Beyond Meat (Post IPO) Goes Beyond Valuations - More than Just a Vegan Burger
Beyond Meat Inc (BYND US), a fast-growing US-based plant-based meat (substitute) maker, tripled its billion-dollar valuations on listing, last...
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U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
566 Views
WH Group 1Q18 Results: Overhang from Tariffs Remain but Valuation Gap with Peers Narrowed
WH Group's share price fell more than 8% after releasing its 1Q18 results because EBIT fell 9.3% YoY despite revenue growth of 5.7%YoY. Its China...
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WH Group: China's Pork Tariffs Could Trim EBIT Margins by 1 to 1.5ppt Near Term
WH Group's share price plunged about 10% yesterday on news that China plans a 25% tariff on US Pork imports (Source: Bloomberg). The company's...
255 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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