花旗：华明装备_上海投资者之旅对美国扩张计划的积极启示
美国银行· 2024-10-21 00:32
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 Buy Price (15 Oct 24 15:00) Rmb16.160 Target price Rmb19.000 Expected share price return 17.6% Expected dividend yield 3.4% Expected total return 21.0% Market Cap Rmb14,483M US$2,043M 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 15 Oct 2024 14:02:38 ET │ 11 pages Flash | Huaming Power Equipment (002270.SZ) Positive Takeaways on US Expansion Plan from Investor Tour in Shanghai shuinu987 ...
花旗：中国中免_3Q24 初步业绩低于预期
中国饭店协会酒店&蓝豆云· 2024-10-21 00:17
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 shuinu9870 Buy Price (15 Oct 24 15:00) Rmb69.030 Target price Rmb81.000 Expected share price return 17.3% Expected dividend yield 2.2% Expected total return 19.5% Market Cap Rmb134,779M US$19,016M 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： 更多一手调研纪要和研报数据加V： Flash | 15 Oct 2024 09:58:02 ET │ 11 pages China Tourism Group Duty Free Corp (601888.SS) 3Q24 Preliminary Results Below Expectat ...
摩根士丹利：山东黄金矿 9M24 警报 – 范围广泛 利润指导
摩根大通· 2024-10-20 16:58
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 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： Greater China Materials | China shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： M Update Shandong Gold Mining Co. Ltd | Asia Pacific October 14, 2024 05:13 PM GMT 9M24 alert – wide range of profit guidance 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： Shandong Gold guided for a 9M24 net profit range of Rmb1.85-2.25bn, up 38-67% YoY. Considering 1H24 reported net profi ...
摩根士丹利：中国铝业公司 (.SS)_增加上行 30 天催化剂观察
摩根大通· 2024-10-20 16:58
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 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： 15 Oct 2024 18:53:38 ET │ 10 pages Aluminum Corporation of China (601600.SS) Adding Upside 30-Day Catalyst Watch shuinu9870 View original report on this Catalyst Watch Direction: Upside 更多一手调研纪要和研报数据加V： Duration: Within 30 Days (expires 15 Nov 2024) Catalyst: Strong alumina price With limited alumina and bauxite supply, we expect alumina pri ...
摩根士丹利：中国重汽 9 月 24 日重卡销量与股价表现
摩根大通· 2024-10-20 16:58
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 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： Oct-19Nov-19Dec-19Jan-20Feb-20Mar-20Apr-20May-20Jun-20Jul-20Aug-20Sep-20Oct-20Nov-20Dec-20Jan-21Feb-21Mar-21Apr-21May-21Jun-21Jul-21Aug-21Sep-21Oct-21Nov-21Dec-21Jan-22Feb-22Mar-22Apr-22May-22Jun-22Jul-22Aug-22Sep-22Oct-22Nov-22Dec-22Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24 ...
摩根士丹利：中国联通_2024年投资者路演摘要
摩根大通· 2024-10-20 16:58
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 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： October 14, 2024 04:08 PM GMT M Update | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
高盛：特斯拉公司 (TSLA)_对“我们，机器人”10_10 活动的初步想法
高盛证券· 2024-10-15 08:49
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 Tesla Inc. (TSLA): Initial thoughts on 'We, Robot' 10/10 event 11 October 2024 | 3:00AM EDT We attended Tesla's 10/10 'We, Robot' event in LA, where Tesla unveiled its Cybercab (robotaxi) and Robovan, and showcased progress with Optimus. We think the company demonstrated very strong progress with the Optimus humanoid robot, and we think the Cybercab looked attractive. However, we believe the lack of data shared on Full Self Driving (FSD) performance, relatively limite ...
摩根士丹利：中国建设银行_风险回报更新
摩根大通· 2024-10-14 14:30
October 10, 2024 03:03 AM GMT M Update | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------|--------------------------------- ...
摩根士丹利：中国 – 清洁能源_太阳能产品价格追踪 – 2024 年第 40 周
能源基金会· 2024-10-14 14:30
M Update China – Clean Energy | Asia Pacific October 10, 2024 01:28 AM GMT Solar Products Price Tracker – Week 40, 2024 Domestic Polysilicon prices remained flat at Rmb40/kg while overseas polysilicon prices fell 2.3% WoW to US$21/kg. Wafer and cell prices were flat while module prices were down 4.1% WoW. Prices of all types of solar film dropped. Prices for EVA resin and POE resin remained flat WoW. Key Takeaways Domestic polysilicon prices remained flat at Rmb40/kg, with bidding prices ranging between Rmb ...
摩根士丹利：招商银行_风险回报更新
摩根大通· 2024-10-14 14:30
October 10, 2024 04:18 AM GMT M Update | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------|--------- ...
