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Research Type: Fundamental
PNC: King of the Super-Regional Banks
Fundamental, Research
We believe PNC’s highly diversified business model...
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Sector Watch: Q2 2023 EPS Outlook
Fundamental, Research
The second quarter 2023 earnings reporting period is about to get underway.
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China’s New Energy Vehicles: Diverging Export Outlook Within the Industry
Fundamental, Research
The domestic sales volume growth of China’s new energy...
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CAVA-lanche: Snowballing Growth at a High Price – Initiate at Hold
Fundamental, Research
We initiate STARS coverage on CAVA Group, Inc. (CAVA)...
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EMEA Oil & Gas Equipment & Services: The Scarcity Advantage
Fundamental, Research
Saudi and OPEC+ commitments to production cuts...
Read moreUpstream Energy Review: Choppy Waters Ahead
Fundamental, Video
The energy sector has been experiencing profound transformations this...
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Semiconductors: The Four Horsemen of AI
Fundamental, Research
In a thematic dated March 28, we highlighted four major...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities
Fundamental, Research
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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Insurance Implications from the Canadian Wildfires
Fundamental, Research
Insured losses from the wildfires burning in many provinces in Canada...
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Sector Watch: The Bull is Back
Fundamental, Research
Insurance business models have undergone a sea change...
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