Barclays Americas Morning Research Summary

研报英文原文证据摘录

Barclays Americas Morning Research Summary

Company Research

AbbVie Inc. (ABBV) Adobe Inc. (ADBE) C4 Therapeutics (CCCC)

Contemporary Amperex Technology (CYATY) Eaton Corporation (ETN) FedEx Corp. (FDX)

First American Financial (FAF) Fortinet, Inc. (FTNT) General Motors (GM)

Honeywell International Inc. (HON) Jacobs (J) Kinder Morgan Inc. (KMI)

Oracle Corp. (ORCL) RH (RH) Spotify Technology S.A. (SPOT)

TechnipFMC Plc (FTI) Tesla, Inc. (TSLA)

Industry Research

Americas Agribusiness China Technology European Consumer Staples

European Metals & Mining European Pharmaceuticals, Biotechnology & European Technology Hardware

Life Sciences

European Telecom Services Mexico Consumer North America Metals & Mining

U.S. Autos & Mobility U.S. Biopharmaceuticals U.S. Business & Professional Services

U.S. Communications Infrastructure U.S. Healthcare Facilities & Managed Care U.S. Homebuilding & Building Products

U.S. Industrial Technology & Distributors U.S. Internet U.S. Large-Cap Banks

U.S. Mid-Cap Banks U.S. REITs U.S. Restaurants

U.S. Semiconductors & Semiconductor Capital U.S. Small & Mid Cap Biotechnology U.S. Software

Equipment

Equity Strategy

U.S. Equity Strategy: Food for Thought: Going on a hiking trip

Publications Summary

Basic Industries

Global Metals & Mining: Chile/Peru copper production: divergence

continues

European Metals & Mining Chile/Peru Apr daily copper production was -13.8/+4.5% YoY and -4.8/-0.4% MoM,

respectively. April run-rate implies downside risks vs BBG cons. Q2 prod for S32 (-21% Industry View Neutral

vs cons.), ANTO (-12%), GLEN (-12%), LUN (-8%), BHP (-5%) and FCX (-3%). AAL is

North America Metals & Mining

in line while SCCO/Teck/HBM Peru are +7/+8/+12%.

Industry View Positive

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Ian Rossouw, CFA