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 January 1, 2025 09:00 PM GMT China Financials | Asia Pacific Banks' shares hitting new highs; what to do from here? Risk control and high dividend yields have sent banks shares to new highs. We believe first natural economic cycles bottom in China, a modest LPR cut of only 15-20 bps and resumption of interest rate reform could support banks' NIM and drive further bank outperformance in 2025. Attractive dividend yields and rational policy combo have driven major banks' shares to ...

Morgan Stanley Research 9 Keymed Biosciences Inc. (2162.HK) O (08/10/2021) HK$31.85 M Update | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------| | Everest Medicines Ltd (1952.HK) E (03/15/2024) HK$46.80 \nHUTCHMED (China) Ltd (0013.HK) E (04 ...

shuinu9870 更多一手调研纪要和研报数据加V： 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 更多一手调研纪要和研报数据加V： December 19, 2024 08:16 AM GMT shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 M Update Hong Kong/China Leisure & Lodging | Asia Pacific 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Key Takeaways China's weekly hotel RevPAR was -4% YoY for the week, reflecting December 8- 14, 2024 vs. December 10-16, 2023. This slightly worsened from the prior week's -2%. However, the YoY decline in December has been narrower than we thought, reflecting flatte ...

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 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

The Central Financial and Economic Affair Office said new wordings on policies are significant, and concrete measures will be disclosed at the March NPC. M Foundation Final demand is the key Cross-sectional evidence suggests investment slowdown is not enough for reflation 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 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 -1.0 -0.8 -0.6 -0.4 -0.2 0.0 0.2 0.4 0.6 0.8 1.0 Dec-14Jun-15Dec-15Jun-16Dec-16Jun-17Dec-17Jun-18Dec-18Jun-19Dec-19Jun-20Dec-20Jun-21Dec-21Jun-22Dec-22Jun-23Dec-23Jun-24Dec-24 China ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： M Foundation Americas Metals & Mining | Latin America December 11, 2024 09:33 PM GMT 2025 Outlook: Heightened Uncertainty; Downgrade Vale to EW, Prefer Base Metal Equities 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Decelerating global growth will pose challenges for mining stocks, particularly if China econ policy remains modest ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： M Update December 12, 2024 04:14 PM GMT | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Flash | 06 Dec 2024 03:30:47 ET │ 11 pages China Battery Materials 10M24 Global EV Battery Usage at 686.7GWh, +25.0% YoY CITI'S TAKE According to SNE Research (link, 5-Dec-24), 10M24 global EV battery usage reached 686.7GWh, +25.0% YoY, within which EV battery usage from CATL/BYD/LGES was 252.8/115.3/81.2GWh, respectively, covering 36.8%/16.8%/11.8% of total global EV battery usage in 10M24. In Oct 2024, global EV battery usage was 87.7GWh, +32.3% YoY and -1.3% MoM. We believe we are at the trough of the ba ...

Global Commodities Research Base and Precious Metals Outlook Chartbook – 2nd Dec 2024 Gregory Shearer +44 (0)207 1348161 gregory.c.shearer@jpmorgan.com J.P. Morgan Securities plc See end pages for analyst certification and important disclosures, including investment banking relationships. J.P.Morgan Price Outlook: Precious rally to rumble on; constrained supply sets the stage for stronger base metals prices later in 2025 • Macro will dominate base metals over the early stages of 2025, we remain tactically n ...

November 29, 2024 10:00 AM GMT IndusInd Bank | Asia Pacific Is risk reward now attractive? | --- | --- | --- | |-------------------------|------------|------------| | | | | | What's Changed | | | | IndusInd Bank (INBK.NS) | From | To | | Price Target | Rs1,400.00 | Rs1,150.00 | The stock price has fallen 30% post-earnings owing to MFI asset quality, where trends continue to weaken, driving more EPS cuts. We detail risk reward – while not bad, risks are towards the downside. We continue to apply 30% bear cas ...