Value Remains Leadership; Actionable Ideas: Energy, Financials, Industrials, and Materials
We are sticking with Sectors and stocks that have remained technically sound throughout this correction, not on areas that are just now spiking...
321 Views
False Breakdowns on Global MSCI Indexes as the US Dollar Weakens; Ideas Within Energy & Financials
Global sovereign bond yields remain on an upward trajectory, with 10-year yields hitting multi-year highs this week in many countries; we expect...
275 Views
Record MENA Underweight
MENA stocks hit record underweight among active Emerging Market managers. Only half of active EM managers are exposed to the region and less than...
222 Views
Nakilat - 4Q19 Result Update
Vessel acquisitions drive strong resultsNakilat delivered strong 4Q19 results driven by vessels acquisitions in October 2019. We believe an...
254 Views
Nakilat - Attractive with Solid Revenue Backlog
Initiate Nakilat with Attractive rating We initiate coverage on Nakilat, the world’s largest LNG transportation company, with an attractive rating...
413 Views