European CLO Manager Barometer – OCTOBER 2024 Deutsche Bank Research European CLO Manager Barometer: A widening gap between deals inside and outside reinvestment Conor O'Toole | +353 1 865-3639 | conor.o-toole@db.com IMPORTANT RESEARCH DISCLOSURES AND ANALYST CERTIFICATIONS LOCATED IN APPENDIX 1. UNTIL 19th MARCH 2021 INCOMPLETE DISCLOSURE INFORMATION MAY HAVE BEEN DISPLAYED, PLEASE SEE APPENDIX 1 FOR FURTHER DETAILS. 7T2se3r0Ot6kwoPa Distributed on: 17/10/2024 09:43:11 GMT October 2024 European CLO Manager ...

Global Commodities Research 04 October 2024 J P M O R G A N European Natural Gas Rising geopolitical risk grabs the spotlight in a market with little spare capacity | --- | --- | --- | |-------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------- ...

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 M Foundation Capital Goods | Europe September 23, 2024 04:00 AM GMT Play it Cool: An Introduction to Liquid Cooling and laying out the landscape in Europe We take a deep-dive into Liquid cooling. There is plenty of runway for growth, though EU Cap Goods names (Schneider, Legrand) have been slower to position in Liquid cooling than global peers (Vertiv, Delta). In Europe, we prefer Legrand (OW), and see good momentum for their rear-door cooling sales. Key Takeaways Ind ...

M Update China Solar | Asia Pacific September 23, 2024 01:56 PM GMT Solar exports – module export growth slowed down, driven by Asia and Europe In August 2024, we estimate that module export volume rose 35% YoY, but module export value fell 27% YoY. Growth of module export value to Asia slowed down to -17% YoY; to Africa, it turned positive, to 6% YoY in 8M24. Inverter export value rose 24% YoY and 10% MoM in August. China's solar module and cell export value fell 29% YoY in January-August 2024 (8M24); we e ...

European Tourism: Trends & Prospects 1 Quarterly Report Q2/2024 EUROPEAN TOURISM: TRENDS & PROSPECTS Quarterly Report (Q2/2024) A report produced for the European Travel Commission by Tourism Economics Brussels, July 2024 ETC Market Intelligence Report 2 European Tourism: Trends & Prospects (Q2/2024) All rights reserved. The contents of this report may be quoted, provided the source is given accurately and clearly. Distribution or reproduction in full is permitted for own or internal use only. While we enco ...