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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 ...
摩根士丹利：中国航空_ CAAC – 2024_25 W_S 赛季时刻计划
摩根大通· 2024-10-19 02:35
M Update Chinese Aviation | Asia Pacific October 13, 2024 05:51 PM GMT CAAC – Slot Plans for 2024/25 W/S Season Capacity is not necessarily a constraint to supply in the Winter/ Spring season, we think, considering demand headwinds amid macro challenges. Non-domestic capacity continued to recover to pre-Covid levels. On 12 October, CAAC released slot plans for the 2024 Winter/Spring flight season (October 2024 - March 2025). • Domestic slots to decline by 1% YoY, to +24.2% vs. 2019's level (+0.7% YoY, to +2 ...
摩根士丹利：全球宏观的下一步_长寿_老龄化时代已经到来
摩根大通· 2024-10-19 02:35
M Global Foundation | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：新兴市场主权信用战略_国际货币基金组织“削减”利率
摩根大通· 2024-10-19 02:35
M Global Idea | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：中国在线旅行社_3Q24预览及黄金周旅游更新
摩根大通· 2024-10-19 02:35
M Idea China Online Travel Agencies | Asia Pacific October 13, 2024 08:15 PM GMT 3Q24 Preview and Golden Week Travel Update Golden Week data came largely in line and 3Q guidance is well on track. We stay OW on China OTAs on resilient travel demand and easier comps ahead, with risk skewed to the upside on potential consumption recovery. Valuation is still attractive. Domestic tourists and receipts rose 5.9% and 6.3% YoY (adjusted for seven days in 2024 vs. 8 days in 2023), respectively, according to Minister ...
摩根士丹利：舜宇光学_9 月_手机镜头出货量将超过预期，而 CCM 将在 2024 年达不到预期
摩根大通· 2024-10-19 02:35
M Update Sunny Optical | Asia Pacific October 13, 2024 09:00 PM GMT September: Handset Lens Shipments to Beat while CCM to Miss in 2024? With mix improvement the top priority, handset CCM still recorded weak shipments. Handset lenses delivered solid growth, and shipments appear highly likely to beat the target. Key Takeaways Handset CCM YTD growth rate decelerated from +3% in Jan-Aug to -1% in Jan- Sep. Handset lenses recorded +6% YoY growth in Sep and +20% in Jan-Sep. Vehicle lenses' YTD growth slightly im ...
摩根大通：中国金属库存-中国刺激计划三周期间实物库存趋势_2024年周度钢铁产量最大增幅，上周螺纹钢需求激增+33%
摩根大通· 2024-10-19 02:34
Europe Equity Research 14 October 2024 J P M O R G A N Metal Inventories in China China physical inventory trends during 3 weeks of stimulus: largest increase in weekly steel output of 2024, steel rebar demand surged +33% last week | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：中国材料_需求追踪 – 刺激措施改善需求前景
摩根大通· 2024-10-19 02:34
Rmb25.8tn, down 37% YoY. M Update October 13, 2024 09:10 PM GMT | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：中国股票策略_财政部新闻发布会后的市场影响
摩根大通· 2024-10-19 02:34
M Idea October 13, 2024 09:23 PM GMT | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...