and Margin Narratives Despite Volatile End Dema...(1).pdf
Americas Advisors & Investment Banks_ Revenue beats for the quarter but low visibility into the back half of the year(1).pdf
Americas Aerospace & Defense_ Aerospace in Pictures_ July 2022(1).pdf
Americas Agriculture_ Ag in Pictures_ August 2022(1).pdf
Americas Asset Managers_ Solid fundamentals, but valuation recovery leaves us more selective; APO, BAM, OWL most near-term up...(1).pdf
Americas Banks_ Key takeaways from AXP, RF, and SNV earnings(1).pdf
Americas Beverages_ Nielsen data thru 7_30 - Non-alcoholic bev sales growth decelerated on slightly lower volumes; pricing st...(1).pdf
Americas Beverages_ Nielsen data thru 8_13 - Non-alcoholic bev sales remains robust, with accelerated pricing offset by volum...(1).pdf
Americas Beverages_ Presentation at a recent beverage industry event highlighting beverage trends in key categories & top inv...(1).pdf
Americas Business & Information Services_ July global debt issuance weakens from June levels, though the two-year stack on y_...(1).pdf
Americas Business & Information Services_ July temp gains moderate in y_y growth in an apparent separation from strong July n...(1).pdf
Americas Clean Technology_ Solar_ 2Q22 residential solar update call with Ohm Analytics(1).pdf
Americas Clean Technology_ Solar_ Climate support back on the agenda with new reconciliation bill; positive for clean tech st...(1).pdf
Americas Construction_ Building Products_ June Import Update(1).pdf
Americas Consumer Staples_ NielsenIQ First take_ Grocery inflation continues to mount while sales hold steady(1).pdf
Americas Consumer Staples_ NielsenIQ First take_ Trends diverge across sub-sectors(1).pdf
Americas Energy_ Oil & Gas - E&P_ Near Term Economic Risks, But Long Term Positive; 5 Stocks With Solid Risk_Reward Around Ea...(1).pdf
Americas Healthcare Services_ Providers_ Bridge to 2023; 2Q Hospital Earnings Wrap and Updated Outlook.pdf
Americas Healthcare Services_ Providers_ Final CMS Rate Updates Bode Well for IPPS, Positive for Hospitals(1).pdf
Americas Healthcare_ Biotech catalyst tracker_ stock reactions becoming more rational ..._(1).pdf
Americas Healthcare_ Biotechnology_ Ocrevus SC timing disclosed, with implications for HALO_TGTX (1).pdf
Americas Healthcare_ Medical Technology_ Model Updates(1).pdf
Americas Media_ 2Q22 Media Preview_ Lower advertising estimates; Reinstate on WBD at Buy; Downgrade PARA to Sell(1).pdf
Americas Retail_ Apparel Retail_ Defensively positioned in a challenging macro; initiate ROST and BURL at Buy and TJX at Neutral(1).pdf
Americas Retail_ Home Improvement_ The Home Improvement Mosaic - Read-Throughs to 2Q22(1).pdf
Americas Retail_ Specialty Hardlines_ Updating Our Online Auto Part Pricing Survey; Key Takeaways From IR_Management(1).pdf
Americas Telecom Services_ Four key takeaways from cable and wireless earnings + CHTR 2Q22 results(1).pdf
Americas Transportation_ The Monthly Mosaic July 2022(1).pdf
Amorepacific (090430.KS)_Amore G (002790.KS)_ First Take_ 2Q losses on China lockdown, stepped-up management focus on profita...(1).pdf
AMPL.OQ-Morgan Stanley-Software Correction 2Q22 SaaS Earnings Roundup AMPL, GDDY.pdf
Angelalign Technology (6699.HK)_ Profit warning for 1H due to Covid; lowered full year guidance on case shipment; Neutral(1).pdf
Anhui Honglu Steel Structure (002541.SZ)_ 2Q showed improvements on all fronts and momentum to continue into 2H; Buy(1).pdf
Animal Health 2Q animal health preview-Things aren’t getting better.pdf
Apple Inc-F3Q Recap.pdf
Argentina_ Sergio Massa to Head the Ministries of Economy, Production, and Agriculture(1).pdf
Asia Biosimilars_ July Market Share_ Another month of weak biosimilar uptake.pdf
Asia Credit Notes_ China Real Estate Fund A Step In The Right Direction, But Limited Help to China Property HY(1).pdf
Asia Credit Trader_ Lack Of Conviction From Asia Credit Investors(1).pdf
Asia Credit Trader_ Not Expecting A Sustained Rally In Asia HY(1).pdf
Asia Credit Trader_ Shifting To Neutral Across IG & HY, Still Focused on Short End Carry(1).pdf
Asia Economics Analyst_ Discovering India's potential(1).pdf
Asia Macro Strategy China's.pdf
Asia Online Games_ Post-COVID slowdown persisting into 3Q_ Inflection point and pipelines key to watch; top ideas across the ...(1).pdf
Asia Pacific Equity Derivatives__Highlights.pdf
Asia Pacific Textile, Apparel & Footwear_ Negative read-across from adidas' lowered guidance (1).pdf
Asia Pacific Thematic Strategy_Will portfolio flows track the skewed performance of global equities in the past five years.pdf
Asia Quantitative Strategy.pdf
Asian Daily (Asia Edition)(1).pdf
Asian Daily (Asia Edition).pdf
Asian Daily (Global Edition).pdf
ASMPT (0522.HK)_ Automotive and Advanced Packaging to drive recovery from 2Q23E; upgrade to Buy(1).pdf
Athira Pharma (ATHA)_ AAIC Takeaways_ Follow-up ACT-AD data reaffirms view on limited drug efficacy(1).pdf
Australia Banks_ Deposit pricing to drive upside risk to NIMs; asset quality risks manageable; WBC up to Buy (on CL); BEN up ...(1).pdf
Australia Real Estate_ REITs_ Well-positioned for the cycle; Initiate on SGP (Buy), MGR (Neutral)(1).pdf
Australia_ CPI, 2Q2022_ Headline Inflation Slightly Below Expectations; Expect RBA to Hike +50bp in August(1).pdf
Australia_ FY22 Results Preview_ Stocks likely to surprise(1).pdf
Avnet Inc. (AVT)_ Signs of demand normalization emerging; FY4Q EPS recap(1).pdf
Barclays-European Banks Tier 2 – hit the reset switch.pdf
Barclays-European Energy Refining is down, but don’t rule it out.pdf
Barclays-Global Macro Thoughts.pdf
Barclays-Special Report US Economics and Money Markets - Tapering QT.pdf
Barclays-The Volatility Pulse Is Equity Volatility Cheap vs Other Assets.pdf
Barclays_Global Inflation-Linked Monthly Front-end fireworks, back-end opportunities_20220819.pdf
Basic Materials - China (H A).pdf
Basic Materials.pdf
Bear market rallies are common.pdf
Bentley Systems Inc. (BSY)_ Solid Print, Improving New Business Activity Weighed Against 2H Macro Risks_ 2Q22 Results(1).pdf
Best Buy Co. (BBY)_ Updating estimates to reflect recent business trends (1).pdf
Big Oils_ 2Q22 wrap-up_ Downstream drives 22% free cash flow beat and 13% total cash returns to shareholders(1).pdf
Bilibili Inc. (BILI)_ Quantifying 'Story Mode', potential upside on 2H ads; 2Q preview; Neutral(1).pdf
Bill.Com -A Leading SMB Financial Operations Platform.pdf
BioKangtai (300601.SZ)_ 1H22 prelim results_ Covid-19 related impairment leads to a miss; Neutral(1).pdf
Biotechnology - 2Q22 SMID Cap Earnings_ Wave 3.pdf
Blackstone Group (BX)_ Premium FRE growth to support premium valuation; fundraising dynamics remain robust(1).pdf
BMW (BMWG.DE)_ CARS++ ConnectedDrive a step towards digital revenues(1).pdf
Boeing Co. (BA)_ 2Q22 First Take_ positive MAX_787 updates, near FCF breakeven(1).pdf
Boeing Co. (BA)_ A closer look at 787 cash flow, upon its return; Buy(1).pdf
BofA Securities Equity Client Flow Trends- Bear market rally or early cycle - Flows suggest belief in the latter.pdf
