U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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The Growing Weight of Digital Currencies in Mainstream Finance
Digital currencies are gaining regulators' attention. Bank of England Governor Mark Carney’s speech at the Jackson Hole Symposium is one...
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Weibo (WB): Zero Growth in 2Q19, Dead as a Political Forum, 40% Downside
In 2Q19, the revenue growth plunged to zero, but the operating margin was still stable. We apologized that we picked P/E valuation between P/E and...
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Haidilao (6862): Not a Victim of Swine Flu Thus Still Hot!
Contrary to the popular belief, the Asian Swine Flu that drives up pork prices do not have that big of an impact in Haidilao thanks to their...
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Monetisation of International Markets Occuring Faster Than Expected; Getting Closer to Profitability
Pinterest Inc (PINS US) reported its 2Q 2019 financial results yesterday (1st August 2019). Pinterest reported revenue of $261m (+62% YoY) for 2Q...
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