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国际投行研究分析资料2022-01.zip
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本附件包括：- CS-Visa Inc..pdf
- Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
- Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
- Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
- Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
- Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
- Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
- ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
- ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
- Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
- Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
- Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(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
- Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
- Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
- Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
- Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
- One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
- NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
- NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
- Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
- MS-The Thin Red Line.pdf
- MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
- MS-Sound Bites 芯片之争 – 投资者反馈.pdf
- MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
- MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
- MS -China Equity Strategy Focus List Changes.pdf
- Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
- Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
- Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
- Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
- Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by 0bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(1).pdf
- Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility – F4Q22 preview (1).pdf
- Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
- Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
- Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
- Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
- MediaTek (2454.TW)_ Our thoughts on the new strategic partnership with Intel (1).pdf
- McDonald's Corp. (MCD)_ 2Q22 Review_ Sales Momentum Continues Across Geographies, Company Well-Positioned to Manage Cost Pres...(1).pdf
- MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
- Macro at a Glance_ Latest views and forecasts(1).pdf
- LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to EUR730 (was EUR700)(1).pdf
- Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
- Kweichow Moutai (600519.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
- Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
- Keyence (6861.T)_ Earnings Review_ 1Q in line in adjusted terms, taking China lockdowns into account; business structure rema...(1).pdf
- Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
- JPM-Global Data Watch Skating on thin ice during.pdf
- JPM-Global Commodities.pdf
- JPM-first to market.pdf
- JPM-Cross Asset Volatility Machine Learning Trading .pdf
- JPM-Commodities Oil Drilling Report Total US oil.pdf
- JPM-China’s housing market alarm bell rings again -2022-07-21.pdf
- Japan SaaS_ KPI summary_ Fundamentals largely unchanged, but valuations remain low(1).pdf
- Japan Machinery_ Automation_ June robot_robodrill volume inferred from customs data_ China upturn, robot shipments remain high(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
- J.P.摩根-亚太地区投资策略-新兴市场亚洲本地市场2022年年中展望：从急性到慢性-保持UW利率和外汇-2022.6.14-40页.pdf
- J.P.摩根-新兴市场投资策略-新兴市场边缘数据观察：有风险的副作用的强效药-2022.6.17-29页.pdf
- J.P.摩根-全球自动化行业-JPM&CSIA系统集成商调查：需求在高位达到顶峰-2022.6.17-58页.pdf
- J.P.摩根-全球投资策略-外汇年中展望：下半年货币需要了解的十件事-2022.6.17-51页.pdf
- J.P.摩根-全球投资策略-全球数据观察：当我向他们复仇时，他们会知道我是主-2022.6.17-89页.pdf
