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 22 November 2024 | 3:20PM EST Weekly Fund Flows Post-Election Sector Flows Global fund flows, week ending November 20 n Flows into mutual funds and related investment products showed net inflows into both equities and bonds. n Net flows into global equity funds slowed in the week ending November 20, on the back of more normalized flows into US equities (+$14bn vs +$53bn in the previous week). Elsewhere in G10, flows were broadly negative. Meanwhile in EM, mainland China continue ...

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 | 22 Nov 2024 07:05:31 ET │ 13 pages Microsoft Corp. (MSFT.O) Ignites 'Agentic' AI Solutions CITI'S TAKE We virtually attended Microsoft's Ignite conference and tuned into key product announcements. Agents were a key focus of the steady stream of 80+ new products/feature announcements. Overall, we feel Microsoft is continuing to command its lead in AI products, with various customizable 'agents' based on business units, rather than for specific use cases. On th ...

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 22 November 2024 | 4:57PM GMT Research Unplugged: Emerging Markets Cross-Asset Outlook 2025 | --- | --- | --- | |-----------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------| | | In this podcast, Kamakshya Trivedi, Sunil Koul, Tadas Gedminas, and Teresa Alves join ...

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 November 22, 2024 03:58 AM GMT Asia Pacific Summit 2024 Feedback Sufficient order backlog: Per management, order waiting time for M03 and P7+ has been around 2-3 months; however, stimulus expiration and long waiting time have limited impact on customer's order placement lately given strong product proposition. XPeng believes solid order book will help them to buck the seasonal headwinds better than peers into 1Q25. Multiple model launches: In 1Q25, XPeng will launch Mona M03 Max ...

Etsy, Inc. (NASDAQ:ETSY) Annual Needham Consumer Tech/Ecommerce Virtual Conference Call November 25, 2024 1:30 PM ET Company Participants Josh Silverman - Chief Executive Officer Rachel Glaser - Chief Financial Officer Conference Call Participants Bernie McTernan - Needham Bernie McTernan Good afternoon, everyone. Thank you so much for joining us at the Needham Conference today. My pleasure to introduce the team at Etsy. We have Josh Silverman, CEO; Rachel Glaser, CFO. And before we kick it off with questio ...

Vinci Partners Investments Ltd. (NASDAQ:VINP) Compass Group LLC - M&A Call November 25, 2024 8:00 AM ET Company Participants Anna Castro - Investor Relations Manager Alessandro Horta - Chief Executive Officer Bruno Zaremba - President of Finance and Operations Conference Call Participants Tito Labarta - Goldman Sachs Ricardo Buchpiguel - BTG Guilherme Grespa - JPMorgan Operator Good morning and welcome to Vinci's Combination with Compass Virtual Webcast. At this time, all participants are in a listen only m ...

Pfizer Inc. (NYSE:PFE) Jefferies London Healthcare Conference November 20, 2024 4:00 AM ET Company Participants Dave Denton - CFO Andrew Baum - Chief Strategy and Innovation Officer, EVP Conference Call Participants Akash Tewari - Jefferies Akash Tewari Good to start. All right. Good morning, everyone. This is day two of our London Healthcare Conference. My name is Akash Tewari. I am a pharma and biotech analyst here at Jefferies. I hope you all enjoyed day one. It was a little rainy, but still fun. I have ...

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North America Equity Research 19 November 2024 J P M O R G A N JPM Shale Land Rig Analysis Analyzing Trends in U.S. Land Activity by Contractor, Basin and Customer Mix JPM View: Despite record U.S. oil production and abundant natural gas supply, the U.S. rig count has been on a downward trend since the end of 2022 reflecting the adoption of no or slow growth models from the Public E&Ps and significant D&C efficiency gains, which has led to less demand. As noted in Figure 20Total RigAdsYTD, the U.S. land rig ...

SPMI and TE as our preferred plays within this group. See more inside. M | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...