30 November 2024 | 7:28AM HKT 10% tariff above any additional tariffs). Technology leaders (e.g. high-end advanced node foundries) might enjoy strong bargaining power to pass additional costs to clients, while in other cases, the additional costs could be shared by the clients, end consumers, and supply chain, in our view. GC Tech: Potential tariff impact; top 3 questions on exposures, cost transfer, and supply chain changes | --- | --- | |-------|------------------------------------------------------------ ...

18 November 2024 | 5:00PM GMT 2131d4eaf4cb4d50b1d51c8af07b64b4 2025 Global Rates Outlook Terminal Differences n Discovering terminal (from above): Central banks' shared experience is becoming more differentiated. Fiscal footprints support higher terminal rates, but markets are priced on the hawkish side of our central case for most policy paths. n Europe the best long: The growth downside case for owning duration is most pronounced in Europe. Still, longer term US yields can fall modestly under a contained ...

2 October 2024 | 12:03PM HKT Asia Pacific Textile, Apparel & Footwear: Negative-to-mixed read-across from Nike's 1QFY25 results | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

M Idea New Oriental Education & Technology | Asia Pacific September 24, 2024 12:50 PM GMT F1Q25 Preview - Resilient results expected New Oriental Education & Technology (EDU.N, EDU US) Despite drag from higher-ASP overseas test prep business, we expect EDU to meet its F1Q25/2025 revenue and margin targets. We are less concerned about industry competition and believe the current regulatory environment is relatively stable. F1Q25 preview: We expect EDU's core educational revenue to grow 33% yoy in F1Q25, clos ...

Testing 2023年证券行业应用兼容测试白皮书 2024-04 Testin云测 日系 01 证券行业IT发展现状 02 证券行业APP兼容性报告 03 证券行业APP性能报告 04 证券行业APP版本更新报告 05 证券行业APP兼容测试建议 01 证券行业T发展现状 证券行业IT投入持续增长 口 在过去的两年时间里证券公司普遍重视数字化转型，持续加大在金融科技领域的高 水平投入。2023年6月9日，中国证券业协会印发《证券公司网络和信息安全三年提 升计划（2023-2025）》，鼓励券商信息科技资金投入占比提升至23-25年平均营 收的7%或平均净利润的10%，IT 需求再迎催化。即使在行业整体业绩普遍承压的情 况下，各大券商在数字化转型方面仍在逆势加大投入。 2022年后受求求求2023年間的校校入 外部增加金額((乙元)同比較加(%) (文帝((乙) अने(12) 华泰讯券 25.8 27.2 -1.5 -5.4% 国泰君安 21.6 18.0 3.6 20.1% 中金公司 17.3 19.1 -1.8 -9.5% 招商证券 14.5 15.5 1.1 7.6% 15.2 泡通证券 14.8 ...