www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSSecuritiesLLC.ANALYSTCERTifICATIONANDREQUIREDDISCLOSURESBEGINONPAGE53.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports...
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ThailandBanksandConsumerLendersQuantifyingthehittoassetqualityFinancialsThemeFigure1:Wecalculatethat9.8%ofSMEsrepresentpossibletroubledloansSource:OSMEP,CreditSuisseestimatesIndustry-levelanalysiso...
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AsiaPacificThematicStrategyAboontoenergyconsumersStrategyStrategyFigure1:OfUS$1.1tninsavingsforoilconsumers,US$500bnisbetweeneconomiesSource:TradeMaps,CreditSuisseestimatesNear-termvolatilityaside,...
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ConsumerStaplesCOVIDFactorstoWatch–100Read-ThroughsfromEarningsWeeks1+2ConsumerStaplesIndustryPrimerWecombedthrough37earningsreleases/calls—globally—fromApril15thtoMay1standidentified100read-thr...
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WheatOutlookWheatOutlookJenniferK.Bond,CoordinatorCOVID-19LinkedShiftsinConsumptionLeadtoSurgeinU.S.WheatFoodUseWheatflourproductionduringthefirst3monthsofcalendaryear2020surgedmorethan4percentandn...
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Pleaserefertopage24forimportantdisclosuresandanalystcertification,oronourwebsitewww.macquarie.com/research/disclosures.14April2020GreaterChinaEQUITIESInsideHK/Chinaconsumervaluationtable2Structural...
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Pleaserefertopage22forimportantdisclosuresandanalystcertification,oronourwebsitewww.macquarie.com/research/disclosures.13March2020AustraliaEQUITIESAnalystsMacquarieSecurities(Australia)LimitedRossC...
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Disclaimer&Disclosures:ThisreportmustbereadwiththedisclosuresandtheanalystcertificationsintheDisclosureappendix,andwiththeDisclaimer,whichformspartofithttps://www.research.hsbc.comPlayinterviewwith...
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Disclosures&DisclaimerThisreportmustbereadwiththedisclosuresandtheanalystcertificationsintheDisclosureappendix,andwiththeDisclaimer,whichformspartofit.Issuerofreport:TheHongkongandShanghaiBankingCo...
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90后人群消费大数据分析---都市青年VS小镇青年改革开放40年来，中国的城镇化发展迅速，从东部沿海城市、外贸明星城市的崛起，到如今中西部省会城市的高速发展，我国人口也在这个过程中逐步向省会城市、直辖市、计...
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