Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/27/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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ActivistTalk:Land & Buildings/Hudson's Bay Co - The Conundrum In HBC Management's Go-Private Bid
When AlphaSituations initiated coverage of this activist situation in the wake of intervention from activist fund Land & Buildings (L&B) in...
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U.S. Consumer Discretionary Sector: Complete Technical Analysis
Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector. Charts highlighted: AMZN, NFLX, COLM, PVH,...
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Li & Fung's FVE Decreased to HKD 3.64 With Negative Moat Trend as We Transfer Coverage
We transfer coverage of Li & Fung Ltd (494 HK), retaining our no-moat rating, but changing our moat trend to negative from stable. We cut our...
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Matahari Department Store: Key Takeaways from the Call
PT Matahari Department Store (LPPF IJ)'s 3Q17 earnings call highlights continued optimism of CEO Richard Gibson, especially on the company's...
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