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Research Type: Fundamental
Asia Foundries: Widening the Lead Is Easier Than Catching Up
Fundamental, Research
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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U.S. Banks: All Eyes on Fed Bank Supervision
Fundamental, Research
Banks face many headwinds in the eyes of investors and policymakers...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook
Fundamental, Research
META to rebound from heavy job cuts in 2023...
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European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key
Fundamental, Research
How European Pharma fared versus consensus estimates...
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Interactive Media: Implications of a Potential Tik Tok Ban to Competitors
Fundamental, Research
Some social media companies poised to benefit from potential TikTok ban...
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Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead
Fundamental, Research
Bumpy road ahead for U.S. electric vehicles...
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EMEA Luxury Goods: A Play for Recessionary Times
Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
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Health Care: MedTech Companies Poised for Widening Operating Margins
Fundamental, Research
Recent earnings calls point to supply chain improvements...
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2023 REIT Outlook: Strong Fundamentals Lead the Way
Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
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European Aerospace and Defense: Indirect Beneficiary of China Reopening
Fundamental, Research
Aerospace, Defense sectors to benefit from China re-opening...
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