Beyond Meat: Going Far Beyond Its Valuation
Since our previous insight on Beyond Meat, Beyond Meat: Still Some Meat Left the stock has surged more than 100% to reach over $168.10 per share....
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Haidilao (6862 HK): Watch Out - Downside from the Swine Fever Contagion Effect
Pork price inflation is now expected to last nearly 2 years given the steep supply disruption. Last week, Hormel Foods (HRL US), the US-based...
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U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
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WH Group: China's Pork Tariffs Could Trim EBIT Margins by 1 to 1.5ppt Near Term
WH Group's share price plunged about 10% yesterday on news that China plans a 25% tariff on US Pork imports (Source: Bloomberg). The company's...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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