BOFA- Global Research-China Property Key features of recently proposed.pdf
BOFA-Australia Economic Watch_CPI preview_ Adding fuel to the fire.pdf
BOFA-Australia Rates Alpha_Target reached_ paid Aug-22 OIS.pdf
BOFA-Banks - Asia Pacific Reminder Finding value amon.pdf
BOFA-Capital Market Outlook.pdf
BOFA-China Equity Strategy_A-share W&W Indicator - Monthly.pdf
BOFA-China Eco Watch_Chart book series #53 COVID outbreaks.pdf
BOFA-China Eco Watch_Local governments and SOEs to contain risk from mortgage payment strike.pdf
BOFA-China industrial channel checks #5 Hydro and energy infra outlook.pdf
BOFA-European Rates Alpha Close Dec22 ECB €str.pdf
BOFA-Federal Reserve Watch July FOMC recap_ inflation first, everything else later.pdf
BOFA-FX Alpha _ Close USDJPY RKO.pdf
BOFA-Global Cryptocurrencies and Digital Assets_Web3 ecosystem.pdf
BOFA-HK Economic Watch_ June CPI.pdf
BOFA-Liquid Insight-History says buy bonds close to last hike.pdf
BOFA-Quantitative Dialogues_Call #33 Predicting G10 FX across different macro regimes.pdf
BOFA-Top 10 Asia Pac Ideas Quarterly.pdf
BOFA-US Rates Watch_Treasury flows Demand pivot continues from foreign investors to investment funds.pdf
BOFA-US Rate_Bill issuance finally turns positive.pdf
BOFA_Japan Economic Viewpoint_Joining the recession club.pdf
Brazil Transportation_ Infrastructure_ Updating estimates post 2Q; Buy STBP and GPS(1).pdf
Brazil Utilities_ Power monitor; reservoir levels at 69.7%; power consumption up +4.7% vs. July_2021 average(1).pdf
Brazil_ Decelerating Real Credit Growth; Rising NPLs and Lending Rates to Individuals (Ramos)(1).pdf
Brazil_ Reassessing SOEs' risk_reward ahead of upcoming elections(1).pdf
Brazil_ Slightly Lower Than Expected July IPCA-15 Amidst High and Disseminated Pressure on Services (Ramos) (1).pdf
Brazil_ Wider Than Expected Current Account Deficit in March; Strong FDI Inflows (Ramos) (1).pdf
BrightView Holdings (BV)_ Rising fuel costs, along with higher material costs and wage inflation, to weigh on near-term profi...(1).pdf
Budweiser APAC (1876.HK)_ Earnings review_ Sequential Recovery Ahead, Solid Premiumization Trend and Agile Marketing Investme...(1).pdf
Budweiser APAC (1876.HK)_ First take_ Results Beat on Solid Recovery in Korea and India and in June for China, Reiterate Buy(1).pdf
Building Products - Price cost monthly tracker - price hikes pause as input costs fall, demand wanes.pdf
BYD (1211.HK_002594.SZ)_ Denza branches out to the large vehicle genre; Buy (H on Conviction List)(1).pdf
BYHEALTH (300146.SZ)_ Earnings review_ below expectation; investing in branding and channel for future growth; Buy(1).pdf
Canada in Focus_ Kicking the Tires on Our Canada Views (Bhushan_Struyven)(1).pdf
Canadian Solar Inc. (CSIQ)_ Solid quarter on strong margins; potential FCF pressures from elevated capex; Neutral(1).pdf
CEEMEA Economics Analyst_ CEE External Balances — Required Adjustment Implies the Need for Tighter Policy (1).pdf
Charles Schwab Corp. (SCHW)_ $15bn Buyback Authorization, but without a deadline does not imply more pronounced balance sheet...(1).pdf
Check Point Software Tech. (CHKP)_ Constructive Macro Commentary, Better Product Growth Offset by Declining Profitability and...(1).pdf
China Agriculture_ Addressing China food security – revolution of tradition(1).pdf
China Agriculture_ Animal health - healthier and safer future; Initiate CAHIC and Adisseo at Buy,.pdf
China Agriculture_ Seeds – maximizing yield potential; initiate Dabeinong at Buy, Denghai at Neutral(1).pdf
China Basic Materials Monitor_ August 2022_ One of the better Augusts(1).pdf
China Beverage_ Brewing_ Recent Thoughts on Beer Sector_ Market Concern Overdone; Expect Strong Recovery in 3Q (1).pdf
China Construction_ Building Products_ Challenged order_capacity growth in 1H; easier set-up into 2H; Buy Honglu & Jinggong(1).pdf
China Consumer Connections_ Pulse Check_ 1H22_2Q22 results - summaries, previews, debates and potential surprises(1).pdf
China Consumer Durables_ 2H22 Outlook_ Setup still tough but improving with major risks overseas; Supor up to Buy(1).pdf
China Consumer Staples_ Gauging the potential beneficiaries in a stabilizing raw material price scenario(1).pdf
China Consumer Staples_ Nielsen China infant formula (May-June 2022)_ Market decline continues with muted ASP growth; Yili st...(1).pdf
China COVID-19 vaccines and treatment tracker_ China authorizes first domestic oral antiviral for COVID-19; vaccination in el...(1).pdf
China Data Centers_ 2Q22 preview_ Divergent demand_growth momentum; Chindata stands out(1).pdf
China Economic Activity and Policy Tracker_ August 12(1).pdf
China Economic Activity and Policy Tracker_ July 22(1).pdf
China Economic Activity and Policy Tracker_ July 25(1).pdf
China Economic Perspective.pdf
China Economic Perspectives -China by the Numbers.pdf
China Economic Watch.pdf
China Equity Strategy A-share Sentiment Edged.pdf
China Equity Strategy A-share Sentiment to Stay Range-Bound...--04Aug.pdf
China Equity Strategy Radar.pdf
China Feihe Ltd. (6186.HK)_ First take_ 1H22 profit alert_ Notably bigger sales_earnings declines due to tougher IMF industry...(1).pdf
China Feihe Ltd. (6186.HK)_ Lowering expectations amid low birth rate and fierce competition, but retain Buy on compelling ri...(1).pdf
China Financial Services_ Assessing govt real estate fund_ Sizing up available funding; why CCB, what's next and impact on ba...(1).pdf
China Financial Services_ Property risk in trusts_ Rmb _3tn credit exposure, _11% loss rate, potential tighter regulations co...(1).pdf
China Financial Services_ Reading from 2Q22 Fund distribution AUM data; sequential improvement in line. Buy East Money(1).pdf
China FX reserves rose $32.8bn on record-high tra.pdf
China Healthcare Sector-Globalization through cross-border licensing.pdf
China Healthcare Technology_ 1H22E Results preview_ Likely more disruptions in B2B verticals while online pharmacies kept rel...(1).pdf
China Healthcare Technology_ Online Pharmacy #6_ A bumpy 1H22 GMV growth path but with a relatively strong finish(1).pdf
China Healthcare_ Medical Devices_ 1H preview_ focus shifting towards 3Q recovery and regulatory_policy evolution; Prefer Buy...(1).pdf
China Healthcare_ Pharmaceuticals_ 1H preview_ weak 1H_2Q anticipated; recovery from earnings trough as defensive play(1).pdf
China home appliance sector.pdf
China Industrial Automation Sector.pdf
China Industrial Indicators_ Deceleration in July post short-lived restocking in June; ESS_EV_battery as bright spots(1).pdf
China Industrial Tech_ 2Q22 Robot_Automation Landscape Analyzer_ How are market shares shifting_(1).pdf
China Industrial Tech_ Energy Storage_ 1H22 preview; Buy Envicool_Kstar_Kehua(1).pdf
China Industrial Tech_ Energy storage_ NEA continues to promote new energy storage development; Buy Envicool_Kstar_Kehua(1).pdf
China Internet Sector-2H outlook Focusing on quality growth to pave.pdf
China Market Strategy.pdf
China Musings_ Cross-strait tensions at the forefront(1).pdf
China Musings_ The benefits of being _Primary_ in HK(1).pdf
China Musings_ _Connect_ing the dots, and updating our Connect flow forecasts(1).pdf
