关注公众号: 永木纪要 23 October 2024 | 8:03AM HKT | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------|---------------|---------------------------------------------------------------------------------|---------------------------------------|----------|-------------------------------------|----------- ...

关注公众号: 永木纪要 21 October 2024 | 10:57PM HKT | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------| | | | | We refreshed our global PC TAMs to 1) factor in the latest forecasts for key suppliers including HPQ, Dell, Apple, Asus, Lenovo, Samsung, LG, Xiaom ...

24 October 2024 | 1:43PM EDT in Japan to 49.3. 众号: 永木纪要 Global PMI Monitor: Manufacturing Output Expectations Improve in the US, Decline Elsewhere (Dong) | --- | --- | --- | --- | |-------|-------|---------------------------------------------------------------------------------------------------|-------| | | | | | | | | DM trends: □ The DM composite flash PMI fell by -0.3pt in October to 51.8; the | | | | | manufacturing component rose by +0.3pt to 47.6 and the services component fell by -0.6pt to 52.7. | | ...

20 October 2024 | 9:29PM EDT certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. 公众号: 永木纪要 | --- | --- | |-------|---------------------------------------------------------------------------------------------------| | | | | | | | | The Impact of Hurricanes: A Roadmap for Upcoming Data | | | | | | | | | +1(212)357-2619 | | | oldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | | | ronnie walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1 ...

公众号: 永木纪要 24 October 2024 | 8:44PM JST Japan Technology: Semiconductor Capital Equipment: September SEAJ data: Demand outside of mainland China likely recovering Jul-Sep sales up 23% yoy; non-China likely recovering According to preliminary September 2024 data released after the October 24 close by the Semiconductor Equipment Association of Japan (SEAJ), monthly sales of Japanese semiconductor production equipment in July-September 2024 axepraged ¥369.6 bn, an increase of 23% yoy (+7% qoq). While regional b ...

18 October 2024 | 10:34AM EDT US Equity Views Introducing our 2025 S&P 500 use of cash forecasts ■ We forecast S&P 500 cash spending will accelerate from +8% in 2024 to +11% in 2025. Using our macro models, we update our forecasts for S&P 500 capex) ‍ R&D, buybacks, dividends, and cash M&A and introduce 2025 forrecasts. Strong earnings growth will drive strong cash spending groﮨﺮﺯﻟﮩﺪ : ടീ ■ The largest stocks have been boosting aggregate cash spending, but we expect a broadening in 2025. S&P 500 cash spendi ...

20 October 2024 | 6:35PM HKT 公众号: 永木纪要 | --- | --- | --- | |-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------| | | | | | | Asia in Focus China: FAQs on recent stimulus and consumption | | | | China's recent policy easing measures have attracted significant market attention. this note, we answer a few frequently aske ...

注公众号:永木纪要 Earnings slightly beat - 3Q24 earnings beat at Rmb965mn (+12.0% y/y, +6.3% vs. GSe). We note better GPM (46.9% vs. 46.6% per GSe) but still under pressure from increasing cow bezoar cost. Meanwhile, we attribute the earnings beat to lower-than-expected expenses as well. 21 October 2024 | 5:06PM CST Pien Tze Huang (600436.SS): Earnings Review: 3024 earnings beat on strong main product growth; Buy | --- | --- | |---------------------------------------------------------------------------------------- ...

24 October 2024 | 10:52AM EDT 47.5, prior 47.3 公众号: 永木纪要 USA: S&P Global PMIs Slightly Better Than Expected; New Home Sales Above Expectations; Boosting Q3 GDP Tracking to +3.2% | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------|----- ...

23 October 2024 | 10:33AM EDT USA: Existing Home Sales Slightly Below Expectations | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------| | | | | BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in September from an upwardly revised level in August, slightly below consensus | | | expectations. The median sales price of all exi ...