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 January 2, 2025 11:17 AM GMT M Update Geely Automobile Holdings | Asia Pacific Ambitious 2025 target | shuinu9870 | shuinu9870 | | shuinu9870 | | --- | --- | --- | --- | | 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： 更多一 | | | M 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 | Morgan Stanley Asia Limited+ Tim Hsiao Equity Analyst Tim.Hsiao@morganstanley.com +852 2848-1982 Cindy.Huang@morganstanley.com +852 3963-3568 shuinu9870 | | | | Update | | | | | January 2, 2025 11:17 AM ...

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 1 January 2025 | 9:50PM EST Americas Technology: Security 2025 Repositioning: NET to Buy, CHKP to Neutral Security stock performance in 2024 can almost entirely be explained by one factor: to what extent the market believed each company is a platform vs. a point product. The best mid-to-large cap performers in our coverage were FTNT (+63%), CRWD (+37%) and NET (+31%); the worst performers were OKTA (-12%), ZS (-17%) and S (-18%). PANW (+25%), and CHKP (+23%) each performed more ...

Figure 41: MP Days to Cover vs Share Price 10 12 14 16 18 20 22 24 3.0 5.0 7.0 9.0 11.0 13.0 15.0 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 MP Days to cover - last = 5.3 1yr Avg. = 8.2 Share Px ($/sh - RHS) Source: Bloomberg Finance L.P. | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------------------|------------------|-----------------------|----------|-------|------------|--------------------------------|--------|----------------|--------|-------------- ...

19 December 2024 6 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 Goldman Sachs Americas Media | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------|--------|----------------|------------------------|--------|-----------------------------|-------|------------------------------------------------------------------------------------------|-------|---------------|-------|---------------------------------------|-------|-------------------------------------|---- ...

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 12 December 2024 | 3:13AM EST 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： Americas Transportation 2025 Outlook: Manufacturing Output Key to Unlocking Better Mix and Operational Torque 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： For Transport Outlook 2025, we primarily remain focused on more asset intensive names to reflect the most potential for operational leve ...

M Idea Asia Economics | Asia Pacific December 2, 2024 07:13 PM GMT The Viewpoint: What Asia can do to close the gap with the Americas In our base case, Asia's nominal dollar GDP will be expanding at a slower pace as compared to the Americas and the gap between the two will persist. In this report, we explore possible upside surprises that could allow Asia to close that gap. Tariffs and China will be the key factors. What could surprise on the upside? After several years where nominal USD GDP ran higher in A ...

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 Latin America Equity Research 22 November 2024 J P M O R G A N www.jpmorganmarkets.com Enel Americas Investor Day Feedback: Focusing on Grids and Taking a Breather on Generation Our take: Neutral. We like the 61% increase in CAPEX for Grids and the decision to keep Dx in Brazil and Argentina, but leverage remains suboptimal. On Enel Americas' Investor Day, CEO Aurelio Bustilho, CFO Rafael de la Haza, and IR Jorge Gustavo presented the new strategic plan for the 2025-2027 period ...

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 November 2024 | 2:24PM EST Americas Technology: Hardware 2024 bus tour takeaways: ANET, CSCO, SMCI, 650 Group We hosted a hardware investor bus tour in California on November 21, 2024 to meet with management teams from Arista Networks (ANET, Buy), Cisco Systems (CSCO, Neutral), Supermicro (SMCI, Neutral), and 650 Group (Private). Key takeaways from each of our meetings follow. Arista Networks (ANET, Buy) Management attendees: Chantelle Breithaupt, Chief Financial Officer; Joh ...

M Foundation US Equity Strategy | North America November 18, 2024 07:06 AM GMT 2025 US Equities Outlook: Stay Nimble Amid Changing Market Leadership Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.Wilson@morganstanley.com +1 212 761-2532 Andrew B Pauker Equity Strategist Andrew.Pauker@morganstanley.com +1 212 761-1330 Michelle M. Weaver, CFA Equity Strategist Michelle.M.Weaver@morganstanley.com +1 212 296-5254 Diane Ding, Ph.D. Quantitative Strategist Qian.Ding@morganstanley.com +1 212 761-675 ...

2024/25AW CBEC L CROSS-BORDERE-COMMERCE 女装-礼服 跨境多平台趋势分析 AMAZON X SHIEN AMAZONXSHIEN 多平台数据分析 AMAZON品类销售分析 | --- | |------------------------| | | | AMAZON衬衫热卖款式排行 | | | | SHEIN品类销售分析 | | | | SHEIN品类属性分析 | AMAZON女装-礼服/销售分析 *采集时间：2023.01.01-2024.06.30 亚马逊女装-礼服季节性走势有明显的波动规律。在23年夏季（4-8月），销量升高，推测受到夏季婚礼、宴会等场合对于礼服单品需求量增加的影响。秋冬 季节（9-12月）销售略逊于夏季，但依然保持不俗的销量，与圣诞节、感恩节置装的需求密切相关。而24年1月后销量急剧下滑，到2月开始缓慢回升，短暂 调整后开始逐月递增。卖家需要关注夏季大高峰和秋冬小高峰趋势，及时开发适合季节调整的款式并调整库存与营销策略，抓住销售黄金时期。 Dress-Formal(礼服) 销量同比 ■销量 56.76% 62.03% 54.749% 43.26% ...