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： 27 Nov 2024 14:03:10 ET │ 14 pages V i e w p o i n t | Global Economics shuinu9870 Global Inflation Monitor: Progress to Central Banks' Targets Slows 更多一手调研纪要和研报数据加V： CITI'S TAKE Global headline inflation in October ticked up slightly but remained only a notch above 2% as goods, food, and energy inflation all continued to cruise near or even ...

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 22 Nov 2024 06:52:17 ET │ 11 pages CGN Power (1816.HK) Tariff Drop In Guangdong from Higher Market Based Sales Mix in 2025E Looks Mild CITI'S TAKE National Energy Administration and Guangdong Energy Administration jointly issued the notice regarding 2025 electricity market exchange and related matters. The most important point is that the electricity sales volume mix of CGN's 10 nuclear units in Guangdong via market based sales will be added 10ppts yoy from 25% in 2024 to 35% in ...

North America Equity Research 19 November 2024 J P M O R G A N This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Cryptocurrency Markets Nov 18 Spot ETP Flows: BTC ETPs Rebound Back to Net Sales as ETH ETPs Remain Negative Yesterday; IBIT Options to Launch Immi ...

November 19, 2024 08:56 AM GMT M Foundation Investor Presentation | Asia Pacific China Battery and Components Morgan Stanley Asia Limited+ Jack Lu Equity Analyst Jack.Lu@morganstanley.com +852 2848-5044 Kaylee Xu Equity Analyst Kaylee.Xu@morganstanley.com +852 2239-1506 Morgan Stanley appreciates your support in the 2025 Extel (ex-Institutional Investor) Asia Research Team Survey. Request your ballot here. China Energy & Chemicals Asia Pacific Industry View In-Line Morgan Stanley does and seeks to do busine ...

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14 Nov 2024 11:22:53 ET │ 11 pages China Battery Materials Takeaways from Battery Expert Call with GGII CITI'S TAKE We hosted a battery expert call on 14th Nov with Mr. HU Feng, chief analyst at GGII, who shared his take on the lithium-ion battery market. He expects EV battery demand to reach 900-950GWh and ESS demand to reach 350-400Gwh in 2025E. The expert call was conducted in Mandarin and below are our key takeaways. We believe we are at the trough of the battery cycle (see our notes part 1 and part 2). ...

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： 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： 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 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 V i e w p o i n t | 11 Nov 2024 14:48:23 ET │ 10 pages US Economics shuinu9870 Bank Balance Sheet – Cash assets rebound 更多一手调研纪要和研报数据加V： CITI'S TAKE Total bank cash assets were on a generally declining trend throughout the summer and early fall as Fed balance sheet runoff drained some liquidity from ba ...

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： 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 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 更多一手调研纪要和研报数据加V： Flash | 11 Nov 2024 23:16:39 ET │ 11 pages China Battery Materials Takeaways from Battery Expert Call with ICCSINO shuinu9870 CITI'S TAKE We hosted a battery expert call on 12th Nov with Mr. Zhang Jinhui, Chief Analyst of ICCSINO, who shared his take on the lithium-ion battery market. ICCSIN ...

7 November 2024 | 7:29AM HKT The 720: China Consumer, US Elections, Korea Batteries, Toyota, Honda, Coupang, Omron, Nvidia In Focus | China Consumer China Consumer - Weak 3Q24 results and await more policies to drive confidence/consumption recovery. The softness continued for the overall consumption sector in 3Q24 with average yoy sales at 5% for our consumer coverage, compared to 5%/14% in 2Q/1Q24; margin is a mixed bag. Most trends we observed in 1H continued into 3Q24. Entering 4Q24, while we look for se ...

28 Oct 2024 08:59:27 ET │ 10 pages US Economics and Rates Strategy Fed Balance Sheet – Reserves remain abundant CITI'S TAKE The NY Fed has started to publish a Reserve Demand Elasticity (RDE) estimate which currently is statistically indistinguishable from zero and points to reserve abundance. Fed officials' comments on the balance sheet have continued be somewhat hawkish with Dallas Fed President Logan saying that the Fed should tolerate some pressure in repo to get to an efficient balance sheet size. We e ...