Greater China Banks Daily_Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency
BOCI· 2024-12-15 16:04
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: ab 12 December 2024 Global Research Greater China Banks Daily Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency shuinu9870 shuinu9870 May Yan Analyst may.yan@ubs.com +852-2971 7157 Alex Ye Analyst S1460522090005 alex.ye@ubs.com +86-21-3866 8463 Frank Zheng, CFA Analyst S1460524050001 frank.zheng@ubs.com +86-21-3866 8873 Catherine Yang, CFA Analyst cathe ...
CLO Tracker December 2024 – Constantin-Opal
-· 2024-12-15 16:04
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 | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Japan Macro Data Tracker - 2024_12_12
-· 2024-12-15 16:04
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.
CEEMEA Sector Outlooks 2025_Year Aheads in Review
CESI· 2024-12-15 16:04
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 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
China Bond Analytics_For the month ended November 30, 2024
Andreessen Horowitz· 2024-12-15 16:04
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 ...
Asia Healthcare_ Evolving CDMO landscape_ #4_ Biosecure Act not included in FY25 NDAA; updated scenario analysis and investor feedback
AstraZeneca· 2024-12-15 16:04
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 12 December 2024 | 7:35PM HKT 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: Asia Healthcare: Evolving CDMO landscape #4: Biosecure Act not included in FY25 NDAA; updated scenario analysis and investor feedback 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: On December 7th, the US House and Senate Armed Services Committees released the text of the final negotiated lan ...
China Consumer Appliances Sector_Expert call takeaways_ DJI to tap RVC industry_ A potential disruptor to the incumbents_
Applause· 2024-12-15 16:04
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 ...
CEWC_ Round 2 Stimulus_ Modest Yet More Balanced
Bazaarvoice· 2024-12-15 16:04
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 December 12, 2024 04:14 PM GMT | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
MP Materials Corp. (MP) Jefferies Battery Storage & Materials Virtual Conference (Transcript)
2024-12-13 22:10
MP Materials Corp. (NYSE:MP) Jeffries Battery Storage & Materials Virtual Conference December 13, 2024 2:20 PM ET Company Participants Ryan Corbett - CFO Conference Call Participants Lawrence Alexander - Jefferies Lawrence Alexander Hi there. So, thank you. So, just continuing with the day, it's my pleasure to introduce Ryan Corbett, who's the CFO at MP Materials. And I think the way we'll start off. Ryan, thank you very much for doing the discussion today. Let's just jump right in. Question-and-Answer Sess ...
Open Text Corporation (OTEX) Barclays 22nd Annual Global Technology Conference (Transcript)
2024-12-12 23:30
Open Text Corporation (NASDAQ:OTEX) Barclays 22nd Annual Global Technology Conference December 12, 2024 4:20 PM ET Company Participants Greg Secord - Vice President, Investor Relations Madhu Ranganathan - President and CFO Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Welcome to our next session. I know as a speaker we have like Madhu, and Madhu will join us in a minute, but Greg is -- because she's stuck on traffic. So, Greg is going to start with me. So, we can ask all the question ...