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 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or companies involved. Core Insights - Amazon's dress sales show significant seasonal fluctuations, with peaks in summer and winter months due to events like weddings and holidays. Sellers should adjust inventory and marketing strategies accordingly to capitalize on these trends [3]. - SHEIN's dress sales also exhibit clear seasonal patterns, with notable peaks in November 2023 and April 2024. The overall trend indicates a growing market demand for dresses in 2024 compared to 2023 [6]. Summary by Sections Amazon Dress Sales Analysis - Amazon's dress sales peak during summer (April to August) due to increased demand for formal occasions, while sales in autumn and winter remain strong due to holiday shopping [3]. - New dress launches on Amazon show significant sales spikes in September 2023 and May 2024, indicating key periods for new product introductions [4]. SHEIN Dress Sales Analysis - SHEIN's dress sales for the second quarter of 2024 show a year-on-year increase of 253.09%, with notable peaks in sales during specific periods [6]. - The number of new dress launches in 2024 is slightly higher than in 2023, suggesting a sustained market demand for dresses [6]. Hot Selling New Trends - Key trending dress styles include off-shoulder dresses, asymmetrical designs, and fitted styles, indicating consumer preferences in the current market [8][13].