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Research Type: Fundamental
European Health Care Equipment & Services: Receding Headwinds
Fundamental, Research
We see easing headwinds for the European Health Care Equipment & Services industry...
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Sector Watch: Agreement Announced but Not Approved
Fundamental, Research
Congressional staffers probably didn’t get to the beach over the Memorial Day weekend...
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U.S. Banks: What Lurks in the Shadows?
Fundamental, Video
The U.S. banking industry may face risks in the upcoming months.
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Revvity: Revitalized for Stronger Growth
Fundamental, Research
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
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Homebuilders: Gauging the Wind Under the Speculative Build Strategy
Fundamental, Research
Despite high home prices, elevated interest rates, and low...
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Walmart Isn’t Happy with Packaged Food Companies
Fundamental, Research
Walmart has recently voiced its concern over...
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European Coca-Cola Bottlers: Similar, but Different
Fundamental, Research
Despite being two of the largest European independent bottling partners...
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State Chartered Banks: What Lurks in the Shadows?
Fundamental, Research
We think there will be no shortage of headline risks for the U.S. banking industry...
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THEME-atic Parks: Priced for Fun?
Fundamental, Research
Theme Parks enjoyed record years across many financial metrics in 2022...
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