Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
427 Views
NTN's FY2018 Forecast Likely to Be Muted; Plays First-Mover Card with In-Wheel Motors for EVs
Ntn Corp (6472 JP) is a leading manufacturer of precision mechanical parts and components, especially hub bearings for which the company is a...
216 Views
General Electric (GE US )- 25% Downside and Perhaps a Single Digit Stock Price in Its Future?
Dismal Stock Performance in 2017 and Since 2012General Electric Co (GE US) (“GE” or “company”) had a terrible 2017, with the stock providing a...
367 Views
Zodiac / Safran: Behind Zodiac's Key Shareholders, Accepting a Revision
A complex web of pressures faces Safran’s board in its pursuit of Zodiac, and it will take a lot of handholding to appease the ambitions of key...
1.4k Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.6k Views