China Online Entertainment Sector.pdf
China Online Games_ 4th batch of Banhao approvals; shortened-approval timeframe but skewed to SMEs, 1 for Bilibili(1).pdf
China Online Lending Sector_Seeking resilience in uncertain times.pdf
China pledges policy implementation amid inflation risk.pdf
China Property Barometers_ Tracking the property industry (Vol. 19)_ stepped-up policy support on completion, while sales rec...(1).pdf
China Property Monthly Tracker_ Weaker-than-expected activities in July likely driven by mixed factors.pdf
China Property Sector-Sales of leading developers down 38% YoY, short of expectation.pdf
China Real Estate_ Week 30 Wrap - Sell-through gap widening between SOE and POE developers as property sales rose wow in prim...(1).pdf
China Real Estate_ Week 32 Wrap - Property sales extended declines wow in both primary and secondary despite government stimu...(1).pdf
China Securities BrokerDealer - China (HA) 1H22 previ.pdf
China Semiconductor Sector.pdf
China Smartphones_ July more foldable phones; price cut across brands; fast charging, panel, new camera features as key highl...(1).pdf
China Software_ Jun revenues +12% YoY, recovering from Apr _ May at +9% _ +10% YoY; net margin stablised at 11%(1).pdf
China Software_ Product Tracker in August_ Integration on the rise_ automotive + cybersecurity; EDA tools platform; CAD + BIM(1).pdf
China Spirits Tracker_ Prepayment Ahead of Mid Autumn Festival on Track; Expectations for Festival Retail Momentum Already Tu...(1).pdf
China Spirits Tracker_ Product Launch and Promotion to Drive Prepayment and Retail Growth into Mid Autumn Festival(1).pdf
China Spirits Tracker_ Reiterate Buy on Gujing and Yanghe on Solid Prepayment Pace and Regional Recovery amid Upper Mid End(1).pdf
China Spirits Tracker_ Resilient Super Premium Cohort, but Challenging Outlook for Upper-Mid-End Spirits(1).pdf
China Tourism Group Duty Free (601888.SS)_ 2Q22 results better than feared. Margin bottoming out. Resilient sales in July(1).pdf
China – e-Commerce.pdf
China_ GS Economic Indicators Update_ July(1).pdf
China_ Industrial profits and revenue rose sequentially in June on resumption of production(1).pdf
China_ July Politburo meeting focused on policy implementation and reiterated Dynamic Zero Covid policy stance(1).pdf
China_ SAFE data suggest FX outflows in June(1).pdf
China’s attempt to avoid a Japan-like housing bust.pdf
Chongqing Brewery (600132.SS)_ 2Q22 Earnings Review; Premium Growth under Covid Impact; Neutral(1).pdf
Cisco Systems Inc. (CSCO)_ FQ4'22 Wrap_ Strong order momentum and improving supply; Better FY'23 guidance(1).pdf
Cleveland-Cliffs Inc. (CLF)_ Contract renegotiations appear to be tracking well, cost pressures to persist but ease towards y...(1).pdf
Coca-Cola Co. (KO)_ Robust Q2 results & raised FY22 topline guide tempered by COGS inflation and economic uncertainty(1).pdf
Coinbase Global Inc. (COIN)_ Thoughts on recent regulatory actions in digital assets space(1).pdf
Collateral Thinking - Fed “pivot”+ Q2 earnings peek.pdf
Collateral Thinking Fed “pivot” + Q2 earnings peek.pdf
Comba (2342.HK)_ 1H22 net profit HK$83mn+; profitability improved driven by antenna sales and expense control(1).pdf
Commodities Notes.pdf
Commodity markets_Commodity markets Fundamentals still matter.pdf
Commodity Watch_ Irrational Expectations(1).pdf
Compass Inc. (COMP)_ 2Q22 review_ Full year guide lowered on worsening housing outlook(1).pdf
Confluent Inc. (CFLT)_ Presence in operational IT stack underpins raised outlook - 2Q22 Results(1).pdf
Coupang Inc. (CPNG)_ 2Q22 review; Strong earnings beat and profitability guidance raised; TP up to $34, maintain Buy (on CL)(1).pdf
Coupang Inc. (CPNG)_ Profitability improvement well on track, expect better 2Q22E top line vs. expectations; Maintain Buy (on...(1).pdf
Coursera-2Q22 Results Top-Line Miss &.pdf
Credit Market Strategist The limit of decompression.pdf
Credit Suisse (CSGN.S)_ A challenging picture for returns and capital_ Downgrade to Sell(1).pdf
Credit Suisse Healthcare Database.pdf
Cross Asset - Bears Watching.pdf
Cross Asset Hedging_Optionality cheapens, just in time.pdf
Cross-Asset Dispatches More Relaxed about Outflow.pdf
Cryptocurrency _ Global Crypto Leverage is Not Rising_.pdf
CS-3SBio Inc. (1530.HK).pdf
CS-ABC-Mart.pdf
CS-Anhui Estone (688733.SS).pdf
CS-APAC Quantitative & Systematic Strategy_Alibaba HK primary listing conversion paving the way for long-awaited Southbound inclusion.pdf
CS-Asia Semiconductor Sector.pdf
CS-ASMPT (0522.HK).pdf
CS-Australian Insurance.pdf
CS-Australian Telecoms Sector -220725.pdf
CS-Autohome Inc. (ATHM.N).pdf
CS-Baidu (BIDU.OQ).pdf
CS-Bayer (BAYGn.DE).pdf
CS-Beijing Capital International Airport (0694.HK).pdf
CS-China Banks Sector-220722.pdf
CS-China Banks Sector_Sensitivity test_ how much may be needed to deliver the unfinished homes.pdf
CS-China Banks Sector— Mortgage loan risks What to expect next.pdf
CS-China Basic Materials -220725.pdf
CS-China Basic Materials -220728.pdf
CS-China Basic Materials 220727.pdf
CS-China Basic Materials-220726.pdf
CS-China Basic Materials.pdf
CS-China Construction Machinery Sector.pdf
CS-China Energy Sector.pdf
CS-China Healthcare Sector 2.pdf
CS-China Healthcare Sector-Implications of China approval of the first domestically developed Covid oral drug.pdf
CS-China Healthcare Sector.pdf
CS-China Industrial Automation Sector.pdf
CS-China Industrial Robot Market.pdf
CS-China Internet Sector.pdf
CS-China Mobile Limited (0941.HK).pdf
CS-China New Energy Vehicle Sector.pdf
CS-China Online Travel Sector.pdf
CS-China Resources Beer (Holdings) Company Limited (0291.HK).pdf
CS-China Semiconductor Sector.pdf
CS-China Tanker Shipping Sector-220725.pdf
CS-China Tourism Group Duty Free Corp (601888.SS).pdf
CS-China Tower Corporation Limited (0788.HK).pdf
CS-China Unicom Hong Kong Ltd (0762.HK).pdf
CS-China United Network Communications Ltd (600050.SS).pdf
CS-China’s State of Play Replay of CQi team.pdf
CS-Consumer electronics sector.pdf
CS-Consumer Finance Sector Review.pdf
CS-Credit Suisse Around the Clock.pdf
CS-Deutsche Bank (DBKGn.F).pdf
CS-Domino’s Pizza Inc..pdf
CS-Earnings Brief 25Jul.pdf
CS-Easing of CN lockdowns helped a minor rebound in global retail sales in Ju.pdf
CS-eBay Inc..pdf
CS-EMEA Autos The Sunday Drive – 220724.pdf
CS-Financial Technology & Payments Sector Review.pdf
CS-Fixed Income Tactical Outlook.pdf
CS-Full Truck Alliance (YMM.N).pdf
CS-Global Economics Dispatch Recession red herring.pdf
CS-Global Economy Notes_Recession probability rising.pdf
CS-Global ESG Research.pdf
CS-Globe Life.pdf
CS-HKEx (0388.HK).pdf
CS-Hualan Biological Engineering Inc. (002007.SZ).pdf
CS-Huaneng Power International Inc (0902.HK).pdf
CS-HUTCHMED (China) Limited (HCM.OQ).pdf
CS-Inovance Technology (300124.SZ).pdf
CS-iQIYI Inc. (IQ.OQ).pdf
CS-Jiangling Motors Corp., Ltd. (000550.SZ).pdf
CS-Jiangsu Hengrui Pharmaceuticals Co., Ltd. (600276.SS).pdf
CS-Kuaishou Tech (1024.HK).pdf
CS-Last Edition - US -220721.pdf
CS-Last Edition - US.pdf
CS-Last Edition.pdf
