[Earnings Preview] TotalEnergies at Risk from Oil Price Decline, Better Gas Prices Offer Relief
TotalEnergies' revenue and EPS are expected to decline YoY due to weak crude oil prices in Q3. The firm’s long-term growth prospects are strong...
229 Views
The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications
Telegraph from European front in global war on greenwashing. U.K. names stewardship victors ("not greenwashers"). Many notable casualties. Anti...
205 Views
U.S. Equity Strategy: Buying Semiconductors, Auto Dealers, and Asset Mgmt/Custody Banks
Despite our overall cautious outlook, several areas are attractive and buyable, including: Semiconductors, Auto Dealers, and Asset Management...
217 Views
China Feihe (6186): Flying No More?
In this insight, we shall discuss the impact of the worsening crisis in Hong Kong to China Feihe (6186 HK) although it seemingly has no direct...
532 Views
58.com: Offeror No Stranger To Privatisations. And Controversy
With the spotlight centered on the Luckin Coffee (LK US) fraud, on the same day, China's 58.Com Inc Adr (WUBA US) received a preliminary,...
537 Views