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Comcast Corp Class A (CMCSA US)
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294
Analysis
Consumer Discretionary
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United States
Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 04:22
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
Johannes Salim, CFA
252 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2017 09:44
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
Euromonitor International Ltd.
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1.8k Views
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bullish
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Thematic (Sector/Industry)
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02 Mar 2017 16:26
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
Sean Maher
234 Views
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bullish
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Thematic (Sector/Industry)
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23 Feb 2017 16:32
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
Sean Maher
213 Views
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bearish
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Thematic (Sector/Industry)
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15 Feb 2017 16:42
US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
Sean Maher
205 Views
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