CS-Lee & Man Paper Manufacturing Ltd. (2314.HK).pdf
CS-LONGi Green Energy Technology (601012.SS).pdf
CS-Machinery sector-Implications for Japanese machinery sector.pdf
CS-Machinery sector.pdf
CS-Meta Platforms, Inc..pdf
CS-MINISO Group (MNSO.N).pdf
CS-Oatly Group AB.pdf
CS-Payments, Processors and FinTech Expert Insights.pdf
CS-Ping An Healthcare and Technology (1833.HK).pdf
CS-Sea Limited (SE.N).pdf
CS-Shanghai Putailai New Energy Technology (603659.SS).pdf
CS-Shell_Carbon Neutral LNG Opportunity.pdf
CS-Shenzhen Salubris Pharmaceuticals Co Ltd (002294.SZ).pdf
CS-Shopify Inc..pdf
CS-Squarespace, Inc.pdf
CS-Steel Import Monitor.pdf
CS-Summary Europe.pdf
CS-Taiwan Display Sector -220725.pdf
CS-Taiwan View on the news - July 22.pdf
CS-Taiwan View on the news - July 25.pdf
CS-Taiwan View on the news.pdf
CS-Technology sector.pdf
CS-The Container Conundrum – U.S. Shipping Port Dynamics Update.pdf
CS-Tongcheng Travel (0780.HK).pdf
CS-Trip.com Group (TCOM.OQ).pdf
CS-Tsingtao Brewery (600600.SS).pdf
CS-UK Banks read across notes.pdf
CS-UK Economy Notes Top two candidates for Conservative leadership differ on fiscal policy.pdf
CS-US Forecasts Detail.pdf
CS-US Restaurants.pdf
CS-USI (601231.SS).pdf
CS-Visa Inc..pdf
CS-Weibo Corporation (WB.OQ).pdf
CS-Yangtze Optical (601869.SS).pdf
CS-Zhejiang Huahai Pharmaceutical Co Ltd (600521.SS).pdf
CS-Zhuzhou CRRC Times Electric Co., Ltd (3898.HK).pdf
CSL Ltd. (CSL.AX)_ Volume recovery underway but margin_ROIC uncertainties keep us on the sidelines; Neutral(1).pdf
CSPC Pharma (1093.HK)_ Second ex-China license-out of CLDN18.2 assets; 1-2 more BD deals expected before YE22(1).pdf
Dabeinong (002385.SZ)_ Earnings Review_ 1H22 below expectation on feed cycles, seeds outlook remains intact; Maintain Buy(1).pdf
Dada Nexus Ltd. (DADA)_ Earnings Review_ 2Q results beat, with positive direct margin; Deepening collaboration with JD; Buy.pdf
Datadog Inc. (DDOG)_ Expecting a strong quarter despite volatility in consumption trends_ F2Q22 Preview(1).pdf
Datadog Inc. (DDOG)_ Waning macro on consumption trends translates to conservative outlook - 2Q22 Results(1).pdf
DB-Asia Macro Strategy Notes In a tight spot.pdf
DB-Asia Thematic Analysis Asias energy security.pdf
DB-Fed Notes July FOMC preview Continuing to drive.pdf
DB-Gas supply - Risks remain in focus with announced NS1 volume cut.pdf
DB-July FOMC preview - Continuing to drive 75.pdf
DB-US Economic Perspectives Rate cuts in early 2023.pdf
DB-US Strategy Update Refunding preview Maintaining.pdf
Desay SV (002920.SZ)_ 2Q22 beat, revenues up 60 YoY; OPM up to 7.9%; Buy.pdf
Diversey (DSEY)_ Rising input costs and FX to weigh on earnings and valuation post 2Q; Maintain Neutral(1).pdf
Down the (Jackson) Hole We Go.pdf
Dynatrace Inc. (DT)_ De-risked FY23 guidance as net new business slows down - F1Q23 Results(1).pdf
Earnings tracker Week 3 - 3% beat, but too early to celebrate.pdf
Earnings Tracker Week 4 - Good quarter, but more pressure ahead.pdf
East Money Information Co. (300059.SZ)_ 1H preview_ Expect in line; Sequential improving; Focus on fund distribution; Buy (1).pdf
EM in Focus_ Drilling into EM Debt Dynamics(1).pdf
EM Local Rates Monitor_ FCI Loop and Hiking Fatigue(1).pdf
EM Macro Navigator_ Inflation to Peak Soon, But Remain Higher for Longer(1).pdf
EM Sovereign Credit Monitor_ Taking stock of the EM Credit rally(1).pdf
EMEA Clean Technology_ US Inflation Reduction Act of 2022_ Transformational for clean hydrogen, SAF, CCUS, DACCS(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Four Macro Themes, Seven Sector Questions into Late Summer(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Screening for Large Cap Laggards in Natural Resources — Summer Edition(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Stocks Surprised to the Upside During Earnings This Week_(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(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
Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and $765 PT(1).pdf
Equity multiple compression already exceeds an average recession.pdf
Equity Strategy Reiterate positive China call; For broader EM, USD direction remains key.pdf
Equity Strategy-Q2 Earnings Season Tracker - Key Takeaways.pdf
Equity Strategy.pdf
ESG Credit Monitor_ GHG emissions and credit spreads_ Little correlation (so far)(1).pdf
Euro Area Inflation Monitor — August 2022(1).pdf
Euro Area_ German Regional Inflation Data Suggest Upside Risk to HICP Forecast(1).pdf
Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
Europe Multi-Industry_ What US, EU and China PPI tell us about Multi-Industry(1).pdf
European Economics Analyst_ Euro Area—A Fiscal Boost to Partially Limit the Growth Slowdown(1).pdf
European Economics Analyst_ Navigating the Uncertain Environment with Our New Euro Area Macro Model(1).pdf
European Equity Strategy Has the macro cycle trou.pdf
Europe_ August Flash PMIs—Further Moderation in Euro area and UK(1).pdf
Factor Barometer_ US(1).pdf
Farfetch Ltd. (FTCH)_ Clarity required; PT to $20 (from $34), remain Buy(1).pdf
FIGS.N-Morgan Stanley-FIGS, Inc. The New Run Rate.pdf
Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
Fixed Income Strategist.pdf
Flows & Liquidity- Gauging the outlook for profit margins.pdf
Flows & Liquidity-High cash balances seem unsustainable.pdf
Flows_Liquidity.pdf
Focus Media Information Tech (002027.SZ)_ Earnings review_ Gradual demand recovery; Buy(1).pdf
Follow The Flow Outflows take a breather.pdf
FOMC Roundtable July 26-27 [presentation](1).pdf
Ford Motor Big 2Q bodes well for outlook – earnings review.pdf
FREYR Battery (FREY)_ IRA presents significant opportunity; upgrade to Buy(1).pdf
Fund Managers Survey - Bulls Wanted.pdf
FX Viewpoint The FX angle of Eurozone fragmentation.pdf
GC Tech_ L4 autonomous driving_ Tech_commercial progress, bottlenecks and regulations.pdf
GC Tech_ VR headsets_ Skyworth standalone VR headset launched in July; read-across to HTC, O-Film(1).pdf
GDS Holdings Limited (GDS.OQ).pdf
General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
Global Autos & Auto Parts.pdf
Global Credit Trader_ A closer look at supply technicals(1).pdf
Global Credit Trader_ Technicals vs. fundamentals(1).pdf
Global Credit Trader_ Too fast, too soon(1).pdf
Global Cycle Notes China-driven bounce to fade quickly amid weak global demand.pdf
Global Economics Analyst_ Why a Recession Would Likely Be Mild (Hatzius_Struyven) (1).pdf
Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
Global Economics Global Central Bank Monitor.pdf
Global Economics Global Sensitivities and Spillov.pdf
Global Equity Strategy__A recession looks inevitable.pdf
Global Equity Volatility Insights - Fear of momentum.pdf
Global Equity Volatility Insights_ in casr the bear mkt isnt over.pdf
Global Fixed Income Technical Strategy.pdf
Global Fund Performance Monitor_Growth Bounce.pdf
Global FX Trader_ A Short-Term Reprieve(1).pdf
Global FX Trader_ Euro Recession Ahead(1).pdf
Global FX Trader_ Still in the FCI Loop(1).pdf
Global integrated oils Stubbornly cheap.pdf