- J.P.摩根-全球投资策略-J.P.摩根视角：告别负收益率-2022.6.15-92页.pdf
- J.P.摩根-美股银行业-美国中小盘银行赚钱策略更新：卓越的客户体验和强劲的增长历来能带来可观的表现-2022.6.15-44页.pdf
- J.P.摩根-美股医疗保健行业-可操作的见解：生育101-市场背景是BFP-2022.6.16-28页.pdf
- J.P.摩根-美股投资策略-2022年年中展望：更大的宽幅和更大的紧缩迫使更广泛的预测—移动到175个基点-2022.6.17-22页.pdf
- J.P.摩根-美股汽车行业-数字化二手和特许经营汽车经销商：行业思考与手册-2022.6.14-202页.pdf
- J.P.摩根-美股能源行业-J.P.摩根能源问题库：勘探和开采、综合石油和炼油、中游、油田服务和设备、公用事业和替代能源-2022.6.14-243页.pdf
- J.P.摩根-美股零售业-行业&公司深度研究(HAS, MAT, FNKO)-2022.6.16-66页.pdf
- J.P.摩根-美股保险行业-变额年金市场趋势：疲软的市场将损害近期的业绩；尾部风险是长期的担忧-2022.6.17-32页.pdf
- J.P.摩根-美股半导体行业-J.P.摩根半导体和半导体资本设备公司-2022.6-40页.pdf
- Iron Ore - From scarcity to glut(1).pdf
- India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US bn, likely led by Jio(1).pdf
- HSBC-中国运输与物流行业-上海运输与物流8月可全面恢复-2022.6.16-24页.pdf
- HSBC-中国投资策略-中国股票策略：从亚洲供应链的转变中寻找赢家-2022.6.13-21页.pdf
- HSBC-中国能源行业-中国太阳能设备：太阳能电池市场可能出现范式转变-2022.6.14-26页.pdf
- HSBC-中国PCB行业-触底反弹；关注苹果相关FPC-2022.6.15-21页.pdf
- HSBC-亚太地区投资策略-亚太地区利率：加速加息-2022.6.16-32页.pdf
- HSBC-亚太地区投资策略-看点：亚洲债券市场-2022.6-167页.pdf
- HSBC-亚太地区电子设备和仪器行业-亚洲科技：启动ABF基板领域-2022.6.15-29页.pdf
- HSBC-全球投资策略-体育用品回顾：迎接新一轮的复杂性-2022.6.14-32页.pdf
- HSBC-全球投资策略-HSBC第16届运输与物流大会：同样的风暴，不同的船-2022.6.15-33页.pdf
- HSBC-The Major bond letter.PDF
- HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
- HSBC-China’s property stumble Why it’s different from the subprime mortgage crisis.pdf
- Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
- Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
- GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
- GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
- Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
- Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
- Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
- Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
- Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
- General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
- FOMC Roundtable July 26-27 [presentation](1).pdf
- Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
- Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
- Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
- Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and 5 PT(1).pdf
- Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(1).pdf
- Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
- EM in Focus_ Drilling into EM Debt Dynamics(1).pdf
- DB-US Strategy Update Refunding preview Maintaining.pdf
- DB-Asia Thematic Analysis Asias energy security.pdf
- CS-Zhuzhou CRRC Times Electric Co., Ltd (3898.HK).pdf
- CS-Zhejiang Huahai Pharmaceutical Co Ltd (600521.SS).pdf
- CS-Yangtze Optical (601869.SS).pdf
- CS-Weibo Corporation (WB.OQ).pdf
- CS-Taiwan View on the news - July 22.pdf
- CS-Taiwan Display Sector -220725.pdf
- CS-Summary Europe.pdf
- CS-Steel Import Monitor.pdf
- CS-Squarespace, Inc.pdf
- CS-Shopify Inc..pdf
- CS-Shenzhen Salubris Pharmaceuticals Co Ltd (002294.SZ).pdf
- CS-Shell_Carbon Neutral LNG Opportunity.pdf
- CS-Shanghai Putailai New Energy Technology (603659.SS).pdf
- CS-Sea Limited (SE.N).pdf
- CS-Ping An Healthcare and Technology (1833.HK).pdf
- CSPC Pharma (1093.HK)_ Second ex-China license-out of CLDN18.2 assets; 1-2 more BD deals expected before YE22(1).pdf
- CS-Payments, Processors and FinTech Expert Insights.pdf
- CS-Oatly Group AB.pdf
- CS-MINISO Group (MNSO.N).pdf
- CS-Meta Platforms, Inc..pdf
- CS-Machinery sector-Implications for Japanese machinery sector.pdf
- CS-Machinery sector.pdf
- CS-LONGi Green Energy Technology (601012.SS).pdf
- CS-Lee & Man Paper Manufacturing Ltd. (2314.HK).pdf
- CS-Last Edition.pdf
- CS-Last Edition - US.pdf
- CS-Last Edition - US -220721.pdf
- CS-Kuaishou Tech (1024.HK).pdf
- CS-Jiangsu Hengrui Pharmaceuticals Co., Ltd. (600276.SS).pdf
- CS-Jiangling Motors Corp., Ltd. (000550.SZ).pdf
- CS-iQIYI Inc. (IQ.OQ).pdf
- CS-Inovance Technology (300124.SZ).pdf
- CS-HUTCHMED (China) Limited (HCM.OQ).pdf
