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高盛:ldman_chs_Asia_Pacific_flation_nitor_Low_flation__EMs
informs· 2024-06-02 00:01
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 28 May 2024 | 4:05PM HKT Asia-Pacific Inflation Monitor: Low inflation in EMs, still above-target in DMs n This publication summarizes regional and economy-specific inflation data across Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com the Asia-Pacific economies we cover. The latest data points are for April 2024 in Goldman Sachs (Asia) L.L.C. most cases. Andrew Boak, CFA +61(2)9321-8576 | andrew.boak@gs.com n Headline CPI inflation was mixed across the region after slightly ...
高盛:Global Markets ily_ BoJ's JGB Holdgs – ill Waters Run ep (le_Zu_Raj)
informs· 2024-06-02 00:01
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 29 May 2024 | 4:32PM BST Global Markets Daily: BoJ’s JGB Holdings – Still Waters Run Deep (Cole/Zu/Raj) n The BoJ’s balance sheet is among the largest in the G10. As a result, as policy George Cole +44(20)7552-1214 | rates are normalised in coming years, the potential for a shift in the BoJ’s george.cole@gs.com Goldman Sachs International balance sheet is likely to be closely watched by the JGB market. The recent Bill Zu reduction in 5-10y purchase offers, together with Governor ...
高盛:Global Markets Analyst_ The US Election—batg the Asset Market Impacts (Wilson_Chang)(3)
informs· 2024-06-02 00:01
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 28 May 2024 | 11:03AM EDT Global Markets Analyst The US Election—Debating the Asset Market Impacts (Wilson/Chang) n This year’s US presidential election is still almost six months away. But the first Dominic Wilson +1(212)902-5924 | debate, now scheduled to take place in less than a month (three months earlier dominic.wilson@gs.com Goldman Sachs & Co. LLC than usual), may increase focus on the election and provide fresh clues as to Vickie Chang how the market is viewing its impa ...
高盛:Europe Healthcare_ Pharmaceuticals_ novation is the key to success; itiatg on six largecap stocks
informs· 2024-06-02 00:01
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 30 May 2024 | 5:39AM BST Europe Healthcare: Pharmaceuticals Innovation is the key to success; initiating on six large-cap stocks Innovation momentum a key focus - Buy AstraZeneca, Novo Nordisk and James Quigley +44(20)7051-3800 | Novartis. We initiate coverage on AstraZeneca, Novo Nordisk and Novartis with james.quigley@gs.com Goldman Sachs International Buy ratings. We like Astra’s best-in-class pipeline and solid margin progression. We Rajan Sharma note a number of de-risking ...
veilg vestment Opportunities Asian ock Market
informs· 2024-05-25 17:55
Good morning, everyone. This is Melanie, and I'm one of the account manager at Weave Information. I'm very glad to be here and to have the chance to share some functions within our terminals with you guys today. And our topic today is going to be unveiling investment opportunities in Azure Stock Market. Before we start with our terminal demonstration, please allow me to briefly introduce our company. We are the leading financial data vendor in China since our foundation in 1998 in Shanghai. We specialize in ...
维斯塔斯1Q24 Earngs ll纪要
informs· 2024-05-21 23:34
【中金风光公用环保】维斯塔斯1Q24业绩跟踪 *欢迎交流 陈显帆/车昀佶/李佳瑛 注:以下材料仅为公开资料整理,不涉及分析师的研究观点和投资建议,记录和翻译可能有误差,仅 供参考。 正文末附业绩展示PPT、 业绩报告、 业绩纪要原文 维斯塔斯相关纪要汇总 2021年维斯塔斯Earnings call 纪要:https://note.youdao.com/s/5gwF97XD 1Q22维斯塔斯Earnings call纪要:https://note.youdao.com/s/8kYgVu6O 2Q22维斯塔斯Earnings call纪要:https://note.youdao.com/s/JzH6dQzU 3Q22维斯塔斯Earnings call纪要:https://note.youdao.com/s/PgPf6KW4 4Q22维斯塔斯Earnings call纪要:https://note.youdao.com/s/c4mGbQmy 1Q23维斯塔斯Earnings call纪要:https://note.youdao.com/s/TLAkxQ0J 2Q23维斯塔斯Earnings call纪要:http ...
Apollo_ Why are copper prices gog up_
informs· 2024-05-19 22:18
Why are copper prices going up? Supply shortages, hedge fund speculation, China demand, AI demand, and green energy demand Torsten Slok and Rajvi Shah Apollo Global Management May 2024 Unless otherwise noted, information as of May 2024 Confid ...
Busess _ May 18th 2024 Edition
informs· 2024-05-18 23:14
Business | May 18th 2024 Edition economist.com/the-world-this-week/2024/05/16/business Joe Biden imposed another round of tariffs on Chinese exports to America, most notably increasing the duties on electric vehicles to 100%. America imports relatively few Chinese EVs but Mr Biden suggested his steps were pre-emptive. Chinese carmakers are expanding in Europe, but “We’re not going to let China flood our market,” said the president, with one eye on votes in Michigan, the centre of America’s car industry and ...
Fabret高管电话会交流
informs· 2024-05-15 21:43
In the conference meeting, we would like to invite you to talk about families, families to highlight your company, and then we will do a Q&A. How about that? Okay, that sounds good. I can get started with an introduction to Fabernet. So Fabernet was founded Gareth, we will move to the conference now, and then you will start. Okay. Let's move to the conference, and then we will start. Okay. 会议助理,我们现在进入主会场。 好的,老师,已进入。 好,现在已经在主会场,对吧? 是的。 Hello, everyone. I'm Huang Yayuan of Citrix. We are very happy to invite ...
Employg Wide Range ta ock Analysis
informs· 2024-05-08 23:54
Hello everyone, this is Sarah from WinIn4. I'm glad to be here and to have the chance to share the WinIn5 live stream series with you. In the training program, I will show you how to use Win's financial terminal to do stock analysis. In the WinIn5 series, we will offer a range of training programs that cover various aspects of financial markets. Our official live stream, as shown on the slide, includes topics related to economic research, the stock market, and the bond market. If you would like to view past ...