Expert Call_ Future Use of Data and AI in Consumer Staples, Views from KPMG
AIRPO· 2024-12-03 14:08
Jefferies EUROPE | Food & HPC Equity Research November 29, 2024 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------| | | | | Expert Call: Future Use of Data and A ...
J.P. Morgan Perspectives_Made in China 2025 meets America First_ Will de-risking turn into decoupling_
-· 2024-12-02 06:36
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 Strategic Research 27 November 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： J.P. Morgan Perspectives shuinu9870 Made in China 2025 meets America First: Will de-risking turn into decoupling? 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： | --- | --- | --- | --- | --- | |-----------------------------------------------------------|--------------------------------------- ...
Show Me The (Real) Money – Diving Into US & China Exposed Stocks
China Securities· 2024-12-02 06:36
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： positioning continues to gradually climb but it remains low overall ( Exhibit 18 ). M Foundation | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
US Economics_ Core PCE inflation elevated, but will not stop rate cuts
CESI· 2024-12-02 06:35
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： 27 Nov 2024 11:09:18 ET │ 8 pages US Economics shuinu9870 Core PCE inflation elevated, but will not stop rate cuts 更多一手调研纪要和研报数据加V： CITI'S TAKE Core PCE at 0.27%MoM was close to our and consensus estimates. The second month of elevated core inflation follows a spell of softer prints and will not be enough to stop the Fed from cutting rates i ...
Stabilization of RevPAR in 2025E; Long-Term Thesis is Intact
-· 2024-12-02 06:35
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： Jefferies China (PRC) | Internet H World Group Equity Research November 27, 2024 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------|-------------------------------------------------------------|-------------------------------------------------------------------------------------------------- ...
Post 2024 AP Summit Taiwan Tech Trip Takeaways – Read-across from Fositek
-· 2024-12-02 06:35
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： November 26, 2024 01:19 PM GMT M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
Report on Increased Demand for Resale in Feminine Care from China
Capgemini· 2024-12-02 06:35
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： Jefferies Japan | Cosmetics, Household & Personal Care Unicharm Equity Research November 27, 2024 | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------| ...
Investor Day Key Takeaways
DataEye研究院· 2024-12-02 06:35
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： November 27, 2024 12:32 PM GMT M Update Meitu Inc | Asia Pacific Investor Day Key Takeaways shuinu9870 We attended Meitu's investor day in Beijing. The company showcased three GenAI-powered productivity products, including DesignKit, Action, and MOKI. Investors were mostly interested in its overseas expansion progress. ...
Japan Macro Data Tracker - 2024_11_27
-· 2024-12-02 06:35
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 November 27, 2024 08:47 AM GMT | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------ ...
Global Shipping_ Global Supply Chain – Freight Tracker – Downside to Rates
China Securities· 2024-12-02 06:35
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 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： 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 V i e w p o i n t | 27 Nov 2024 15:38:31 ET │ 30 pages Global Shipping shuinu9870 Global Supply Chain – Freight Tracker – Downside to Rates 更多一手调研纪要和研报数据加V： CITI'S TAKE We update our weekly freight data tracker which covers both sea and air freight. We see capacity growth of +6% YoY in December and +9% YoY in Nove ...