M IdeaEnergy | Europe2024 Outlook: Two to Own; Three to Avoid; Sector back to 'In-Line'Morgan Stanley & Co. International plc+Martijn Rats, CFAEquity Analyst and Commodities Strategist Martijn.Rats@morganstanley.com +44 20 7425-6618 Sasikanth Chilukuru, CFAEquity Analyst Sasikanth.Chilukur...

时间:2025-05-14 13:00栏目:电力

ab3 January 2024Global Research and Evidence LabPowered byUBS Evidence LabYESEuropean Leisure SectorOutlook 2024 - Likely more of the same just at a slower pace...While positive momentum to slow we think profit growth will continue…2023 saw positive share price performance in the European travel s...

时间:2025-05-14 12:59栏目:电力

ab4 January 2024Global Research and Evidence LabChina Internet Sector2024 outlook: From macro to micro callsLooking for visible micro drivers after a choppy 2023Into 2024, we continue to seek bottom-up drivers as silver linings amid uncertain macro conditions (see our full report [link]). After a br...

时间:2025-05-14 12:59栏目:电力

ab12 January 2024Global Research and Evidence LabPowered byUBS Evidence LabYESChina Education SectorAPAC Focus: If you think "education" is expensive, try ignorance - ReduxWe estimate K12 afterschool tutoring still has a Rmb300bn TAM, despite the severe 'Double Reduction' restrictions impo...

时间:2025-05-15 17:04栏目:电力