Overearning Short Candidates: Photronics, LSB Industries, Otter Tail, Kulicke & Soffa
Margin over-earners are fertile hunting ground for shorts if the reasons for the margin increase are unsustainable or fraudulent. This week:...
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Overearning Short Candidates: Alpha Metall, MarineMx, ON Semi, Kulicke & Soffa, Pool Co, Century Com
Over-earners are fertile hunting ground for shorts if the margin increases are either unsustainable or fraudulent. This week: Alpha Metall,...
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ASM Pacific – Valuations Vs. Peers
With speculation regarding ASM PT going private emerging we provide below, an examination of the company’s valuation history and its multiples...
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Fundamental Factors to Consider When Trading ASM PT and ASMI
David Blennerhassett discussed ASM International’s outperformance against equity affiliate ASM Pacific Technology in ASMPT's Disconnect With ASM...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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