M Idea Midcap Advisors | North America September 23, 2024 04:01 AM GMT 50bp Cut Moves Us Toward Bull Case Fed is cutting rates faster than we expected in a soft landing environment. Recession risk even lower. Sponsor activity set to accelerate meaningfully. Election and regulatory clarity coming soon. We now bake in an overshoot of M&A activity relative to GDP above historical average in 2026-27. 50bp rate cut with a soft landing is positive for M&A activity. Rate cuts are here, and for the first time in de ...

M Asia Pacific Insight Tech Diffusion and GenAI September 24, 2024 09:00 PM GMT The Nuclear Fleet to Power GenAI We see Korea's significant and growing nuclear fleet serving as the backbone to power future build out of GenAI data centers. Moreover, changes to energy policy should make it easier for PPAs and co-location at the source, which we see giving Korea a unique advantage. We see Korea's growing nuclear fleet providing ample power for future data center build outs: KEPCO's 10 year plan reflects four n ...

September 24, 2024 05:54 AM GMT M Foundation Video | Japan Morgan Stanley MUFG Securities Co., Ltd.+ Takuya Osaka Equity Analyst Takuya.Osaka@morganstanleymufg.com +81 3 6836-5438 Toshiyuki Anegawa Equity Analyst Toshiyuki.Anegawa@morganstanleymufg.com +81 3 6836-8914 Ryo Yagi Equity Analyst Ryo.Yagi@morganstanleymufg.com +81 3 6836-8938 Takuya Sato Equity Analyst Takuya.Sato@morganstanleymufg.com +81 3 6836-8913 Morgan Stanley Japan Research is here to help you navigate the investment debates that matter. ...

North America Credit Research 24 September 2024 J P M O R G A N Curveball: HG Credit Curve Opportunities 5s10s flattens to a new YTD low as long-end spreads outperform See page 19 for analyst certification and important disclosures. J.P. Morgan 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 ...

Daniel Yen, CFA Equity Analyst Daniel.Yen@morganstanley.com +886 2 2730-2863 Morgan Stanley Asia Limited+ Greater China Technology Semiconductors Asia Pacific Industry View In-Line September 23, 2024 05:02 PM GMT M Update Investor Presentation | Asia Pacific TMT Webcast: Memory Downgrade, Japan and China WFE Update Morgan Stanley Taiwan Limited+ Ray Wu, CFA Equity Analyst Ray.Wu@morganstanley.com +886 2 2730-2871 Morgan Stanley Asia Limited+ Shawn Kim Equity Analyst Shawn.Kim@morganstanley.com +852 3963-100 ...

Deutsche Bank Research 7T2se3r0Ot6kwoPa North America United States Consumer Gaming & Lodging Industry U.S. Lodging Industry Date 24 September 2024 Industry Update Monthly Domestic Supply Monitor Review of Domestic Supply Outlook In this report, we examine the U.S. hotel pipeline as of the end of August. U.S. supply of ~5.7 mm rooms is up ~50 bps Y/Y and is essentially unchanged M/M. The active pipeline stands at ~762K rooms and is up 20.4% Y/Y and flat M/M. The ~762K rooms in the active pipeline represent ...

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M Idea New Oriental Education & Technology | Asia Pacific September 24, 2024 12:50 PM GMT F1Q25 Preview - Resilient results expected New Oriental Education & Technology (EDU.N, EDU US) Despite drag from higher-ASP overseas test prep business, we expect EDU to meet its F1Q25/2025 revenue and margin targets. We are less concerned about industry competition and believe the current regulatory environment is relatively stable. F1Q25 preview: We expect EDU's core educational revenue to grow 33% yoy in F1Q25, clos ...