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Research Type: Fundamental

Club Stores: Prepare for a New Era of Expansion

Club Stores: Prepare for a New Era of Expansion

Fundamental, Video
Warehouse club stores see 6% compounded annual growth rate since 2007...
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The Impact High Interest Rates Have on Residential and Nonresidential Construction

The Impact High Interest Rates Have on Residential and Nonresidential Construction

Fundamental, Research
Residential and non-residential construction bracing for high-rates...
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Solar: Shining Through the Storm Clouds

Solar: Shining Through the Storm Clouds

Fundamental, Research
Despite tighter lending conditions, Solar seen in net positive light...
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Asia Foundries: Widening the Lead Is Easier Than Catching Up

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

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

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

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

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

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

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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