Global Macro Strategist - 'Bad Is Good' Is Back.pdf
Global Macro Strategist-Challenging Stagflation _.pdf
Global Macro Strategy - Inflation-Linked Market Strategy - Pricing in Sticky Inflation.pdf
Global Macro Thoughts Getting ahead of themselves.pdf
Global Macro Thoughts.pdf
Global Macro Watch Known Unknowns Aug 14 – Aug 19.pdf
Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
Global Markets Comment_ Market Stress Monitor — August Edition(1).pdf
Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
Global PMI Monitor_ US Flash Output PMI Declines Further in August, but Future Output Edges Up Further (Zhestkova)(1).pdf
Global Rates Notes_ August 2022 Refunding Preview(1).pdf
Global Rates Strategy -Trades We Like_ Cloherty.pdf
Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
Global Rates Trader_ Jobs report reinforces upside skew to yields(1).pdf
Global Rates Trader_ Rates miss post-inflation rally(1).pdf
Global Rates Trader_ Slowdown fears dominate(1).pdf
Global recession risks visible in the not-so-goods.pdf
Global Research Highlights Mixed signals.pdf
Global Research Highlights.pdf
Global Semiconductor Sector.pdf
Global Semiconductors SIA review-Semis sales growth decelerates on weak memory trends.pdf
Global Strategy _Can solid EPS break _fade everyth.pdf
Global Strategy _Macro-equity baskets help sort ou.pdf
Global Strategy _Too much of a good thing_ Danilo.pdf
Global Supply Chains - Supply Chain Chokepoint Tracker and Inflection Monitor – Bullwhip Effects Broadening.pdf
Global Supply Chains Supply Chain Chokepoint Tracker and Inflection Monitor.pdf
Global_ GS Economic Indicators_ Excessive Pessimism in Europe_ Euro Area Hard and Soft Data Surprises Diverge Sharply (Zhestk...(1).pdf
Global_ GS Economic Indicators_ Following Recent Easing, the G10 FCI Growth Drag Stands at 1_2pp Over the Next Year (Zhestkova)(1).pdf
Global_ GS Economic Indicators_ Global FCI Eases on Lower Long-Term Rates and Higher Equities (Zhestkova)(1).pdf
Global_ GS Economic Indicators_ US Data Divergence_ Housing Misses vs. Consumer and Labor Beats (Kodnani)(1).pdf
Global_Data_Watch.pdf
GOAL Kickstart_ A risky 'risk-on' turn_ markets might be too early in fading recession risks(1).pdf
GOAL Kickstart_ Summer data-only update (1).pdf
GOAL Kickstart_ Summer data-only update(1).pdf
GOAL Kickstart_ Summer data-only update(3).pdf
GOAL Positioning_ From rough to trough_ Positioning and sentiment stabilising despite mixed macro(1).pdf
Grab (GRAB)_ 2Q22 Earnings Review_ Strong bottom-line improvement but cautious GMV outlook; Buy(1).pdf
Greater China Semis_ July_ -16.6_-3% YoY(1).pdf
Greater China Technology_ ABF market update_ High-end_HPC strength continues; Buy Unimicron_NYPCB_Kinsus(1).pdf
Greater China Technology_ ABF market update_ Hot Chips 34 key takeaways; content enrichment to drive supply tightness(1).pdf
Greater China Technology_ Cloud industry check_ Hyperscaler demand to remain strong in 2H22; revise up Lotes TP to NT$880(1).pdf
Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
Greentown Management Holdings Company Limited (9979.HK).pdf
Gritstone bio Inc. (GRTS)_ Insufficient cash runway to reach de-risking catalysts; Downgrade to Sell(1).pdf
GS Equity Radar_ Recession Forecasts _ Gas Risks _ Earnings Season _ Multi-Industry Toolkit _ Tracking the Consumer _ FAAMG(1).pdf
GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
GS SUSTAIN_ Energy Reliability_ How the US is faring through May; maintain bullish view on Battery Storage and Hydrogen(1).pdf
GS SUSTAIN_ ESG Spotlight Series_ Fresh ESG ideas from our analyst franchise and SUSTAIN toolkit, vol. 7(1).pdf
GS SUSTAIN_ From Aspiration to Action_ Seven themes for the 2022 Global Sustainability Forum & Water Symposium (1).pdf
GS SUSTAIN_ Telecoms_ The Fibre & 5G decarbonisation debate (1).pdf
GS US Low Income Tracker_ Measuring the Low Income Consumer_ Updating the Monthly Tracker for July(1).pdf
Guangdong KinLong Hardware (002791.SZ)_ Mgmt. call takeaway_ counter-cyclical investment for future growth but takes time to ...(1).pdf
H&R Block Inc. (HRB)_ Tax filing complexity to unwind in 2023, coupled with a resumption of secular headwinds in tax industry(1).pdf
Handbook of the Chinese Economy and Financial Market__2Q22_ From 5.5% to reasonable growth.pdf
Harbour Energy (HBR.L)_ Underappreciated cash generation. Initiate as Buy(1).pdf
Healthcare Pulse_ Better Shape Up_... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Healthcare Pulse_ Macro_Micro Wanderlust... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Healthcare Pulse_ Mid-Earnings Mash Up... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hedge Fund Trend Monitor_ Hunkering down(1).pdf
Hermes International (HRMS.PA)_ 1H22 results confirm strong underlying momentum_ PT to €1,085 (+7%), remain Sell (1).pdf
Hiwin Corp. (2049.TW)_ Read across from Chieftek's call_ Medical and China semi to be the key demand drivers in 2H22(1).pdf
Hon Hai Precision (2317.TW).pdf
Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
Hong Kong Real Estate_ Constrained dividend growth amidst headwinds; CKA d_g to Neutral; Henderson u_g to Neutral(1).pdf
How to invest in European quality income.pdf
HSBC-China’s property stumble Why it’s different from the subprime mortgage crisis.pdf
HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
HSBC-The Major bond letter.pdf
HUBS.N-Morgan Stanley-HubSpot, Inc. 2Q22 Results Impressive Durability Despite M.pdf
Hygeia Healthcare (6078.HK)_ Scaling-up capacity 3X by 2024E while striving to upkeep returns; Initiate at Neutral(1).pdf
iHeartMedia Inc. (IHRT)_ Downgrade to Neutral amidst ad market uncertainty(1).pdf
India Technology_ IT Services_ Read-across from CTSH's 2Q22 results_ Priority appears to be on margins over growth, ceding fu...(1).pdf
India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US$19 bn, likely led by Jio(1).pdf
Infineon (IFXGn.DE)_ Continued strength in orderbook, scope for more favourable pricing and new SiC design win; Reiterate Buy(1).pdf
Intel Corp. (INTC)_ Big miss and guide down on TAM headwinds and competitive pressures; 2Q22 EPS recap(1).pdf
Interest Rate Derivatives Can two negatives make a positive.pdf
International Early Look-Stocks fail to gain traction despite China rate cut;.pdf
Intl Flavors & Fragrances Inc. (IFF)_ Early evidence of improving execution under new management(1).pdf
Intra-Cellular Therapies (ITCI)_ Revisiting commercial expectations; Downgrade to Neutral, $49 PT(1).pdf
Investment strategy insights_en_How to manage the risks.pdf
Iron Ore - From scarcity to glut(1).pdf
Japan Chemicals_ June MOF data_ Silicon wafer shipment volume down -7% yoy on China impact, overall ASP up high +43% yoy(1).pdf
Japan Machinery_ Automation_ June robot_robodrill volume inferred from customs data_ China upturn, robot shipments remain high(1).pdf
Japan SaaS_ KPI summary_ Fundamentals largely unchanged, but valuations remain low(1).pdf
Jason Furniture Hangzhou Co. (603816.SS)_ 1H22 Earnings review_ Domestic recovery and margin expansion to pave an improving p....pdf
