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 J P M O R G A N Asia Pacific Economic Research 02 January 2025 Hong Kong Retail sales roughly in line with expectation of an 8.3%oya fall Hong Kong's retail sales fell 8.3%oya in November, in line with our expectation (vs. market consensus: -5.4%oya, J.P. Morgan forecast: -8.6%oya). This widened from October's 4.8% decline. Seasonally adjusted, retail sales volume inched up 0.3%m/m sa, recording month-on-month gains for the third consecutive month. The underlying trend growth pi ...

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/ ...

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： 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： 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 11 Dec 2024 19:00:34 ET │ 12 pages US Restaurants shuinu9870 Weekly Traffic Jam: Mixed Read Post Holiday Noise 更多一手调研纪要和研报数据加V： CITI'S TAKE For the week ended 12/8, our measured industry Yr/Yr footfall growth was down 0.3% Wk/Wk, somewhat better than down LSD trends prior to the periods impacted by holiday shifts. Fast Casuals (up 3.6% Yr/Yr ...

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Asia Pacific Equity Research 19 November 2024 J P M O R G A N Futu Holdings Our takeaways from feedback from ~80 clients in the past week Overweight FUTU, FUTU US Price (18 Nov 24):$92.30 Price Target (Dec-24):$160.00 | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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： 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 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 Gurpreet Singh Sahi, CFA +852-2978-1287 | gurpreet.s.sahi@gs.com Goldman Sachs (Asia) L.L.C. Wing Huang +852-2978-0415 | ying.huang@gs.com Goldman Sachs (Asia) L.L.C. 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： 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： 12 November 2024 | 3:31PM HKT Hong Kong Exchanges (0388.HK): Updating estimates for Oct vol ...

聞團團 MYI : 中国酒店市场价值指数 十城榜单 2024 0.ATACIHOH.WWW 守得云开 励耕新程 ⯼阌 Preface 2023年随着市场的全⾯复苏，需求迅猛反弹，国内酒店 业迎来了久违的春⻛，展现出了令⼈瞩⽬的复苏态势。 在这⼀背景下，酒店的供给端与需求端均呈现出哪些新 特点？相较于2019年，酒店市场的格局是否因此发⽣变 化？酒店⾏业如何在新形势下把握市场机会和⾏业趋 势？这些问题可通过市场价值指数（Market Value Index，MVI）的追踪及解读回答。 浩华管理顾问公司依托厚海数据平台提出了市场价值指 数（Market Value Index，简称MVI）的概念，旨在通 过量化的数据指标来评价城市、商圈和物业三个维度的 酒店市场价值。在这个指数体系之下，针对城市（city） 层⾯的市场价值评价称之为cMVI，即城市市场价值指 数。通过对MVI的追踪，能够全⾯评价酒店市场价值，形 成理性投资判断，理解市场周期特征，掌握市场进⼊节 奏，并挖掘各地市场的独特价值点，制定多元产品和运 营策略。本次报告基于2023年全年数据，深⼊剖析全国 重点⼀⼆线城市和旅游⽬的地的市场供需变化，洞悉城 ...