U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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CIMC Vehicles Group: First-Day Trading Thoughts
CIMC Vehicle Group Co Ltd (1839 HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK), is the largest semi-trailer manufacturer with...
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CIMC Vehicles Group IPO: A Reasonable Valuation
CIMC Vehicle Group Co Ltd (1706044D HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK) (63% shareholder), is the largest...
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India Auto | Turnaround for Tractors? Takeaways from Dealer Visits
In this Insight, we bring you takeaways from our visits to Tractor dealers in Northern India (Jodhpur in Rajasthan) and Western India...
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Investors Are Wary About Trump’s Trade Policy
John Deere Bottomline Impacted by US Tax ReformsJohn Deere recorded a considerable increase in revenue to USD17,634m (27%YoY) in 1HFY18. This was...
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