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摩根士丹利:Investor Presentation-亚洲-2017 年情景重现,但更具变数?5
摩根· 2025-07-16 00:56
July 15, 2025 12:36 AM GMT Morgan Stanley & Co. International plc, Seoul Branch+ Joon Seok Equity Analyst Joon.Seok@morganstanley.com +82 2 399-4934 Heewon Choi Equity Analyst Heewon.Choi@morganstanley.com +82 2 399-4836 Minseo Kang Research Associate Minseo.Kang@morganstanley.com +82 2 399-4816 Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity ...
X @Bloomberg
Bloomberg· 2025-07-12 07:34
Market Outlook - JPMorgan Chase & Co 预测,如果公司治理改革获得动力,韩国股市基准指数可能在两年内从当前水平上涨超过 50% [1]
花旗:中国供给侧改革 2.0
花旗· 2025-07-07 15:44
V i e w p o i n t | Taiwan – Jun headline likely benefit from TWD appreciation as it helps lower import prices at 1.6%YoY. We see exports at 21%YoY. Asia Economics & Strategy Daily Strategy Comments; Strategy Week Ahead (July 7-July 13); CN Supply Side Reform 2.0 CITI'S TAKE EM Asia Strategy Comments: Singapore; EM Strategy Weekly; Take Profit on USDIDR Put Spreads; CN Supply Side Reform 2.0; KR Timeline of Corporate Governance Reform; Upcoming events (US Independence Day): JP Real Household Spending, PH Ju ...