更多资料加入知识星球:水木调研纪要 关注公众号:水木纪委 Morgan Stanley July 15, 2024 12:32 PM GMT Global Morgan Stanley Global Macro Forum What Challenges in China Mean for Global Investors y July 15, 2024 Serena Tang - Global Head of Cross-Asset Strategy | Strategist Seth Carpenter - Chief Global Economist MORGAN STANLEY & CO. LLC Min Dai - Head of Asia Macro Strategy | Strategi Laura Wang - Chief China Equity Strategist J; Robin Xing - Chief China Economist Chetan Ahya - Chief Asia Econor AN STANLEY ASIA LIMIT Morgan Stanley does a ...

for those second quarter 2024 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star one. If you would like to withdraw your question, press star two. Please note that today's call is being recorded. I would now like to turn the call over to John Campbell, Director of Investor Relations. Sir, you may begin the conference. Goo ...

for those second quarter 2024 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star one. If you would like to withdraw your question, press star two. Please note that today's call is being recorded. I would now like to turn the call over to John Campbell, Director of Investor Relations. Sir, you may begin the conference. Goo ...

摩根大通二季度业绩交流会20240712_导读 2024年07月14日 09:38 关键词 capital buybacks expenses income investment net charge off revenue target credit card first of public credit costs deposits margin market growth stress capital buffer inflation dividend investment banking fees regulatory concerns 全文摘要 本期公司实现了显著的财务增长，总收入达到518亿美元，同比增长20%，净利润429亿美元，增长9%。 这一成绩得益于多项业务收购，包括对Visa股份的投资收益和一家新公司的并购。在银行业务方面，虽 然存款有所下降，但投资资产和信用卡业务的收入与利润均实现增长。公司保持了强大的市场地位和盈 利能力，并计划提高季度股息。此外，银行对资本管理和压力测试给予高度关注，致力于通过有机增长 和维持健康资本结构来增强实力。在投资银行业务方面，特别强调了在债务资本市场中的表 ...

to single city breakeven in 2H24. Although our case study of Baidu's financials, we believe Baidu's single city margin is likely to increase Of these 3 variables, we believe Baidu's currently commercially unviable deployment stage; there is high visibility that next generation vehicle with Pacific Equity Research (86 21) 6106 6505 A case study of Baidu's robotaxi operation in Shanghai orders for the ride hailing model in Shanghai. pricing (64% lower than Didi Premium (滴滴专车), 37% lower than district of Shang ...

Thank you and good morning everyone. Starting on page one. excluding both the visa gain that I mentioned earlier as well as onto balance sheet and capital on page three. CCB reported net income of $4.2 billion. Please stand by. For our first question, we'll go to the line of Stephen Chewbacca from Wolf Research. Please go ahead. Hi. Good morning, Jeremy. So I wanted to start off with a question on capital. Just given some indications that the Fed is considering favorable revisions to both Basel III endgame ...

Thank you and good morning everyone. Starting on page one. including both the Visa gain that I mentioned earlier as well as... onto balance sheet and capital on page three. ZB reported net income of $4.2 billion. Please stand by. For our first question, we'll go to the line of Stephen Chewbacca from Wolf Research. Please go ahead. indications that the Fed is considering favorable revisions to both Basel III endgame and the G-SIB surcharge calculations, which I know you've been pushing for for some time. As ...

The End you Hello, everyone. Good afternoon. Welcome to the 4th episode of the Global Double Zhou Dong Ta series. Our long-term guest, Mr. Zhang, is still our first guest today. Let's welcome Mr. Zhang, Chairman of the Global Market Strategy Department of China. Hello, everyone. Good afternoon. Okay, let's get straight to the point. There are still a lot of hot topics in the global market. Let's take a look at the U.S. first. A few days ago, on the evening of July 9 in Beijing, U.S. Secretary of State Paul ...

♪♪♪ Good morning, ladies and gentlemen. Welcome to J.P. Morgan Chase's second quarter 2024 earnings call. This call is being recorded. Your line will be muted for the duration of the call. We will now go live to the presentation. The presentation is available on JPMorgan Chase's website, and please refer to the disclaimer in the back concerning forward-looking statements. Please stand by. At this time, I would like to turn the call over to JPMorgan Chase's Chief Financial Officer, Jeremy Barnum. Mr. Barnum, ...

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 M Idea July 8, 2024 11:00 AM GMT US Housing Strategy | North America Morgan Stanley & Co. LLC James Egan Strategist Housing Hiccup? James.F.Egan@MorganStanley.com + 1 212 761-4715 Shikhar Agarwal Strategist Shikhar.Agarwal@morganstanley.com + 1 212 761-5324 Home prices are at record highs while pending home sales are at Catherine Liu record lows. For-sale inventory continues to increase and might Strategist Catherine.Liu2@morganstanley.com + 1 212 761-0222 finally be contributin ...