China Materials_ 2024 On-ground Demand Monitor Series #150 – Thermal Coal Production and Inventory
-· 2024-12-15 16:05
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 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： 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 11 Dec 2024 23:57:13 ET │ 9 pages China Materials 2024 On-ground Demand Monitor Series #150 – Thermal Coal Production and Inventory shuinu9870 CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency onground demand trends in China – market expectation for a demand recovery has been largely ...
Online Education_Monthly Report Card, 12_12_24_ Confident in DUOL DAU Growth, Max Ramp, & GenAI Strategy; Tweaking ‘25 DAUs, Bookings,& FCF Estimates Higher; Remain Overweight DUOL,Raise PT to $400
AIRPO· 2024-12-15 16:05
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： Internet & Online Education shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： North America Equity Research 12 December 2024 J P M O R G A N Online Education Monthly Report Card, 12/12/24: Confident in DUOL DAU Growth, Max Ramp, & GenAI Strategy; Tweaking '25 DAUs, Bookings,& FCF Estimates Higher; Remain Overweight DUOL,Raise PT to $400 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 ...
US Equity Strategy_Big 6 _ Mag 7 Stock Impact on Market
Bitfinder· 2024-12-15 16:05
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： 更多一手调研纪要和研报数据加V： ab 12 December 2024 Global Research Equity Strategy US Equity Strategy Big 6 / Mag 7 Stock Impact on Market Americas shuinu9870 Jonathan Golub Strategist jonathan.golub@ubs.com +1-212-713 8673 Patrick Palfrey Strategist patrick.palfrey@ubs.com +1-212-713 2149 Will Jackson Associate Strategist will.jackson@ubs.com +1-212-713 ...
Uranium_What can we expect for 2025_
ray dalio· 2024-12-15 16:05
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： ab 12 December 2024 Global Research Uranium What can we expect for 2025? | --- | --- | |-----------------|-------| | Equities | | | Global | | | Basic Materials | | 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： Limited near-term catalysts to see U prices higher 2024 was a false dawn for the uranium market with the spot uranium pric ...
TikTok_ The Timeline Ahead and What it Could Mean for Big Cap Tech
Bitfinder· 2024-12-15 16:05
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： Source: Company Data, Morgan Stanley Research shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： December 12, 2024 02:32 AM GMT M Update Internet | North America TikTok: The Timeline Ahead and What it Could Mean for Big Cap Tech 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： With a resolution on TikTok's potential future structure in the US approaching, we detail a timeli ...
US REITs and Lodging_ 2025 Outlook – The Dawn of a New Cycle
Cybersecurity Insiders· 2024-12-15 16:05
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 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： Citi Research shuinu9870 shuinu9870 11 December 2024 US REITs and Lodging 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： REITs and Lodging Outlook 2025 Outlook – The Dawn of a New Cycle Anthony Pettinari Senior Analyst – Building Products, Homebuilders, & Paper & Packaging anthony.pettinari@citi.com (212)-816-4693 shuinu9870 Michael Griffin Senior Analyst – CRE Services, Healthcare, ...
US Housing Tracker_ Supply and Demand
Dezan Shira & Associates· 2024-12-15 16:05
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： Morgan Stanley December 11, 2024 08:31 PM GMT shuinu9870 shuinu9870 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Trump Antitrust Appointments Support A Rebound In M&A Activity
Andreessen Horowitz· 2024-12-15 16:05
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 shuinu9870 更多一手调研纪要和研报数据加V： M Idea Mergers & Acquisitions | North America December 11, 2024 11:10 PM GMT Trump Antitrust Appointments Support A Rebound In M&A Activity shuinu9870 更多一手调研纪要和研报数据加V： New Trump appointments at FTC and DOJ likely come with a more traditional, lighter touch antitrust framework. This should drive up animal spirits and improve corpor ...
Auto Tracker Nov-24_ 4W & 2W sales volumes decline; ASII market share tapers
-· 2024-12-15 16:05
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： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： December 12, 2024 12:06 AM GMT M Update Astra International Tbk PT | Asia Pacific Auto Tracker Nov-24: 4W & 2W sales volumes decline; ASII market share tapers shuinu9870 更多一手调研纪要和研报数据加V： Indonesia's 4W retail sales declined 8.1% y/y marking the 20th consecutive month of y/y decline. ASII's 4W retail market share was 200 ...
US Restaurants_ Weekly Traffic Jam_ Mixed Read Post Holiday Noise
Horwath HTL· 2024-12-15 16:05
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 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 11 Dec 2024 19:00:34 ET │ 12 pages US Restaurants shuinu9870 Weekly Traffic Jam: Mixed Read Post Holiday Noise 更多一手调研纪要和研报数据加V： CITI'S TAKE For the week ended 12/8, our measured industry Yr/Yr footfall growth was down 0.3% Wk/Wk, somewhat better than down LSD trends prior to the periods impacted by holiday shifts. Fast Casuals (up 3.6% Yr/Yr ...