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British American Tobacco (BATS LN)
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Analysis
Consumer Staples
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United Kingdom
British American Tobacco P.L.C. operates as a holding company for a group of companies that manufactures, markets, and sells cigarettes and other tobacco products including cigars and roll-your-own tobacco.
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bullish
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Thematic (Sector/Industry)
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01 Oct 2016 19:07
On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
Control Risks
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220 Views
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bearish
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Thematic (Sector/Industry)
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12 Sep 2016 22:34
US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
Travis Lundy
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227 Views
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bullish
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Thematic (Sector/Industry)
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05 Sep 2016 08:03
ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
Paul M. Kitney, PhD
377 Views
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bearish
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Thematic (Sector/Industry)
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28 Jul 2016 11:09
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
Tytus Michalski
625 Views
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bullish
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Thematic (Sector/Industry)
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25 Jul 2016 10:24
Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
Morningstar, Inc.
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215 Views
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