U.S. Equity Strategy: Positive Outlook Intact; Cyclicals Leading; Opportunities in Tech Sector
The market’s bounce off of the December, 2018 low was a swift “V” reversal. While we often see a retest of such events, our outlook since that time...
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CyberAgent (4751 JP): Key Takeaways from Our Discussion with the IR Team
Our recent conversation with CyberAgent’s IR team suggests that a significant improvement in the OP margin is unlikely in the next few quarters....
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Alibaba (BABA): For Dec. Quarter, Focus on Profit Improvement, But Not Revenue Growth, 40% Upside
For the December quarter results, the market is focusing on the slowdown of the revenue growth, but we notice that the growth rate of operating...
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U.S. Equity Strategy: Market in Wait-And-See Mode; Upgrading Tech
The S&P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental...
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Z IN | Stellar Q3; but Long Term Growth Prospects Warrant Attention
In spite of a stellar quarter (Q3 FY19), we remain cautious on Zee Entertainment Enterprises (Z IN) and the prospects of broadcasters in India....
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