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： M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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： Global Markets Strategy 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： Global Markets Strategy 11 December 2024 J P M O R G A N This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not b ...

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： Texas legislative proposals focused on "bring your own plant" (this is the M | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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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： December 12, 2024 02:55 PM GMT Morgan Star | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Industry or Company Involved The document does not explicitly mention a specific industry or company. However, it focuses on the Japanese government bond (JGB) market and related financial instruments. Key Points and Arguments 1. **Japanese Government Bond (JGB) Market Overview**: - The document provides a comprehensive overview of the JGB market, including interest rates, yields, and futures. - It includes data on JGB par rates, swap rates, and swap spreads for various maturities. - The document also discusses JGB futures and their relationship with the Nikkei 225 index. 2. **JGB Market Trends**: - The document highlights the recent trends in the JGB market, such as changes in yields and swap spreads. - It includes charts and tables showing the historical and current values of key JGB market indicators. 3. **JGB Derivatives**: - The document discusses various JGB derivatives, such as JGB futures, swaps, and options. - It includes detailed information on the pricing and valuation of these derivatives. 4. **JGB Butterfly Spreads**: - The document explains the concept of JGB butterfly spreads and provides examples of different types of butterfly spreads. - It includes charts showing the butterfly spreads for various maturities and coupon rates. 5. **JGB ASW (Asset-Backed Securities) Spreads**: - The document discusses JGB ASW spreads and their relationship with JGB yields. - It includes charts showing the ASW spreads for different maturities. 6. **JGBi (Japanese Government Bond Index)**: - The document explains the JGBi and its components. - It includes charts showing the BEI (Benchmark Equivalent Index) for different maturities and regions. Other Important Content - The document includes various exhibits and tables containing detailed data on the JGB market and related instruments. - It provides references to sources such as Bloomberg and Morgan Stanley Research. - The document includes important disclosures regarding the research and its limitations.

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： CEEMEA Sector Outlooks 2025 Year Aheads in Review CEEMEA Equity Research 12 December 2024 J P M O R G A N shuinu9870 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：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 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 See page 35 for analyst certification and important disclosures. J.P.Morgan 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：shuinu9870 China Bond Analytics For the month ended Nov 30, 2024 | --- | --- | |-------------------------------------------------------------------------|-------| | | | | Soo Chong Lim AC (852) 2800-7387 | | | soochong.lim@jpmorgan.com J.P. Morgan Securiti ...

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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 更多一手调研纪要和研报数据加V： ab 12 December 2024 Global Research First Read China Consumer Appliances Sector Expert call takeaways: DJI to tap RVC industry? A potential disruptor to the incumbents? 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： Media report that DJI is planning to tap the RVC industry According to a media article, DJI, a leading drone manufactu ...