Jason Furniture Hangzhou Co. (603816.SS)_ 1H22 First take_ In-line, product expansion and backlog orders mitigated demand hea....pdf
JPM -Powell gets nicer at neutral. Wed Jul 27 2022.pdf
JPM-Agricultural commodities update The Black Sea.pdf
JPM-China’s housing market alarm bell rings again -2022-07-21.pdf
JPM-Commodities Oil Drilling Report Total US oil.pdf
JPM-Cross Asset Volatility Machine Learning Trading .pdf
JPM-first to market.pdf
JPM-FOMC preview.pdf
JPM-Global Commodities.pdf
JPM-Global Data Watch Skating on thin ice during.pdf
JPM_The_JPMorgan_View.pdf
JPM_Update_The J.P. Morgan View Tail risks diminishing post-CPI_20220817.pdf
JPM_US_Market_Intell.pdf
JPY Flows Monthly - July 2022 Selling bonds, buying equities amid JPY weakness.pdf
Kahoot-Improving confidence on execution.pdf
Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
Kanzhun Ltd. (BZ)_ 2Q22 Preview_ Expect in-line 2Q results, but delayed revenue recovery ahead on divergent dynamics between ...(1).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
KE Holdings (BEKE)_ Share buyback approved by AGM; Robust recovery in secondary home, solid execution in new initiatives; Buy(1).pdf
Keyence (6861.T)_ Earnings Review_ 1Q in line in adjusted terms, taking China lockdowns into account; business structure rema...(1).pdf
Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
Kweichow Moutai (600519.SS)_ 2Q22 Results In Line; Strong Direct Sales Expansion; Reiterate Buy (CL)(1).pdf
Kweichow Moutai (600519.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
Latin America Economics Analyst_ Colombia_ New Government, New Policies, Old Challenges(1).pdf
Latin America Education_ Post-Secondary 1H22 Review(1).pdf
Latin America Energy_ Fuel Distributors_ Updating estimates post 2Q, remain Buy on VBBR, UGPA(1).pdf
Latin America Metals & Mining_ Initiate coverage on GMEX (Buy) and SCCO (Neutral); gaining exposure to high-quality copper as...(1).pdf
Leveraged Finance Brief_ Examining the current state of liquidity(1).pdf
Li Ning Co. (2331.HK)_ Earnings review_ Consistent high-quality earnings weather the macro volatility; Buy, on CL(1).pdf
Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
Linklogis Inc. (9959.HK)_ 1H22 Preview_ 2Q a slow quarter but clear signs of bottoming out; Industry leadership and long-term...(1).pdf
Linklogis Inc. (9959.HK)_ First take_ 1H22 GTV_revenue in line, profit beat vs. GSe on higher GPM; Buy(1).pdf
Liquid Insight The art of long-term FX hedging.pdf
LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to €730 (was €700)(1).pdf
Macquarie -China macro.pdf
Macro at a Glance_ Latest views and forecasts(1).pdf
Macro House View Weekly Hole hearted_.pdf
Mango Excellent Media (300413.SZ)_ Earnings review_ below expectation on near term headwinds; Neutral(1).pdf
MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
McDonald's Corp. (MCD)_ 2Q22 Review_ Sales Momentum Continues Across Geographies, Company Well-Positioned to Manage Cost Pres...(1).pdf
MediaTek (2454.TW)_ Our thoughts on the new strategic partnership with Intel (1).pdf
Mercedes-Benz Group AG (MBGn.DE)_ CARS++ Transition to luxury continues(1).pdf
Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
MGM China (2282.HK)_ 2Q22 results inline_ Mass-market GGR share retreated, likely weaker results from Wynn Macau (1).pdf
Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility – F4Q22 preview (1).pdf
Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(1).pdf
Microsoft Corporation.pdf
Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
Miniso (MNSO)_ First Take_ 4QFY22 beat with better GPM; Buy(1).pdf
Monday.Com Ltd. (MNDY)_ Maintaining hypergrowth while showing significant improvement in OM, FCF - 2Q22 Results(1).pdf
Montage (688008.SS)_ 2Q revenue beat, GM weaker due to mix; DD5 interface IC ramping up; Buy(1).pdf
Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
Morgan Stanley - The Challenge with Front-Running a Fed Put.pdf
Morgan Stanley-China Online Entertainment Limited Recovery-97963750.pdf
Morgan Stanley-Disruption Decoded - China Internet 行业颠覆解码 ——中国互联网直播电商冲击进行..pdf
Morgan Stanley-Global BioPharma Net Debt to EBITDA – Metric of the Week; B...-97963757.pdf
Morgan Stanley-Greater China Semiconductors Driver ICs Time to Look at Bo...-97963600.pdf
Morgan Stanley-Investor Presentation TMT Webcast China Tech vs. the World...pdf
Morgan Stanley-Software Valuation Views 82222 Evaluating the Path Forwa..pdf
MS -China Equity Strategy Focus List Changes.pdf
MS-Asia Macro Talks Inflation Risks have Peaked.pdf
MS-Sound Bites 芯片之争 – 投资者反馈.pdf
MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
MS-The Thin Red Line.pdf
MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
Mutual Fundamentals_ Betting on Growth in a down market(1).pdf
Nantong Jianghai Capacitor Co. (002484.SZ)_ Chinese aluminum electrolytic capacitor leader seeking new drivers; initiate at N...(1).pdf
Natural Gas_ LNG Latest - In Charts(1).pdf
Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
Navigating China Internet_ eCommerce tracker_ July online retail sales in line with a slight pick-up, yet Aug tracking sequen...(1).pdf
Navigating China Internet_ Top 400 app tracker_ Entertainment weakness extended into July; healthy recovery trend in eCommerce(1).pdf
NCSOFT Corp. (036570.KS)_ 2Q22 review; Largely in-line results but key pipelines delayed; Maintain Neutral(1).pdf
Nearmap Ltd. (NEA.AX)_ Investing to capture a global opportunity; Initiate at Neutral(1).pdf
NetEase Inc. (NTES)_ 2Q preview_ likely another solid quarter on market share gain; re-sizing Diablo China revenue; Buy(1).pdf
NetEase Inc. (NTES)_ Earnings Review_ 2Q22 beat, steady double digit growth; Maintain Buy(1).pdf
NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
Nio Inc (NIO.N).pdf
Nvidia Corp. (NVDA)_ LT growth opportunity intact, but we await a better entry point, especially given Data Center growth dec...(1).pdf
NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
Oil markets Token OPEC+ increase changes nothing.pdf
Oil, soft commodity prices are likely to rebound.pdf
Oil_ Down but not out(1).pdf
ON Semiconductor Corp. (ON)_ Secular growth (SiC), prudent inventory mgmt, and ongoing transformation to support resilient 20...(1).pdf
On the Markets That Was Easy.pdf
One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).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
Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
Palo Alto Networks Inc. (PANW)_ Strong execution as PANW continues to consolidate share on its platform(1).pdf
PayPal Holdings (PYPL)_ 2Q22 review_ Solid operating results with improved outlook on cost savings and buybacks(1).pdf
Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
Ping Identity Holding (PING)_ Announces Agreement to be Acquired by Thoma Bravo(1).pdf
Pinterest Inc. (PINS)_ Q2'22 Review_ 2022 Will Remain a Year of Investments & End Demand Volatility; Looking For Visibility I...(1).pdf
Plunge in gas prices could fuel a surge in real spending.pdf
Power_ American Current - Weather, Covid, and Gas Pull(1).pdf
