U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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Last Week in Event SPACE: Altaba, Nexon, MYOB, Panalpina, Ezion, Naspers, Melco
Last Week in Event SPACE ... Here it is. The end - the culmination of years of effort and high balance sheet usage by hedge funds. Altaba Inc...
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ALTABA UNWINDING - Not Much Juice, and Considerably Different Skew
On February 27th of this year, Altaba Inc (AABA US) held a "Strategic and Financial Update Conference Call." In that call the company led by CEO...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
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