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28 Oct 2024 12:56:40 ET │ 8 pages China IMF Birth stimulus measures: more comprehensive than expected but subsidy plan below expectation CITI'S TAKE The General Office of the State Council has recently issued the notice on "Several Measures to Accelerate the Improvement of the Childbearing Support Policy System and Promote Childbearing-friendly Society" (《关 于加快完善生育支持政策体系推动建设生育友好型社会的若干措施》). We think the measures are comprehensive and systematic, however, the maternity subsidy plan which looks to be implement ...

Flash | 28 Oct 2024 07:46:05 ET │ 11 pages TSMC (2330.TW) Solid fundamentals amid the political uncertainties CITI'S TAKE US presidential candidate Donald Trump has recently emphasized again the importance of reducing US dependency on overseas semiconductor manufacturing. Trump has argued that the US should pursue policies that strengthen its chip manufacturing capabilities, to reduce dependency on other countries, especially Taiwan. He also mentioned that, if re-elected, he would review the CHIPS Act on fo ...

27 Oct 2024 21:25:43 ET │ 9 pages Japan Rates Steeper with the election results CITI'S TAKE Political instability may result in larger greater expenditure, and the JGB curve steepened at the start of the week. The USDJPY level is likely to be key for the BoJ to determine when to hike. The ruling LDP-Komeito coalition clearly fell short of securing a majority in the Lower House election held on October 27. As additional 18 seats is needed to achieve a majority, so the LDP-Komeito may need to add another part ...

V i e w p o i n t | 28 Oct 2024 08:37:14 ET │ 22 pages Brazil Oil & Gas Exploration and Production Data Drilling: Our October 2024 E&P Monthly Report CITI'S TAKE During September Brazil produced 4,539kboed of O&G (+4.5%MoM, - 2.7%YoY), oil accounted for 3,470kbpd, up +3.9% MoM (+129.9kbpd) and natural gas accounted for 169.9mn m3/d, +6.4% MoM (+10.2mn m3/d). Petrobras remained far ahead as the top producer with 63.7% of total oil equivalent production. Production this month was affected by apparent maintena ...

Action | 28 Oct 2024 04:29:02 ET │ 10 pages H World (1179.HK) Expiring Upside 30-Day Catalyst Watch View original report on this Catalyst Watch This Upside Catalyst Watch call, added on 27-Sep-2024, has expired effective immediately and should no longer be relied upon. | --- | --- | |-------------------------------------------------------|-----------------------| | | | | Buy | | | Price (25 Oct 2024 16:00:00) | HK$29.55 | | Target price | HK$42.00 | | | | | Expected share price return Expected dividend yiel ...

Pioneer Power Solutions, Inc. (NASDAQ:PPSI) H1 2024 Results and PCEP Business Unit Sale Announcement Conference Call October 30, 2024 4:30 PM ET Company Participants Brett Maas - Investor Relations, Hayden IR Nathan Mazurek - Chief Executive Officer Geo Murickan - President and Chief Executive Officer, Pioneer Power Mobility Conference Call Participants Rob Brown - Lake Street Capital Markets, LLC Amit Dayal - H.C. Wainwright & Co. Robert Romano - 1st Source Bank Operator Greetings, and welcome to the Pione ...

Airbus SE (OTCPK:EADSF) Nine Months 2024 Earnings Conference Call October 30, 2024 2:30 PM ET Company Participants Guillaume Faury – Chief Executive Officer Thomas Toepfer – Chief Financial Officer Helene Le Gorgeu – Head of Investor Relations and Financial Communication Conference Call Participants Ross Law – Morgan Stanley Chloé Lemarié – Jefferies Victor Allard – Goldman Sachs Robert Stallard – Vertical Research Partners Christophe Menard – Deutsche Bank Ken Herbert – RBC Capital Markets Phil Buller – Be ...

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M Update China Property | Asia Pacific October 18, 2024 04:33 AM GMT Property Market Remained Lukewarm in September Property sales remained weak in September amid fast home price decline. Meanwhile, construction and REI remained sluggish. While Politburo tone change may improve resident sentiment, policy implementation still bears watching. We continue to suggest sticking with defensive SOE plays. Property sales decline slightly narrowed in September on lower base, with rebased national sales dropping 11.0% ...