- CS-Huaneng Power International Inc (0902.HK).pdf
- CS-Hualan Biological Engineering Inc. (002007.SZ).pdf
- CS-HKEx (0388.HK).pdf
- CS-Globe Life.pdf
- CS-UK Banks read across notes.pdf
- CS-Tsingtao Brewery (600600.SS).pdf
- CS-Trip.com Group (TCOM.OQ).pdf
- CS-Tongcheng Travel (0780.HK).pdf
- CS-The Container Conundrum – U.S. Shipping Port Dynamics Update.pdf
- CS-Technology sector.pdf
- CS-Taiwan View on the news.pdf
- CS-Taiwan View on the news - July 25.pdf
国际投行研究分析资料2022-02.zip
(92.3 MB, 需要: 50 个论坛币)
本附件包括：- Snap Inc. (SNAP)_ Q2'22 Review_ Downgrade to Neutral As Mixture of Macro and Platform Headwinds Likely to Persist Over Medium...(1).pdf
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- 瑞银-中国零售纸巾和卫生用品行业-是时候重新审视纸浆价格下跌趋势了-2022.6.10-31页.pdf
- 瑞银-中国电力行业-中国电力事业、可再生能源和电网：电力市场改革将推动行业重新评级-2022.6.13-42页.pdf
- 瑞银-亚太地区投资策略-台湾地区：资本市场的繁荣-周期性还是结构性？-2022.6.15-23页.pdf
- 瑞银-亚太地区科技行业-尽管需求令人担忧，但ABF仍处于短缺状态-2022.6.17-31页.pdf
- 瑞银-亚太地区金融行业-台湾地区金融业：偏好利率杠杆和较好能见度的银行；买入CTBC和Chailease-2022.6.15-32页.pdf
- 瑞银-亚太地区电信行业-泰国电信业：合并前的移动通信竞争愈演愈烈-2022.6.13-27页.pdf
- 瑞银-全球投资策略-顶部的支持服务和底部的运输-2022.6.15-26页.pdf
- 瑞银-全球科技行业-技术重塑电动汽车供应链：机会在哪里？-2022.6.17-84页.pdf
- 瑞银-美股重型机械行业-租赁设备行业调查：尽管有通胀担忧，但租赁市场依然火爆-2022.6.17-30页.pdf
- 瑞银-美股投资策略-引领争辩：我们分析师的竞选股票观点-2022.6.15-68页.pdf
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- Spotify Technology S.A. (SPOT)_ Q2'22 Earnings First Take(1).pdf
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瑞银-中国投资策略-中国香港中小盘股主题五：SFPI内部的Alpha搜索(第二部分)-‘特殊的’和‘创新的’小巨头-2022.6.14-21页.pdf
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瑞银-亚太地区金融行业-台湾地区金融业：偏好利率杠杆和较好能见度的银行；买入CTBC和Chailease-2022.6.15-32页.pdf
瑞银-亚太地区电信行业-泰国电信业：合并前的移动通信竞争愈演愈烈-2022.6.13-27页.pdf
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瑞银-美股重型机械行业-租赁设备行业调查：尽管有通胀担忧，但租赁市场依然火爆-2022.6.17-30页.pdf
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瑞银-美股石油和天然气行业-炼油基础知识专家电话会议的记录和反馈-资深石油分析师安迪·利波-2022.6.14-28页.pdf
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瑞信-中国激光行业-如何定位22年下半年的疲软期-2022.6.15-28页.pdf
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瑞信-亚太地区投资策略-下半年展望：时代充满挑战，也有一线希望-2022.6.13-37页.pdf
瑞信-亚太地区科技行业-亚洲反馈(硬件)：IT相关需求下滑；4-6月电子元件需求疲软，但从7-9月有望复苏-2022.6.9-113页.pdf
瑞信-亚太地区科技行业-亚洲反馈(半导体、半导体前端制造设备)：订单取消-2022.6.9-70页.pdf
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瑞信-全球基础设施行业-丰富的活动正在加速；传达碳捕获和储存的背景-2022.6.15-102页.pdf
瑞信-全球工业自动化行业-汉诺威工业博览会全文下载：为‘软件定义’做好准备-2022.6.15-28页.pdf
瑞信-美股护理&医疗保健行业-关键辩论一览：重新确定、交换和衰退；仍对MCO有利-2022.6.16-37页.pdf
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德银-全球投资策略-德银全球消费者大会-2022.6.14-324页.pdf
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巴克莱-美股投资策略-美国中小盘股策略：小盘股的估值陷阱-2022.6.14-27页.pdf
巴克莱-美股软件行业-夏季巴士之旅的收获-2022.6.14-34页.pdf
巴克莱-美股大盘银行业-压力测试预览：所有银行都应闪付并增加股息，股票回购在短期内退潮-2022.6.16-23页.pdf
Zhongsheng Group (0881.HK)_ Impacts of Shenzhen's recent Omicron resurgence; Buy (on CL)(1).pdf
Yum China Holdings (YUMC)_ First Take_ 2Q22 NI strong beat on opex control; expansion guidance_shareholder returns intact; Buy(1).pdf
Yidu Tech Inc. (2158.HK)_ First take on setup of YD Capital(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
Whirlpool Corp. (WHR)_ 2Q22 First Take(1).pdf
What's Top of Mind in Macro Research_ Euro area recession, FOMC preview, markets brief relief(1).pdf
Walmart Inc. (WMT)_ Lowered FY22 guidance on margin pressure(1).pdf
Volkswagen (VOWG_p.DE)_ 2Q22 first take (1).pdf
Visa Inc. (V)_ Key Takeaways from F3Q22 EPS_ Cross border recovery offsets FX headwinds to drive 3Q beat(1).pdf
USA_ Raising Q2 GDP to +1.0% on Better-than-Expected June Trade Balance and Inventories(1).pdf
USA_ Q2 GDP Declines 0.9% on Inventories and Structures Investment; Initial Claims Remain Elevated(1).pdf
USA_ Home Price Growth Decelerates in May but Remains Elevated(1).pdf
USA_ GS Economic Indicators Update(1).pdf
USA_ FOMC Hikes 75bp; Makes Minimal Changes to the Post-Meeting Statement(1).pdf
