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Renault SA (RNO FP)
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113
Analysis
Consumer Discretionary
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France
Renault SA designs, manufactures, markets, and repairs passenger cars and light commercial vehicles. The Company also provides financing and service solutions, including credit for new and used vehicles.
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bearish
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Thematic (Sector/Industry)
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17 Feb 2021 04:01
Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
Jim Handy
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190 Views
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bearish
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Tesla
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08 Feb 2021 17:43
Tesla: Don't Drive Angry
Tesla’s Q4 deliveries confirmed its 2-year struggle with falling core demand continued through Q4. Don't look now but Serious Competition Has...
Vicki Bryan
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471 Views
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bullish
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MSCI World Index
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18 Dec 2020 20:08
Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
Vermilion Research
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263 Views
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bullish
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Tesla
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13 Dec 2020 16:56
Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
Travis Lundy
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549 Views
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bullish
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MSCI ACWI Index
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10 Dec 2020 20:56
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
Vermilion Research
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246 Views
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