Greater China Technology Hardware_ TFT-LCD Panel Prices in 2H Sep_ TV -1.6%, Monitor -0.1% and NB flat
informs· 2024-09-26 16:38
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Global Biopharma_ P_E – Metric of the Week; Biopharma Comp Clearinghouse
informs· 2024-09-26 16:38
M Update Global Biopharma | North America September 22, 2024 10:25 PM GMT P/E – Metric of the Week; Biopharma Comp Clearinghouse Our weekly Comp Clearinghouse includes valuation based upon both MS and consensus ests for our global pharma / large biotech coverage universe spanning North America, Europe, Japan, China, India and Australia. Exhibit 1: Top 10 companies with the lowest P/E | --- | --- | --- | --- | --- | |-------|---------------------------------------------|-------|-------------------|-------| | ...
European Autos Global Truck _ Construction Equipment Monthly (Sep’24)_ Mixed leading indicators
standard chartered· 2024-09-26 16:38
Europe Equity Research 23 September 2024 J P M O R G A N Source: Company reports. Source: J.P. Morgan. European Autos Global Truck / Construction Equipment Monthly (Sep'24): Mixed leading indicators | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Greater China IT Services and Software_ MIIT Industrial IT Localization Policy and Xinchuang Rally
standard chartered· 2024-09-26 16:38
M Update Greater China IT Services and Software | Asia Pacific September 22, 2024 08:09 PM GMT MIIT Industrial IT Localization Policy and Xinchuang Rally Greater China IT Services and Software Asia Pacific Industry View Cautious A-share software and IT sector boosted by IT localization theme recently. We recommend avoiding Xinchuang theme before financial contribution is more visible given poor track record. MIIT's new policy on industrial IT localization requiring 2mn sets of industrial software licenses a ...
Container Shipping_ Data NOW_ SITC vs. 4.4k TEU Containership TC Rates
shopee· 2024-09-26 16:38
M Update Container Shipping | Asia Pacific September 22, 2024 04:30 PM GMT Data NOW: SITC vs. 4.4k TEU Containership TC Rates SITC's competitors charter in capacity to provide services. Thus, we believe SITC's share price performance is positively correlated with vessel timecharter rates. Key Takeaways 4.4k TEU containership timecharter rate rose 2% WoW to US$51k/day. Click here for access Exhibit 1: SITC share performance vs. 4,400 TEUs timecharter rate SITC share performance vs. 4,400 TEU timecharter rate ...
Asia EM Equity Strategy_ US Election and 2025 Policy Playbook
ray dalio· 2024-09-26 16:38
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China Autos & Shared Mobility_ What are investors focused on_
standard chartered· 2024-09-26 16:38
M Update China Autos & Shared Mobility | Asia Pacific September 22, 2024 08:11 PM GMT What are investors focused on? Investor interest in the auto sector rose following the recent bounce, but most are struggling to discern between beta-driven and idiosyncratic moves. A seasonal rally may take place but macro groundwork still looks fragile. Sector discussion Rising interest at both the single stock and sector level on both the long and short sides... China's auto sector has been unloved throughout most of th ...
Apple Product Availability Tracker_ Lead Times Expand Suggesting Healthy Demand, Albeit Softer on Higher End Than Last Year
standard chartered· 2024-09-26 16:38
North America Equity Research 22 September 2024 J P M O R G A N Apple Product Availability Tracker: Lead Times Expand Suggesting Healthy Demand, Albeit Softer on Higher End Than Last Year Overweight AAPL, AAPL US Price (20 Sep 24):$228.20 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
China Oil & Gas_ Stable 2H24 gas ASP, 4% demand growth in FY25; more storage to mitigate glut
standard chartered· 2024-09-26 16:38
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China Leisure, Beauty and Transport _Analyst call series_ how consumer..._
umwelt bundesamt· 2024-09-26 16:38
ab 20 September 2024 Global Research and Evidence Lab YES Powered by UBS Evidence Lab | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...