USA_ Consumer Confidence Decreases; Richmond Fed Manufacturing Index Improves; New Home Sales Fall; Lowering GDP Tracking(1).pdf
US Thematic Views_ Challenges remain for unprofitable growth stocks despite valuation reset(1).pdf
US Economics Analyst_ A Surprisingly Small Budget Deficit (Phillips_Krupa)(1).pdf
United Microelectronics Corp. (2303.TW)_ Earnings review_ Improving earnings structure to better weather volatility; reiterat...(1).pdf
UBS-Supply constraints likely to.pdf
UBS-Supply constraints likely to prompt further commodity price gains.pdf
UBS-Prepare for volatility ahead.pdf
UBS-Picking up the pieces in crypto.pdf
UBS-Morning comment _ Slowing is sensible.pdf
UBS-Markets rally as Fed refrains from hawkish surprise.pdf
UBS-Growth stocks likely to struggle despite tech earnings resilience.pdf
UBS-Global Rates Strategy _Global Index Projections.pdf
UBS-Fed meeting preview Top questions answered.pdf
Twitter Inc. (TWTR)_ Q2 2022 Earnings Review(1).pdf
The 720_ Reliance Industries, Global Markets, Taiwan Automation, ICICI Bank, FOMC, China HY Property(1).pdf
The 720_ LG Chem_LG ES, China Tourism Group, SK Hynix, UMC, Shin-Etsu, Fanuc, BBRI & BBCA(1).pdf
The 720_ China Financials - Real Estate Fund, Kotak, Shanghai M&G, Infosys, US Unprofitable Growth Stocks, Iron Ore(1).pdf
The 720_ Asia Strategy, China Consumer, Samsung Electronics, Keyence, Mandiri, Naver, China - Politburo Meeting(1).pdf
The 720_ Alibaba, HKEx, China PM Sector, Sea Ltd, Energy Storage, JP Strategy, Unimicron(1).pdf
Teva Pharmaceuticals (TEVA)_ First Take_ Opioid settlement agreement consistent with our expected range, new LT targets to come(1).pdf
Squarespace Inc. (SQSP)_ Pricing and bundling key to balancing 2H macro (1).pdf
Spotify Technology S.A. (SPOT)_ Q2'22 Earnings First Take(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
Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(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
Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
MS-The Thin Red Line.pdf
MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
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Japan Chemicals_ June MOF data_ Silicon wafer shipment volume down -7% yoy on China impact, overall ASP up high +43% yoy(1).pdf
J.P.摩根-亚太地区投资策略-新兴市场亚洲本地市场2022年年中展望：从急性到慢性-保持UW利率和外汇-2022.6.14-40页.pdf
J.P.摩根-新兴市场投资策略-新兴市场边缘数据观察：有风险的副作用的强效药-2022.6.17-29页.pdf
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J.P.摩根-全球投资策略-全球数据观察：当我向他们复仇时，他们会知道我是主-2022.6.17-89页.pdf
J.P.摩根-全球投资策略-J.P.摩根视角：告别负收益率-2022.6.15-92页.pdf
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J.P.摩根-美股汽车行业-数字化二手和特许经营汽车经销商：行业思考与手册-2022.6.14-202页.pdf
J.P.摩根-美股能源行业-J.P.摩根能源问题库：勘探和开采、综合石油和炼油、中游、油田服务和设备、公用事业和替代能源-2022.6.14-243页.pdf
J.P.摩根-美股零售业-行业&公司深度研究(HAS, MAT, FNKO)-2022.6.16-66页.pdf
J.P.摩根-美股保险行业-变额年金市场趋势：疲软的市场将损害近期的业绩；尾部风险是长期的担忧-2022.6.17-32页.pdf
J.P.摩根-美股半导体行业-J.P.摩根半导体和半导体资本设备公司-2022.6-40页.pdf
Iron Ore - From scarcity to glut(1).pdf
India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US$19 bn, likely led by Jio(1).pdf
HSBC-中国运输与物流行业-上海运输与物流8月可全面恢复-2022.6.16-24页.pdf
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HSBC-中国能源行业-中国太阳能设备：太阳能电池市场可能出现范式转变-2022.6.14-26页.pdf
HSBC-中国PCB行业-触底反弹；关注苹果相关FPC-2022.6.15-21页.pdf
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HSBC-亚太地区电子设备和仪器行业-亚洲科技：启动ABF基板领域-2022.6.15-29页.pdf
HSBC-全球投资策略-体育用品回顾：迎接新一轮的复杂性-2022.6.14-32页.pdf
HSBC-全球投资策略-HSBC第16届运输与物流大会：同样的风暴，不同的船-2022.6.15-33页.pdf
HSBC-The Major bond letter.PDF
HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
HSBC-China’s property stumble Why it’s different from the subprime mortgage crisis.pdf
Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
FOMC Roundtable July 26-27 [presentation](1).pdf
Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and $765 PT(1).pdf
Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
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