Ecolab Inc.: Initiation of Coverage – Business Model & Key Drivers
This is our first report on Ecolab, a major provider of water, hygiene and infection prevention solutions and services. The company delivered a...
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S&P Global Water Index: Market Consultation Driven Potential Changes
S&P DJI's market consultation for the S&P Global Water Index could lead to quite a few changes to the index in October. There are a few potential...
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U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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Make a Splash With Ecolab as Fresh Water Costs Double by 2030
The wide-moat company is well positioned to benefit from rising demand for water management systems.Fresh water consumption continues to exceed...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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