Primarius (688206.SS)_ 2Q preview_ revenue and profit growth slower; NanoDesigner supports IC design customer expansion(1).pdf
Prime Time.pdf
Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
Prosus_Naspers_ Release 8th update on buyback programme execution; updating SOTP for new Tencent_DH price targets(1).pdf
Prudential Plc (2378.HK)_ Earnings review & NDR key takeaways(1).pdf
Pulp & Paper_ Monthly Tracker — July 2022(1).pdf
Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
Qualcomm Inc. (QCOM)_ FQ3'22 Wrap_ QTR beat but FQ4 guidance miss; High-end demand resilient even as handset market expectati...(1).pdf
Qualcomm Solid results but 4Q guide hit by macro conditions.pdf
Quantitative Investment Strategies Hedging 2.0.pdf
Recession Readiness HG Basics_ It’s still too early to get constructive.pdf
Recession Readiness US Homebuilders_Building Products.pdf
Republic Services Inc. (RSG)_ Rising visibility on accelerating unit profitability in 2023; Buy(1).pdf
ResMed Inc. (RMD.AX)_ Delivering against robust expectations; Scope for further optimism in FY23 but costs may temper upside;...(1).pdf
Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(1).pdf
Rhythm Pharmaceuticals (RYTM)_ Hypothalamic obesity transforms opportunity for Imcivree; Upgrade to Buy, $28 PT(1).pdf
Richemont (CFR.S)_ Richemont announces plan for YNAP; remain Buy (on CL)(1).pdf
Rising stress may turn financial tightening more f...-.05Aug.pdf
S&P 500 Beige Book_ 3 themes from 2Q 2022 conference calls_ Recession risk, margins, and the labor market(1).pdf
S&P 500 Relative Value Cheat Sheet-One rule with a perfect track record says the market hasn’t bottomed.pdf
Salesforce.com Inc. (CRM)_ Healthy expectation reset with added bonus of $10bn buyback program - F2Q23 Results (1).pdf
Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
Sanhua Intelligent Controls (002050.SZ).pdf
Sea Ltd. (SE)_ 2Q22 Earnings Review_ 2H22 Ecommerce outlook pressure from reopening and macro uncertainties; Buy(1).pdf
Seagate Technology (OP)_ Stay the course post macro-led miss in F4Q22; A potentially quick fix with a still defensive balance...(1).pdf
Semiconductors-Weekly NVDA and MRVL.pdf
SER Educacional (SEER3.SA)_ Revenue Beat, Margin Miss in 2Q22; Updating Estimates(1).pdf
ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
Shanghai Jahwa United (600315.SS)_ Earnings Review_ Still a bumpy path ahead, yet worst likely behind; remain Buy with projec...(1).pdf
Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
Shanxi Xinghuacun Fen Wine (600809.SS)_ Deceleration in 2Q on Control of Shipment and Market Investment; Neutral(1).pdf
Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
Shopify- 2Q22 Results – Is a Bottom In Sight.pdf
Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
Sirius XM Holdings (SIRI)_ Earnings Review_ Maintain Sell and $5.75 price target following 2Q22 results(1).pdf
SMIC (0981.HK)_ 2Q preview_ Utilization, ASP, capex, and 2H demand outlook as key focuses; Neutral(1).pdf
SMIC (0981.HK)_ High exposure to smartphone and consumer electronics; downgrade to Neutral(1).pdf
Snap Inc. (SNAP)_ Q2'22 Review_ Downgrade to Neutral As Mixture of Macro and Platform Headwinds Likely to Persist Over Medium...(1).pdf
Snowflake Inc. (SNOW)_ Strong Results, Outlook Allay Consumption Concerns Amid Perceived Macro Risk_ F2Q23 Results(1).pdf
SoFi Technologies Inc. (SOFI)_ 2Q22 review_ Beat & raise on revenue strength & opex(1).pdf
Softchoice Corp. (SFTC.TO)_ Good 2Q results offset by lower FY22 EBITDA guide(1).pdf
SolarWinds Corp. (SWI)_ Marginal improvements overshadowed by continued growth challenges - 2Q22 Results(1).pdf
Sonos Inc. (SONO)_ FQ3'22 Wrap_ QTR miss and FY guidance lowered; High end consumer begins to weaken(1).pdf
South Korea Technology_ Semiconductors - Memory_ Read across from Flash Memory Summit meetings; expect larger near-term ASP d...(1).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
Spotify Technology Healthy subscriber trends in the SPOTlight.pdf
Spotify Technology S.A. (SPOT)_ Q2'22 Earnings First Take(1).pdf
Spotify Technology-Breathe - Reiterate OW.pdf
Squarespace Inc. (SQSP)_ Pricing and bundling key to balancing 2H macro (1).pdf
Strategy Snippet - Why Strategy Snippet Why is everyone so happy about 8.5% CPI.pdf
Swire Pacific (0019.HK)_ Signs of recovery ahead. HK$4bn share buyback to help re-rating. Upgrade to Buy(1).pdf
Systematic Flows Monitor.pdf
Target Corp. (TGT)_ Strong top line plus improving margin profile supports growth outlook; Reiterate Buy(1).pdf
TEAM.OQ-Morgan Stanley-Software 2Q22 New Stack Earnings Roundup TEAM, NEWR APPN.pdf
Tempur Sealy International Inc. (TPX)_ Solid Growth Story with Compelling Risk_Reward, Initiate with Buy Rating(1).pdf
Tencent Holdings (0700.HK)_ 2Q22 Earnings Review & NDR takeaways_ Profit beat; Pulling ad monetization levers into 2H, Game p...(1).pdf
Tencent Holdings (0700.HK)_ First Take_ 2Q22 beat on cost control; Video account potential, earnings growth in coming quarter...(1).pdf
Tencent Music Entertainment Group (TME)_ Earnings Review_ 2Q22 bottom-out, yet long-term growth remains cloudy; Maintain Sell(1).pdf
Teva Pharmaceuticals (TEVA)_ First Take_ Opioid settlement agreement consistent with our expected range, new LT targets to come(1).pdf
The 720_ Alibaba, HKEx, China PM Sector, Sea Ltd, Energy Storage, JP Strategy, Unimicron(1).pdf
The 720_ Alibaba, Sea Ltd, BHP, Li Ning, Asics, HK Banks, China Materials(1).pdf
The 720_ Asia Strategy, China Consumer, Samsung Electronics, Keyence, Mandiri, Naver, China - Politburo Meeting(1).pdf
The 720_ China Financials - Real Estate Fund, Kotak, Shanghai M&G, Infosys, US Unprofitable Growth Stocks, Iron Ore(1).pdf
The 720_ China Strategy, China Consumer, Coupang, OCBC, Stockland_Mirvac Initiations, Kao(1).pdf
The 720_ India Consumer Initiations, Asia Online Games, China Financials, Coupang, Techtronic, Honda(1).pdf
The 720_ LG Chem_LG ES, China Tourism Group, SK Hynix, UMC, Shin-Etsu, Fanuc, BBRI & BBCA(1).pdf
The 720_ Reliance Industries, Global Markets, Taiwan Automation, ICICI Bank, FOMC, China HY Property(1).pdf
The Deflation Enablers.pdf
The EM Trader_ Global relief for EM rates, but lower local inflation needed for green light(1).pdf
The Fed's Cred Is Back. Is That Good for Stocks.pdf
The Fintech Radar-Europe Private vs public markets - diverging trends.pdf
The Flow Show Dove at First Sight.pdf
The FX angle of Eurozone fragmentation.pdf
The GIC Weekly-Beware Bear Market Rallies.pdf
The J.P. Morgan View – Global Asset Allocation.pdf
The J.P. Morgan View-Positioning and declining inflation to support further recovery.pdf
The Market Is More Dovish Than the.pdf
The REIT Weekly-Technical Test Failed.pdf
The Volatility Pulse Small cap rally warrants protection.pdf
Thundersoft (300496.SZ)_ 2Q22 preview_ GM and smart cockpit _ smart driving outlook as key focus; breakdown on automotive sof...(1).pdf
Tracking U.S. Supply Chain Congestion_ GS Supply Chain Congestion Scale_ Aug 1st; Sequential Bottleneck Relief, Scale Back Do...(1).pdf
