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Back to Counting Days & Barrels-20260715
摩根士丹利· 2026-07-15 20:11
The 2026 Extel Global Fixed Income Survey is open (here). If you have enjoyed reading our UK research, please rate us five stars in the European Economics category. Thanks for your readership and support! July 15, 2026 11:20 AM GMT UK Data Preview | Europe Back to Counting Days & Barrels We see inflation rounding up to 2.7%Y, albeit with downside risks should prices be surveyed earlier in the month, and upside in case of a later index day. We expect another soft labour market reading, with asymmetric risks ...
PJT Partners: Diversified Revenue Base Makes It A Buy (NYSE:PJT)
Seeking Alpha· 2026-07-15 01:17
公司股价与估值表现 - PJT Partners 股票在过去一年下跌13% [1] - 公司当前交易价格对应未来企业价值倍数仅为11.5倍,远低于近期峰值19倍 [1] 公司业务模式 - 公司拥有多元化的咨询业务线,使其能够在不同市场环境下实现盈利 [1] 分析师背景 - 分析师拥有13年卖方分析师经验,专注于亚洲股票 [1] - 分析师曾覆盖美国硬件和半导体股票 [1] - 在亚洲市场,分析师覆盖过博彩、汽车、工业、消费和科技行业 [1] - 分析师曾在买方机构担任基金经理和对冲基金分析师,专注于亚洲股票,尤其对中国公司和经济有深刻理解 [1] - 分析师擅长从全球视角研究公司,关注财务报表强度、估值上升空间以及公司竞争优势分析 [1] - 分析师职业生涯中发现并撰写过多个未被发掘的小型公司,这些公司的股权价值增长了数倍 [1]