U.S. Equity Strategy: All Eyes On The Small Cap Russell 2000. Buying Semiconductors, Solar, Truckers
The PHLX Semiconductor index (SOXX) and the equal-weighted Transportation Sector (XTN) are the latest cyclical areas to break out to new YTD...
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Global Clean Energy Index: 52 Adds, 55% Index Turnover, US$12bn to Trade
There are 52 additions to the S&P Global Clean Energy Index. One-way turnover is nearly 55% and the ETF benchmarked to the index will need to trade...
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Global Clean Energy Index: All Proposals to Be Implemented; 48% One-Way Turnover
S&P will implement all proposals of the market consultation at the close on 16 April. This will create trading opportunities. One-way turnover is...
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U.S. Equity Strategy: Correction Over?
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary & Technology: CD-24 Casinos & Gaming, Small-Cap,...
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Hyundai Energy Solutions IPO Valuation Analysis
Our base case valuation - Jinko Solar shares are currently trading at 10.7x P/E (2018) and 6.2x P/E (2019E). If we use a 10.7x P/E for Hyundai...
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