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摩根士丹利：中国铝业公司 (.SS)_增加上行 30 天催化剂观察
摩根大通· 2024-10-20 16:58
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： 15 Oct 2024 18:53:38 ET │ 10 pages Aluminum Corporation of China (601600.SS) Adding Upside 30-Day Catalyst Watch shuinu9870 View original report on this Catalyst Watch Direction: Upside 更多一手调研纪要和研报数据加V： Duration: Within 30 Days (expires 15 Nov 2024) Catalyst: Strong alumina price With limited alumina and bauxite supply, we expect alumina pri ...
摩根士丹利：中国重汽 9 月 24 日重卡销量与股价表现
摩根大通· 2024-10-20 16:58
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： Oct-19Nov-19Dec-19Jan-20Feb-20Mar-20Apr-20May-20Jun-20Jul-20Aug-20Sep-20Oct-20Nov-20Dec-20Jan-21Feb-21Mar-21Apr-21May-21Jun-21Jul-21Aug-21Sep-21Oct-21Nov-21Dec-21Jan-22Feb-22Mar-22Apr-22May-22Jun-22Jul-22Aug-22Sep-22Oct-22Nov-22Dec-22Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24 ...
摩根士丹利：中国联通_2024年投资者路演摘要
摩根大通· 2024-10-20 16:58
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： October 14, 2024 04:08 PM GMT M Update | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：中国机场_焦点图表_中国主要机场客流量恢复情况
摩根大通· 2024-10-20 16:58
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： October 14, 2024 10:55 AM GMT M Update Chinese Airports | Asia Pacific Chart in the Spotlight: Traffic Recovery at Key Chinese Airports 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： Traffic growth softened to teens YoY in September after the summer peak, with 6-7% YoY domestic traffic growth and ~50% YoY non-domestic tra ...
摩根士丹利：中国医疗保健_中国血浆_3Q24 预览和重组白蛋白的破坏性影响评估
摩根大通· 2024-10-20 16:58
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 Idea China Healthcare | Asia Pacific October 14, 2024 04:25 AM GMT China Plasma: 3Q24 Preview and Sizing Disruptive Impact from Recombinant Albumin 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： We expect plasma fractionators to broadly deliver high single digit to mid-teens percentage net profit growth in 3Q24, reflect ...
摩根士丹利：中国IT服务和软件_beta反弹后风险较高
摩根大通· 2024-10-20 16:58
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 Update China IT Services and Software | Asia Pacific October 14, 2024 12:38 AM GMT High risk after beta rally shuinu9870 We believe share prices have been overshooting and we reiterate our Cautious industry view. The market has treated late cycle sector as a pioneer in a potential recovery – unjustified in our view, t ...
摩根大通：中国_CPI和PPI通胀均低于预期，由于政策导向基本缺失，国内供需失衡持续存在
摩根大通· 2024-10-19 02:35
Asia Pacific Economic Research 13 October 2024 J P M O R G A N China: CPI and PPI inflation both below expectations Domestic supply and demand imbalances linger on as policy redirection is still largely absent • September CPI moderated to 0.4%oya on a 0.1%m/m sa fall. Food prices inched up 0.2%m/m sa, vehicle fuel prices fell 2.8% m/m nsa, and core CPI inflation moderated to 0.1%oya on a 0.1%m/m decline. • Both service prices and residence costs fell 0.1% m/m sa in September. As summer vacation demand faded ...
摩根士丹利： 软件和服务_每周重启 – 2025 年 IT 预算之窗
摩根大通· 2024-10-19 02:35
M Update October 13, 2024 11:01 PM GMT | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根大通：中东和北非股票地缘政治风险 - 对股票和行业的影响
摩根大通· 2024-10-19 02:35
MENA Equity Research 14 October 2024 J P M O R G A N MENA Equities Geopolitical risk - impact on stocks and sectors | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------- ...
摩根士丹利：三个可行的想法
摩根大通· 2024-10-19 02:35
October 13, 2024 10:00 PM GMT M Idea Three in Three | Asia Pacific Three Actionable Ideas Meituan – OW | Reliance Industries – OW | AIA Group – OW OW – Meituan (3690.HK): We raise 2026-28 non-IFRS net profit estimates 15-25% as the government's policy pivot reinforces our conviction for CLC GTV to double over 2024-29. For 3Q24, we see core revenue and operating profit up 19% and 37%, respectively, defying a weak macroenvironment. Reiterate OW, raise PT to HK$215. OW – Reliance Industries (RELI.NS): Cyclical ...