Resúmenes de informes de investigación de Goldman Sachs

Goldman Sachs 2026-08-20

Kingsoft Cloud (KC) Earnings Review: 2Q26 clean beat driven by AI billings +82% yoy; MaaS 12x growth qoq as a new margin-accretive growth driver; Buy

Informe de empresa EN 11 Páginas

Goldman Sachs 2026-08-20

Ulvac (6728.T): Conf. call takeaways: Potential for order guidance beat, mainly in 2H, but FY6/28 medium-term plan targets are a high hurdle

Informe de empresa EN 8 Páginas

Goldman Sachs 2026-08-19

Argentina: Budget Balance Back to a Surplus in July

Informe de mercado EN 5 Páginas

Goldman Sachs 2026-08-19

Pony AI Inc. (PONY): Overseas Robotaxi expansion with joint deployment model; 2Q26 Robotaxi rev +691% YoY; Buy

Informe de empresa EN 10 Páginas

Goldman Sachs 2026-08-18

Earnings wrap-up: Shipping/airlines earnings outlook set to move up another notch; maintain Buy on MOL, ANA, and Japan Post HD

Informe de industria EN 14 Páginas

Goldman Sachs 2026-08-18

Kokusai Electric (6525.T): Conf. call: Near-term orders strong on brisk memory capex; China demand likely to remain firm in next few years

Informe de empresa EN 8 Páginas

Goldman Sachs 2026-08-17

Japan Industrial Electronics: 1Q wrap/overseas read-across: Earnings growth likely to continue, partly on new optical/power technologies

Informe de industria EN 23 Páginas

Goldman Sachs 2026-08-17

Gigabyte (2376.TW): Al server in expansion; Strong capex commitment to capture the demand; July and 2Q26 beat; Neutral

Informe de empresa EN 9 Páginas

Goldman Sachs 2026-08-14

Japan Focus of the Week: Q2 GDP, July National CPI, July Trade

Informe económico EN 10 Páginas

Goldman Sachs 2026-08-14

China Retail Sales: Policy Tailwinds Fade, H2 Growth Likely Remains Low

Informe de industria EN 11 Páginas

Goldman Sachs 2026-08-13

UK—Q2 GDP Growth in Line With Expectations at +0.4%; Firmer June Figures Provide Stronger Starting Point for Q3

Informe económico EN 6 Páginas

Goldman Sachs 2026-08-13

China: PBOC Q2 monetary policy report: stronger easing rhetoric, but few specific monetary measures

Informe económico EN 6 Páginas

Goldman Sachs 2026-08-04

Energy Price Rebound Risks Reviving EM Inflation Concerns

Informe de industria EN 33 Páginas

Goldman Sachs 2026-08-04

The Volatility Arbiter: How China Policy Shapes Global Commodity Risk

Informe de mercado EN 11 Páginas

Goldman Sachs 2026-07-22

China: Fiscal revenue and expenditure growth both improved in June, while land sales revenue contracted further

Informe económico EN 9 Páginas