December 2, 2024 04:28 AM GMT M Update | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Global Markets Strategy 18 October 2024 J P M O R G A N EM Equity ETF Flows Daily net subscriptions/redemptions of major EM Equity ETFs – 17 October 2024 Equity Macro Research Rajiv Batra AC (65) 6882-8151 rajiv.j.batra@jpmorgan.com Khoi Vu, CFA (65) 6882-8170 khoi.t.vu@jpmorgan.com J.P. Morgan Securities Singapore Private Limited • Total EM:Net redemptions of US$2mn. • EM Broad: Net redemptions of US$1mn. • Frontier Markets: Net redemptions of US$1mn. • Korea: Strong redemptions of US$103mn. • Taiwan: Stro ...

3 October 2024 | 10:57AM EDT _ USA: ISM Services Index Well Above Expectations; Factory Orders Somewhat Below Expectations | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------- ...

2 October 2024 | 6:14PM EDT Neutral GS Forecast ________________________________ Revenue ($ mn) Old 96,773.0 101,098.6 119,062.1 140,310.7 EBITDA ($ mn) 16,633.0 15,087.0 21,977.6 29,536.6 EBIT ($ mn) 8,891.0 6,749.1 11,438.6 16,811.2 EPS ($) Old 2.60 1.87 2.95 4.20 P/E (X) 83.5 138.0 84.3 59.3 Dividend yield (%) 0.0 0.0 0.0 0.0 Ne de/EBITDA (X) (0.9) (0.8) (0.9) (1.0) EPS ($) 0.42 0.47 0.57 0.54 _ Tesla Inc. (TSLA) 3Q24 deliveries takeaways TSLA 12m Prie Target: $230.00 Prie: $249.02 Downide: 7.6% Tesla de ...

September 24, 2024 05:53 AM GMT M Foundation Video | Japan | --- | --- | --- | |-------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Ac更ces多sib资le v料ers加ion入 知识星球：水木调研纪要 关注公众号：水木纪要 FX Technical Advantage The golden cro$$ strikes again View: The golden cro$$ strikes again 2 5 March 2024 A golden cross (systematic) signal has occurred and favors a supported or stronger DXY FICC Technical Strategy in Q2. Today, March 25, 2024 with a closing price near 104.23, the golden cross signal Global Markets has been confirmed as the 36th signal since 1970 and the 18th since the euro began trading in 1999 (Chart 1). Since 1970, the DXY tended to be hi ...

2023 2024 Morgan Stanley Research 31 Source: Morgan Stanley Research. FOUNDATION M Foundation Source: Company data, Morgan Stanley Research. 2611202331142435363943474849566156 7.5% 3.8% 5.5% 7.5% 4.1% 7.0% 7.7% 8.1% 8.3% 1% 3% 5% 7% 9% 11% 0 11 22 33 44 55 66 F4Q20F1Q21F2Q21F3Q21F4Q21F1Q22F2Q22F3Q22F4Q22F1Q23F2Q23F3Q23F4Q23F1Q24F2Q24F3Q24F4Q24 (Rs Bn) EBITDA EBITDA Margin (RS) Exhibit 70: Core retail EBITDA margin improved by 20bp to 8.3% M Foundation 34 Telecom: Growing Well Exhibit 76: Reliance Jio spectr ...

公众号: 永木纪要 27 May 2024 | 6:53PM EDT Natural Gas: What's Next: Golden Pass timeline uncertainty poses risk $4 Henry Hub is delayed ■ ■ ■ Lower supply expectations drive TTF higher... We saw significant volatility innu in10870 TTF this nast work work with will with will with a TTF this past week, with prices rallying to over 35 EUR/MWh for the first time since last December, though retreating somewhat on Friday. While we have been highlighting a strong correlation between European gas and carbon emission price ...

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