TSMC (2330.TW)_ Adjusting valuation period and trimming capex to better reflect industry volatility; reiterate Buy (on CL), T...(1).pdf
Twitter Inc. (TWTR)_ Q2 2022 Earnings Review(1).pdf
U.S. Equity Strategy Navigator.pdf
U.S. Fixed Income Markets.pdf
Uber Technologies Inc. (UBER)_ Q2 '22 Earnings Review_ Platform Scale & Product Diversification Begins To Produce Profit Ramp(1).pdf
UBS 15 Essential Charts - A Century of Recessions - how returns differ.pdf
UBS House View.pdf
UBS-Fed meeting preview Top questions answered.pdf
UBS-Global Rates Strategy _Global Index Projections.pdf
UBS-Growth stocks likely to struggle despite tech earnings resilience.pdf
UBS-Markets rally as Fed refrains from hawkish surprise.pdf
UBS-Morning comment _ Slowing is sensible.pdf
UBS-Picking up the pieces in crypto.pdf
UBS-Prepare for volatility ahead.pdf
UBS-Supply constraints likely to prompt further commodity price gains.pdf
UBS-Supply constraints likely to.pdf
UK Inflation Monitor — August 2022(1).pdf
Unimicron Technology (3037.TW)_ Better mix and long term capex collaboration projects suggest better margin resiliency; Buy(1).pdf
United Kingdom Banks_ Low corporate deposit betas amplify rate sensitivity; Buy-rated NatWest onto CL, Lloyds up to Buy(1).pdf
United Microelectronics Corp. (2303.TW)_ Earnings review_ Improving earnings structure to better weather volatility; reiterat...(1).pdf
Update on Food and Fuel [PRESENTATION](1).pdf
UPDATE_ Global Traders’ Guide Key data and events.pdf
Upstart Holdings (UPST)_ 2Q22 review_ 3Q outlook misses on ongoing funding constraints and strategic shifts(1).pdf
US Consumer Dashboard_ August 2022_ Tapping the Brakes (Briggs_Abecasis)(1).pdf
US Economic Viewpoint - 2022-23 US outlook - Mild recession supports a return to price stability.pdf
US Economics & Global Macro Strategy-FOMC Reaction - July Meeting.pdf
US Economics Analyst_ A Surprisingly Small Budget Deficit (Phillips_Krupa)(1).pdf
US Economics Analyst_ Macro Takeaways From Q2 Earnings_ Growth Slower but Positive, Wage Pressures Peaking (Hill_Krupa)(1).pdf
US Economics Analyst_ Taming Inflation Without a Recession_ A Progress Report (Mericle)(1).pdf
US Economics Analyst_ The Beveridge Curve Debate_ Has Match Efficiency Really Declined_ (Briggs)(1).pdf
US Economics Comment Labor market strength will keep pressure on Fed for further tightening.pdf
US Economics-Global Macro Strategy FOMC.pdf
US Equity Research From the Director of Equity Research for the Americas_ Charts That Caught My Eye.pdf
US Equity Strategy - NorthAmerica AlphaWise US Consumer Pulse Survey Wave 34.pdf
US Equity Strategy S&P 500 Target Reached, So What’s Next.pdf
US Fixed Income Overview The FOMC gets less accommodating.pdf
US High Grade Credit Research Top US High Grade Ideas.pdf
US Housing Tracker-Demand Deterioration.pdf
US Large Cap Banks.pdf
US Market Intelligence- Morning Briefing-CPI Post-Mortem & Near-Term Market Setup, incl CTA Levels; New Nikos.pdf
US Monthly Inflation Monitor_ July 2022_ High and Broad-Based Inflation (Walker)(1).pdf
US Oil and Gas -OIM# 600.pdf
US Rates Viewpoint-Pension de-risking the time for action is now.pdf
US Thematic Views_ Challenges remain for unprofitable growth stocks despite valuation reset(1).pdf
US Thematic Views_ Labor costs and US equities_ Pricing normalization(1).pdf
US Utilities Week Ahead(1).pdf
US Utilities Week Ahead.pdf
USA_ Consumer Confidence Decreases; Richmond Fed Manufacturing Index Improves; New Home Sales Fall; Lowering GDP Tracking(1).pdf
USA_ FOMC Hikes 75bp; Makes Minimal Changes to the Post-Meeting Statement(1).pdf
USA_ GS Economic Indicators Update(1).pdf
USA_ GS Economic Indicators Update(3).pdf
USA_ Home Price Growth Decelerates in May but Remains Elevated(1).pdf
USA_ Q2 GDP Declines 0.9% on Inventories and Structures Investment; Initial Claims Remain Elevated(1).pdf
USA_ Raising Q2 GDP to +1.0% on Better-than-Expected June Trade Balance and Inventories(1).pdf
USI (601231.SS)_ Slowing earnings growth on weak demand and intensifying competition; downgrade to Sell(1).pdf
Vasen (002372.SZ)_ Earnings Review_ 2Q22 miss on Covid disruption and margin; maintain Neutral.pdf
VeriSilicon (688521.SS)_ IP product expansion in automotive, AR_VR; Chiplet for automotive under R&D; Buy(1).pdf
Verisk Analytics Inc. (VRSK)_ 2Q features healthy Insurance subscription organic growth; Energy strategic review ongoing(1).pdf
Viatris Inc. (VTRS)_ 2Q22 recap_ GM upside, expense discipline absorbs FX headwind as EBITDA guidance reiterated(1).pdf
Visa Inc. (V)_ Key Takeaways from F3Q22 EPS_ Cross border recovery offsets FX headwinds to drive 3Q beat(1).pdf
Volkswagen (VOWG_p.DE)_ 2Q22 first take (1).pdf
Vonovia (VNAn.DE)_ Supply_demand imbalance prevails; reiterate Buy (on CL)(1).pdf
Walmart Inc. (WMT)_ Lowered FY22 guidance on margin pressure(1).pdf
Walmart Inc. (WMT)_ Top line strength continues while margin pressures should moderate in 2H(1).pdf
Walt Disney Co. (DIS)_ Four key takeaways from F3Q22 results; Maintain Buy and increase price target to $140(1).pdf
War and Interest Rates.pdf
Western Digital Corp. (WDC)_ Above-average client_consumer exposure to weigh on near-term fundamentals; FY4Q EPS recap(1).pdf
Wharf Holdings (0004.HK)_ 1H22 results behind expectation on less DP booking and a reversal of China IP growth; Neutral(1).pdf
What's Top of Mind in Macro Research_ Euro area recession, FOMC preview, markets brief relief(1).pdf
Where to Invest Now_ Better than feared(1).pdf
Whirlpool Corp. (WHR)_ 2Q22 First Take(1).pdf
Workday Inc. (WDAY)_ Expect conservative backlog growth in second half_ F2Q23 Preview(1).pdf
WuXi AppTec Co. (2359.HK)_ 2Q22 beat driven by COVID-19 project delivery; continued effort to build capacity and capability f...(1).pdf
Xiaomi Corp. (1810.HK)_ Chairman's annual speech takeaways_ MIX Fold 2 set for share gains; Self-driving targets tier-1 by 20...(1).pdf
Xiaomi Corp. (1810.HK)_ Weak 2Q22E ahead; Cutting estimates on macro concerns but expect a stronger product pipeline to drive...(1).pdf
XPeng Inc (XPEV.N).pdf
Yangtze Optical (6869.HK)-2Q22 preview.pdf
Yidu Tech Inc. (2158.HK)_ First take on setup of YD Capital(1).pdf
Yiyi Hygiene Products (001206.SZ)_ Earnings Review_ Above expectations on exports, domestic business still early stage; Sell(1).pdf
Yue Yuen Industrial (0551.HK)_ Earnings Review_ 2022 guidance unchanged with margin upside in longer run, but fluid outlook i...(1).pdf
Yum China Holdings (YUMC)_ Earnings review_ Strong execution to navigate near term volatility; Buy(1).pdf
Yum China Holdings (YUMC)_ First Take_ 2Q22 NI strong beat on opex control; expansion guidance_shareholder returns intact; Buy(1).pdf
Zhongsheng Group (0881.HK)_ Impacts of Shenzhen's recent Omicron resurgence; Buy (on CL)(1).pdf
Zijin Mining (2899.HK)_ Earnings Review_ 1H22 in line; copper and lithium to drive continued earnings growth, maintain Buy (H...(1).pdf
Zoom Video Communications Inc. (ZM)_ Online Hampered by Macro Headwinds, Lower SMB Conversion; 2H Risks Still Abound_ F2Q23 R...(1).pdf
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